Kopi Time E168 - 2026 Stagflation Risk with Komal Sri-Kumar

Fiscal slippage, lower economic growth, sticky inflation, weaker dollar, steeper yield curve, financial instability; these are the key prognostications of Dr. Komal Sri-Kumar in our year-end podcast. President of Sri-Kumar Global Strategies, Sri is a deep thinker on macro trade strategies, and his forecasting track record is outstanding. Going into 2026, he is bearish both stocks and bonds, long vols and gold, and bearish the USD. He worries that the inevitable bursting of the AI-bubble and sticky inflation would cause stagflation and financial instability risks in the US next year. He is also concerned about the erosion of institutional strength in the US, from the central bank to the treasury to the statistical agencies. An unambiguously bleak outlook.

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