Ere is focused on partnering with clients to manage cycle risk. Clients include investment managers, pension funds and big companies of discretionary spend. If you see a down turn, you try to sell your product forward as best possible. And if you do that, better, ah, then your peers, and then you can maybe buy them later on.
MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss the technical definition of recession, why we’re already in one, and why Lak says there more risk to the downside than to the upside for equities. https://bit.ly/3AzFbTe
Download ECRI charts: https://bit.ly/3RdHC5a
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