Eric Pachman

Eric Pachman, data analyst who tracks granular labor trends. Brent Kochuba, options and flows specialist who studies dealer hedging. Ben Hunt, narrative strategist focused on common-knowledge shifts. Andy Constan, macro strategist studying oil shocks. They discuss how an oil-driven shock reshapes growth and inflation. They explain common-knowledge moments that flip asset preferences. They show how options flows and labor data can mask real market risk.