Jun 6, 2022
This week Phil speaks with Ladenburg Asset Management Analyst, Mike Meechan, as the two discuss Stagflation and the current market environment. From the definitional sense, one may argue that we are currently experiencing stagflation as we saw negative GDP growth in the first quarter, while inflation is hovering near its highest levels in 40 years. However, Phil and Mike contend that when digging deeper into the data, stagflation does not appear to be something investors should be worried about. The two wrap up their conversation by discussing current portfolio positioning for a continued rising rate environment.