Podcast appearances and mentions of lakshman achuthan

Lakshman Achuthan, co-founder of the Economic Cycle Research Institute (ECRI), explains the reasons behind America's slowing economy, clarifies why there's no immediate recession threat, and highlights what the global industrial upturn means for investors in 2025 and beyond. In this insightful conversation with Maggie Lake, you'll learn: Why inflation remains stubbornly high (“sticky inflation”) according to ECRI's Future Inflation Gauge (FIG). How the shift from services to manufacturing is reshaping the U.S. economy. Whether the Fed's reactive approach to inflation could lead to increased market volatility. The critical difference between financial market corrections and a true economic recession. Why currency dynamics and tariffs could become major economic factors this year. markets, and get a behind-the-scenes look at ECRI's influential Future Inflation Gauge (FIG). Chapters: 01:15 - Navigating Mixed Signals: Is a U.S. Recession Ahead? 4:43 - Shifting Gears: The Changing Composition of Economic Growth 8:43 - Global Turnaround: What the Manufacturing Upturn Means for the Economy 11:49 - China's Pivot: Rethinking Inflation in a Global Economy 16:13 - Stagflation or Stability? Unpacking the Inflation Debate 29:45 - Navigating Uncertainty: Political Moves and Economic Models 36:03 - Feeling the Pulse: Is the U.S. Economy Truly Vulnerable? 41:47 - Bubble or Boom? Assessing the AI Investment Surge 43:08 - AI & Productivity: Measuring the Miracle? 44:54 - The Productivity Conundrum: Why Is Efficiency Lagging? 47:01 - Volatility vs. Fundamentals: Can Markets Disrupt the Real Economy? 49:26 - Momentum vs. Fundamentals: Navigating Investment Strategies 51:04 - Trade Tensions: Should Tariffs Alarm Investors? We want to hear from you! What would you like to see more of on Wealthion? Please take our poll here: https://www.youtube.com/post/UgkxtJvEEM4j_eRy7iT---EJ_mbkp1En1P0O Investment Concerns? Get a free portfolio review with Wealthion's endorsed financial advisors at https://bit.ly/4iIZz9u Connect with us online: Website: https://www.wealthion.com X: https://www.x.com/wealthion Instagram: https://www.instagram.com/wealthionofficial/ LinkedIn: https://www.linkedin.com/company/wealthion/ #Wealthion #Wealth #Finance #Investing #Economy #Inflation #Recession #Markets #Fed #Stocks #EconomicOutlook #StickyInflation #GlobalEconomy #FinancialNews #LakshmanAchuthan #MarketTrends #InvestmentStrategy #Currency #EconomicCycles #Manufacturing #StockMarket ________________________________________________________________________ IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields. While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor. We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so. The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust. Learn more about your ad choices. Visit megaphone.fm/adchoices

Lakshman Achuthan considers the latest jobs report one that will hold the market for now. He notes cyclically-sensitive sectors of employment will see short-term difficulties but expects manufacturing to regain strength in 2025. Ben Emons agrees in weakness "here and there" through the report. He believes trends reflect those in the SPX sectors.======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Join us for an insightful conversation with Lakshman Achuthan from the Economic Cycle Research Institute (ECRI), where we promise you'll gain a deeper understanding of the complex world of economic cycles. Lakshman, a veteran in business cycle analysis, shares his expertise on the intricate dance between growth, inflation, and employment, and how these cycles, though interconnected, often march to the beat of their own drums. Our discussion highlights why economies are inherently cyclical, buffeted by internal dynamics and external shocks, and how recessions often arise when these weaknesses coincide with unforeseen events. The episode also delves into the current economic climate, dissecting phenomena such as the recent un-inversion of the yield curve, providing insights into where we are in the economic cycle and what this might mean for the future.This episode also takes a closer look at the economic landscape shaped by policies from the Trump administration, examining the structural impacts on employment and broader economic trends. We reflect on how historical patterns and unexpected downturns, like the 2018 inflation gauge surprise, pose challenges for economic forecasting. The global manufacturing sector's struggles amid a prolonged slowdown is another focal point, with discussions on potential recovery sparks and the implications on inflation and economic growth. Lakshman emphasizes the importance of staying open to evolving data and trends, highlighting the disparities between the resilient U.S. service sector and the cyclical nature of manufacturing. Tune in to explore the significance of forward-looking indicators and how they can provide a roadmap for anticipating changes in the economic landscape.The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.Today's sponsor is Ringtree, the smart choice for small business phone systems. Stop using your personal cell for business! Ringtree gives you a virtual business phone number that easily forwards right to your cell. It also has 800 numbers, voicemail transcription, a virtual receptionist, and lots of other great features - all with zero hardware and instant setup.Visit ringtree.io and use code LEADLAG to save Sign up to The Lead-Lag Report on Substack and get 30% off the annual subscription today by visiting http://theleadlag.report/leadlaglive. Support the show

With special guest Lakshman Achuthan, co-founder of Economic Cycle Research Institute. 

The real money in investing is made by those who perceive what the markets are likely to do tomorrow, and then position themselves today to profit from that future action. Today's guest, Lakshman Achuthan, co-founded the Economic Cycle Research Institute specifically to identify these key turning points for investors. Which key turning points are in play right now? And how can we best take advantage of them? Let's find out. LESS THAN 1 WEEK LEFT TO LOCK IN THE EARLY BIRD DISCOUNT for the Thoughtful Money Fall Online Conference by registering now at https://thoughtfulmoney.com/conference #recession #softlanding #economy --- Support this podcast: https://podcasters.spotify.com/pod/show/thoughtful-money/support

MacroVoices Erik Townsend & Patrick Ceresna welcome back, ECRI co-founder Lakshman Achuthan. They'll discuss growth and inflation cycles, why inflation is likely to remain sticky, precious metals, energy, and much more. https://bit.ly/3yPlR7v   ⚫ Follow Lakshman on X: https://www.twitter.com/businesscycle  

Tom Keene breaks down the Single Best Idea from the latest edition of Bloomberg Surveillance Radio. In this episode, we feature conversations with Lakshman Achuthan and Anastasia Amoroso. Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACFSee omnystudio.com/listener for privacy information.

Guests this week: Lakshman Achuthan and Jim WelshLakshman Achuthan Co-founder of ECRI The leading predictor of cycle turning points.For over 30 years Lakshman has been studying business cycles and working with clients.In 2004, he co-authored Beating the Business Cycle: How to Predict and Profit from Turning Points in the Economy.Lakshman met his mentor, Geoffrey H. Moore, at Columbia University in 1990. After working together for years, with co-founder Anirvan Banerji, the three left Columbia to start ECRI in 1996.He also serves on the Board of Governors for the Levy Economics Institute of Bard College.Jim Welsh Jim has published a monthly investment letter since 1985 that focuses on Federal Reserve monetary policy, the economy, and the financial markets. He has managed a mutual fund, worked for major wire-houses, and has been widely published in financial media. Jim was Forward Funds' ($5.5 billion) Macro Tactical strategist for a number of years, and provides high quality economic and technical market analysis for advisors and investors as a guide to portfolio allocation and tactical portfolio changes. Welsh's Macro Tides models identify trend changes in the domestic & international equity markets, fixed income, currency (USD & Euro) and Gold markets.Host Tracy Shuchart (@chigrl)Follow @MicDropMarkets on X

The real money in investing is made by those who perceive what the markets are likely to do tomorrow, and then position themselves today to profit from that future action. Today's guest, Lakshman Achuthan, co-founded the Economic Cycle Research Institute specifically to identify these key turning points for investors. Which key turning points are in play right now? And how can we best take advantage of them? Lakshman predicts the slowing growth (e.g., recession) and a return of inflation will be the key themes of 2024. Investors should prepare for both in their portfolio positioning. Follow Lakshman at https://www.businesscycle.com Or on LinkedIN at https://www.linkedin.com/company/economic-cycle-research-institute-ecri SUBSCRIBE to Adam's new Substack at https://adamtaggart.substack.com/ to get Adam's Notes for all the recent experts who have appeared on this channel, including this interview with Lakshman. #recession #inflation #businesscycle

MacroVoices Erik Townsend and Patrick Ceresna welcome back Lakshman Achuthan as this weeks  featured guest. They'll discuss ECRI's leading indicators, growth and inflation, the Hard Landing Lak still predicts and much more! https://bit.ly/49S2gBN   Check out Energy Transition Crisis on YouTube: https://www.youtube.com/@EnergyTransitionCrisis1 Join OptionFinity discord: https://discord.gg/Rvnsv6Y Download Big Picture Trading Chartbook

MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss the business cycle and why the expected recession is taking longer than expected to arrive before moving on to discuss whether a new secular inflation trend underlies the transitory inflation from pandemic supply chain effects, which is now receding. https://bit.ly/3DRqq0o Download Lakshman's Charts: https://bit.ly/45ndvih Download Big Picture Trading chartbook

The real money in investing is made by those who perceive what the markets are likely to do tomorrow, and then position themselves today to profit from that future action. Today's guest, Lakshman Achuthan, co-founded the Economic Cycle Research Institute specifically to identify these key turning points for investors. Which key turning points are in play right now? And how can we best take advantage of them? Let's find out. ************************************************* At Wealthion, we show you how to protect and build your wealth by learning from the world's top experts on finance and money. Each week we add new videos that provide you with access to the foremost specialists in investing, economics, the stock market, real estate and personal finance. We offer exceptional interviews and explainer videos that dive deep into the trends driving today's markets, the economy, and your own net worth. We give you strategies for financial security, practical answers to questions like “how to grow my investments?”, and effective solutions for wealth building tailored to 'regular' investors just like you. There's no doubt that it's a very challenging time right now for the average investor. Above and beyond the recent economic impacts of COVID, the new era of record low interest rates, runaway US debt and US deficits, and trillions of dollars in monetary and fiscal stimulus stimulus has changed the rules of investing by dangerously distorting the Dow index, the S&P 500, and nearly all other asset prices. Can prices keep rising, or is there a painful reckoning ahead? Let us help you prepare your portfolio just in case the future brings one or more of the following: inflation, deflation, a bull market, a bear market, a market correction, a stock market crash, a real estate bubble, a real estate crash, an economic boom, a recession, a depression, or another global financial crisis. Put the wisdom from the money & markets experts we feature on Wealthion into action by scheduling a free consultation with Wealthion's endorsed financial advisors, who will work with you to determine the right next steps for you to take in building your wealth. SCHEDULE YOUR FREE WEALTH CONSULTATION with Wealthion's endorsed financial advisors here: ⁠⁠⁠⁠⁠https://www.wealthion.com/⁠⁠⁠⁠⁠ Subscribe to our YouTube channel: ⁠⁠⁠⁠⁠https://www.youtube.com/channel/UCKMeK-HGHfUFFArZ91rzv5A?sub_confirmation=1⁠⁠⁠⁠⁠ Follow Adam on Twitter: ⁠⁠⁠⁠⁠https://twitter.com/menlobear⁠⁠⁠⁠⁠ Follow us on Facebook: ⁠⁠⁠⁠⁠https://www.facebook.com/Wealthion-109680281218040⁠⁠⁠⁠⁠ #recessionhardlanding #inflationsticky #jobsunemployment ************************************************* IMPORTANT NOTE: The information and opinions offered in this video by Wealthion or its interview guests are for educational purposes ONLY and should NOT be construed as personal financial advice. We strongly recommend that any potential decisions and actions you may take in your investment portfolio be conducted under the guidance and supervision of a quality professional financial advisor in good standing with the securities industry. When it comes to investing, past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All investments involve risk and may result in partial or total loss.

To know what leads the market, look to the value of your own home.Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube.com/c/theleadlagreportFacebook: https://www.facebook.com/leadlagreportInstagram: https://instagram.com/leadlagreport                             Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.                             The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)Foodies unite…with HowUdish!It's social media with a secret sauce: FOOD! The world's first network for food enthusiasts. HowUdish connects foodies across the world!Share kitchen tips and recipe hacks. Discover hidden gem food joints and street food. Find foodies like you, connect, chat and organize meet-ups!HowUdish makes it simple to connect through food anywhere in the world.So, how do YOU dish? Download HowUdish on the Apple App Store today:

MacroVoices Erik Townsend welcomes ECRI co-founder Lakshman Achuthan to the show. They revisit Lak's recession call from last summer, which he's still committed to. They also examine the growth, business and inflation cycles along with ECRI's leading indicators which are plumbing lows never seen before except during the depths of the 2008 crash.https://bit.ly/3YAp6aT   Download ECRI charts: https://bit.ly/3S2NWO0   Download Big Picture Trading chartbook

Rip-your-face-off stock market rallies happen in recessions before lower lows.Is that what's happening now?Check The Lead-Lag Report on your favorite social networks.Twitter: https://twitter.com/leadlagreportYouTube: https://www.youtube.com/c/theleadlagreportFacebook: https://www.facebook.com/leadlagreportInstagram: https://instagram.com/leadlagreport                 Sign up for The Lead-Lag Report at www.leadlagreport.com and use promo code PODCAST30 for 2 weeks free and 30% off.                 Nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities.                 The content in this program is for informational purposes only. You should not construe any information or other material as investment, financial, tax, or other advice. The views expressed by the participants are solely their own. A participant may have taken or recommended any investment position discussed, but may close such position or alter its recommendation at any time without notice. Nothing contained in this program constitutes a solicitation, recommendation, endorsement, or offer to buy or sell any securities or other financial instruments in any jurisdiction. Please consult your own investment or financial advisor for advice related to all investment decisions.See disclosures for The Lead-Lag Report here: The Lead-Lag Report (leadlagreport.com)After Hours Entrepreneur: An Entrepreneurs Guide to 6-FiguresTake action. Build a business and life you love!Listen on: Apple Podcasts Spotify Buzzsprout — Easiest Way to Start a PodcastStart podcasting today. It's the easiest way to start, grow, and monetize your podcast.

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Lakshman Achuthan of Economic Cycle Research Institute (ECRI) returns to the show to share his current macro outlook. We cover Lakshman's best insights on this business cycle and what that could mean for your asset allocation. --- Support this podcast: https://anchor.fm/investinalts/support

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   ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bit.ly/2JjZR7J Please visit our website https://www.macrovoices.com to register your free account to gain access to supporting materials

Recorded August 25, 2022. For Lakshman's charts see this Twitter thread Donate generously to World Central Kitchen ➡️ https://donate.wck.org/fundraiser/3816260  Listeners have been asking how they can show their appreciation for the talks George is hosting. Top of mind right now are the millions suffering as a result of the tragedy in Ukraine. World Central Kitchen has joined the fight to provide humanitarian aid to those in need of fresh food and meals within Ukraine and in bordering countries. Please donate generously to World Central Kitchen on behalf of NO BULL - Market Talk with George Noble™️. Follow Lakshman Achuthan on Twitter Follow George Noble on Twitter and Youtube

In this latest installment, Lakshman Achuthan—Co-Founder of the Economic Cycle Research Institute—joins me to discuss the behavior of economic cycles and the trajectory for inflation, as well as offer his own recession assessment. 00:21 - Intro02:15 - Process of analyzing cycles07:36 - Weighting the composite of recession indicators18:30 - Can policymakers learn from inflation cycles?32:35 -

Lakshman Achuthan of The Economic Cycle Research Institute rejoins the show to discuss what leading business cycle indicators are saying about the probability, depth and duration of a recession, and how investors should prepare for it. Plus, a mini-rally breaks a multi-week slide for stocks. Is this support, or just another Bear trap? And, heavy metals are sinking as the global economy loses pace. What that means for the capital markets. LINKS FOR SHOW NOTES: https://www.businesscycle.com/ecri-about/staff-achuthan-banerji https://dealogic.com/insights/ https://www.investopedia.com/terms/r/rebalancing.asp

Lakshman Achuthan of The Economic Cycle Research Institute rejoins the show to discuss what leading business cycle indicators are saying about the probability, depth and duration of a recession, and how investors should prepare for it. Plus, a mini-rally breaks a multi-week slide for stocks. Is this support, or just another Bear trap? And, heavy metals are sinking as the global economy loses pace. What that means for the capital markets. LINKS FOR SHOW NOTES: https://www.businesscycle.com/ecri-about/staff-achuthan-banerji https://dealogic.com/insights/ https://www.investopedia.com/terms/r/rebalancing.asp

MacroVoices Erik Townsend and Patrick Ceresna welcome Economic Cycles guru, Lakshman Achuthan to the show to explain why a Fed policy error is now almost a certainty, and what ECRI's indicators portend for economic cycles in the year ahead. Download ECRI charts: https://bit.ly/3J6fcGm Download Postgame charts: https://bit.ly/3tGbdJO Link: https://bit.ly/3I06msk

MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI co-founder Lakshman Achuthan to the show to discuss how all those economic cycle indicators that were turning up last we spoke with him are starting to turn down now, meaning the risk of an economic cycle downturn is heightened now. Then Grant Williams joins the postgame discussion. Link: https://bit.ly/37DMICM  

For the full audio interview, transcript, show notes and more visit: https://altassetallocation.com/ Lakshman is Mr. Economic Cycles and has spent his whole career on economic cycles. There are so many different cycles at play and it's a bit overwhelming. We discuss where we are in the economic cycle, some mistakes that those using models to predict where we're going, and where he thinks we could be going - based off the leading indicators and what he's seeing. Enjoy this episode with Lakshamn Achuthan on Business Cycles and how they impact your investing decisions. --- Support this podcast: https://anchor.fm/investinalts/support

The business cycle is ramping up and most leading economic indicators show a recovery. ECRI's Lakshman Achuthan tells us what to look for next, and why the stock market's exuberance is to be expected. Low interest rates and a global debt binge have set the table for the feast of a century for private equity firms. Best-selling author and business journalist Bethany McLean joins the show to talk about how this could go very wrong. And why short-selling is the investing term educated investors need to know this week. All that and more on The Investopedia Express with Caleb Silver. See acast.com/privacy for privacy and opt-out information.

The business cycle is ramping up and most leading economic indicators show a recovery. ECRI's Lakshman Achuthan tells us what to look for next, and why the stock market's exuberance is to be expected. Low interest rates and a global debt binge have set the table for the feast of a century for private equity firms. Best-selling author and business journalist Bethany McLean joins the show to talk about how this could go very wrong. And why short-selling is the investing term educated investors need to know this week. All that and more on The Investopedia Express with Caleb Silver.

MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI's Lakshman Achuthan to the show to talk about why he sees an inflation cycle on the near horizon and where we stand in the economic cycle and the outlook for markets.Link: https://bit.ly/35o7h5A

Robert Doll, Nuveen Asset Management Chief Equity Strategist, says it will take many quarters to find new economic ground. Olivier Blanchard, Peterson Institute for International Economics Senior Fellow, sees bumpy recovery ahead for Europe. Lakshman Achuthan, Economic Cycle Research Institute COO & Co-Founder, says even a partial recovery will lift the economy from its lows. Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, says the focus is on inflation and inflation expectations. Susan Lund, McKinsey Global Institute Partner, says the Covid-19 pandemic may worsen the wage gap in the United States. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Robert Doll, Nuveen Asset Management Chief Equity Strategist, says it will take many quarters to find new economic ground. Olivier Blanchard, Peterson Institute for International Economics Senior Fellow, sees bumpy recovery ahead for Europe. Lakshman Achuthan, Economic Cycle Research Institute COO & Co-Founder, says even a partial recovery will lift the economy from its lows. Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, says the focus is on inflation and inflation expectations. Susan Lund, McKinsey Global Institute Partner, says the Covid-19 pandemic may worsen the wage gap in the United States.

MacroVoices Erik Townsend and Patrick Ceresna welcome Lakshman Achuthan to the show to discuss what cycle need to be focused on during this crisis, the three D’s of recession, and what economic cycles teach us about what to expect next.Link: https://bit.ly/2Wce4dY

Lakshman Achuthan, Economic Cycle Research Co-Founder, thinks we would still be in a global slowdown without the U.S.-China trade war. Dan Fuss, Loomis Sayles Vice Chairman & Portfolio Manager, says the bid for dollar-based bonds is still very strong. Simon Usherwood, 'The UK in a Changing Europe' Deputy Director, says it's not clear what would happen if there is a general election in the U.K. Sarah House, Wells Fargo Securities Senior Economist, expects a consumption slowdown heading into the coming quarter. And Admiral James Stavridis, Former NATO Supreme Allied Commander Europe, offers advice: "you've got to lead from the inside out." Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Lakshman Achuthan, Economic Cycle Research Co-Founder, thinks we would still be in a global slowdown without the U.S.-China trade war. Dan Fuss, Loomis Sayles Vice Chairman & Portfolio Manager, says the bid for dollar-based bonds is still very strong. Simon Usherwood, 'The UK in a Changing Europe' Deputy Director, says it's not clear what would happen if there is a general election in the U.K. Sarah House, Wells Fargo Securities Senior Economist, expects a consumption slowdown heading into the coming quarter. And Admiral James Stavridis, Former NATO Supreme Allied Commander Europe, offers advice: "you've got to lead from the inside out."

John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on Wall Street souring on Apple, and Google denying being in talks with Dish to create a 4th network. Joey Bergstein, Seventh Generation CEO, on the company's 2025 goals and lobbying efforts on climate change. Elisa Martinuzzi, Bloomberg Opinion finance columnist, on why Deutsche Bank's reboot looks real this time. Lakshman Achuthan, Co-Founder and Chief Operating Officer at the Economic Cycle Research Institute and a Bloomberg Opinion columnist, discusses his column: "The Myth of the Tight U.S. Labor Market." Hosted by Lisa Abramowicz and Paul Sweeney.

 Erik Townsend and Patrick Ceresna welcome Lakshman Achuthan to MacroVoices. Erik and Lakshman discuss the concept of late cycle and how the cycle works, correlation between growth rate downturn and risks of a recession, and what the leading indicators show when the cycle is ending.

Lakshman Achuthan, co-founder of the Economic Cycle Research Institute, joins the cast of characters to review pertinent signals in growth, interest rates and inflation. 4:48 The future path of inflation 9:34 Keynes and the 1960’s 12:36 An interest rate surprise? 17:03 Financial repression and conventional indicators Subscribe to the Grant's Current  Yield Podcast on iTunes, Stitcher, iHeart Radio, Google Play Music or listen from our website, www.grantspub.com

Marc Chandler, Brown Brothers Harriman Global Head of Currency Strategy, thinks volatility in EM currencies is mostly due to domestic policy mistakes. Lakshman Achuthan, Economic Cycle Research Co-Founder & COO, says emerging markets are sensitive to the deceleration of global industrial growth. George Saravelos, Deutsche Bank Global Co-Head of FX Research, talks dollar strength. Kimberly Robinson, Bloomberg Law Supreme Court Reporter, does not expect any surprises from the U.S. Supreme Court confirmation hearings of Brett Kavanaugh. David Kotok, Cumberland Advisors CIO & Co-Founder, says hateful belligerency accomplishes nothing in politics.                     Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Marc Chandler, Brown Brothers Harriman Global Head of Currency Strategy, thinks volatility in EM currencies is mostly due to domestic policy mistakes. Lakshman Achuthan, Economic Cycle Research Co-Founder & COO, says emerging markets are sensitive to the deceleration of global industrial growth. George Saravelos, Deutsche Bank Global Co-Head of FX Research, talks dollar strength. Kimberly Robinson, Bloomberg Law Supreme Court Reporter, does not expect any surprises from the U.S. Supreme Court confirmation hearings of Brett Kavanaugh. David Kotok, Cumberland Advisors CIO & Co-Founder, says hateful belligerency accomplishes nothing in politics.                    

Lakshman Achuthan, ECRI co-founder, explains his cautious view on economic growth. Also, Kennan Institute's William Pomeranz on Trump's admiration for Putin. And u0010NYU's Rick Pildes on what happens if a political candidate pulls out. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

Lakshman Achuthan, ECRI co-founder, explains his cautious view on economic growth. Also, Kennan Institute's William Pomeranz on Trump's admiration for Putin. And u0010NYU's Rick Pildes on what happens if a political candidate pulls out.

Nov. 29 (Bloomberg) -- Bloomberg View columnist Barry Ritholtz interviews Lakshman Achuthan, Co-Founder & Chief Operations Officer of ECRI, and the managing editor of ECRI's forecasting publications. They discuss the relationship between the economy and the market. This comment aired on Bloomberg Radio.u0010u0010(Barry Ritholtz is a Bloomberg View columnist. The opinions expressed are his own.)

February 2012 has been a good month for stock. Yet Bruce takes on naysayers like David Stockman, Lakshman Achuthan (Chief Operations Officer of the Economic Cycle Research Institute), and Harry S Dent, who say that there is a disconnect between the actual economy and the direction of the S&P 500. Will Baby Boomers see another economic crisis?

Get the whole story without the commercials. Is the stock market climbing because things are getting fixed, or do we have Wall Street living on "crack cocaine" being pushed on it by the Federal Reserve? In the Extended Podcast version, Bruce gets to slow down and give you the much bigger picture with all the facts. Hear interview clips with Gretchen Morgensen, David Stockman, Lakshman Achuthan (Chief Operations Officer of the Economic Cycle Research Institute), and Harry S Dent, who say that there is a disconnect between the actual economy and the direction of the S&P 500. Will Baby Boomers see another economic crisis? Download this EXTENDED PODCAST version now!