{"podcast":{"title":"Investec Focus Radio SA","slug":"investec-focus-radio-sa-680399","podcast_index_feed_id":680399,"rss_url":"https://iono.fm/rss/chan/4183","website_url":"https://www.investec.com/en_za/focus.html","image_url":"https://cdn.iono.fm/files/p374/logo_4183_20250910_203103_1400.jpeg","author":"Investec","episode_count":150,"summary":"Investec Focus Radio South Africa features conversations between leading minds from within Investec and other experts on economic, investment and business topics in addition to issues that go beyond wealth.","last_synced_at":null,"page_url":"https://stenobird.com/podcast/investec-focus-radio-sa-680399"},"episode":{"title":"Macro Monday Ep112: Markets aren’t pricing in ‘stagflation’","slug":"macro-monday-ep112-markets-aren-t-pricing-in-stagflation","published_at":"2026-04-20T08:15:00+00:00","page_url":"https://stenobird.com/podcast/investec-focus-radio-sa-680399/macro-monday-ep112-markets-aren-t-pricing-in-stagflation","show_page_url":"https://stenobird.com/podcast/investec-focus-radio-sa-680399","url":"https://iono.fm/e/1667663","audio_url":"https://dts.podtrac.com/redirect.m4a/dl.iono.fm/epi/prov_374/epi_1667663_medium.m4a?p=rss","summary":"Ordinarily, you’d expect an oil shock to lead to not only higher inflation, but also weaker equities and a lower growth outlook. However, markets aren’t pricing in a stagflationary outcome. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International, examines this apparent anomaly. Investec Focus Radio SA","meta_description":"Ordinarily, you’d expect an oil shock to lead to not only higher inflation, but also weaker equities and a lower growth outlook. However, markets aren’t p…","key_points":[],"chapters":[],"topics":[],"duration_seconds":562,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/investec-focus-radio-sa-680399/episodes/macro-monday-ep112-markets-aren-t-pricing-in-stagflation/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/investec-focus-radio-sa-680399/macro-monday-ep112-markets-aren-t-pricing-in-stagflation.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}