On today's edition of “Boiler Room,” Alfonso Peccatiello is joined by Eric Basmajian founder of EPB Macro Research. With a focus on cyclical & secular cycles in the economy, Eric joins the show for a deep dive into the housing market to help investors distinguish what allowed him to foresee the slow down in economic growth investors are now beginning to price in to markets.
Eric looks in depth at the demographic & over indebtedness issues we are faced with today before summarising what these dynamics could spell for the Fed's response, markets & specifically risk assets.
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Referenced In The Show:
Read Housing IS The Business Cycle: https://www.nber.org/papers/w13428
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Timestamps:
00:00 Introduction
00:37 What's Happening In The Housing Market?
05:07 Effect of Demographics On Housing
12:10 Consequences of Quantitative Tightening
22:47 The Economy Is Over Indebted
24:58 Trouble For Risk Assets?
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