
Claudia Sahm: Thinking Through Scenarios in a Whiplash Economy
From The Long View by Morningstar
April 28, 2026 · 59 min · Episode 369
About this episode
Economist Claudia Sahm discusses the impact of supply shocks and the Sahm rule in the context of current economic conditions.
The noted economist on the impact of supply shocks, the origins of the Sahm rule, why she thinks the Fed will remain in a holding pattern on rates, and more.
People in this episode
Guest: Claudia Sahm
Topics covered
- economics
- supply shocks
- monetary policy
- interest rates
- economic scenarios
Keywords
- Claudia Sahm
- supply shocks
- Sahm rule
- Fed
- interest rates
Mentioned in this episode
Organizations: the Fed
More episodes of The Long View
- Kathleen Rehl: Helping Widows and the Advisors Who Serve Them · June 9, 2026 · 42 min
- Don Phillips: Encouraging Better Outcomes for Investors · June 2, 2026 · 50 min
- Adam Grossman: Asset Allocation Is an Investor’s Best Defense · May 26, 2026 · 45 min
- Bill Bengen: ‘Inflation Is the Greatest Enemy of Retirees’ · May 19, 2026 · 45 min
- Ben Carlson: Exploring Risk and Reward · May 12, 2026 · 49 min
- Amit Wadhwaney: ’Buying Cheap Has a Number of Attractions’ · May 5, 2026 · 55 min
Explore listener stats, chart rankings, contacts and more on the The Long View podcast page.