Know Your Risk Podcast The Post-COVID Economy
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Sep 16, 2025 Explore the shifting economic landscape post-COVID, where market volatility raises concerns and the Fed's strategies could shape the future. Discover the impact of technology on economic indicators and how cash flow has become a focal point for investments. Labor market challenges are highlighted, including low hiring trends and rising wages fuelling inflation. Personal anecdotes bring to light the struggles families face as living costs soar, further complicated by local taxation issues.
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Old Measures, New Economy
- Many macro indicators feel misleading because the post-COVID economy no longer fits older measurement frameworks.
- Zach Abraham argues we view 21st-century economic behavior through a 19th-century lens, creating noisy, inconclusive data.
Equity Supply Is Shifting
- Net equity issuance has flipped direction after years of heavy buybacks, which supported markets by reducing supply.
- Chase Taylor warns that rising IPOs and capex could push issuance net positive and pressure equity prices.
Prioritize Fundamentals And Themes
- Focus on values, fundamentals, and big themes rather than short-term data noise.
- Zach Abraham advises diversification but emphasizes hedging currency degradation and debt risks via thoughtful asset choices.
