1 hr 7 min
MicDropMarkets Spaces #16: Macro Trends MicDropMarkets
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- Investing
Guests this week: Lakshman Achuthan and Jim Welsh
Lakshman Achuthan
Co-founder of ECRI
The leading predictor of cycle turning points.
For over 30 years Lakshman has been studying business cycles and working with clients.
In 2004, he co-authored Beating the Business Cycle: How to Predict and Profit from Turning Points in the Economy.
Lakshman met his mentor, Geoffrey H. Moore, at Columbia University in 1990. After working together for years, with co-founder Anirvan Banerji, the three left Columbia to start ECRI in 1996.
He also serves on the Board of Governors for the Levy Economics Institute of Bard College.
Jim Welsh
Jim has published a monthly investment letter since 1985 that focuses on Federal Reserve monetary policy, the economy, and the financial markets. He has managed a mutual fund, worked for major wire-houses, and has been widely published in financial media.
Jim was Forward Funds' ($5.5 billion) Macro Tactical strategist for a number of years, and provides high quality economic and technical market analysis for advisors and investors as a guide to portfolio allocation and tactical portfolio changes.
Welsh's Macro Tides models identify trend changes in the domestic & international equity markets, fixed income, currency (USD & Euro) and Gold markets.
Host Tracy Shuchart (@chigrl)
Follow @MicDropMarkets on X
Guests this week: Lakshman Achuthan and Jim Welsh
Lakshman Achuthan
Co-founder of ECRI
The leading predictor of cycle turning points.
For over 30 years Lakshman has been studying business cycles and working with clients.
In 2004, he co-authored Beating the Business Cycle: How to Predict and Profit from Turning Points in the Economy.
Lakshman met his mentor, Geoffrey H. Moore, at Columbia University in 1990. After working together for years, with co-founder Anirvan Banerji, the three left Columbia to start ECRI in 1996.
He also serves on the Board of Governors for the Levy Economics Institute of Bard College.
Jim Welsh
Jim has published a monthly investment letter since 1985 that focuses on Federal Reserve monetary policy, the economy, and the financial markets. He has managed a mutual fund, worked for major wire-houses, and has been widely published in financial media.
Jim was Forward Funds' ($5.5 billion) Macro Tactical strategist for a number of years, and provides high quality economic and technical market analysis for advisors and investors as a guide to portfolio allocation and tactical portfolio changes.
Welsh's Macro Tides models identify trend changes in the domestic & international equity markets, fixed income, currency (USD & Euro) and Gold markets.
Host Tracy Shuchart (@chigrl)
Follow @MicDropMarkets on X
1 hr 7 min