The podcast episodes discuss the risk of stagflation, drawing parallels between the current economic situation and the stagflation experienced during the Carter administration in the 1970s.

The episodes highlight concerns over slow GDP growth, high deficit spending, and rising inflation, which are the hallmarks of a stagflationary environment. Specific examples include Episode 33860, where Scott Becker expresses concern over the combination of these factors, and Episode 32162, where Becker notes the risks of stagflation contributing to the market downturn.

The episodes also feature discussions with experts like Peter Boockvar and Jim Bianco, who analyze the potential for stagflation and its implications for various sectors and markets.