Eric Basmajian, founder of EPB Research and an expert in macroeconomic forecasting, dives into the intricate world of the business cycle. He reveals how the cyclical economy affects everything from GDP numbers to the housing sector. The discussion explores labor market dynamics, emphasizing jobless claims and the gig economy's impact. Basmajian unpacks the complexities of non-farm payrolls and revisions, while also tackling the Federal Reserve's neutral rate and its implications for monetary policy.

This week’s discussion centers on how elections and Trump may shape market dynamics. Key topics include the gold bull market, the outlook for Bitcoin, and expectations around Fed rate cuts. The hosts explore the effects of political outcomes on economic growth and delve into the strength of the dollar amid changing interest rates. They also challenge traditional economic narratives, highlighting resilience among the bottom 50% of wealth holders. Plus, a thought-provoking look at AI's impact on society adds an intriguing dimension to the conversation.

In this discussion, Tony Greer, a veteran trader and founder of The Morning Navigator, shares his insights on the current dynamics of equities and commodities. He emphasizes the resilience of various market sectors and the bullish outlook on stocks amid macroeconomic shifts. The conversation takes a deep dive into the potential impacts of a Trump reelection and strategies for navigating market volatility. Greer also highlights the emerging opportunities in the gold and energy markets influenced by geopolitical tensions and currency trends.

This week, the discussion dives into the latest inflation and labor market data, uncovering the complexities of job creation and the impact of strikes. Coordinated central banking trends are analyzed, revealing potential effects on crypto and risk assets. The podcast also explores generational economic disparities and the rising discontent among younger demographics. As political events loom, insights on Bitcoin and Ethereum alongside interest rate dynamics highlight the ever-evolving landscape of digital assets. Get ready for a macro outlook that's anything but dull!

Jonah Van Borg, a seasoned trader with nearly two decades of experience, and Avi Feldman, a crypto expert since 2017, join Felix to tackle pressing financial topics. They discuss the intricate relationship between macroeconomic trends and the cryptocurrency market. Jonah and Avi analyze Bitcoin's potential as protection against volatile economies, the risks to the Fed's credibility, and the growing wealth disparity fueled by market speculation. Their insights on regulatory uncertainties and the current bifurcation in the economy provide a thought-provoking perspective on future investments.

The latest jobs report reveals strong employment growth, igniting discussions around recession risks and monetary policy shifts. Global coordinated easing is boosting growth, while geopolitical tensions in the Middle East are swaying oil prices and market sentiments. There's excitement around the SOFR explosion and its implications for credit markets. Additionally, uncertainty around upcoming elections is creating ripples in market pricing, leading to intriguing insights on investment strategies and market health.

Harley Bassman, a renowned financial expert in the bond market, shares his insights on current economic conditions. He discusses what the bond market is signaling about a potential recession and the Fed's strategies. The conversation reveals the nuances of the MBS market and the connection between immigration policies and labor market dynamics. Bassman also analyzes credit spreads and the implications for investors, providing a captivating look at the ever-evolving landscape of finance.

This week explores China's economic stimulus and its potential impact on global markets. Labor market resilience captures attention, showcasing job vacancy trends amid recession fears. The discussion unpacks GDP and GDI revisions, revealing insights into economic health. From the evolving oil market dynamics to the implications of immigration policies on wage inflation, key topics highlight uncertainties ahead. Lastly, the conversation delves into central bank politics and emerging investment strategies, offering a glimpse into future market trends.

Explore the layers of the U.S. economy as experts break down GDP components and unveil current growth trends. Dive into the resilience of the manufacturing sector amidst economic challenges. Gain insights into labor market dynamics and recession indicators, suggesting no imminent downturn. Plus, understand the complexities of inflation and liquidity, dissecting how transportation costs impact pricing. Lastly, discover portfolio strategies to thrive in a cooling economy, balancing various asset classes for stability.

Quinn Thompson, an economic projections expert, joins Tyler Neville, a financial analyst focused on the Fed, Jack Farley, a market trend analyst, and Felix, a private credit specialist. They delve into the implications of recent Fed decisions, bullish market signals, and the complexities of recession calls. The conversation touches on the trajectory of the economy, private credit markets, and intriguing concepts like the 'banana zone.' Their insights offer a clear snapshot of the interplay between economic policies and market dynamics.