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History's playbook for taming the beast of inflation

28 May 2026

Transcription

Chapter 1: What is the main topic discussed in this episode?

0.031 - 16.207 Latif Nasser

Hey, it's Latif from Radiolab. Our goal with each episode is to make you think, how did I live this long and not know that? Radiolab, adventures on the edge of what we think we know. Listen wherever you get podcasts.

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16.227 - 19.79 Unknown

Inflation is back, rearing its ugly head.

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20.371 - 21.632 John Cochrane

Inflation's heating up again.

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21.692 - 25.035 Unknown

To its highest level in almost three years.

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25.276 - 27.658 John Cochrane

And we've got to get it back down.

27.807 - 46.387 Unknown

Since President Trump ordered strikes on Iran, and Iran retaliated by shuttering tanker traffic through the Strait of Hormuz, prices all over the country are up. Many families are struggling with costs. I just drove by a gas station today and it said $7.25 a gallon. Yesterday you could afford to fill the car with gas. Today you can't.

46.807 - 52.313 Unknown

And that means transportation by truck, train or plane has become more expensive, too.

52.546 - 58.053 John Cochrane

Grocery prices, for example, jumped about seven-tenths of a percent last month alone. I'm not buying this.

Chapter 2: What is the current state of inflation in the U.S.?

58.133 - 58.854 John Cochrane

I can't afford it.

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59.254 - 62.418 Meg Jacobs

People are tired of getting ripped off on food prices.

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62.758 - 78.537 Unknown

Oh, I'd love to have some beef. It isn't just food. It's housing, health insurance, mortgage rates. The cost of living rises with inflation. And that means our money goes less far. No one is happy about that.

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78.837 - 82.908 John Cochrane

Consumers are just to the point where, give us a break.

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82.928 - 93.015 Latif Nasser

You're stuck and your dollars are buying less and less. And it's happening at a time when the nation's main inflation-fighting institution, the Federal Reserve, is getting a shakeup in leadership.

93.181 - 117.287 Unknown

A new chair has been sworn in. It's now Kevin Warsh's Federal Reserve. So as the U.S. wades back into a period of rising inflation, as the Fed and the government grapple with how to fix it, and while we all wait to see what Warsh will do now that he's in charge, we thought it might be useful to offer up this episode that first aired in 2022. Countdown is on to the Fed decision.

117.368 - 138.055 Unknown

The Fed is raising interest rates, and this affects all of us. It's a proven solution. Higher interest rates make it more expensive to borrow money. Is that by raising interest rates, they'll slow the economy? Don't fight the Fed. Back then, a historic inflation took hold, one that could have crashed the economy. And the Fed needed to decide what to do.

138.035 - 154.862 Unknown

Historically, there have been two approaches. On the one hand, a hardcore government intervention. The other one supports loosening regulations. But here's the challenge. Inflation is complicated. Even the people in charge don't fully understand what causes it.

155.551 - 161.581 John Cochrane

One way to say it would be, I think we now understand better how little we understand about inflation.

Chapter 3: How has the government historically responded to inflation?

424.02 - 451.98 Unknown

The year is 1945. Keep prices down. Thirty women pushing strollers are chanting, holding up signs and reminding people in the busy Queens shopping district to honor price caps, basically price controls set by the government. Please take the pamphlet. Here you go. Please take the pamphlet. Here you are. Every cent you pay above the price ceiling price can dynamite price control.

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452.348 - 467.704 Unknown

During and after World War II, inflation was a problem. Food, clothes, and other necessities were rising in price. And in order to get this under control, the government set maximum prices for everyday goods. Watch the extra pennies. They're booby traps.

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468.705 - 481.149 Unknown

And these women in Queens, chanting and handing out pamphlets, were trying to make sure no businesses charged more than the price controls allowed. We'll be here every Thursday. If you see high prices, tell us.

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Chapter 4: What role did the Federal Reserve play in past inflation crises?

481.27 - 504.648 Unknown

We'll keep your name confidential. These sort of volunteer housewives would march in with the authority of the federal government behind them and inspect. They were called snoopsters. They were called a kitchen gestapo. Kitchen gestapo. Maybe a little over the top, but that's what the opponents of price controls called them.

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505.249 - 526.002 Unknown

All these sort of negative connotations, but largely the program was successful because who wants to be subject to profiteering? Armed with a grocery list of government-sanctioned prices, these voluntary housewives were essentially the foot soldiers of a new federal department called the Office of Price Administration, a.k.a.

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526.483 - 536.748 John Cochrane

the OPA. It's just a Christmas wonderland, this pricing office of the OPA in Washington.

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536.788 - 563.823 Unknown

Established in 1941 by President Roosevelt's administration, the OPA was created in response to the U.S. 's rapidly changing economy, an economy that was still recovering from the Great Depression and that was now entering a boom period sparked by World War II. So you had people with lots of jobs, high pay, chasing after fewer goods because the market had shifted to military production.

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564.865 - 579.808 John Cochrane

You do not have to be a professor of mathematics or economics to see that if people with plenty of cash start bidding against each other for scarce goods, the price of those goods goes up.

581.746 - 602.187 Unknown

The U.S. government more or less forced many big industries to change their production from consumer goods to military equipment. Think car companies making tanks instead of Cadillacs. To fulfill these government contracts, tons more jobs were created. But since all the production was going to the war, there was less stuff for the workers to buy with that money.

602.847 - 607.652 Unknown

Lots of demand and very little supply equals inflation.

609.117 - 635.04 Meg Jacobs

Speaking directly to the public on the radio during his now-famous fireside chats, President Roosevelt connected the war against inflation with the war against Germany and Japan.

635.4 - 639.023 John Cochrane

I realize that it may seem to you to be overstressing

Chapter 5: What historical events shaped America's approach to inflation?

1657.527 - 1660.191 John Cochrane

The Watergate scandal broke wide open today.

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1660.952 - 1671.064 Unknown

Who can you trust if you can't trust the president? And all of that sort of erodes faith that government, you know, can actually control the situation.

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1677.743 - 1680.726 Meg Jacobs

I shall resign the presidency effective at noon tomorrow.

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1681.347 - 1712.281 Unknown

Vice President Ford will be sworn in as president at that hour in this office. The government's lies during the Vietnam War and Nixon's disastrous presidency had shaken many Americans' faith in their government. But it wasn't just a crisis of trust. It was a reckoning. people started to wonder, is the government really here for us? Can we trust what it says? And how much power should it have?

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1713.482 - 1740.613 Unknown

After Nixon's failed experiment with price controls, the U.S. economy experienced ups and downs throughout the 1970s. Jimmy Carter, a Democrat, became president in 1976. And by 1979, with inflation again surging, the nation and its attitude towards government had changed. By the summer of 79, Americans are back on the gas lines. And guess what? They're furious.

1741.213 - 1764.196 Unknown

I will not take the blame for this thing. I will not take the crap and the harassment from these customers. People could get violent. People shot other people on gas lines. This is unreal. Isn't this disgusting? Why doesn't anybody contact the president? Why is he letting this happen to us? Carter Kiss My Gas was a popular bumper sticker. After two hours of pumping, that 1,500 gallons is gone.

1764.236 - 1794.295 Unknown

At that time, there was no sense keeping the pumps open because there's nothing left to sell. I think the nation was really sick of inflation. It was clear that we got to do something about it. They went down there and told everybody we had no gas. Forget about it. And everybody stood. They don't listen. President Carter was under pressure and he had to shake things up, do something drastic.

1794.956 - 1817.585 Unknown

So he appoints a guy named Paul Volcker to head up the U.S. Federal Reserve. We can't always be looking at the worst. If we're going to balance these risks of inflation and recession, we have to run not too scared. So it is a question of bringing about a balance. Volcker, heard here in a reenactment, was a shrewd economist with an Ivy League education.

1818.105 - 1838.127 Unknown

He told Carter he would do whatever it took to bring down inflation. The Fed only has so many tools in its toolbox to wrangle the economy. One of them is controlling interest rates. Volcker thought that by raising interest rates, the Fed could cool down the economy and conquer inflation. Raising interest rates would make borrowing money more costly.

Chapter 6: How did World War II impact inflation and price control policies?

2029.986 - 2053.637 Unknown

He thought the pain of a recession outweighed the dangers of runaway inflation. And Reagan supported Volcker and the continued high interest rates, knowing that it was necessary to kind of change the whole mentality. But very, very difficult politically. There were people protesting in Washington and stop this and stop strangling the economy just because there's a little inflation around.

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2054.107 - 2065.605 Unknown

The shock worked. In 1980, when Reagan was elected, inflation was at 13.5%. By 1983, it had dropped to 3.2%.

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2067.648 - 2073.077 Meg Jacobs

Like a sapling in springtime, our economy sprang back after a long winter and reached for the sun.

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2074.897 - 2098.851 Unknown

The 80s were a boom for economic growth. The market rallies and there's a huge turnaround. And the sensible regulation movement of the Reagan era certainly helped that boom of economic growth. Which allows Reagan to then run in 1984 on the campaign It's Morning in America.

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2098.871 - 2113.646 John Cochrane

It's morning again in America. We came together in a national crusade. And with inflation at less than half of what it was just four years ago, they can look forward with confidence to the future. Greatness lies ahead of us.

2125.364 - 2151.127 Unknown

The free market, anti-government economic ideology of Ronald Reagan had won. And basically, let's let it rip and let's let American businessmen do what they do best. And none of this government interference. I call it not free market economics, I call it incentive economics. You just can't get around that people respond to incentives, and when you take away their incentives, they don't respond.

2152.029 - 2175.088 Unknown

That all of the growth and vitality, the amazing growth, in certainly my lifetime and even some of yours, comes entirely from private sector innovation. And without that, we're all dead in the long run. With Reaganomics, government-led solutions to economic problems — things like rationing and price controls — fell out of favor, relics from a bygone era.

2175.728 - 2195.792 Unknown

The Volcker Shock cost millions of people jobs and caused widespread economic pain. But the strategy of the Federal Reserve raising interest rates to pull the economy out of inflation was largely seen as a success. It's not that the Federal Reserve didn't exist. The Fed had existed for more than half a century.

2197.139 - 2211.639 Unknown

But this idea of using the Fed as a frontline defense against inflation really was an innovation. Coming up, the Fed gains even more power and becomes the keeper of the economy.

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