The Long Covid Economy: Will the pandemic permanently change our society and investments?
Many Happy Returns
Working From Home Will Boost Productivity?
Some people are arguing that the move to working from home is going to be a boost to productivity. But if you look at it, US productivity actually fell at a rate of 1.4% annualized from a year ago. I think what we'll see is a bifurcation here between physical jobs where you have to show up and bash a piece of metal and kind of knowledge jobs where you kind of just manipulate spreadsheets and information. We won't have an idea until a couple of years down the line what the effects are. It is a massive change to the way of working.
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