Please ensure Javascript is enabled for purposes of website accessibility Guns, Butter & Oil Shocks: Are We Reliving the 1960s and 1970s? - Janus Henderson Investors - US Advisor
For Financial Professionals in the US

Guns, Butter & Oil Shocks: Are We Reliving the 1960s and 1970s?

Watch Rich Bernstein & Mike Contopoulos as they discuss what today’s environment may share with the 1960s and 1970s, and what that could mean for portfolios going forward.

Apr 21, 2026
62 minute watch

Key takeaways:

  • What “Guns & Butter” policies were and why similar dynamics may be emerging today
  • How supply shocks and geopolitical tensions can contribute to more persistent inflation
  • Why narrow leadership and excessive risk-taking can reverse quickly
  • The role of fundamentals like dividends and quality in a less liquidity-driven market
  • How RBA is positioning portfolios to emphasize diversification and reduce reliance on crowded trades