Rick Reeder

speaker

30 appearances 5 recordings 1 series first heard Jan 2026 last heard 8 May

Rick Reeder’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 — 5 in all, peaking in Feb 2026 with 2.

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I think the economy is growing.

I think the economy is growing quite vigorously.

I think you could hit 6% nominal GDP this year.

crystal clear.

Look at the JOLTS report.

Look at the Challenger job cuts.

You look at the claims data.

You look at the ISM services in terms of jobs.

There's no ambiguity around where we are in the job market.

We're having a really tough time.

We're watching productivity explode higher in terms of growth being really good.

But a job market, that's really tricky.

You hear the discussion about CapEx and the CapEx was too high.

And, you know, I would argue there's some other things at play there.

CapEx is your moat.

CapEx and R&D spend are the way companies can build their moat.

And it's actually data utilization.

And the companies that are exploiting data that are building bigger moats, that is at the core of what is happening.

This year, you're running at a number where we just saw 50,000, 39,000 was in health care.

Point being, and part of why, you know, I think the interest rate tool doesn't really affect health care.

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