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Podcast: Inflection Point
Episode: Eric Basmajian: An Update On The Four Stages of An Economic Slowdown
Description: On today's episode of "On the Margin", Eric Basmajian Founder of EPB Macro Research joins the show for an update on his "Four Stages of An Economic Slowdown" episode of On The Margin released in April of 2022.Since Eric made that call in April, things have accelerated, so we invited Eric back to the show for a discussion on how the most important economic signals are pointing to a further slowdown throughout 2022 and into 2023. What does the record tightening in monetary policy mean for the most interest rate sensitive sectors of the economy such...