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wages

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Jul 8, 2021 by Jeremy Grantham · across every show →

Everything said about wages, oldest first

Jul 8, 2021 bearish
Prediction Not checkable as stated
Grantham: Wage inflation is not in immediate danger of spiraling
“To work through to wages, where inflation really starts to escalate, it's going to take a long time, because we've had such miserable deflation in the typical average wage for so long that we are not in immediate danger of having them spiral out of control.”
Jeremy Grantham Jul 8, 2021 ▶ 56:19 Jeremy Grantham – GMO (Manager Meetings, EP.01)
Dec 4, 2025 bullish
Insight
Boucai: Significant Wage Increases Typically Flow Into Rents Over 12–24 Months
“When you get a big wage increase, it typically shows up in rents over the following 12 to 24 months.”
Robert Bukai Dec 4, 2025 ▶ 43:42 Robert Boucai & James Broyer – Tax-Efficient Multifamily Real Estate at Newbrook (EP.475)
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