undefined

Lakshman Achuthan

Co-founder of the Economic Cycle Research Institute (ECRI), specializing in business cycle analysis and inflation forecasting.

Top 10 podcasts with Lakshman Achuthan

Ranked by the Snipd community
undefined
22 snips
Apr 19, 2024 • 26min

Oil Moves and Buying the Dip

Anastasia Amoroso discusses buying the dip and cleaner market technicals, Lakshman Achuthan talks about warning signs of possible recession and ECRI's Leading Economic Index, Christyan Malek focuses on oil impact of Israel-Iran tensions
undefined
14 snips
Sep 26, 2024 • 1h 36min

Leading Indicators Say 'No Recession' Over Next Few Quarters?? | Lakshman Achuthan

Lakshman Achuthan, co-founder of the Economic Cycle Research Institute, delves into the current economic landscape's unexpected resilience. He discusses key turning points investors should watch and strategies to capitalize on them. The conversation covers global inflation trends, the U.S. economy's fortitude amid rising interest rates, and the complexities of recovering markets. Achuthan also unpacks the implications of debt dynamics and fiscal stimulus post-COVID, offering insights on navigating economic uncertainties and crafting effective investment strategies.
undefined
8 snips
Aug 1, 2024 • 1h 25min

Growth, Employment and Inflation Cycles With Lakshman Achuthan

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.
undefined
Nov 16, 2023 • 58min

MacroVoices #402 Lakshman Achuthan: A Soft Landing Still A Dream

Economist Lakshman Achuthan joins MacroVoices to discuss ECRI's leading indicators, growth and inflation, predictions of a hard landing, and the stickiness of inflation. They also analyze the impact of COVID-19 on the economy, explore the role of Ecry in navigating recessions, highlight concerns about crude oil inventories and market weakness, and discuss the current state of gold futures and its relationship with the weakening dollar.
undefined
May 16, 2024 • 31min

Global Growth Outlook Post-CPI

Constance Hunter discusses continued growth and rate cuts timing, Paul Sankey talks OPEC+ meeting and energy outlook, Lakshman Achuthan explains global growth benefits and risks. They explore inflation trends, labor market changes, oil market dynamics, global industrial upturn, and strategic considerations for expanding operations.
undefined
Oct 18, 2024 • 32min

NOT SO GOOD NEWS

Lakshman Achuthan, co-founder of the Economic Cycle Research Institute, shares his expertise on business cycles and inflation forecasting. He dives into historical inflation trends, emphasizing lessons from past decades. The discussion navigates through the complexities of current economic indicators, labor shortages, and the impact of post-COVID spending. Achuthan also sheds light on the evolution of inflation gauges and the challenges policymakers face in a K-shaped economy, linking historical movements to today's inflationary pressures.
undefined
Oct 16, 2024 • 30min

Equity Uncertainty and Bloomberg's Conversation with Donald Trump

Aoifinn Devitt, Chief Global Strategist at Moneta, shares insights on the market effects of the 2024 presidential race and ASML's chip warning. Ann Miletti, Head of Equity at Allspring Global Investments, discusses the upcoming earnings season's impact on U.S. equities. Lakshman Achuthan, Founder of ECRI, analyzes the current economic cycle and inflation trends. Kailey Leinz, host of Bloomberg's "Balance of Power," reflects on political uncertainties surrounding the presidential race and highlights key moments from John Micklethwait's interview with Donald Trump.
undefined
Jun 6, 2024 • 55min

MacroVoices #431 Lakshman Achuthan: 2024 Turning Points

ECRI co-founder, Lakshman Achuthan discusses growth, sticky inflation, precious metals, and energy prices. They dive into global industrial growth outlook, inflation trends, secular inflation cycles, EIA inventory analysis, OPEC Plus decision, crude oil trading, market analysis of oil, S&P 500, key indicators, uranium market, Treasury note breakout, and sponsor mentions.
undefined
Apr 19, 2024 • 7min

Single Best Idea with Tom Keene: Lakshman Achuthan and Anastasia Amoroso

Economic analyst Lakshman Achuthan and market strategist Anastasia Amoroso discuss COVID-19 impacts on labor market, government spending, and yield analytics. They talk about recession implications, equity market setups, investor sentiment, strategic allocations, and the opportunity to buy the dip amidst market pullback.
undefined
Jan 14, 2024 • 1h 50min

Growth Slowdown & Returning Inflation Are The Key Turning Points For 2024 | Lakshman Achuthan

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.