ECRI’s Lakshman Achuthan joined Erik Townsend and Patrick Ceresna of MacroVoices to discuss:

- All-time highs in the stock market despite the pandemic – what cycle does this reflect?
- What cycle is driving the recovery?
- How to manage cycle risks
- What does USFIG (U.S. Future Inflation Gauge) suggest comes next?
- When to expect secular inflation based on leading indicators
- What cycles tell us about the recent upside in the stock market

MacroVoices @ErikSTownsend and @PatrickCeresna welcome Lakshman Achuthan @businesscycle to the show to talk about why he sees an inflation cycle on the near horizon, where we stand in the economic cycle and the outlook for markets.https://t.co/Fn6xuR66Df pic.twitter.com/bNL69WYul6

— MacroVoices Podcast (@MacroVoices) November 13, 2020