Lakshman Achuthan

Erik Townsend and Patrick Ceresna welcome Lakshman Achuthan to MacroVoices. Erik and Lakshman discuss:

  • Will there be disinflation before secular inflation?
  • Global Manufacturing PMI & Industrial Growth cycles
  • Post GFC – when does national debt becomes problematic?
  • Commodities – what to expect cyclically
  • Outlook on precious metals
  • Does the downturn in economic cycle call for recession?

 Download the podcast transcript: [Click Here]


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Grant Williams


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Lakshman Achuthan

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.


Grant Williams

Much to his chagrin, Grant Williams has reached 30 years in finance.

Over that period, he has held senior positions at a number of investment banks and brokers in locations as diverse as London, Tokyo, New York, Hong Kong, Sydney and Singapore.

Grant is portfolio and strategy advisor to Vulpes Investment Management in Singapore and also one of the founders of Real Vision Television — an online, on-demand finance channel showcasing the brightest minds in finance.