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Eric Basmajian rejoins the Marketplace Roundtable Podcast to discuss his investing experience as reflected in the EPB Macro Research service.
Basmajian's approach is to separate the economy into two main phases: periods where growth is accelerating versus periods where growth is decelerating. "What's nice about that approach is it's pretty objective," says Eric. "There's no opinion in an acceleration or a deceleration; it's more of a fact-based characterization."