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 that allowed him to foresee the slowdown in economic growth that most investors are just now beginning to price into markets.
Eric also looks in depth at over indebtedness, collapsing birth rates and an aging population — what could these issues spell for the Fed's response, markets, and specifically risk assets? You’ll have to listen to find out.
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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?