Macro strategists Juhi Dhawan and Nick Wylenzek join host Thomas Mucha to explore how automation, shifting demographics, the onshoring of manufacturing, and other macro and geopolitical dynamics are impacting labor markets across the globe.

Key topics

1:50 – Structurally tight labor markets

4:35 – How labor scarcity impacts policy

7:25 – Automation across sectors

8:55 – Worker retraining and policy solutions

11:55 – Strategic sectors

14:15 – Demographics and the Chinese economy

16:40 – European politics, immigration, and labor markets

18:55 – US immigration policy

21:25 – Long-term policy and investment implications