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Join Grant Williams and his guests for a series of random walks around the fringes of finance and gain a better understanding of how the economic sands are shifting beneath our feet. https://www.grant-williams.com
Episodes
Sunday Aug 09, 2020
Sunday Aug 09, 2020
Bill and Grant welcome a man who is the absolute epitome of the phrase 'a scholar and a gentleman', Lacy Hunt, to The End Game.
The three discuss arguably one of the greatest trades of the century: Lacy and his partner, Van Hoisington's 40-year bet on deflation.
Lacy talks about staying the course, the methodology they used to simplify their framework and what it might take for them to change tack after all this time.
The perfect counterpoint to Russell Napier's appearance in Episode 5 of The End Game, Lacy uses his encyclopedic knowledge of econometric analysis, financial history and regulatory frameworks to explain why he remains resolute in the face a rising number of calls for the return of inflation.
Don't forget to visit www.grant-williams.com to find out more about how to access future episodes of The Grant Williams Podcast after February 1st.
5 years ago
Great interview - great selection - one is the best - thank you
5 years ago
one of the most insightful and informative interviews I've ever heard
5 years ago
Great interview. Couple questions for next time: Why is Fed spending money inflationary, but Fed lending to government at zero percent for government to spend not inflationary? Seems like the same thing to me. If high inflation requires rewriting of Fed charter, how do you explain the high inflation of the 70’s? How do you explain the 1000% (10X) cumulative inflation of the last 50 years?
5 years ago
Fantastic! Thanks to all.
5 years ago
great stuff!!
5 years ago
This is good stuff.
5 years ago
awesome podcast
5 years ago
Except there has been material inflation. It’s just that the official stats don’t capture it. It’s been a great run though for those selling bonds as those rates went down and down. Was that great for the Savers? Less interest means less disposable income which to them is a form of inflation.
5 years ago
Another cracking episode. God help us all!
5 years ago
Phenomenal interview. Lacy is a genius and gets no public attention. Thank you for this.