Distorted Jobs, Structural Limits & Global Edge — Eric Pachman on the Hidden Economy

In this episode of The Money Path, ⁠Todd Schoenberger⁠ sits down with ⁠Eric Pachman⁠, Chief Analytics Officer at ⁠Bancreek Capital Advisors⁠, to pull back the veil on what the U.S. labor market really looks like — and why many headline numbers are misleading.

Eric argues that the healthcare & social assistance sector acts like a distorted “green box” in employment data, masking weakness elsewhere. He shares early signs of layoffs tied to future Medicaid cuts, and warns that without this sector, many industries are already in recession territory.

We also dig into:

• How professional & business services have driven most of the job gains despite being a small slice of employment

• The structural limits constraining the Fed’s policy tool chest in the face of deep sectoral imbalances

• Immigration’s role in sustaining labor supply as participation rates decline

• The long-term fallout from declining birth rates on education and soft skills

• Bancreek’s ETF approach: how they build quantitative models to identify companies with “institutional endurance”

• Why international equities may offer better risk/reward now — and how their BCUS (U.S.) and BCIL (Intl) funds aim to deliver

Whether you’re a macro investor, advisor, or data nerd, this episode unpacks the hidden dynamics behind the headlines and surfaces where real opportunity may lie.

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