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Listen "Marketplace Roundtable #30: Asset Allocation In A High Debt, Low Growth World With Eric Basmajian"
Episode Synopsis
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.Learn more about your ad choices. Visit megaphone.fm/adchoices
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