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?
What this episode covers
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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