
This Hasn't Happened Since 1930 | Eric Pachman on Why the Labor Market is Lying to You
In this episode of Excess Returns, we sit down with EricPachman of Bancreek Capital to explore the intersection of data, economics, andinvesting. Eric shares his unique journey from the corporate world tohealthcare transparency and ultimately to building a data-driven investmentfirm rooted in information theory. We dive deep into employment trends,healthcare’s role in the economy, immigration, inflation, and how hissystematic process identifies companies with the endurance to thrive.
### Topics Covered
* Eric’s unconventional career path: from Morgan Stanley andExxonMobil to founding…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.