World Model · podcast knowledge graph

Lots More With Skanda Amarnath on This Moment in Macro

2025-08-15 · 29 min · 15 entities

episode page audio

Asserted relationships

  • → appeared on Odd Lots podcast
    0.68
    evidence rules-v4
    Lots More With Skanda Amarnath on This Moment in Macro
  • → appeared on Odd Lots podcast
    0.63
    evidence rules-v4
    Lots More With Skanda Amarnath on This Moment in Macro
  • → discusses Business concept
    0.40
    evidence rules-v4
    Feed category: Business
  • → discusses News concept
    0.40
    evidence rules-v4
    Feed category: News
  • → discusses Investing concept
    0.40
    evidence rules-v4
    Feed category: Investing
  • → discusses News Commentary concept
    0.40
    evidence rules-v4
    Feed category: News Commentary
  • → hosted by Bloomberg company
    0.40
    evidence rules-v4
    Feed author/publisher: Bloomberg
  • → discusses Business News concept
    0.40
    evidence rules-v4
    Feed category: Business News

Entities found in this episode

concepts 9

  • mentioned Business concept
    0.50
    evidence rules-v4
    Feed category: Business
  • mentioned Investing concept
    0.50
    evidence rules-v4
    Feed category: Investing
  • mentioned News Commentary concept
    0.50
    evidence rules-v4
    Feed category: News Commentary
  • mentioned Business News concept
    0.50
    evidence rules-v4
    Feed category: Business News
  • discusses Business concept
    0.40
    evidence rules-v4
    Feed category: Business
  • discusses News concept
    0.40
    evidence rules-v4
    Feed category: News
  • discusses Investing concept
    0.40
    evidence rules-v4
    Feed category: Investing
  • discusses News Commentary concept
    0.40
    evidence rules-v4
    Feed category: News Commentary
  • discusses Business News concept
    0.40
    evidence rules-v4
    Feed category: Business News

persons 2

  • 0.72
    evidence rules-v4
    Lots More With Skanda Amarnath on This Moment in Macro
  • mentioned Lots More person
    0.66
    evidence rules-v4
    Lots More With Skanda Amarnath on This Moment in Macro

companys 2

  • mentioned Bloomberg company
    0.70
    evidence rules-v4
    Feed author/publisher: Bloomberg
  • hosted by Bloomberg company
    0.40
    evidence rules-v4
    Feed author/publisher: Bloomberg

podcasts 2

  • appeared on Odd Lots podcast
    0.68
    evidence rules-v4
    Lots More With Skanda Amarnath on This Moment in Macro
  • appeared on Odd Lots podcast
    0.63
    evidence rules-v4
    Lots More With Skanda Amarnath on This Moment in Macro
Episode description as stored
Right now, you could make a good argument that inflation is still too hot, and that with the stock market booming, and the unemployment rate at 4.2%, that it's crazy to think about cutting rates. You could also argue that much of the economy is stalling, that the pace of job growth has slowed dramatically, and that with housing in the tank, we need lower rates. Then on top of this situation, layer in the fact that we have this weird bifurcated economy, with the AI sector growing like gangbusters. And then add onto that the attacks on the independence of the Federal Reserve coming from the Trump administration. And furthermore, trade policy is still a moving target. To make sense of this complicated time — and to look ahead to next week's Jackson Hole conference — we speak with Skanda Amarnath, the executive director of Employ America. Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox — now delivered every weekday — plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots See omnystudio.com/listener for privacy information.