MishTalk TV #4 With Lacy Hunt: Is GDP Overstated?

November 2, 2021

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6:00 pm

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9 comments

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Economics

Part Two Topics

Is GDP Overstated?
China
Inflation Expectations
Economic Models
Rate Hike Expectations
Margaret Thatcher Quotes

Bang or a Whimper?

Lacy and I also discuss the economic endgame and things that could change his stance on treasuries.

Is it a bang or a whimper?

Part One Topics

Milton Friedman’s Famous Statement on Inflation
M2 Money Supply
Reverse Repos
Velocity
Government Spending Net Negative for the Economy
Debt
Fed Rate Hikes
Slowing Economy

The Hoisington Management 2021 Third-Quarter Review contains more detail on some of the things we discussed.

Lacy Hunt Still Bullish on Treasuries

In case you missed Part 1, please see MishTalk TV Episode #3: Lacy Hunt Still Bullish on Treasuries

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9 Comments

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Clearbox

2 years ago

Mish, your TV series is very interesting, can you add MishTalk TV to the main menu with all the episodes easily accessible? I think this is some of the most valuable content on the whole site! Thank you for producing this.

Webej

2 years ago

I had no trouble finding Episodes 1-2, but couldn’t find 3-4 (thinking the link would be posted forthwith).

Turns out the whole frame (invisible) was being blocked by the ad-blocker, because of the initial advertisement.

Christoball

2 years ago

Great interview

JeffD

2 years ago

Let’s face it. We already are a banana republic, but the consensus is to not look carefully enough at the numbers to be forced to admit it.

StukiMoi

2 years ago

Whether NFX is overstated, is entirely up to whether Humpty-Dumpty chooses it to be so at any given time.

Tony Bennett

2 years ago

“Rate Hike Expectations”

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Sure sure … lets keep walking toward that mirage … do we have enough water?

Tony Bennett

2 years ago

“Is GDP Overstated?”

…

Not after they add Taiwan …

Eddie_T

2 years ago

Reply to Tony Bennett

And Hawaii.

Eddie_T

2 years ago

Sneaking a listen at work. I always enjoy what Mr. Hunt has to say. Excellent analysis of the endgame possibilities. Also great info on the China numbers.

MishTalk TV #4 With Lacy Hunt: Is GDP Overstated?

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