Sep 6, 2021
Derek goes beyond the headlines to look under the hood of the labor market, jobs, and unemployment. Plus, he reviews the container shipping issues and port delays, semiconductors now delayed over 20 weeks. Finally, he discusses whether the government stimulus for a drop in demand might have miscalculated the recession. Instead, what if it’s a supply side issue where falling supply and rising prices is the regime? Both demand shock and supply shock are covered so you can talk to your friends about it.
Transitory or Non-Transitory case for inflation
Container shipping issues with inflation
The Fed interest rate tapers and rate decisions
Supply Side Shock
Demand Side Shock
Wage growth
Labor force participation rates
Government transfer payments (social programs) growth
Mentioned in this Episode:
Contact Derek derek.moore@zegafinancial.com
Follow Derek’s blog articles on the ZEGA site https://zegafinancial.com/blog
Derek Moore’s Book Broken Pie Chart https://www.amazon.com/Broken-Pie-Chart-Investment-Portfolio/dp/1787435547?ref_=nav_signin&
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