On this episode of “On the Margin,” 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.

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.

Referencing Edward E. Leamer’s paper “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!

They also cover:

solutions to the growth problem
risk assets
and so much more

Watch the full episode below! 👇

“On the Margin” is a two-part show. 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.

Subscribe to “On the Margin” today on Apple or Spotify, or watch episodes on YouTube.

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