About this episode

The episode discusses the comparison between earnings and oil, the current state of systemic leverage, and the potential return of stagflation.

This week, our 3 Things are: 1. Earnings vs. oil. We have an interesting comparison between the two. 2. Systemic leverage. Don’t lose sight of where we stand. 3. Stagflation. Is it really back?

People in this episode

Host: Van Hesser

Topics covered

• Earnings
• Oil
• Systemic Leverage
• Stagflation

Keywords

• earnings
• oil
• systemic leverage
• stagflation
• economic analysis

Mentioned in this episode

Organizations: KBRA

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