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 revisions, and much more. Enjoy!
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Oct 31
The Fed Is A Sideshow While The AI Trade Implodes | Weekly Roundup
The AI trade is cracking and the Fed is too boxed in to help. This week, Felix and Quinn weigh what a fracturing AI story and stalled monetary policy mean for markets heading into year end. We explore gold breaking to new lows, implied correlations spiking, Lagarde's exit and Eur ... Show More
59m 21s
Oct 23
The Only Way Out Is Through | Weekly Roundup
Can anything stop oil's run when the SPR is already drained? This week, we dig into why the oil squeeze is becoming structural, not just a Strait of Hormuz story. We explore the oil curve trade, the Brent–WTI gap, tightening financial conditions, and crypto's slow bottoming proce ... Show More
56m 45s
Oct 20
Where Is The Crypto Alpha Hiding This Cycle?
Is crypto finally rewarding the investors who do the work? This week, we sit down with three top allocators at DAS Singapore to unpack where the real alpha lives in an early, uneven bull market. We explore where crypto x AI actually works, building size in illiquid tokens, if $HY ... Show More
32m 56s
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
Apr 2021
Buyer Beware: Are Markets Set Up for a Pullback?
DB-Apr8,2021: Peter Boockvar, CIO of Bleakley Advisory Group and editor of The Boock Report, joins Real Vision managing editor Ed Harrison to share his insights on the inflationary pressures and drawdown risks he’s observing. Boockvar discusses his take on why weekly jobless clai ... Show More
34m 52s
Aug 2024
E235 – Dissecting Recession Risks
<p>Is the U.S. heading for a recession? In today’s episode, Portfolio Manager Chris Heakes, ETF Strategist Bipan Rai, and your host, Mckenzie Box, examine key economic indicators and historical trends. They also share defensive strategies to add to your investing toolkit. </p>
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24m 28s
May 2023
Pricing in the probability of a recession
Analyzing this week’s CPI print, continuing concerns in the banking sector, and the ongoing debt limit debate, Joseph Briggs, a global economist in Goldman Sachs Research, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges.
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8m 28s