Eric Basmajian, founder and editor at EPB Macro Research, joins Lyn Alden of Lyn Alden Investment Strategy to break down his near-term outlook on the global economy as well his longer-term framework for macro investing. Basmajian notes that the growth rate in industrial output, the pick-up in demand for commodities, and a steepening yield curve indicate a gr ... Show More
Oct 22
The GENIUS Act Is Here — What Changes for Stablecoins? w/ Jonathan Gould, U.S. Comptroller of the Currency
Ash Bennington sits down with Jonathan Gould, U.S. Comptroller of the Currency, to break down the OCC’s final rule implementing its portion of the GENIUS Act. Gould explains how the new federal framework will regulate payment stablecoin issuers, including reserve requirements, re ... Show More
24m 53s
Oct 19
Is Inflation About to Derail the Rally? with Andreas Steno | Macro Mondays - Oct. 19, 2026
Andreas Steno of Steno Research is flying solo on this week's Macro Mondays, breaking down the latest inflation signals and what they mean for the market outlook. With energy prices and input costs rising, is another inflation shock on the horizon — and could Kevin Warsh be focus ... Show More
31m 55s
May 2022
Eric Basmajian: Housing IS The Business Cycle
On today's edition of “Boiler Room,” Alfonso Peccatiello is joined by Eric Basmajian, founder of EPB Macro Research. With a focus on cyclical and secular cycles in the economy, Eric joins the show for a deep dive into the housing market. He shares with listeners the indicators th ... Show More
34m 15s
Oct 2024
Breaking Down The Current Business Cycle | Eric Basmajian
In this episode, Eric Basmajian joins the show to break down the business cycle, how the cyclical economy impacts the broader economy, and the housing sector’s role in the business cycle. We also delve into the strong GDP numbers, how to measure the labor market and interpret rev ... Show More
1h 3m
Sep 2024
Slowing But Growing: Why The U.S. Isn’t Headed For Recession | Prometheus Research
In this episode, Prometheus Research joins the show to discuss his macro framework, what the subcomponents of GDP tell us about the economy, and where we are in the business cycle. We also take a deep dive into the manufacturing sector, the components of liquidity, and much more. ... Show More
57m 55s
Jan 2023
The global economy in 2075: Growth slows as Asia rises
What are the long-term trends shaping the global economy? What countries are likely to power global growth in the decades to come? In the latest episode of Exchanges at Goldman Sachs, Kevin Daly, co-head of the economics team covering Central & Eastern Europe, the Middle East and ... Show More
18m 8s