26 min listen
Welcome to Episode 50!
Welcome to Episode 50!
ratings:
Length:
39 minutes
Released:
Sep 6, 2023
Format:
Podcast episode
Description
Ready for a special episode of Facts Vs. Feelings?In this episode, Ryan Detrick & Sonu Varghese celebrate their 50th episode of the podcast! They chat about the recent jobs report, highlighting the increase in jobs created and the slight rise in the unemployment rate. They also touch on economic indicators such as yields, wage growth, and the manufacturing sector.Ryan and Sonu discuss:An analysis of the monthly jobs report, discussing the number of jobs created, unemployment rate, and the health of the labor marketThe slowdown in nominal GDP growth and the misconception of recessionThe growth in manufacturing jobs and the strength of consumptionThe vacancy ratio, its relation to supply and demand for labor, and the Fed's interest in lowering the ratioTheir key takeaways for reaching 50 episodes An explanation of why September is historically the worst month for the stock marketThe historical performance of the stock market in August and the expectation for SeptemberAnd more!Resources:Talking Macro with Neil Dutta (Ep. 47)Connect with Ryan Detrick: LinkedIn: Ryan DetrickConnect with Sonu Varghese: LinkedIn: Sonu Varghese
Released:
Sep 6, 2023
Format:
Podcast episode
Titles in the series (86)
E18: Searching for Buffett by Facts vs Feelings with Ryan Detrick & Sonu Varghese