Brianna Beckford


<p>On this episode of &#8220;<a href="https://youtu.be/LuB2RcrXFHE" target="_blank" rel="noreferrer noopener">On the Margin</a>,&#8221; Blockworks Co-founder Mike Ippolito is joined by returning guest Eric Basmajian, founder of EPB Macro Research. After correctly identifying signs of decelerating growth months ahead of most, Eric comes back to the podcast to share how he forecast the economic slowdown. </p>



<p>As the yield curve inverts, GDP numbers begin downward revisions and investors deal with soaring prices across the whole commodity complex. Eric lays out the major warning signs that can help identify cyclical changes in the economy. </p>



<p>Referencing Edward E. Leamer&#8217;s paper &#8220;Housing IS the Business Cycle,” Eric also gives listeners a crash course on the connection between housing and economic growth. To hear more, tune in!</p>



<p>They also cover:</p>



<ul class="wp-block-list"><li>solutions to the growth problem</li><li>risk assets</li><li><span style="color: initial;">and so much more</span></li></ul>



<p>Watch the full episode below! 👇</p>



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<iframe loading="lazy" title="The Four Stages of an Economic Slowdown | Eric Basmjian" width="1024" height="576" src="https://www.youtube.com/embed/LuB2RcrXFHE?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
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<p>&#8220;On the Margin&#8221; is a two-part show.&nbsp;Once a week, Mike interviews industry experts. At the end of the week, he is joined by a co-host where they break down the top crypto and macro stories. Episodes go live every Wednesday and Saturday morning.</p>



<p>Subscribe to &#8220;On the Margin&#8221; today on <a href="https://podcasts.apple.com/us/podcast/on-the-margin/id1558223079" target="_blank" rel="noreferrer noopener">Apple</a> or <a href="https://open.spotify.com/show/2yFL2nSsQucf1rzdEKbFZY" target="_blank" rel="noreferrer noopener">Spotify</a>, or watch episodes on <a href="https://youtube.com/playlist?list=PLvER9nHSRN3xVs_p-dl7L7K_ZgL6lSudu" target="_blank" rel="noreferrer noopener">YouTube</a>.</p>



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<p><strong><strong><strong>Get the day’s top crypto news and insights delivered to your inbox every evening.&nbsp;<a target="_blank" href="https://cms.blockworks.co/newsletter/?source=end" rel="noreferrer noopener">Subscribe to Blockworks’ free newsletter</a>&nbsp;now.</strong></strong> </strong></p>



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economics

Podcast: The Four Stages of an Economic Slowdown | Eric Basmajian

Jack Farley

<div id="highlights-block_617811dfb339a" class="highlights">
        <ul>
                <li>“Forward Guidance” explores how stocks, bonds, the dollar, commodities, and crypto are impacted by macro variables such as inflation, growth, and liquidity</li>
                <li>Each episode offers long-form interviews with sophisticated macro thinkers</li>
            </ul>
    
</div>



<p>Today I’m thrilled to announce that I’ll be hosting a new macro interview series called <a href="https://www.youtube.com/watch?v=Jx5ZJc1R95g">Forward Guidance</a> on the Blockworks podcast network.</p>



<p>The show will explore in-depth the risks and opportunities that investors face in today&#8217;s unprecedented macro environment.&nbsp; More specifically, we will explore a paradox at the heart of today&#8217;s markets.</p>



<p>On the one hand, with the help of central banks, risk assets are floating higher by the day, companies are hiring workers at breakneck speeds, and consumer spending and corporate earnings are at record levels.</p>



<p>At the same time, cracks are appearing in the very foundation of our financial markets. A slowdown in commercial lending, wobbles in China’s real estate sector and the surging cost of commodities threaten the narrative the central banks want us so desperately to believe.</p>



<p>That everything is fine.</p>



<p><a href="https://www.youtube.com/watch?v=Jx5ZJc1R95g" target="_blank" rel="noreferrer noopener">Forward Guidance</a> is a show dedicated to uncovering the heart of this conundrum. Twice a week, I’ll be speaking directly with fund managers, analysts, and financial industry professionals about how investors can grow and protect their wealth in this brave new macro world. These episodes will air on Tuesday and Friday.</p>



<p>The show launches today, Tuesday, October 26th, with Lyn Alden of Lyn Alden Investment Strategy as the first guest. Alden shared her thoughts on why she thinks the global financial system is nearing the apogee of a long-term debt cycle, and the only way to unwind the leverage without causing ruinous economic data is through persistently higher inflation and a significantly weaker US dollar.&nbsp;</p>



<p>Alden also discussed her views on surging energy costs, China’s stock market woes and the flurry of new bitcoin ETFs that have come to market recently.&nbsp;</p>



<p>I will also be hosting a live show with the co-founder of Blockworks, Michael Ippolito. More on that later…</p>



<p><a href="https://www.youtube.com/watch?v=Jx5ZJc1R95g" target="_blank" rel="noreferrer noopener">Listen</a> to the inaugural episode of <a href="https://www.youtube.com/watch?v=Jx5ZJc1R95g" target="_blank" rel="noreferrer noopener">Forward Guidance</a> on YouTube.</p>



<p>Watch the first episode. 👇</p>



<figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper">
<iframe loading="lazy" title="The Unwinding of the Long Term Debt Cycle | Lyn Alden" width="1024" height="576" src="https://www.youtube.com/embed/Jx5ZJc1R95g?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen></iframe>
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