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(2083)

Bitcoin Soars, Japanese Bonds Buckle | Andreas Steno and Mikkel Rosenvold | Macro Mondays: October 6, 2025

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🔥 *Join the waitlist: https://rvtv.io/3IQ5Bs6* Andreas Steno and Mikkel Rosenvold of Steno Research break down the latest news and trends driving markets, from inflation and labor data to Bitcoin’s...

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Crypto “Uptober" Lives On (So Far) | REKTVision

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🔥 *Join the waitlist: https://rvtv.io/3IQ5Bs6* This week on REKT Vision, Mando, Rekt co-founder and author of the Mando Minutes newsletter, is joined by Sergito, CEO of the Meebit Company, aka Meeb...

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Global Market Rally, Strong PMIs, and Crypto’s “Uptober” Surge: PALvatar Market Recap, October 3 2025

Global Market Rally, Strong PMIs, and Crypto’s “Uptober” Surge: PALvatar Market Recap, October 3 2025

🔥 Join the waitlist: realvision.com/waitlist ⬜ Welcome to Palvatar Market Recap, your go-to daily briefing on the latest market movements, global macro shifts, and crypto trends—powered by Raoul ...

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Fed Cut Hopes, Manufacturing Contraction, and Bitcoin's Resurgence: PALvatar Market Recap, October 2 2025

Fed Cut Hopes, Manufacturing Contraction, and Bitcoin's Resurgence: PALvatar Market Recap, October 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...

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Trading the Markets: October 1, 2025 | Kris Bullock and Bijan Maleki

Trading the Markets: October 1, 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 ...

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U.S. Government Shutdown, Eurozone Inflation, and Bitcoin’s “Uptober” Surge: PALvatar Market Recap, October 1 2025

U.S. Government Shutdown, Eurozone Inflation, and Bitcoin’s “Uptober” Surge: PALvatar Market Recap, October 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...

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US Government Shutdown Risk, Weak European Data, and Crypto Infrastructure Deals: PALvatar Market Recap, September 30 2025

US Government Shutdown Risk, Weak European Data, and Crypto Infrastructure Deals: PALvatar Market Recap, September 30 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...

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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...

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