Jed Kolko
Senior Fellow at the Peterson Institute for International Economics and former Under Secretary of Commerce for Economic Affairs, offering granular housing and labor-market analysis.
Best podcasts with Jed Kolko
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Feb 3, 2026 • 41min
Volatility Skew Shows Defensive Tilt in Markets
Eswar (Ezra) Prasad, Cornell professor and author on global economic disorder; Jed Kolko, labor and housing analyst and former Commerce official; Julian Emanuel, Evercore equity strategist. They discuss market defensive tilts, sector rotation toward healthcare and value, housing and labor-market frictions, and how globalization, tariffs and geopolitics reshape trade and corporate strategy.
