Public Comments on the Growth and Inflation Outlooks
The Alternative Asset Allocation | Sep 20, 2022

ECRI's Lakshman Achuthan joined Ben Lakoff on The Alt Asset Allocation Podcast on August 10, 2022. The discussion included where we are in the cycle, as well as ECRI's public inflation and growth outlooks. See the interview breakdown with time codes below:

0:00:00 Welcome and context
0:02:10 Where are we in the business cycle right now?
0:09:07 What can we learn from the previous cycles?
0:16:05 What are the main drivers of this current cycle?
0:19:00 Where are we in the inflation cycle?
0:28:00 What can be the pivot to change the inflation?
0:33:35 Is it possible to forecast a recession?
0:37:05 How should people think about positioning their portfolios?
0:41:25 Where can people find out more about you?

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