Martha Gimbel is the executive director and co-founder of the Budget Lab at Yale. In Martha's first appearance on the show, she discusses the missing BLS job market data, the consequences of losing two months of labor market data, the impact of AI on the labor market in the short and long term, why it is hard to determine which job sectors AI will impact first, why people will keep learning foreign languages, the future impact tariffs will have on the economy, why US treasuries might get left for the hometown guy in a Hallmark Christmas movie, and much more. Check out the transcript for this week's episode, now with links. Recorded on November 19th, 2025 Subscribe to David's Substack: Macroeconomic Policy Nexus Follow David Beckworth on X: @DavidBeckworth Follow Martha on X: @MarthaGimbel Follow the show on X: @Macro_Musings Check out our Macro Musings merch! Subscribe to David's new BTS YouTube Channel Timestamps 00:00:00 - Intro 00:01:48 - The Budget Lab at Yale 00:05:34 - Missing Government Data 00:14:21 - Artificial Intelligence 00:44:49 - Trade Wars 00:54:51 - Outro

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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