#33: Discussions with Eric Basmajian (@EPBResearch)

Eric Basmajian, a Jedi Master of data, insights, and incredibly clear and well thought out logic joins me to discuss Inflation vs Deflation (deep dive here), how to think about constructing a portfolio (including ways of hedging), and how the upcoming US Election could affect markets, based upon various combinations of who controls what (POTUS, House, Senate). Eric also gives his top tips for what non-obvious data to track (do you track Copper SCRAP prices, what about Plywood instead of Lumber?) in order to try to get a bit of a heads up for when the current reflationary impulse may turn back to the previous deflationary trend - whilst it's possible it doesn't, he leans towards a deflationary future in the medium term, especially in a US with no further stimulus (as politicians argue/procrastinate). As always, please DM me on Twitter (@darky999) with any feedback, whether good/bad/ugly, and if you have ideas for future guests please also let me know.

Om Podcasten

Each episode we deep dive into a specific macro issue, or have a candid topical discussion with a guest