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Masters in Business

Growth, Employment and Inflation Cycles With Lakshman Achuthan

Aug 1, 2024
Lakshman Achuthan, co-founder of the Economic Cycle Research Institute and co-author of a book on economic predictions, shares his insights on the interconnectedness of growth, employment, and inflation. He discusses the impact of restrictive immigration policies and COVID-19 on the labor supply. The conversation explores the influence of economic stimulus measures, challenges of setting inflation targets, and the intricate dynamics of economic cycles. Achuthan also highlights how geopolitical events and demographic trends shape economic forecasts.
01:25:11

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Quick takeaways

  • Building a resilient investment portfolio requires differentiated strategies that adapt to ongoing market volatility and shifting economic conditions.
  • Understanding the interrelationship between growth, employment, and inflation cycles is crucial for deciphering the overall health of the economy.

Deep dives

Building Resilient Portfolios

In today's unpredictable market, building a resilient investment portfolio is crucial for achieving long-term financial goals. The discussion highlights the significance of incorporating differentiated investment strategies alongside core portfolios, creating a flexible approach to tackle ongoing market volatility. Investors are encouraged to think beyond traditional investment methods and consider alternative strategies that can provide new income potential previously unseen over the last decade. By being proactive and adaptable, investors can better position themselves for whatever economic shifts may arise.

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