Earnings vs. Oil, Systemic Leverage, and Stagflation episode artwork

EPISODE · Mar 20, 2026 · 9 MIN

Earnings vs. Oil, Systemic Leverage, and Stagflation

from Van Hesser's 3 Things in Credit - A KBRA Podcast · host KBRA

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?

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Earnings vs. Oil, Systemic Leverage, and Stagflation

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This episode was published on March 20, 2026.

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