Wealthion - Be Financially Resilient

Market Panic Attack In Store Once It Realizes 'Hard Landing' Is Unavoidable | Lakshman Achuthan

Jun 1, 2023
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Episode notes
1
Introduction
00:00 • 3min
2
The Role of a Bear Market in the Global Downturn
03:25 • 6min
3
The Three Cycles of Growth
09:03 • 2min
4
The Effect of Swings on the Good Sector of the Economy
11:32 • 5min
5
The Effect of Stimulus on Consumer Spending
16:41 • 3min
6
How to Navigate a Growth Rate Cycle Downturn
20:00 • 2min
7
Risk Management for Equity Markets
22:16 • 2min
8
The Importance of the Turning Point
24:14 • 2min
9
The Three Cycles of Inflation and Growth
26:00 • 2min
10
The Job Market Is Cycling Down
27:57 • 3min
11
The Pain of Inflation and Jobs
31:25 • 6min
12
The Money Illusion
37:17 • 3min
13
The Inflationary Side of Jobs
40:00 • 4min
14
The Disconnect Between the Markets
44:17 • 2min
15
The Future of Asset Allocation
45:54 • 5min
16
The Global Nature of the Recession
50:32 • 2min
17
The Long and Variable Lags in Monetary Policy
52:58 • 2min
18
The Long Road to AI in a Recession
54:45 • 2min
19
The Importance of Productivity Growth
56:39 • 3min
20
The Future of Asset Allocation
59:23 • 2min
21
The Cyclical Component of Semiconductors
01:01:49 • 4min
22
Japan's Future Inflation Gauge
01:05:53 • 2min
23
The False Hope of Inflation
01:07:42 • 2min
24
Lakshman's Key Turning Points
01:10:01 • 2min