Playback speed×Share postShare post at current timeShare from 0:000:00/27153YWR: The Fed's Big Employment MistakeErik and Marvin BarthNov 07, 202527153ShareTranscriptThe 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: AI’s 2 Year Valley of DeathNov 3 • ErikYWR: SpaceX is CheckMateOct 25 • ErikYWR: Hitting Capitulation in a Hated Market Oct 9 • ErikYWR: The Q4 Gold Rally.Sep 4 • ErikYWR Symposium: The New FedSep 2 • ErikYWR: How AI will learn moralityAug 23 • ErikYWR: $7,000 Gold & $500,000 Tungsten with Jeremy GrayJul 3 • ErikWhat Warsh means for Markets with Marvin BarthJun 5 • Erik and Marvin Barth