Useful cyclical insights from ECRI co-founder Laksham Achuthan in this recent MacroVoices segment starting at 6:15 on the play bar through 48:00. The ECRI charts he refers to are available here.
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. Here is a direct audio link.