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On today's episode of On The Margin, Eric Basmajian Founder of EPB Research joins the show for a discussion on the business cycle slowdown that suggests a "recession is imminent". With Eric's research following leading, cyclical and lagging indicators, he manages to keep a pulse on the current economic environment and its ultimate impact on markets. To hear all this & more, you'll have to tune in!
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Follow Eric: https://twitter.com/EPBResearch
Follow EPB Research: https://epbresearch.com/
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Michael: https://twitter.com/MikeIppolito_
Follow Blockworks: https://twitter.com/blockworks_
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Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
—
Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
—
Timestamps:
(00:00) Introduction
(00:37) A Recession Is Imminent
(05:37) Housing Is The Business Cycle
(13:46) Permissionless II Ad
(14:34) Markets Are Stuck In Limbo
(24:26) What Will Cause Something To Break?
(31:56) Is The Unemployment Rate A Good Barometer Of A Recession?
(44:03) Research Ad
(44:53) The Fed's Outlook: What Should They Do vs What Will They Do
(51:24) Final Thoughts
--
Disclaimer: Nothing discussed on On The Margin 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.
By Blockworks4.4
106106 ratings
On today's episode of On The Margin, Eric Basmajian Founder of EPB Research joins the show for a discussion on the business cycle slowdown that suggests a "recession is imminent". With Eric's research following leading, cyclical and lagging indicators, he manages to keep a pulse on the current economic environment and its ultimate impact on markets. To hear all this & more, you'll have to tune in!
—
Follow Eric: https://twitter.com/EPBResearch
Follow EPB Research: https://epbresearch.com/
Follow On The Margin: https://twitter.com/OnTheMarginPod
Follow Michael: https://twitter.com/MikeIppolito_
Follow Blockworks: https://twitter.com/blockworks_
—
Research, news, data, governance and models – now, all in one place. As a listener of On The Margin, you can use code "MARGIN10" for a 10% discount when signing up to Blockworks Research https://www.blockworksresearch.com/
—
Use code PODS20 to get 20% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
—
Timestamps:
(00:00) Introduction
(00:37) A Recession Is Imminent
(05:37) Housing Is The Business Cycle
(13:46) Permissionless II Ad
(14:34) Markets Are Stuck In Limbo
(24:26) What Will Cause Something To Break?
(31:56) Is The Unemployment Rate A Good Barometer Of A Recession?
(44:03) Research Ad
(44:53) The Fed's Outlook: What Should They Do vs What Will They Do
(51:24) Final Thoughts
--
Disclaimer: Nothing discussed on On The Margin 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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