On today's episode of On The Margin, Eric Basmajian Founder of EPB Research joins the show for a discussion on the business cycle slowdown that suggests a "recession is imminent". With Eric's research following leading, cyclical and lagging indicators, he manages to keep a pulse on the current economic environment and its ultimate impact on markets. To hear all this & more, you'll have to tune in!
—
Follow Eric: https://twitter.com/EPBResearch
Follow EPB Research: https://epbresearch.com/
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Michael: https://twitter.com/MikeIppolito_
Follow Blockworks: https://twitter.com/blockworks_
—
Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
—
Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
—
Timestamps:
(00:00) Introduction
(00:37) A Recession Is Imminent
(05:37) Housing Is The Business Cycle
(13:46) Permissionless II Ad
(14:34) Markets Are Stuck In Limbo
(24:26) What Will Cause Something To Break?
(31:56) Is The Unemployment Rate A Good Barometer Of A Recession?
(44:03) Research Ad
(44:53) The Fed's Outlook: What Should They Do vs What Will They Do
(51:24) Final Thoughts
--
Disclaimer: Nothing discussed on On The Margin should be considered as investment advice. Please always do your own research & speak to a financial advisor before thinking about, thinking about putting your money into these crazy markets.
