Economic Uncertainty Ahead
The conversation delves into the complexities of the current economic landscape, highlighting the unpredictable interplay of factors like Omicron's impact and labor market dynamics. Both inflation and housing prices are expected to remain under upward pressure, with supply struggling to catch up with demand. The discussion emphasizes the long-term effects of underbuilding in the housing sector and the challenges in normalizing the economy.In this clip
From this podcast
Masters in Business
Rebecca Patterson on Global Macro Investing (Podcast)
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