Wall Street Breakfast

Inflation Metrics, Yield Curve Reliability And Staying Defensive With Eric Basmajian

14 May 2023

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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.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow Notes:Follow Eric BasmajianSubscribe to EPB Macro ResearchSeeking Alpha Investing GroupsSeeking Alpha Premium and PRO

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Wall Street Breakfast

Inflation Metrics, Yield Curve Reliability And Staying Defensive With Eric Basmajian

This episode hasn't been transcribed yet

Other episodes from Wall Street Breakfast

Saks Global’s luxury gamble fails

CPI hits a sweet spot as earnings kick off

Trump targets Iran trade with new tariffs

Fed Chair Powell faces criminal investigation

Selloff to surge in defense

GameStop CEO bets his pay on return to glory

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