Marketplace

On track for a layoffs record

48 snips
Oct 2, 2025
Jenny Han, a bestselling young adult novelist and the creative mind behind 'The Summer I Turned Pretty', shares her inspiring journey from nanny to Amazon Prime showrunner. She discusses the creative control she demands in adapting her novels and the challenges of balancing business pressures with writing. The conversation highlights her unique approach to storytelling and audience connection. Meanwhile, the podcast reveals unsettling trends in the labor market, exacerbated by AI and federal cuts, with insights into recession signals and the rising demands in industrial storage.
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INSIGHT

Non-Job Recession Indicators Matter

  • Recession signals include slower hiring and rising auto-loan delinquencies, but we're not currently in a recession.
  • Enrollment and application shifts at selective schools can act as early indicators of economic stress.
ADVICE

Use College Applications As Early Signals

  • Watch college applications and enrollments as they shift faster than full-year enrollment data to spot economic concern.
  • Use selective-school application surges as a near-term signal people expect weaker labor markets.
INSIGHT

Industrial Outdoor Storage Is A Hidden Asset Class

  • Industrial outdoor storage (IOS) exploded in value during the pandemic and now draws large institutional investment.
  • IOS serves logistics, truck parking, and data-center construction staging, tightening supply and pushing rents up.
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