# Stagflation Nations: What, Where, Why, and How It Can Affect Your Investment Portfolio

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Text version: https://stenobird.com/podcast/stock-talk-5318189/stagflation-nations-what-where-why-and-how-it-can-affect-your-investment-portfolio.md
Podcast: [Stock Talk](https://stenobird.com/podcast/stock-talk-5318189)
Published: 2026-05-15T19:12:51+00:00
Episode link: https://oakharvest.podbean.com/e/stagflation-nations-what-where-why-and-how-it-can-affect-your-investment-portfolio/
Audio file: https://mcdn.podbean.com/mf/web/5xd7829acvkbmze9/Stock_Talk_515_Audio_Only8h712.mp3
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Duration seconds: 490

## Resource

What does stagflation really mean? Not just the textbook definition of high inflation combined with weak or slowing economic growth, but what it feels like for consumers and investors when essentials like food, energy, and insurance keep rising while wages and job opportunities fail to keep up. I’ll walk through where stagflation pressures are showing up around the world, including Europe, China, emerging markets, and the United States, and explain the major forces behind it, from energy shocks and overregulation to reshoring, debt, and currency weakness. I’ll also cover the investment implications, including which areas have historically held up better, which have struggled, and how investors may want to think about building a more resilient portfolio focused on real assets, pricing power, stable growth, and diversification. About Chris Perras, CFA®, CLU®, ChFC®, Chief Investment Officer: As CIO, Chris is the lead investment strategist and director of research at Oak Harvest Financial Group. Chris develops the firm's core market outlook, putting his decades of experience and expertise to work for our clients. He hosts Oak Harvest's podcast, "Stock Talk," available on the website with new episodes each week. He completed his undergraduate studies at Georgia Tech, and went on to obtain an MBA from the Harvard Business School. Driven by a desire to maximize his knowledge and skill set, he acquired financial planning and investment management qualifications, becoming a Chartered Life Underwriter (CLU®), a Chartered Financial Consultant (ChFC®), and a Chartered Financial Analyst (CFA®). Stock Talk is a weekly vlog/podcast dedicated to discussing the Oak Harvest Financial Group Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Offic…

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## Transcript

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