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

I am back with Lacy Hunt in Part 2 of a video interview, many topics including US and China GDP. Are they overstated?
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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
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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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