47:56
Pro Macro
•Insider Talks
How Long Can the Employment Market Stay Tight?
The market consensus is shifting toward mild or no recession. Is unemployment the key?
Featuring Roger Hirst
Jan 19, 2023 • 47 minutes
Roger Hirst explores the delicate balance between the strong U.S. labor market and a possible recession, with the market consensus shifting into mild- or no-recession territory. The key data point, to him, is how the unemployment numbers will determine the timing and depth of a recession and what indicators investors should look out for.
Show MoreReal Vision co-founder and CEO Raoul Pal walks viewers through his latest research alongside MI2's Julian Brigden. Insider Talks provides viewers exclusive access to analysis, flash updates, and the live program of Macro Insiders, a proprietary research service by Global Macro Investor founder Raoul Pal. Raoul and Julian use macroeconomic analysis to provide clients specific trade recommendations across all asset classes. Available to all Real Vision Pro Macro members and above.
More EpisodesReal Vision co-founder and CEO Raoul Pal walks viewers through his latest research alongside MI2's Julian Brigden. Insider Talks provides viewers exclusive access to analysis, flash updates, and the live program of Macro Insiders, a proprietary research service by Global Macro Investor founder Raoul Pal. Raoul and Julian use macroeconomic analysis to provide clients specific trade recommendations across all asset classes. Available to all Real Vision Pro Macro members and above.
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