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Podcast: Excess Returns
Episode: The Stagflation Regime | Aahan Menon on What Works When Stocks and Bonds Don’t
Description: This episode of Excess Returns features Aahan Menon of Prometheus Research breaking down the growing risk of an inflation shock driven by energy markets and what it means for investors. The discussion explores how a potential shift toward stagflation could challenge traditional stock and bond portfolios and why commodities, trend following, and systematic frameworks may be better suited for the current environment.Prometheus Researchhttps://www.prometheus-research.comAahan Menon Twitterhttps://x.com/@AahanPrometheusWhy the current inflation shock may be one of the most significant in recent history<...