Power Hour #9: Three Shocks, Two Lifeboats: Navigating the Stagflation Storm – Friday 3/6/2026

Episode summary

A 13% oil spike, a shocking negative jobs print of -92,000, and escalating Iran tensions have created a perfect stagflation storm that has the Fed completely boxed in. With 96% of market participants bearish and internal breadth deeply broken, the hosts break down why this selloff is different from a normal pullback and identify the only two sectors — defense and energy — where institutional money is moving with conviction heading into the weekend.