How to track global macroeconomic trends? What are important indicators to understand the economy? In which cycle are we?

In this episode Eric Basmajian, founder & director of EPB Macro Research, discusses with Alexej & Bart importnat global macroeconomic trends, cycles and indicators with a few charts.

⏰ Topics ⏰
00:00 Intro
01:22 Eric's background
04:51 Creating / iterating on macro models
07:50 How to track the most relevant macroeconomic indicators
09:24 Most relevant macro indicators today
13:34 Secular trends VS cyclical trends
18:17 Relationship between demographics & debt
23:41 Real GDP / capita
25:43 Impact of excessive government expenditure
29:22 Influence of demographics on government bond yields
30:15 Misconceptions of MMT
33:03 Why the FED's policies are always late
35:35 Coincident economic data
37:41 Why is the FED missing its opportunities
39:50 Impact of government size on economic growth
45:54 Outro

💡 About Eric Basmajian
Eric Basmajian is an economic analyst providing analysis on macroeconomic trends both domestically and globally. With a degree in economics and experience at a quantitative hedge fund, Eric has developed a unique methodology to forecast major economic inflection points and translate that research into a complete investment framework.

👉 Twitter: https://twitter.com/EPBResearch
👉 Website: https://www.epbmacroresearch.com/

🎙️ GoldRepublic Podcast 🎙️
A podcast inviting guests with valuable insights into the emergence of a new monetary system through the lens of precious metals, cryptocurrencies and other financial instruments presented by Bart Brands, Precious Metals Specialist and Alexej Jordanov, Content Architect at GoldRepublic.

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