Is Stagflation Creeping Into the Picture?

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The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 13 March 2026

⏱️ 40 minutes

🔗️ Recording | iTunes | RSS

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Summary

GDP data released this week shows an economy that slowed to a crawl in the fourth quarter of 2025 as inflation picked up. That’s not a good sign now that oil prices have nearly doubled this year and job cuts continue. We discuss what this data says about the economy and what we’re going as investors. Travis Hoium, Lou Whiteman, and Jason Moser discuss: - Q4 2025 GDP data - Uber’s autonomous momentum - Adobe’s earnings - Executive free agents - Stocks on our radar Companies discussed: Alphabet (GOOG), Adobe (ADBE), Tesla (TSLA), Target (TGT), Costco (COST), Best Buy (BBY), Apple (AAPL), Amazon (AMZN), NVIDIA (NVDA), Boeing (BA), 3M (MMM), Netflix (NFLX), Globus Medical (GMED), Aerovironment (AVAV). Host: Travis Hoium Guests: Lou Whiteman, Jason Moser Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Are we headed for stagflation in 2026?
0:07.0	My only full money starts now. Everybody needs money.
0:27.8	That's why they call it money.
0:30.0	The best things in life are free,
0:33.2	but you can give them to the birds and bees.
0:36.6	From Fool Global Headquarters, this is Motley Fool Money.
0:40.4	Welcome to Motley Full Money.
0:41.4	I am Travis Hoym, joined today by Jason Moser and Lou Whiteman.
0:45.2	And guys, we've got to start with the topic of the day.
0:48.6	That is the economy.
0:50.3	We got information about GDP growth in the fourth quarter this morning.
0:53.9	That growth was 0.7% earlier estimates. We got information about GDP growth in the fourth quarter this morning.
0:56.8	That growth was 0.7%. Earlier estimate was 1.4%.
0:59.8	The reason that this is notable is that the further we get away from the end of the fourth quarter, the better the data gets Lou.
1:06.4	So where does your head go when you think about this?
1:08.4	Because this is a sharp drop from a little it was 4% growth in the third quarter.
1:13.7	We also have inflation, which was over 3% in January.
1:17.8	So it seems like that stagflation word starts to come up when you have low growth and high inflation.
1:24.3	That's not a great place to be from an economic standpoint.
1:27.7	Yeah, you're right. You know, with each revision, not only do you get more, better data,
1:32.5	because they've had time to digest it, but you also get this rare gift to see into the future
1:36.9	compared to a few weeks ago and we didn't know what the first quarter of 2026 was going to look
	...

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