Erik Townsend and Patrick Ceresna welcome Lakshman Achuthan to MacroVoices. Erik and Lakshman discuss:
- All-time highs in the stock market despite the pandemic – what cycle does this reflect?
- What cycle is driving the recovery?
- How to manage cycle risks
- What does USFIG (U.S. Future Inflation Gauge)suggest comes next?
- When to expect secular inflation based on leading indicators
- What cycles tell us about the recent upside in the stock market
Download the podcast transcript: [Click Here]
MacroVoices #218 Lakshman Achuthan: What cycles teach us about what to espect post-Coronavirus
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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 https://www.businesscycle.com/ecri-business-cycles/book-download-sample-excerpt" style="color: rgb(0, 154, 202); text-decoration: none; outline: none;">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 https://twitter.com/businesscycle" rel="noopener" style="color: rgb(0, 154, 202); text-decoration: none; outline: none;">@businesscycle.