Interview recorded - 18th of November, 2024
On this episode of the WTFinance podcast I had the pleasure of welcoming back Eric Basmajian. Eric is the Founder & CEO of EPB Business Cycle Research.
During our conversation we spoke about the current outlook for the economy, inflation risk, employment, impacts on markets and more. I hope you enjoy!
0:00 - Introduction
1:51 - Current outlook for the economy?
9:11 - Economic lag
16:51 - High inventory skewing economic data
21:35 - Risk of increasing inflation?
31:27 - When is data a trend?
34:17 - Employment
41:02 - Impact on markets?
45:27 - One message to takeaway?
Eric Basmajian is an economic cycle analyst providing research on long-term and short-term trends in growth and inflation. With a degree in economics and experience at a quantitative hedge fund, Eric has developed a unique secular and cyclical framework to forecast major economic inflection points and the resulting impact on asset prices.
Eric holds a bachelor’s degree in economics from New York University. Eric started on the buy-side of the financial sector, as an analyst with Panorama Partners, a quantitative hedge fund specializing in algorithmically scanning for mispriced equity derivatives.
Eric Basmajian -
Website - https://epbresearch.com/
Twitter - https://twitter.com/EPBResearch
YouTube - @EPBResearch
LinkedIn - https://www.linkedin.com/in/eric-basmajian-32614116a/
WTFinance -
Instagram - https://www.instagram.com/wtfinancee/
Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
Twitter - https://twitter.com/AnthonyFatseas
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