EPISODE · May 20, 2026 · 1H 3M
Ep #1: Breaking Down Stagflation
from Balanced PM
In the debut episode of Balanced PM, hosts Joe Dunn and Andrew Almeida explore stagflation: what it is, why it's so challenging, and what today's warning signs may mean for advisors. They break down the history of stagflation in the U.S., current inflation and growth concerns, labor market signals, energy shocks, AI's potential impact, and the portfolio risks advisors should keep an eye on.
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Ep #1: Breaking Down Stagflation
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