Eric Basmajian, economist and founder of EPB Research, discusses the trade war, stagflation fears, leading economic indicators, and monetary policy. *This video was recorded on February 24, 2025Subscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW ERIC BASMAJIAN:EPB Research: https://epbresearch.com/Twitter (@EPBResearch): https://twitter.com/EPBResearchYouTube channel: https://www.youtube.com/@EPBResearchFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.com*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.0:00 - Intro1:30 - Stagflation fears5:20 - Leading economic indicators 10:02 - Layoffs 13:53 - Monetary policy 18:35 - Bond market 21:40 - Stocks as a leading indicator 26:33 - FDI with China 29:30 - Slowing housing market 32:38 - Asset allocation
