Erik Townsend and Patrick Ceresna welcome Lakshman Achuthan to MacroVoices. Erik and Lakshman discuss:
- Inflation risks – what is the issue with inflation?
- Tightening monetary policy in this current environment
- Window of economic vulnerability
- ESG and energy costs amidst the war cycle backdrop
- Outlook on equities and bonds
- Rise of commodities and what’s going on with gold
Download the podcast transcript: [Click Here]
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Lakshman Achuthan is the co-founder of ECRI. He also serves as the managing editor of ECRI-produced forecasting publications. Over nearly 30 years of analyzing business cycles, he has been regularly featured in the business and financial media, and as an invited speaker at a number of conferences. In 2004, he co-authored Beating the Business Cycle: How to Predict and Profit from Turning Points in the Economy »
Achuthan met his mentor, Geoffrey H. Moore, in 1990 and was immediately fascinated by Moore’s unique approach to analyzing business cycles. After working together for years, with co-founder Anirvan Banerji, the three left Columbia University to start ECRI in 1996.
Achuthan serves on the Board of Governors for the Levy Economics Institute of Bard College, and as a trustee for several foundations.
Follow him on LinkedIn and on Twitter at @businesscycle.