Adam Taggart | Thoughtful Money, Released on 6/1/25 It’s an especially confusing time for investors. On one hand, the US economy is showing signs of slowing, with a negative growth for Q1 GDP, and mounting evidence that many corporations and consumer households are feeling the pinch of higher borrowing costs. On the other hand, FOMO […]
The Julia La Roche Show, Released on 5/3/25 In Episode 254 of The Julia La Roche Show, legendary economist Dr. Lacy Hunt, Chief Economist at Hoisington Investment Management, analyzes what he calls an economic “interregnum” where five convergent forces are aligning to depress growth. Dr. Hunt methodically explains how tariffs will ultimately prove deflationary rather […]
Adam Taggart | Thoughtful Money, Released on 1/30/25 Recession fears seem to have faded from the headlines, as the “no landing” scenario seems to have won out — on Wall Street at least. Attention is much more focused on a possible boost to economic growth from the policies of the new Trump administration, as well […]
Adam Taggart | Thoughtful Money, Released on 8/29/24 Now that it seems the Fed has officially pivoted, what will lower interest rates mean for the economy and financial markets? Will they be enough to keep recession at bay and prevent a further rise in unemployment? What will the trillions of investor capital currently parked in […]
The Julia La Roche Show, Released on 8/27/24 0:00 Welcome Dr. Lacy Hunt 1:16 Macro picture 3:37 Downward revision in non-farm payrolls is significant 5:45 The 818,000 error is actually 915,000, according to Dr. Hunt’s model 9:00 The economy is deteriorating 15:24 Net national saving shows we have a problem 21:40 The seriousness of negative […]
Paradigm Press, Released on 6/5/24 Famed economist Dr. Lacy Hunt joins us to talk about the recession in America and what he thinks will tip the scales. Lacy Harris Hunt is an economist and Executive Vice President of Hoisington Investment Management Company (HIMCO). He is Vice-Chairman of HIMCO’s strategic investment policy committee and also Chief […]
Hidden Forces Podcast, Released on 4/1/24 In the first hour, Lacy Hunt shares his broad assessment of how the global economy is doing and the monetary and cyclical economic indicators he relies on to make that assessment. He and Demetri discuss the increased role of the US Treasury as an economic policy actor in the […]
Adam Taggart | Thoughtful Money, Released on 2/1/24 The S&P and Nasdaq are back to all-time highs. And the recently-released Q4 GDP data beat analysts expectations, positively, by a long shot. So are we in the clear? Is the soft landing camp being proven right? Have we been able to side step the Lag Effects […]
