How to Invest During Stagflation: What Rising Manufacturing Costs Mean for Your Portfolio

How to Invest During Stagflation: What Rising Manufacturing Costs Mean for Your Portfolio

May 5, 2026 · 42 min

About this episode

The episode discusses how rising manufacturing costs signal stagflation and its implications for investors.

US manufacturing input costs hit their highest level in four years in April, even as the sector broadly held steady—a classic precursor to stagflation where costs rise faster than growth. For investors, stagflation is one of the most difficult macro environments to navigate, and understanding it now could be the most important financial move you make this year. Today's Stocks & Topics: Pacer US Cash Cows 100 ETF (COWZ), Markt Wrap, Space X IPO, Fiserv, Inc. (FISV), Terex Corporation (TEX), How to Invest During Stagflation: What Rising Manufacturing Costs Mean for Your Portfolio, E.L.F. Beauty, Inc. (ELF), Shopify Inc. (SHOP), Abercrombie & Fitch Co. (ANF), Customers Bancorp, Inc. (CUBI), How Companies Survive Without Profits, Q1 GDP Growth Rate. Our Sponsors: * Check out Pebl: https://hipebl.ai * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai * Check out Quince: https://quince.com/invest * Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com Advertising Inquiries: https://redcircle.com/brands

People in this episode

Hosts: Justin Klein, Luke Guerrero

Topics covered

Keywords

Sponsors

Pebl, Plaud AI, Quince, Scribe

Mentioned in this episode

Organizations: Pacer US Cash Cows 100 ETF, Space X, Fiserv, Inc., Terex Corporation, E.L.F. Beauty, Inc., Shopify Inc., Abercrombie & Fitch Co., Customers Bancorp, Inc.

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