

Growth Slowdown & Returning Inflation Are The Key Turning Points For 2024 | Lakshman Achuthan
Jan 14, 2024
Lakshman Achuthan, Co-founder of the Economic Cycle Research Institute, discusses the key turning points for investors. Topics include the slowing growth and returning inflation as the key themes for 2024, assessing the global economy and financial markets, the impact of fiscal spending on the construction industry, the current state of the economy and the role of the Federal Reserve, navigating the current market environment, non-money investments, predicting turning points in the market, analyzing turning points and managing risk, the correlation between stocks and bonds during inflationary cycles, and the relationship between gold and gold miners.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 2min
Assessing the Global Economy and Financial Markets
01:43 • 25min
The Impact of Fiscal Spending on the Construction Industry
26:40 • 9min
The Current State of the Economy and the Role of the Federal Reserve
35:39 • 19min
Navigating the Current Market Environment
54:45 • 16min
Non-Money Investments and Following the Speakers' Work
01:10:53 • 2min
Key Tenants of Functional Health and Aging
01:13:08 • 2min
The Conversation with Lakshman Achuthan: A Different Approach to Predicting Turning Points
01:14:43 • 4min
Analyzing Turning Points and Managing Risk
01:18:37 • 18min
Correlation between Stocks and Bonds in the Face of Inflation
01:36:24 • 4min
The Relationship Between Gold and Gold Miners
01:40:16 • 10min