businessMar 27, 202639:01failed
The Pivot Point Nobody's Talking About in the Labor Market
About this episode
We break down why markets keep selling off beyond just the Iran headlines. We cover the Strait of Hormuz crisis, how the AI CapEx boom has been quietly masking a fractured labor market, the private credit meltdown, rising stagflation risks, and why rate cuts from here might not be bullish.
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Episode 208
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