The Macro "Endgame": Growth, Gold, Deflation, and the Dollar ( w/ Eric Basmajian )

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, the pick-up in demand for commodities, and a steepening yield curve indicate a growth pick-up. Alden and Basmajian explore the significance of the underperformance of banks (particularly regional ones) and energy relative to the S&P 500 and then dive head-first into more macro issues on a longer-term time horizon such as the interplay of debt, inflation, the dollar, interest rates, and the velocity of money. Recorded on January 26, 2021. Key learnings: The strength of cyclical economic momentum indicators, particularly in industrials, indicates growth will continue in the short-term. Within a longer-term time horizon, Basmajian believes that extreme debt levels incurred on corporate as well as government balance sheets will hamper growth, ultimately leading to deflation. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Jaksot(2060)

Macro Mondays: September 29, 2025

Macro Mondays: September 29, 2025

Andreas Steno and Mikkel Rosenvold of Steno Research start our week by examining the latest macro news and trends moving global markets. 🔥 *FINAL HOURS: Get 50% OFF Real Vision Connect* https://rv...

29 Syys 202534min

Shutdown Risks, Gold Rally, and Revolut’s Dual Listing Plans: PALvatar Market Recap, September 29 2025

Shutdown Risks, Gold Rally, and Revolut’s Dual Listing Plans: PALvatar Market Recap, September 29 2025

🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powe...

29 Syys 20255min

Inflation Relief, Trump’s Pharma Tariffs, and Crypto Market Turmoil: PALvatar Market Recap, September 26 2025

Inflation Relief, Trump’s Pharma Tariffs, and Crypto Market Turmoil: PALvatar Market Recap, September 26 2025

🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powe...

29 Syys 20256min

As Crypto Wobbles, Is It Time to Rotate? (ASTER, HYPE, XPL) | Rekt Vision

As Crypto Wobbles, Is It Time to Rotate? (ASTER, HYPE, XPL) | Rekt Vision

This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Zeneca, founder of ZenAcademy and author of the Letters from a Zeneca newsletter. They discuss...

26 Syys 20251h 4min

US Jobless Claims, Eurozone Lending Surprise, and Crypto Volatility: PALvatar Market Recap, September 25 2025

US Jobless Claims, Eurozone Lending Surprise, and Crypto Volatility: PALvatar Market Recap, September 25 2025

🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powe...

25 Syys 20256min

Trading the Markets: September 24, 2025 | Kris Bullock and Bijan Maleki

Trading the Markets: September 24, 2025 | Kris Bullock and Bijan Maleki

Real Vision's Kris Bullock and Bijan Maleki are back to break down their favorite trade ideas found on Real Vision before taking questions from the audience. Tune in every Wednesday at 1pm ET LIVE on ...

24 Syys 202536min

Powell’s Caution, Slowing PMIs, and Tether’s $20B Ambition: PALvatar Market Recap, September 24 2025

Powell’s Caution, Slowing PMIs, and Tether’s $20B Ambition: PALvatar Market Recap, September 24 2025

🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powe...

24 Syys 20256min

Nvidia’s $100B AI Bet, Global PMI Divergence, and Fed Cut Odds: PALvatar Market Recap, September 23 2025

Nvidia’s $100B AI Bet, Global PMI Divergence, and Fed Cut Odds: PALvatar Market Recap, September 23 2025

🔥 Get Raoul Pal's FREE PDF report https://rvtv.io/3YOZZUe. ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powe...

23 Syys 20258min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
psykopodiaa-podcast
mimmit-sijoittaa
rss-rahapodi
rss-rahamania
rss-lahtijat
inderespodi
ostan-asuntoja-podcast
rss-h-asselmoilanen
rss-paasipodi
herrasmieshakkerit
rahapuhetta
pomojen-suusta
sijoituspodi
rss-laakispodi
rss-bisnesta-bebeja
taloudellinen-mielenrauha
syo-nuku-saasta
asuntoasiaa-paivakirjat
rss-startup-ministerio