Podcasts about hoisington investment management

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 than inflationary, why the Fed's restrictive monetary policy is misplaced, how federal spending cuts are creating headwinds, why massive debt overhang limits policy effectiveness, and how changing demographics will impact long-term prospects. With over 56 years of experience and historical perspective dating back to the 1920s, Dr. Hunt delivers a sobering but authoritative prediction that recession lies ahead in 2025, describing it as "a long, difficult slog" rather than a brief downturn.Sponsor: This episode is brought to you by Monetary Metals. https://monetary-metals.com/julia Dr. Hunt is an internationally known and award-winning economist. He received the Abramson Award from the National Association for Business Economics for "outstanding contributions in the field of business economics."  Dr. Hunt is Executive Vice President and Chief Economist of Hoisington Investment Management Company (HIMCO).This is the 56th year in Dr. Hunt's career. He served as a Senior Economist for the Federal Reserve Bank of Dallas. When he entered the Fed, William Martin was chair and was grappling with severe inflation and when Dr. Hunt left the Fed, Arthur Burns was chair and also trying to contain rampant price increases.  Dr. Hunt served 23 years on the Board of Trustees at Temple University where he received his PhD in 1969, and is an honorary life trustee as well.Timestamps: 0:00 - Introduction and welcome1:16 - "Interregnum" explanation1:28 - Tariffs discussion begins2:08 - Economic boost from tariff announcements2:49 - Consumer buying ahead of tariffs3:42 - Employment impact of demand surge4:26 - Inventory accumulation5:03 - Federal spending decline (FY 2025)6:18 - Economy in frail condition7:05 - Beverage ratio analysis7:45 - Average hourly earnings indicator8:11 - April's wage growth weakness9:30 - Late Easter timing challenges10:31 - Recession prediction10:58 - Five convergent economic factors11:32 - Microeconomics of tariffs12:55 - Price elasticity in international trade14:31 - Historical context (1920s-1930s)15:44 - French devaluation of 192517:43 - Smoot-Hawley tariff impact19:45 - Chart explanation of M2 trend21:03 - Tariffs' impact on money supply22:15 - Monetary policy restrictiveness22:51 - Fed's "data dependency" critique25:31 - Other deposit liabilities explained28:38 - Fed policy recommendations29:37 - Tax cut potency limitations31:16 - Fed's need for longer-term view32:08 - Forward guidance discussion33:22 - Asset reallocation issues35:48 - Net national savings analysis37:39 - Birth rate economic connections39:46 - Immigration discussion42:52 - Recession confirmation43:49 - Historical economists on debt44:37 - Interest expense approaching defense spending46:18 - US debt impacts (125% of GDP)48:30 - Gross vs. net debt explanation49:48 - Fisher equation for bond yields53:00 - Tariffs' deflationary nature55:32 - High-tech sector growth analysis56:38 - Aircraft sector growth unsustainability57:11 - Federal spending outlook1:00:03 - Need for tariff dispute resolution1:01:18 - Closing remarks

In the first episode of Season 4, Dr. Lacy Hunt, Chief Economist and Executive Vice President of the Hoisington Investment Management, rejoins the show for a timely and engaging discussion on what to expect from markets in 2025. Lacy delves into the reasons he would "take the under" on inflation, GDP, and unemployment versus Blue Chip economic consensus forecasts, why the US is "the strongest ship in the sea", how tariffs are not inflationary, and where he thinks interest rates will move this year. Disclaimer:  Dr. Hunt's views expressed on the show are for educational purposes and not solicitation or marketing for Hoisington Investment Management Company.For more insights and ideas, visit DCG at DarlingConsulting.com or follow us on LinkedIn.

Join Vin, Zach, and DCG Managing Director Frank Farone in a timely discussion with internationally-renowned economist Dr. Lacy Hunt, Chief Economist of Hoisington Investment Management Company.  The four discuss: How we have entered a Minsky MomentBond investors “looking the wrong way down a one-way street”The longer-term implications of the debt overhang on the term structure of interest ratesThe current yield curve as a “cause and a symptom” The outlook for bank lending, credit, and profitabilityFor more insights and ideas, visit DCG at DarlingConsulting.com or follow us on LinkedIn.

Hugh sits down with living legend, Lacy Hunt, PhD - Executive Vice President of Hoisington Investment Management. Will they achieve escape velocity?⭐⭐⭐⭐⭐ Please leave a five star rating and comment here:  podcasts.apple.com/us/podcast/the-acid-capitalist-podcasts/id1511187978

Hoisington Investment Management, 1st Quarter 2022 The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

Hoisington Investment Management, 4th Quarter 2021 Companies discussed: $FOMC The Capital Literature Podcast brings you investment letters in audio. Capital Literature is a Sebids Capital service for the investment community. Follow @sebidscap and @CapitalLit on Twitter and become part of our community. Disclaimer: This podcast is for informational and educational purposes only and should not be relied upon as a basis for investment decisions. All rights belong to the respective owners.

Economist Lacy Hunt of Hoisington Investment Management says that the economic rebound and recovery is peaking now, in terms of growth rates, and he believes that later in the year economic growth will be well below the pre-pandemic levels of 2019. He believes that the stimulus efforts will prove to be temporary help, but will leave behind debt that will lead the economy to 'death by slow strangulation.' Also on the show, Mark Asaro of Noble Wealth Management talks about how closed-end funds can be used to build a paycheck-replacement system for investors, and Eric Boughton of Matisse Capital Management discusses closed-end funds, master-limited partnerships and more in the Market Call.

Lacy Hunt, chief economist at Hoisington Investment Management, said that both the domestic and global economies are becoming increasingly frail, raising the risk of recession occurring sooner rather than later. He fears that slower growth will not be able to sustain positive momentum, noting that too many key economic indicators are showing danger signs. Also on the show, Greg McBride of Bankrate.com discusses Americans' greatest financial regret, author John Quiggin discusses his book 'Economics in Two Lessons,' and Kyle Guske of New Constructs puts a small-cap mutual fund in the Danger Zone.

Peter Coy, Economics Editor for Bloomberg Businessweek, on economic impact of a new trade deal with Mexico. Liam Denning, Energy, Mining and Commodities Columnist for Bloomberg Opinion, on Elon Musk ending Tesla's bid to go public, and the OPEC supply monitoring meeting. Dr. Lacy Hunt, Chief Economist at Hoisington Investment Management, on monetary deceleration, and why he predicts economic disappointments and lower long-term yields. John Butler, Senior Telecom Services & Equipment Analyst for Bloomberg Intelligence, on Apple launching three new iPhones.

Porter dispels Wall Street rumors that Warren Buffett will come to the rescue of General electric (GE) and tells you about the time he sat next to former CEO Jack Welch at a New York City Broadway play. Nobody knew what kind of financial engineering Jack was up to in the 1990s, possibly even Welch himself. Did the GE slogan “Imagination at Work” apply to their accounting, too?   International Economist Dr. Lacy Hunt from Hoisington Investment Management joins Porter and Buck to reveal whether record debt will break economies around the world, slow them down, or leave everything largely unaffected. Porter asks Lacy if a debt jubilee will come to pass. Despite history, you’ll be surprised to hear Dr. Hunt’s answer. Lacy reminds Porter that out of all the major economies in the world, the US is still “the best of the worst.”   Listeners ask about the ethics of investing in companies like Facebook and what will happen to Berkshire Hathaway when it’s two famous principles finally leave. Porter tells you why he’s actually glad social media companies watch him, and how he would run Berkshire post-Buffett and Munger.     

Admiral James Stavridis, retired U.S. Navy admiral and former military commander of NATO, current dean of the Fletcher School at Tufts University and Bloomberg View contributor, on why climate is America's most pressing threat, and reaction to President Trump's comments on his relationship with Kim Jong Un. Chris Whalen, Chairman of Whalen Global Advisors, on why bank earnings are a tale of two industries." Dr. Lacy Hunt, Chief Economist at Hoisington Investment Management, on why he predicts economic disappointments in 2018, leading to lower long-term yields. Shira Ovide, Technology Columnist for Bloomberg Gadfly, on Facebook unveiling big changes to their news feed, to favor content from friends and families over news.

He is also a Ph.D.; Financial Author and an Internationally Known Economist