The real money in investing is made by those who perceive what the markets are likely to do tomorrow, and then position themselves today to profit from that future action.

Today's guest, Lakshman Achuthan, co-founded the Economic Cycle Research Institute specifically to identify these key turning points for investors.

Which key turning points are in play right now? And how can we best take advantage of them?

Lakshman predicts the slowing growth (e.g., recession) and a return of inflation will be the key themes of 2024. Investors should prepare for both in their portfolio positioning.

Follow Lakshman at https://www.businesscycle.com

Or on LinkedIN at https://www.linkedin.com/company/economic-cycle-research-institute-ecri

SUBSCRIBE to Adam's new Substack at https://adamtaggart.substack.com/ to get Adam's Notes for all the recent experts who have appeared on this channel, including this interview with Lakshman.

#recession #inflation #businesscycle