Keeping it Simple with Simplify Asset Management cover image

Keeping it Simple | Ep. 20: Secular, Cyclical... it's all a fubar fugazi!

Keeping it Simple with Simplify Asset Management

00:00

The Employment Story Is the Key Story

The copper gold ratio is actually unchanged basically since China discovered that it wasn't the future in 2011. What would be a catalyst for assets to reprice derate other than employment? We tend to see this dynamic of particularly older men losing their jobs never working again. Right, their body of industry specific knowledge has been destroyed. Their wage requirements are too high they end up as a Walmart greeter is compared to a trial lawyer.

Play episode from 01:02:33
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app