PodcastThe Real Investment Show PodcastOctober 19, 2026
10-19-26 Why Bad Inflation May Be Good for Markets
Lance Roberts argues that inflation driven by oil and supply shocks (bad inflation) erodes wages and demand, and assesses AI capex as a key driver of S&P 500 earnings growth and its risks.
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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.