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Distorted Jobs, Structural Limits & Global Edge — Eric Pachman on the Hidden Economy
Distorted Jobs, Structural Limits & Global Edge — Eric Pachman on the Hidden Economy
In this episode of The Money Path, Todd Schoenberger sits down with Eric Pachman, Chief Analytics Officer at Bancreek Capital Advisors, to pull back the veil on what the U.S. labor market really looks like — and why many headline numbers are misleading.
Eric argues that the healthcare & social assistance sector acts like a distorted “green box” in employment data, masking weakness elsewhere. He shares early signs of layoffs tied to future Medicaid cuts, and warns that without this sector, many industries are already in recession territory.
We also dig into:
How professional & business services have driven most of the job gains despite being a small slice of employment
The structural limits constraining the Fed’s policy tool chest in the face of deep sectoral imbalances
Immigration’s role in sustaining labor supply as participation rates decline
The long-term fallout from declining birth rates on education and soft skills
Bancreek’s ETF approach: how they build quantitative models to identify companies with “institutional endurance”
Why international equities may offer better risk/reward now — and how their BCUS (U.S.) and BCIL (Intl) funds aim to deliver
Whether you’re a macro investor, advisor, or data nerd, this episode unpacks the hidden dynamics behind the headlines and surfaces where real opportunity may lie.
📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis!
🔗 Website: https://crosscheckmanagement.com/
📧 Contact on Email: [email protected]
📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent.
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By CrossCheck MediaDistorted Jobs, Structural Limits & Global Edge — Eric Pachman on the Hidden Economy
In this episode of The Money Path, Todd Schoenberger sits down with Eric Pachman, Chief Analytics Officer at Bancreek Capital Advisors, to pull back the veil on what the U.S. labor market really looks like — and why many headline numbers are misleading.
Eric argues that the healthcare & social assistance sector acts like a distorted “green box” in employment data, masking weakness elsewhere. He shares early signs of layoffs tied to future Medicaid cuts, and warns that without this sector, many industries are already in recession territory.
We also dig into:
How professional & business services have driven most of the job gains despite being a small slice of employment
The structural limits constraining the Fed’s policy tool chest in the face of deep sectoral imbalances
Immigration’s role in sustaining labor supply as participation rates decline
The long-term fallout from declining birth rates on education and soft skills
Bancreek’s ETF approach: how they build quantitative models to identify companies with “institutional endurance”
Why international equities may offer better risk/reward now — and how their BCUS (U.S.) and BCIL (Intl) funds aim to deliver
Whether you’re a macro investor, advisor, or data nerd, this episode unpacks the hidden dynamics behind the headlines and surfaces where real opportunity may lie.
📢 Like 👍 | Comment 💬 | Subscribe 🔔 for more in-depth market analysis!
🔗 Website: https://crosscheckmanagement.com/
📧 Contact on Email: [email protected]
📢 Disclaimer: The views and opinions expressed in this episode are those of the guests and hosts and do not necessarily reflect the official policy or position of CrossCheck Media or Biz Talk Today TV. All content is for informational purposes only and should not be construed as financial, legal, or investment advice. Viewers are encouraged to conduct their own due diligence and consult with a licensed professional before making any financial decisions. A buyer-beware approach is always prudent.