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Eric Basmajian: Cyclical Drivers and Trends of the US Economy
Episode 1721st August 2023 • Resolve Riffs Investment Podcast • ReSolve Asset Management
00:00:00 01:15:03

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The ReSolve Team welcomes Eric Basmajian, founder of EPB Research, and Jeff Weniger, a renowned financial analyst. We delve into the current state of the economy, the potential for a recession, and the role of the banking sector in these dynamics. We also discuss the influence of leading, coincidental and lagging indicators in economic cycles.


• Introduction to Eric Basmajian and Jeff Weniger, discussing their backgrounds and influences


• Discussion on the potential disparity between equity markets and recession indicators


• Exploration of Eric's economic framework and its application to current economic indicators


• Insights on the role of bank balance sheets in the economic cycle


• Discussion on the impact of the commercial real estate crisis on bank lending


• Examination of the contraction in bank credit and its implications for economic growth


• Debate on the current state of the economy and the potential for a recession


• Discussion on the role of leading, coincidental and lagging indicators in predicting economic cycles


• Insights on how different sectors of the economy may experience the impacts of a recession at different times


• Discussion on the importance of managing risk in the current economic climate


Today’s discussion provides valuable insights into the complexities of the current economic landscape and the potential for a recession. Detailed analysis from Eric Basmajian and Jeff Weniger provides a deeper understanding of the factors influencing the economy and how to navigate these challenging times.




This is “ReSolve’s Riffs” – live on YouTube every Friday afternoon to debate the most relevant investment topics of the day, hosted by Adam Butler, Mike Philbrick and Rodrigo Gordillo of ReSolve Global* and Richard Laterman of ReSolve Asset Management.




*ReSolve Global refers to ReSolve Asset Management SEZC (Cayman) which is registered with the Commodity Futures Trading Commission as a commodity trading advisor and commodity pool operator. This registration is administered through the National Futures Association (“NFA”). Further, ReSolve Global is a registered person with the Cayman Islands Monetary Authority.

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