Jason Ware

speaker

527 appearances 2 recordings 1 series first heard Apr 2026 last heard 13 Jul

Jason Ware’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jul 2026 with 1.

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The Rundown · How Chip Stocks Became Wall Street’s Favorite AI Bet (ft. Jason Ware) · 13 Jul 2026 podcast

And so I think we're sitting in this situation in terms of the labor market where things look pretty healthy.

If you look at initial claims, if you look at jolts, which is jobs demand, all of that looks pretty good.

Wages are growing mid to high threes, and so keeping up with inflation.

I think the jobs market's in a good position, but to the thrust of your question, I think the Fed is going to be looking at it through the lens of, can we continue to see a stable jobs market?

And how is AI potentially going to impact it, good or bad?

Kevin Warsh has talked a lot about how AI might be a productivity boost to both labor, but also help workers.

camp down inflation.

So we're going to see how both of those things play out over the near term.

But if I'm right on inflation in the second half of the year and things kind of drift back to disinflation, then I think the jobs market will take more oxygen in the conversation because inflation will feel like it's moving in the right direction.

If it doesn't move in the right direction, that's going to be the focus.

That goes back to the bottlenecks.

Bottlenecks is the phrase of the day.

It goes back to the bottlenecks.

We're seeing, to your point, and you're spot on, we're seeing a bit of inflation now in the system because of those bottlenecks raising prices.

But the question, if you're a central banker, is, you know, and obviously Warsh will say, we don't want to give forward guidance.

We're not going to try to forecast.

But at the end of the day, you have to have a view and a framework on where productivity takes inflation longer run outside of just like the short-term bottlenecks.

Let's do it in the fall.

Sounds good.

Thanks again.

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