Playback speed×Share postShare post at current timeShare from 0:000:00/Transcript27193YWR: 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 EpisodesWhat Warsh means for Markets with Marvin BarthJun 5 • Erik and Marvin BarthYWR: 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