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Relentless Hiring In Healthcare & Government Doesn’t Care About Fed’s Interest Rate Hikes | Eric Pachman’s Data-Visualizations On Why Inflation & Hiring Are Sticky

Relentless Hiring In Healthcare & Government Doesn’t Care About Fed’s Interest Rate Hikes | Eric Pachman’s Data-Visualizations On Why Inflation & Hiri…

FromForward Guidance


Relentless Hiring In Healthcare & Government Doesn’t Care About Fed’s Interest Rate Hikes | Eric Pachman’s Data-Visualizations On Why Inflation & Hiri…

FromForward Guidance

ratings:
Length:
98 minutes
Released:
Jun 17, 2024
Format:
Podcast episode

Description

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG.
Follow Eric Pachman on Twitter https://x.com/EricPachman
Follow Bancreek on Twitter https://x.com/bancreek
Bancreek’s CPI tool: https://www.bancreek.com/p/checking-the-tape-may-2024-cpiu
Bancreek’s PCE tool: https://www.bancreek.com/p/april-2024-pce-update
Bancreek’s labor market tree map: https://www.bancreek.com/p/us-employment-data-treemap
Follow VanEck on Twitter https://twitter.com/vaneck_us
Follow Jack Farley on Twitter https://twitter.com/JackFarley96
Follow Forward Guidance on Twitter https://twitter.com/ForwardGuidance
Follow Blockworks on Twitter https://twitter.com/Blockworks_
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Timestamps:
(00:00) Introduction
(00:57) The U.S. Labor Market
(03:57) Tree Map Of Where New U.S. Jobs Are Being Created (It's A LOT In Healthcare and Government Sector)
(19:50) VanEck Ad
(23:17) The Growth In U.S. Government Jobs
(28:39) U.S. Healthcare Industry Is Incentivized For High Prices And High Job Growth Is A Consequence
(45:00) Homebuilding, Oil & Gas, and Retail
(52:11) Inflation Masterclass: Differences Between CPI & PCE
(01:11:35) Healthcare in PCE & CPI
(01:28:46) With Housing Inflation Where It Is, It Is Nearly Statistically Impossible For Inflation To Be At Or Below The Fed's Target of 2%
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Disclaimer: Nothing discussed on Forward Guidance should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
Released:
Jun 17, 2024
Format:
Podcast episode

Titles in the series (100)

The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Jack Farley interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.