Juggling Dynamite

The disinflationary weight of debt and aging demographics are still in motion. Eric explains the implications well in this segment.

This video discusses the alarming trend of declining interest rates and its impact on the economy. Real interest rates, which factor in inflation, have been steadily decreasing for decades, leading to significant consequences. Discover the main reasons behind this downward trend and why it is likely to continue. Here is a direct video link.

 

Eric Basmajian, economist and founder of EPB Research, discusses the major threats to the economy, how a recession is defined by the NBER, and the sectors and jobs most at risk from a pending economic contraction. Here is a direct video link.

David Rosenberg, founder and president of Rosenberg Research, joins BNN Bloomberg to discuss U.S. Fed chair Jerome Powell’s latest comments. He says a recession certainly will happen, and we’re at or near the end of the tightening cycle. Here is a direct video link.

Caveats noted on the Japan comment: global decoupling is not a thing, if North America is in recession, Japan will not be immune. “If you have to be fully invested in the equity market”, Japan is less over-valued than most. Long always funds and managers are mandated to hold equities at all times. Individual investors do not have to!

Nassim Taleb, Universa Investments scientific advisor and author of ‘The Black Swan’, joins ‘Squawk Box’ to discuss the markets and economy, why a bubble is looming, the state of cryptocurrency, and more. Here is a direct video link.