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When does our Jobless Recovery theme stop being bullish for stocks?
Episode 320
Published 5 months, 1 week ago
Description
Darius argues that what looks like weakness in the labor market is actually structurally bullish in the near term, as AI-driven productivity gains support margins, earnings, and broader economic resilience. Investors are still underpricing the full impact of Paradigm C, the Productivity Boom, and expanding liquidity, which continue to act as tailwinds for risk assets.