- Milton Friedman's Famous Statement on Inflation
- M2 Money Supply
- Reverse Repos
- Government Spending Net Negative for the Economy
- Fed Rate Hikes
- Slowing Economy
In Mishtalk TV #4 I again meet with Lacy.
Topics For Episode #4
- Inflation Expectations
- Economic Models
- GDP Expectations
- Rate Hike Expectations
- Margaret Thatcher Quotes
We filmed both episodes on Monday noting the slowing economy and expected negative real final sales for the third quarter.
Today's Third-Quarter Advance GDP numbers did show negative real final sales and the report was weaker than the consensus.
The Hoisington Management 2021 Third-Quarter Review contains more detail on some of the things we discussed.
Lacy is still bullish on US treasuries and positioned accordingly for his bond fund.
I will post MishTalk TV #4, also with Lacy, early next week.
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