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

Avsnitt(2086)

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🔥 Join the waitlist: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://rvtv.io/4mIxWi8⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto...

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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 ...

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🔥 Join the waitlist: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://rvtv.io/4mIxWi8⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto t...

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U.S.-China Trade Hopes, UK Borrowing Surprise, and European Market Jitters: PALvatar Market Recap, October 21 2025

U.S.-China Trade Hopes, UK Borrowing Surprise, and European Market Jitters: PALvatar Market Recap, October 21 2025

🔥 Join the waitlist: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://rvtv.io/4mIxWi8⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto tre...

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US-China Trade Talks, German Producer Prices, and Bank Earnings Relief: PALvatar Market Recap, October 20 2025

US-China Trade Talks, German Producer Prices, and Bank Earnings Relief: PALvatar Market Recap, October 20 2025

🔥 Join the waitlist: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://rvtv.io/4mIxWi8⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trend...

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Are We in an AI Bubble? | Macro Mondays: October 20, 2025 || Andreas Steno and Mikkel Rosenvold

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🔥 *Join the waitlist: https://rvtv.io/3IQ5Bs6* Andreas and Mikkel are back to break it all down live… 📣 This episode is brought to you by Bitwise Asset Management*. Bitwise has been all-in on cry...

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Is the Bull Market Rekt? | REKT Vision ft. Ejaaz (October 18)

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🔥 *Join the waitlist: https://rvtv.io/3IQ5Bs6* Last week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, was joined by fan favorite Ejaaz, founder and CIO at 26CC...

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Banking Fears, Trade Tensions, and Crypto Shakeout: PALvatar Market Recap, October 17 2025

Banking Fears, Trade Tensions, and Crypto Shakeout: PALvatar Market Recap, October 17 2025

🔥 Join the waitlist: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://rvtv.io/4mIxWi8⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—...

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