Forward Guidance

“In 6 to 12 Months, We’re Going To Have A Big Problem” | Eric Basmajian & Joseph Wang


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Is a recession imminent? What will the impact be on asset prices - and to what degree would it cause the Federal Reserve to stop tightening monetary policy?


Today Jack welcomes Joseph Wang, former senior trader for the Federal Reserve, and Eric Basmajian, founder of EPB Macro Research, to answer these very important questions.

--

Follow Eric Basmajian on Twitter https://twitter.com/EPBResearch

Follow Joseph Wang on Twitter https://twitter.com/FedGuy12

Follow Jack Farley on Twitter https://twitter.com/JackFarley96

Follow Blockworks on Twitter https://twitter.com/Blockworks_


Get top market insights and the latest in crypto news. Subscribe to Blockworks Daily Newsletter: https://blockworks.co/newsletter/

Joseph’s writings can be found at https://fedguy.com/

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(00:00) Introduction

(02:00) Economic Growth Is Stalling

(05:00) What Is A Recession?

(07:22) The Fed's "Unconditional" Commitment To Fight Inflation

(09:20) Odds Of A Soft Landing

(17:36) Timeline of a Recession

(24:28) Fall Of The Commodity Complex

(32:13) Demographics and Inflation

(41:45) Bank Lending's Role In Inflation

(53:45) Conclusion

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Disclaimer: Nothing discussed on Forward Guidance 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.

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