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

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

FromForward Guidance


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

FromForward Guidance

ratings:
Length:
57 minutes
Released:
Jun 27, 2022
Format:
Podcast episode

Description

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.
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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.
Released:
Jun 27, 2022
Format:
Podcast episode

Titles in the series (100)

The laws of macro investing are being re-written, and investors who fail to adapt to the rapidly changing monetary environment will struggle to keep pace. Jack Farley interviews the brightest minds in finance about which asset classes they think will thrive in the financial future that they envision.