Economy’s Bombshell: What Markets Aren’t Telling You | Eric Basmajian

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Eric Basmajian, economist and Founder of EPB Research, explains how housing, manufacturing, savings, corporate profits, and Fed policy are shaping the economy and creating a divide between asset owners and everyone else.Watch Eric's last interview: https://youtu.be/p-9rjdU5X08*This video was recorded on July 1, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my Briefs channel: https://www.youtube.com/@DavidLinReportBriefsSubscribe 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/X (@EPBResearch): https://x.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.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Housing, Stocks, and the Business Cycle2:33 - Why Stocks Don’t Lead Recessions6:12 - Oil Shocks and Economic Weakness9:15 - Manufacturing, AI, and Cyclical Signals14:27 - Mortgage Rates and Homebuilder Pressure19:11 - The Real Housing Affordability Problem23:31 - America’s Savings Gap and Foreign Capital27:32 - Productivity, Profits, and the K-Shaped Economy37:43 - Fed Policy, Asset Bubbles, and Market Risk#economy #housing #stocks