MacroVoices Erik Townsend welcomes ECRI co-founder Lakshman Achuthan to the show. They revisit Lak’s recession call from last summer, which he’s still committed to. They also examine the growth, business and inflation cycles along with ECRI’s leading indicators which are plumbing lows never seen before except during the depths of the 2008 crash.https://bit.l ... Show More
Jul 23
MacroVoices #542 Luke Gromen: As The Conflict Turns
MacroVoices Erik Townsend & Patrick Ceresna welcome, Luke Gromen. They discuss how the Strait of Hormuz remained closed for months, why crude oil prices did not respond as expected, and what may happen as the conflict re-escalates. They also cover precious metals, inflation, mone ... Show More
1h 4m
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
Mar 2021
The Macro "Endgame": Growth, Gold, Deflation, and the Dollar ( w/ Eric Basmajian )
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, t ... Show More
1h 8m
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
Mar 2024
Macro Traders Reflections
Alf welcomes back Brent to the show, and the co-host duo discusses macro data, Fed's Waller speech, Japan and China. But most importantly they share thoughts and observations about the current low volatility market regime, how to approach it trying to avoid the most common macro ... Show More
36m 59s
Mar 2025
Volatility, Divestitures, and IPOs
Today we talk market volatility and inflation, the struggling dollar store industry, and a new AI initial public offering.
Also, Asit and Matt have thoughts on some recent earnings reports, writer Ben Wallace joins us to talk about the history and future of Bitcoin, and, as alwa ... Show More
40m 31s
<p dir="auto">This week on PaisaVaisa, host Anupam Gupta is joined by- Rohit Srivastava, Founder of <a href="http://indiacharts.com/" target="_blank" rel="nofollow noopener noreferrer">IndiaCharts.com</a>.</p> <p dir="auto">Mr. Srivastava takes us through the journey of <a href=" ... Show More
