# How to Invest During Stagflation: What Rising Manufacturing Costs Mean for Your Portfolio Page: https://stenobird.com/podcast/investtalk-442958/how-to-invest-during-stagflation-what-rising-manufacturing-costs-mean-for-your-portfolio Text version: https://stenobird.com/podcast/investtalk-442958/how-to-invest-during-stagflation-what-rising-manufacturing-costs-mean-for-your-portfolio.md Podcast: [InvestTalk](https://stenobird.com/podcast/investtalk-442958) Published: 2026-05-06T00:07:20+00:00 Episode link: http://investtalk.com Audio file: https://pdst.fm/e/pscrb.fm/rss/p/mgln.ai/e/137/audio3.redcircle.com/episodes/04503254-ad4d-4a56-907c-b8378fa2aed5/stream.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/investtalk-442958/episodes/how-to-invest-during-stagflation-what-rising-manufacturing-costs-mean-for-your-portfolio Duration seconds: 2548 ## Resource US manufacturing input costs hit their highest level in four years in April, even as the sector broadly held steady—a classic precursor to stagflation where costs rise faster than growth. For investors, stagflation is one of the most difficult macro environments to navigate, and understanding it now could be the most important financial move you make this year. Today's Stocks & Topics: Pacer US Cash Cows 100 ETF (COWZ), Markt Wrap, Space X IPO, Fiserv, Inc. (FISV), Terex Corporation (TEX), How to Invest During Stagflation: What Rising Manufacturing Costs Mean for Your Portfolio, E.L.F. Beauty, Inc. (ELF), Shopify Inc. (SHOP), Abercrombie & Fitch Co. (ANF), Customers Bancorp, Inc. (CUBI), How Companies Survive Without Profits, Q1 GDP Growth Rate. Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me * Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai * Check out Progressive: https://www.progressive.com * Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com * Check out Scribe and use my code scribe.how/invest for a great deal: https://scribe.com * Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com * Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.com Advertising Inquiries: https://redcircle.com/brands ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/investtalk-442958/episodes/how-to-invest-during-stagflation-what-rising-manufacturing-costs-mean-for-your-portfolio/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/investtalk-442958/how-to-invest-during-stagflation-what-rising-manufacturing-costs-mean-for-your-portfolio.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.