Ep 460. Strong Jobs Report, Bond Market Signals, Scale Economies Shared, and Questions from X

Oct 4, 2024

Explore the recent strong jobs report that defies recession fears and its impact on bank stocks. Delve into the effects of rising long-term rates on lending and the Fed's motivations amid economic growth concerns. Get insights into Spirit Airlines' potential bankruptcy and its implications for the airline industry. Discover the dynamics of 'scale economies shared' in businesses like Costco and Amazon. Discuss founder-led companies and their influence on corporate culture, as well as Florida's insurance crisis amid climate change.