Playback speed×Share postShare post at current timeShare from 0:000:00/0:00Transcript27193YWR: The Fed's Big Employment MistakeErik and Marvin BarthNov 07, 202527193ShareTranscriptThe Fed is cutting rates because of weak payrolls.But it’s a mistake.They’re missing a big shift in the job market.Marvin Barth and I figure out what’s going on.And it’s super bullish.Discussion about this videoCommentsRestacksYWR: Your Weekend ReadingImprove your investing returns by thinking differently.Improve your investing returns by thinking differently.SubscribeListen onSubstack AppRSS FeedAppears in episodeErikMarvin BarthWrites Thematic Markets SubscribeRecent EpisodesYWR: Gold+Tungsten Update with Jeremy GrayMar 21 • ErikYWR GP: Trading Bot TipsMar 13 • Erik and Brad JelinekYWR: Tungsten Mania with Tiger Kim!Feb 13 • ErikYWR: $7,000/oz with Jeremy GrayJan 23 • ErikYWR:The Return of MatterJan 23 • ErikYWR: It's Vertical Time for Gold!Dec 26, 2025 • ErikYWR: Why it's a China Bull market with Louis Vincent Gave.Nov 21, 2025 • Erik