Lakshman is Mr. Economic Cycles and has spent his whole career on economic cycles. There are so many different cycles at play and it's a bit overwhelming. We discuss where we are in the economic cycle, some mistakes that those using models to predict where we're going, and where he thinks we could be going - based off the leading indicators and what he's seeing.
Enjoy this episode with Lakshamn Achuthan on Business Cycles and how they impact your investing decisions.
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Show Notes
0:00:00 Welcome and context
0:01:47 What is your background?
0:08:36 How do you look at the current economic situation?
0:17:05 Where are we at in the current cycle?
0:25:50 Are those different cycles you track to influence the inflation cycle?
0:31:21 What indicators are you watching for?
0:35:14 Why the Fed doesn't understand inflation?
0:46:10 Seeing things before the government and acting on it
0:52:30 What's the best way to digest this info as an average investor?
0:57:30 What have you learned from your mentors?
1:03:10 Where can people find out more about you?
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