The Compound and Friends cover image

Unlimited Alpha

The Compound and Friends

00:00

Analyzing the Discrepancy between Soft Data and Hard Data in Labor Markets

The importance of analyzing both soft and hard data in assessing labor markets is discussed, with a focus on how inflation and pessimism impact survey data. The speakers highlight the stability of concrete facts like hiring and wage increases and suggest actions and portfolios as more accurate reflections of people's beliefs.

Transcript
Play full episode

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