Lacey Hunt
PersonHeard 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
First heard
Guest appearances
Episodes per month
Public PodLume episodes featuring it, over the last year.
Show the data
| Month | Episodes |
|---|---|
| Nov 2025 | 0 |
| Dec 2025 | 0 |
| Jan 2026 | 0 |
| Feb 2026 | 0 |
| Mar 2026 | 0 |
| Apr 2026 | 0 |
| May 2026 | 0 |
| Jun 2026 | 0 |
| Jul 2026 | 0 |
| Aug 2026 | 5 |
| Sep 2026 | 3 |
| Oct 2026 | 2 |
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What Lacey Hunt has said on podcasts
29 statements
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”
Open the episode · Lacy Hunt & Brent Johnson: The US Has Entered A New Inflationary Era That Will Prove Bad For BondsListen at 6:27
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”
Open the episode · Lacy Hunt & Brent Johnson: The US Has Entered A New Inflationary Era That Will Prove Bad For BondsListen at 8:47
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.”
Open the episode · Lacy Hunt & Brent Johnson: The US Has Entered A New Inflationary Era That Will Prove Bad For BondsListen at 14:22
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
- Oct 10, 2026
Roberts sees value and bonds broadening a tech-led marketThoughtful Money with Adam TaggartOct 10, 2026 - Oct 3, 2026
Bond yields test investors as markets hide deeper weaknessThoughtful Money with Adam TaggartOct 3, 2026 - Sep 29, 2026
Lepard says debt pressures will force another monetary expansionThoughtful Money with Adam TaggartSep 29, 2026 - Sep 25, 2026
Debt supply tests markets as Gundlach warns of volatilityUBS On-Air: Market MovesSep 25, 2026 - Sep 5, 2026
Buyback blackout leaves markets exposed to sharper volatilityThoughtful Money with Adam TaggartSep 5, 2026 - Aug 29, 2026
Market breadth weakens as AI spending fuels the rallyThoughtful Money with Adam TaggartAug 29, 2026