#20 The Data Scientist
Behind the Balance Sheet
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How Do Leading Indicators Work?
The longer term, the structural two, three year stuff is obviously where I tended to focus. And then looking at the six to 12 month outlook, just to make sure you're getting your timing right. Can you talk a little bit about what sort of leading indicators you use and how do you apply them? Yeah. So in terms of the leading lags, building permits will give you much more signal of where the future kind of things like durable goods, like construction is going. Similarly, if you only look at temp workers, right, they should give you a much better sense of what's actually going on at the margin versus the unemployment number. Which is very, very lagging.
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