Avory - Markets and Investing

In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., sits down with Loujaina Abdelwahed, PhD — a senior economist at Revelio Labs — to break down what’s really happening in the labor market.

We dig into the shifting workforce, the nuanced role AI is playing in reshaping jobs, and the generational divide in employee sentiment and retention.

From federal workforce changes to AI adoption curves — this is the kind of analysis that tells us where the labor market is actually headed.

We cover:

• Slowing hiring and historically low attrition
• Why AI is altering — not eliminating — roles
• Declining demand for AI-exposed roles
• Generational shifts: why younger workers are leaving
• The changing public workforce and retention challenges
• Why employee sentiment is deteriorating — and what it means
• How AI adoption is correlated with productivity and satisfaction
• Which jobs are growing while others stagnate



Hosted by:
Sean Emory — Founder & Chief Investment Officer, Avory & Co.
https://www.avory.xyz

Guest:
Loujaina Abdelwahed, PhD — Senior Economist at Revelio Labs

Follow Avory & Co or Sean Emory
📩 Questions? Contact us at: team@avoryco.com
🌐 Website: www.avory.xyz
🎙️ Podcast: Operator Mode & Around the Desk
📺 YouTube: @AvoryCo



Disclaimer
This conversation is for informational purposes only and should not be considered investment advice. We may hold positions in some of the companies discussed. Please do your own research before making any investment decisions.



Hashtags (10):
#LaborMarket #AIJobs #WorkforceTrends #RevelioLabs #AroundTheDesk #JobTrends #EmployeeSentiment #FutureOfWork #AIImpact #WorkforceEconomy

What is Avory - Markets and Investing?

Around the Desk: This is where we at Avory think out loud, challenge narratives, and look for signal through the noise. Each episode, the Avory & Co. team dives into what’s moving markets, how companies are performing, and where opportunities may be forming. We break down earnings, macro trends, and investor sentiment — all from the lens of a concentrated, high-conviction portfolio.

*** The views expressed on Avory Podcast: Around the Desk are those of the hosts and guests and do not constitute investment advice. This podcast is for informational purposes only and should not be relied upon to make investment decisions. All investments involve risk, including potential loss of capital. Avory & Co. may hold positions in the companies discussed.