BlackRock, Wells Fargo Push Back Return to Office Dates

The transcript discusses the impact of a variant on the economy, highlighting how companies like BlackRock and Wells Fargo are delaying office returns due to rising cases. It explores the implications of working from home on commuting and the future of work. The conversation speculates on the economic structure and infrastructure needed for a stay-at-home recovery, suggesting that the future may differ from previous expectations.

In what ways might the economy change due to increased remote work?

What does 'stay at home recovery' mean in the context of the current economic situation?