This podcast episode reveals the intricate dynamics between growth, employment, and inflation cycles, emphasizing how understanding these cycles as independent entities allows for more accurate economic analysis, particularly in light of recent unexpected trends and the persistent influence of government deficits. Achuthan challenges conventional economic models and highlights the complexities introduced by unprecedented fiscal and monetary policies, advocating for a focus on managing risks rather than merely predicting outcomes. He explores a range of topics from the labor market to the potential of AI, urging adaptation and vigilance amid evolving economic indicators, ultimately asserting that navigating these complexities requires a departure from the consensus narrative.
