LH

Lacey Hunt

Person

Heard in 10 episodes across 2 shows since Aug 2026

Lacey Hunt is an American economist and investment strategist known for his analysis of monetary policy, inflation, interest rates, and Treasury bonds. He is associated with Hoisington Investment Management and has been a prominent long-term advocate of high-quality government bonds.

Episodes

10
across 2 shows

First heard

Aug 2026

Guest appearances

1

Episodes per month

Public PodLume episodes featuring it, over the last year.

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MonthEpisodes
Nov 20250
Dec 20250
Jan 20260
Feb 20260
Mar 20260
Apr 20260
May 20260
Jun 20260
Jul 20260
Aug 20265
Sep 20263
Oct 20262

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What Lacey Hunt has said on podcasts

29 statements

  1. on US inflation and interest ratesNegativeAug 22, 2026· Thoughtful Money with Adam Taggart

    Inflation volatility and interest rates will rise during a prolonged secular shift.

    “We're going to have higher inflation. We're going to have greater volatility in inflation. The trend in interest rates is going to be higher”

    Listen at 6:27

    Open the episode · Lacy Hunt & Brent Johnson: The US Has Entered A New Inflationary Era That Will Prove Bad For Bonds
  2. on US real interest ratesNegativeAug 22, 2026· Thoughtful Money with Adam Taggart

    Capital demand will push real interest rates higher.

    “there is going to be this tremendous demand for capital, which suggests that real interest rates will have to rise”

    Listen at 8:47

    Open the episode · Lacy Hunt & Brent Johnson: The US Has Entered A New Inflationary Era That Will Prove Bad For Bonds
  3. AI infrastructure spending will precede any productivity benefits.

    “The draining effects come first, and then the productivity benefits, if they occur, will, uh, um, be later in, in the cycle process.”

    Listen at 14:22

    Open the episode · Lacy Hunt & Brent Johnson: The US Has Entered A New Inflationary Era That Will Prove Bad For Bonds

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

Episodes

10 episodes featuring Lacey Hunt, newest first