Marketplace Roundtable
Marketplace Roundtable
Seeking Alpha
Marketplace Roundtable #30: Asset Allocation In A High Debt, Low Growth World With Eric Basmajian
48 minutes Posted May 2, 2019 at 10:00 am.
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Show notes

In the latest episode of the Marketplace Roundtable Podcast, Eric Basmajian of EPB Macro Research explains the workings of his unique macro-driven approach to investing and reads the current macro tea leaves. His underlying thesis: Spiraling debt is starting to take a real toll on current and future U.S. growth prospects. He concludes with some actionable recommendations for sectors he likes and sectors to avoid based his his macro thesis.