Erik Townsend and Patrick Ceresna welcome Lakshman Achuthan to MacroVoices. Erik and Lakshmandiscuss:
- Recession outlook
- Where is the market headed from here?
- Inflation cycle
- Slowdown in growth rates
- Geopolitics between US/China
- Which cycle is indicating a credit event ahead
Download the podcast transcript: [Click Here]
We strongly recommend that you download the chart book that accompanies this episode, as Erik and Lakshman will refer to it throughout the discussion. If you are already registered at MacroVoices.com, just login and the download link will appear here once you're logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).
Click here to register or login for access to supporting materials.
For over 30 years Lakshman Achuthan has been studying business cycles and working with clients to help them manage risks and opportunities around turning points.
In 2004, he co-authored Beating the Business Cycle: How to Profit from Turning Points in the Economy.
Lakshman met his mentor, Geoffrey H. Moore, at Columbia University in 1990. After working together for years, with co-founder Anirvan Banerji, the three left Columbia to start ECRI in 1996.
He also serves on the Board of Governors for the Levy Institute of Economics of Bard College.
