

Logan Mohtashami: Is construction labor finally showing recession risk?
Jun 20, 2024
Lead Analyst Logan Mohtashami discusses potential declines in housing permits and their impact on the labor market, AI's influence on jobs and the bond market, and the interplay between bond yields, Federal Reserve decisions, and the labor market. The podcast also explores how current economic conditions are affecting mortgage rates and the real estate market in Austin, Texas.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 4min
Impact of Declining Housing Permits on Labor Market and Recession Risk
03:53 • 7min
Exploring the Influence of AI on Jobs and the Bond Market
10:52 • 2min
Interplay Between Bond Market, Federal Reserve Decisions, and Labor Market
13:15 • 11min
Analysis of current economic and market conditions
24:20 • 3min
Impact of Work-from-Home Trend on Real Estate Market in Austin, Texas
27:16 • 6min