Xerion's Arbess Sees Fiscal Policy as a 'Very Serious Risk'

The video discusses various economic risks across short, medium, and long-term horizons. It highlights the positive short-term economic outlook but warns of medium-term fiscal risks and long-term labor market challenges due to automation. The discussion includes the impact of tax reforms, treasury market dynamics, and the need for policy changes to address job displacement and education gaps.

What are the implications of the recent tax reform mentioned in the text?

How does the speaker view the relationship between economic growth and stock market performance?

What recommendations are made regarding education and policy in response to job displacement?