Societe Generale sounds alarm on stagflation risks, worries about all risk assets
Youtube·2026-03-12 21:47

Well, meantime, the oil surge contributing to stagflation concerns for our next guest. Let's bring in Subadra Rajapa, head of research at Sociotasian. Subadra, great to see you. >> Good to see you, too.>> Um, so stagflation, how much of a risk is it right now. >> The market is starting to look towards that risk. I mean, typically we've never had kind of a stackflationary episode.For the first time in a while, we're starting to look towards that. To me, what you know, in in line with what you guys were discu ...