
Are Risk Assets at Risk? With Michael Kao
Real Vision: Finance & Investing
00:00
The US Labor Market and the US Dollar
I think the labor market's been puzzling. It's another part of this macro picture that's been complicated. Some of my friends in construction are firing employees and then rehiring them as contract work. And I think that's going to be isolated and maybe contributing to the uptick in the birth death ratio. The data is crap. I think a lot of the indicators are suspect.
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