Trendi25 Okt 2022

Brazil, Spice, and Our Job Openings That are not Looking so Nice

Brazil Election 4th largest democracy. 12th largest largest economy in the world and biggest in LATAM. The election is between the Trump of the tropics Jair Bolsonaro and Luiz Inacio Lula da Silva. Final election is Oct. 30th. Country profile: 213M population. $1.6T economy. Economically similar in size to Russia or Australia. Shrinking economy since 2014 when it was roughly. $2.4T. Brazil has a 13.75% interest rate and 7.17% inflation. Brazil has an 8.9% unemployment rate, but trending down from the 12.6% high this time last year. TAKEOUT: Bolsonaro up. History does not repeat, but it does rhyme and this looks like a similar scenario to USA in 2016. Their potential is there under the right leadership.

McCormick Spice/seasoning/condiments/flavoring/extracts manufacturer/marketer/distributor. Founded in 1889. Made $6.3B last year. 12 acquisitions from 2007-2016. Just acquired FONA intl for $700M. Revenue and profit keep trending up. TAKEOUT: Spicy business maneuvers in a boring sector. Don’t be the best, acquire the best. Acquire early and often.

JOLTS The Bureau of Labor Statistics publishes the job openings and labor turnover survey every month. JOLTs has trended up since covid. 7M job openings pre covid, 4M job openings at its worst (during covid), 11.6M at the best and now at 10M. TAKEOUT: The labor force is a lagging indicator, and while there are mixed messages of how the overall economy is performing the most important factor is our jobs. This indicator tells us the demand for labor is going down as stimulus spend is easing. If you want a new job or a raise, better sooner than later.

Follow on Instagram: trendi_pod

Det här avsnittet är hämtat från ett öppet RSS-flöde och publiceras inte av Podme. Det kan innehålla reklam.

Avsnitt(64)

EU’s GRANOLAS, SheOut, and Full Stream Ahead

Shein moving IPO to London - Shein is a fast-fashion giant that was founded in China but is now based in Singapore - It is considering switching its IPO from New York to London due to regulatory hur...

12 Mars 202411min

Glassdoor Ranks, S&P's Super Six, and FanDuel vs DraftKings

Glassdoor rankings, reflecting employee satisfaction and corporate culture, can influence investor perception and thus potentially affect stock returns. High rankings may signal strong management and ...

5 Mars 20247min

Doughnuts, Unicorns, and Travel

Expedia’s Earnings/Forecast: Expedia Group reported annual revenues of $13 billion, aligning with forecasts, and anticipates a revenue increase to $14 billion in 2024. Despite a recent dip in share pr...

28 Feb 20249min

Piracy Pops, Luxury Blends, and FICO Forever

Piracy growth: Internet piracy is surging as users seek free and convenient access to digital content amid the proliferation of streaming services. Piracy sites received 141 billion visits in 2020, a ...

14 Feb 20247min

JOLTs are Jumping, Airports > Airlines, and Dating Trends

This podcast explores three trends worth investing in for the future: the JOLTs report, airport stocks, and dating stocks. The JOLTs report shows the demand and supply of workers in the US labor marke...

6 Feb 202410min

Media Meltdowns, MercadoLibre, and Top Stocks of 2023

Traditional news faces a reckoning as layoffs and digital competition bite. MercadoLibre, Latin America's e-commerce king, feasts on the mobile boom, growing at 82% and diversifying with fintech. 2023...

31 Jan 20249min

Rise of AI and Web3: The Opportunities and Challenges for Innovation in 2024

In this episode, we discuss the latest trends and predictions for 2024 in the fields of AI and Web3, two of the most exciting and disruptive technologies of our time. We also cover the performance of ...

24 Jan 20246min