Founder of EPB Macro Research Eric Basmajian joins Daniel Snyder for a discussion around real-time inflation metrics (1:10), Q2 not a good earnings quarter for most companies (7:30), yield curve a fairly reliable indicator of where US economy is heading (10:10) and why he's sticking with a defensive portfolio (19:20). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.

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Broadcast on:

14 May 2023