Episode

Earnings vs. Oil, Systemic Leverage, and Stagflation

Podcast: Van Hesser's 3 Things in Credit - A KBRA Podcast
Published: Mar 20, 2026
Duration seconds: 546
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Canonical source: https://podcasters.spotify.com/pod/show/kbra981/episodes/Earnings-vs--Oil--Systemic-Leverage--and-Stagflation-e3go4ej
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Summary

This week, our 3 Things are: 1. Earnings vs. oil. We have an interesting comparison between the two. 2. Systemic leverage. Don’t lose sight of where we stand. 3. Stagflation. Is it really back?