Lakshman Achuthan is one of the world's true expects on the global business cycle--whenever Raoul sits down to pick his brains, we all pay attention.
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Featuring Lakshman Achuthan and Raoul Pal
Sep 10, 2021 • 42 minutes
Raoul is a student of the business cycle and has found it the single best way to analyze economies and markets over his 30 year career. He even built his institutional research business – Global Macro Investor - on the key learning that the answer to successful asset allocation and investing, was understanding where you are in the business cycle. Lakshman Achuthan, the CEO of Economic Cycles Research Institute (ECRI), is one of the world’s true expects on the global business cycle and whenever Raoul sits down to pick his brains on where we are now, we all pay attention. Seeing these two business cycle experts swap thoughts can be hugely rewarding. Lakshman is seeing a slowdown dead ahead and Raoul is very keen to dig into what this might look like, whether it's an early cycle slowdown or maybe even a potential recession and what it might mean for our investments. Filmed on September 2, 2021.
Show MoreRaoul Pal, The Journey Man is a voyage into the macro ecosystem. Real Vision's CEO and co-founder speaks with visionaries at the top of their game making ground-breaking moves. Raoul's goal is to further his own framework and to help viewers do the same.
More EpisodesThis content is reserved for the thousands of visionaries supporting the financial revolution. We'd love for you to join us. Interested?
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Raoul Pal, The Journey Man is a voyage into the macro ecosystem. Real Vision's CEO and co-founder speaks with visionaries at the top of their game making ground-breaking moves. Raoul's goal is to further his own framework and to help viewers do the same.
More Episodes
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This content is reserved for the thousands of visionaries supporting the financial revolution. We'd love for you to join us. Interested?
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