Business
Derek goes beyond the headlines to look under the hood of the labor market, jobs, and unemployment. Plus, he reviews the container shipping issues and port delays, semiconductors now delayed over 20 weeks. Finally, he discusses whether the government stimulus for a drop in demand might have miscalculated the recession. Instead, what if it’s a supply side issue where falling supply and rising prices is the regime? Both demand shock and supply shock are covered so you can talk to your friends about it. Transitory or Non-Transitory case for inflation Container shipping issues with inflation The Fed interest rate tapers and rate decisions Supply Side Shock Demand Side Shock Wage growth Labor force participation rates Government transfer payments (social programs) growth Mentioned in this Episode: Contact Derek derek.moore@zegafinancial.com Follow Derek’s blog articles on the ZEGA site https://zegafinancial.com/blog Derek Moore’s Book Broken Pie Chart https://www.amazon.com/Broken-Pie-Chart-Investment-Portfolio/dp/1787435547?ref_=nav_signin& Inflation-Markets at All-time Highs, Interest Rates, Covid and the Markets, Afghanistan https://podcasts.apple.com/us/podcast/talking-inflation-all-time-market-highs-interest-rates/id1432836154?i=1000533456019 Sticky CPI vs Flexible CPI https://podcasts.apple.com/us/podcast/how-is-inflation-measured-sticky-cpi-vs-flexible-cpi/id1432836154?i=1000521909707 What are Repos and Reverse Repos https://podcasts.apple.com/au/podcast/what-are-reverse-repos-and-repos-fed-enters-overnight/id1432836154?i=1000523659106