The Housing Meltdown Is Imminent with Eric Basmajian

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 -

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