Interview Recorded - 13th of June, 2023
On this episode of the WTFinance podcast I had the pleasure of speaking with Eric Basmajian, Founder of EPB Research.
During our conversation we spoke about whether a housing crash is still on the cards, why this is linked to a recession, Eric's economic data analysis process, how employment has remained strong with these conditions and other macro drivers Eric is currently watching. I hope you enjoy!
0:00 - Introduction
1:10 - Is a housing crash still on the cards?
6:14 - International housing markets in a similar position?
7:02 - Eric’s economic data analysis process
14:40 - Are the data points weighted based on importance?
17:35 - Difficult to predict a recession
21:37 - Revising data
24:10 - How has employment remained strong with these conditions?
30:05 - How will markets react to recessionary data?
32:05 - Other macro drivers Eric is watching?
38:25 - Catalyst for the credit event?
41:05 - One message to takeaway from our conversation?
Eric Basmajian is an economic cycle analyst providing research on long-term and short-term trends in growth and inflation. With a degree in economics and experience at a quantitative hedge fund, Eric has developed a unique secular and cyclical framework to forecast major economic inflection points and the resulting impact on asset prices.
Eric holds a bachelor’s degree in economics from New York University. Eric started on the buy-side of the financial sector, as an analyst with Panorama Partners, a quantitative hedge fund specializing in algorithmically scanning for mispriced equity derivatives.
Eric Basmajian -
Website - https://epbresearch.com/
Twitter - https://twitter.com/EPBResearch
YouTube - @EPBResearch
LinkedIn - https://www.linkedin.com/in/eric-basmajian-32614116a/
WTFinance -
Instagram - https://www.instagram.com/wtfinancee/
Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfn
iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4
Twitter - https://twitter.com/AnthonyFatseas
