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Episode Mentions
InvestTalk · May 6, 2026
How to Invest During Stagflation: What Rising Manufacturing Costs Mean for Your Portfolio
“Industrial equipment manufacturer (cranes and work platforms) with 12x earnings multiple, solid profitability (39% ROE), and positive uptrend but limited upside vs. alternatives”
Stagflation Economics and Portfolio StrategyManufacturing Input Costs and Supply Chain InflationNegative Real Yields and Asset Allocation
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