Adam Taggart's Thoughtful Money®

Adam Taggart's Thoughtful Money®

Growth Slowdown & Inflation Comeback Will Be The Key Turning Points For 2024 | Lakshman Achuthan

An economic cycles expert weighs in

Adam Taggart's avatar
Adam Taggart
Jan 14, 2024
∙ Paid

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.

To learn why, click here or on the image below:

I’m so grateful to everyone who has made their way to Thoughtful Money, especially those of you who have kindly supported me by becoming a premium subscriber to this new Substack. It’s making an important difference in helping me afford the substantial startup costs of birthing this new venture.

Premium supporters will receive my “Adam’s Notes” summaries to interviews going forward (yes, they’re back!), plus periodic advance-viewing and/or exclusive content not made available to the public.

My Adam’s Notes for this discussion with Lakshman are available to them below.

If you, too, would like to become a premium subscriber to this Substack (it’s just $15/mo, less than $0.50/day), then sign up now here:

User's avatar

Continue reading this post for free, courtesy of Adam Taggart.

Or purchase a paid subscription.
© 2026 Adam Taggart · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture