On today's episode of On The Margin, Mike Ippolito is joined by returning guest Eric Basmajian, founder of EPB Macro Research. After correctly identifying signs of decelerating growth months ahead of most, Eric comes back to the podcast to share how he forecast the economic slowdown.
As the yield curve inverts, GDP numbers begin downward revisions and investors deal with soaring prices across the whole commodity complex. Eric lays out the major warning signs that can help identify cyclical changes in the economy.
Referencing Edward E. Leamer's paper "Housing IS the Business Cycle,” Eric also gives listeners a crash course on the connection between housing and economic growth. To hear more, tune in!
Read Housing IS The Business Cycle: https://www.nber.org/papers/w13428
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Follow Eric Basmajian: @EPBResearch
Follow Mike: @MikeIppolito_
Follow Blockworks: @Blockworks_
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Listen to this episode on Apple or Spotify.
Apple: https://tinyurl.com/mry8y4k3
Spotify: https://tinyurl.com/3vnnkrkw
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Fireblocks is an enterprise-grade platform delivering a secure infrastructure for moving, storing, and issuing digital assets. Fireblocks serves over 725 financial institutions, has secured the transfer of over $1.5 trillion in digital assets, and has a unique insurance policy that covers assets in storage & transit. For more information, please visit https://onthemargin.link/fireblocks
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Timestamps:
00:00・Introduction
06:46・The Economic Pyramid
13:24・Housing IS the Business Cycle
29:05・Fireblocks Ad
30:24・Falling Corporate Profits
35:33・Risk Assets
40:55・Is Inflation Transitory, Or Not?
47:25・Rising Populism
53:34・How To Solve The Growth Problem
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