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]
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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.