🎙 New Podcast Episode
Lakshman Achuthan of Economic Cycle Research Institute (ECRI) returns to the show to share his current macro outlook. We cover Lakshman's best insights on this business cycle and what that could mean for your asset allocation.
For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com
Show Notes
0:00:00 Welcome and context
0:02:10 Where are we in the business cycle right now?
0:09:07 What can we learn from the previous cycles?
0:16:05 What are the main drivers of this current cycle?
0:19:00 Where are we in the inflation cycle?
0:28:00 What can be the pivot to change the inflation?
0:33:35 Is it possible to forecast a recession?
0:37:05 How should people think about positioning their portfolios?
0:41:25 Where can people find out more about you?