Laura Ullrich On Labor Market Imbalance and AI's Impact

In this episode of the Know More. Risk Better. podcast, the discussion explores how the U.S. labor market is evolving amid slowing job growth, persistent low‑hire, low‑fire dynamics, and rising uncertainty tied to AI, geopolitics, and policy. Zachary Griffiths and Laura Ullrich break down recent nonfarm payrolls data, sector imbalances driven by healthcare, and growing challenges for job seekers despite low unemployment. The conversation also examines how AI is reshaping hiring patterns, especially in tech, the risk of a timing mismatch between AI investment and labor demand, and insights from job posting data on entry‑level roles. Gain timely, data‑driven perspectives to help investors better assess labor market signals shaping credit and macro risk.