Keeping it Simple with Simplify Asset Management cover image

Keeping it Simple with Simplify Asset Management

Keeping it Simple | Ep.32: Variable or Variant Weather?

Jan 16, 2024
Tian Yang of Variant Perception joins Mike and Harley for a 2024 outlook. They discuss aging populations and inflation, analyze Modern Monetary Theory and its implications, compare Variant and pre-COVID conditions, and debate R star and its relationship to labor quantity and productivity.
01:01:48

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Companies hoarding labor may lead to sudden deterioration in employment.
  • Uncertainty remains regarding the impact of aging populations on inflation.

Deep dives

Labor Hoarding and Consumer Spending

Despite deteriorating demand in certain sectors, companies have been hoarding labor and consumers have maintained high levels of spending. This is likely due to a false sense of job security among consumers and companies' reluctance to layoff workers. However, as profit margin pressures increase, there is a risk that labor cracks will lead to sudden deterioration in employment.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode