MacroVoices #508 Laskhman Achuthan: Inflation Cycles Amid Regime Change

Macro Voices Episode 508 features Erik Townsend interviewing Lakshman Achuthan, co-founder of ECRI, about business cycles, economic regime changes, and the current economic outlook. They discuss how cycle analysis navigates changing economic rules, the impact of policy changes from President Trump and Secretary Besant, and the K-shaped consumption pattern. Achuthan shares insights on growth, inflation, and the potential for an AI-driven bust, while Townsend relates these cycles to broader macro narratives and energy markets. The conversation also covers client perspectives on inflation and potential investment strategies, with Achuthan emphasizing the importance of monitoring inflection points in economic indicators. The episode concludes with a discussion between Townsend and Patrick Ceresna on equity markets, the dollar, oil, gold, uranium, and Treasury notes, providing a risk-managed trade idea based on Achuthan's constructive macro outlook.