Trees Don’t Grow to the Sky -- Cycles Will Always Turn
The Alternative Asset Allocation | Apr 29, 2021

ECRI's Lakshman Achuthan joined Ben Lakoff on The Alt Asset Allocation Podcast on January 14, 2021. The discussion included ECRI methodology, the outlook, Covid recession/recovery, risk on/off signals and more. . Please see interview breakdown with time codes below:

0:00:00: Welcome and context
0:01:47: What is your background?
0:08:36: How do you look at the current economic situation?
0:17:05: Where are we at in the current cycle?
0:25:50: Are those different cycles you track to influence the inflation cycle?
0:31:21: What indicators are you watching for?
0:35:14: Why the Fed doesn't understand inflation?
0:46:10: Seeing things before the government and acting on it
0:52:30: What's the best way to digest this info as an average investor?
0:57:30: What have you learned from your mentors?
1:03:10: Where can people find out more about you?

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