Thoughtful Money with Adam Taggart

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


Listen Later

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

...more
View all episodesView all episodes
Download on the App Store

Thoughtful Money with Adam TaggartBy Adam Taggart | Thoughtful Money

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

314 ratings


More shows like Thoughtful Money with Adam Taggart

View all
Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,060 Listeners

Hidden Forces by Demetri Kofinas

Hidden Forces

1,438 Listeners

Hedgeye Podcasts by Hedgeye Risk Management

Hedgeye Podcasts

197 Listeners

Superinvestors and the Art of Worldly Wisdom by Jesse Felder

Superinvestors and the Art of Worldly Wisdom

414 Listeners

Palisades Gold Radio by Collin Kettell

Palisades Gold Radio

252 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

363 Listeners

Rebel Capitalist News by George Gammon

Rebel Capitalist News

1,033 Listeners

Eurodollar University by Jeff Snider

Eurodollar University

460 Listeners

The Grant Williams Podcast by Grant Williams

The Grant Williams Podcast

1,352 Listeners

Wealthion - Be Financially Resilient by Wealthion

Wealthion - Be Financially Resilient

383 Listeners

The Jay Martin Show by Jay Martin

The Jay Martin Show

71 Listeners

Forward Guidance by Blockworks

Forward Guidance

276 Listeners

The Julia La Roche Show by Julia La Roche

The Julia La Roche Show

55 Listeners

The David Lin Report by The David Lin Report

The David Lin Report

34 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

91 Listeners