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Macro Voices

MacroVoices #245 Lakshman Achuthan: Brace For Inflation

Macro Voices

Hedge Fund Manager Erik Townsend

Business, Investing, Business:investing

4.83.4K Ratings

🗓️ 12 November 2020

⏱️ 85 minutes

🧾️ Download transcript

Summary

MacroVoices Erik Townsend and Patrick Ceresna welcome ECRI's Lakshman Achuthan to the show to talk about why he sees an inflation cycle on the near horizon and where we stand in the economic cycle and the outlook for markets. Link: https://bit.ly/35o7h5A

Transcript

Click on a timestamp to play from that location

0:00.0

This is Macro Voices with hedge fund manager Eric Townsend.

0:13.1

The free weekly financial podcast targeting professional finance, high net worth individuals,

0:18.9

family offices, and other sophisticated investors.

0:22.6

Macro Voices is all about the brightest minds in the world of finance and macroeconomics

0:27.5

telling it like it is.

0:29.2

Bullish your bearish.

0:30.5

No holds barred.

0:31.9

Now here are your hosts, Eric Townsend and Patrick Sarasna.

0:37.3

Macro Voices episode 245 was recorded on November 12, 2020.

0:42.4

I'm Eric Townsend.

0:44.0

This episode is brought to you by Masterworks.io, which gives investors of any size the opportunity

0:49.6

to invest in the $1.7 trillion fine art market through fractional ownership.

0:55.7

And by the North Shore Global Uranium mining ETF, ticker URNM, a focused play on miners

1:03.1

and holders of Uranium.

1:06.1

Economic cycles grew, Lakshman Achuthin returns as this week's feature interview guest.

1:11.4

We'll build on Lak's May 7th interview on Macro Voices and talk about why Lakse's

1:16.5

and inflation cycle on the near horizon.

1:19.6

We'll also discuss where we stand in the economic cycle and the outlook for financial markets.

1:25.4

And be sure to stay tuned for our post game segment when Patrick has prepared another

1:30.0

of his famous chart books.

1:32.2

And I'm Patrick Sarasna.

1:33.2

No, no, Eric, before we even get to the stock market, how do you see the big picture in

...

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