Part Two Topics
- Is GDP Overstated?
- 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
- Government Spending Net Negative for the Economy
- 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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