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)

Crypto Seesaws on Weak U.S. Jobs Data | Trading Cards Bonanza | REKTVision

Crypto Seesaws on Weak U.S. Jobs Data | Trading Cards Bonanza | REKTVision

This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Spencer, CEO of Orange Cap Games and Spencer Ventures. They discuss the biggest narratives and...

5 Syys 20251h 9min

Weak US Jobs Report, Falling German Orders, and Crypto Market Turbulence: PALvatar Market Recap, September 5 2025

Weak US Jobs Report, Falling German Orders, and Crypto Market Turbulence: PALvatar Market Recap, September 5 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...

5 Syys 20255min

Fed Dovish Turn, U.S. Labor Weakness, and Polymarket’s U.S. Return: PALvatar Market Recap, September 4 2025

Fed Dovish Turn, U.S. Labor Weakness, and Polymarket’s U.S. Return: PALvatar Market Recap, September 4 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...

4 Syys 20256min

Trading the Markets: September 3, 2025 | Kris Bullock and Bijan Maleki

Trading the Markets: September 3, 2025 | Kris Bullock and Bijan Maleki

🔥 *Get 50% OFF RV Connect for a limited time* https://rvtv.io/3UenXVY It's time to talk Trade Ideas... Real Vision's Kris Bullock and Bijan Maleki are back to break down their favorite trade ideas ...

3 Syys 202535min

Global Bond Sell-Off, PMI Surprises, and Crypto Legitimacy: PALvatar Market Recap, September 3 2025

Global Bond Sell-Off, PMI Surprises, and Crypto Legitimacy: PALvatar Market Recap, September 3 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...

3 Syys 20257min

Eurozone Inflation, UK Gilt Surge, and Gold’s Record High: PALvatar Market Recap, September 2 2025

Eurozone Inflation, UK Gilt Surge, and Gold’s Record High: PALvatar Market Recap, September 2 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...

2 Syys 20255min

Fed Rate Cut Hopes, Eurozone Jobs Strength, and Gold Rally: PALvatar Market Recap, September 1 2025

Fed Rate Cut Hopes, Eurozone Jobs Strength, and Gold Rally: PALvatar Market Recap, September 1 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...

1 Syys 20254min

ETH Weakness: Time to Rotate? | Rekt Vision

ETH Weakness: Time to Rotate? | Rekt Vision

This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Ejaaz, also known as Punk7213, to tackle the biggest themes in crypto. From ETH’s stumble and ...

29 Elo 20251h 6min

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