Ted Oakley - Oxbow Advisors - Interview Series 2024 - Dr. Lacy Hunt September 10, 2024
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- Опубликовано: 21 сен 2024
- Ted Oakley interviews Dr. Lacy Hunt regarding the U.S. economy, world economy, Federal Reserve, and interest rates.
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Ted Oakley and Dr. Lacy Hunt, two fine and knowledgeable gentlemen.
Two of the greatest economists on the tube!!!
Oakley is not an economist
Mr. Hunt is incredible. Great discussion.
Excellent interview. Total respect for Mr Hunt and great question Ted
Wow, what a wonderful lesson . Thnak you Gentlemen. I am humbled to learn from the greatest Teachers.
I enjoy listening to both Ted and Lacy, so it’s a real treat to have the opportunity to listen to them both in the same interview.😊
Awesome interview
Excellent discussion through to summary. Thanks Dr. Lacy Hunt.
Interviews like this is why I subscribe to Oxbow.
Great interview Ted thank you☑️
Dr. Hunt is amazing. Thanks Ted for bringing him on the show.
Love these guys!
Dr. Lacy and Ted, the dynamic duo of the investment world. Thanks for sharing.
Excellent interview and appreciate both your wealth of knowledge.
Thank you for another great interview.
Two of my favorites! 💙
DEF!
Thank you
Excellent report 👍👍👍👍👍👍
Great interview and excellent commentary by Lacy Hunt! One correction though: Lacy said that there hasn't been any serious effort to balance the federal budget since the early 1980s. That is not correct. Former Ohio Congressman (who also later served as Ohio governor) John Kasich, as the Chairman of the Budget Committee in the US House of Representatives, not only balanced the federal budget, but actually put together and ran federal budget surpluses in the late 1990s.
As Lacy points out, our two current presidential candidates are proposing economic and budget policies that are financially ruinous. John Kasich is the only politician in the country who actually knows how, and has the proven ability, to balance the federal budget. He would be a vastly superior, more competent and fiscally responsible president than either of our two dissembling, prevaricating, current presidential candidates who continue their respective parties' longtime policies of obfuscation and deception by not even discussing in this year's presidential campaign the $1.5 trillion federal deficit and $35 trillion national debt. They are both shameful!
Thanks Ted!
Two of my "must see" people!
Thank you. Best pairing.
Fantastic,, thanks !
Correct call as Lacy is the best
Excellent!!
Is it possible there's anyone more knowledgeable in economics than Dr. Lacy Hunt ? Any suggestions ? If so I'd like to listen to them. Otherwise Dr. Hunt's at or near the top.
Adam Smith, Von Mises, Milton Friedman are some greats. Dr. Lacy Hunt is unparalleled in his economic forensics though. One of his pupils, Danielle Di Martino Booth is another excellent one.
What an amazing team. 👍🏼👍🏼
Sanity and logic espoused by these gentlemen is unfortunately extremely rare in these authoritarian times.
Realistic video. Thank you
Wouldn't it be nice to have Mr. Hunt give us an unvarnished honest and complete summation of the Treasury Department under Yellen? That would be VERY interesting. But would he actually do it?
Absolutely fabulous - thank you!
Thanks for this excellent and informative video.
Two of the best - many thanks for sharing (a welcome dose of truth).
Excellent interview in plain speak terms.
Corporations with low interest rates since 2009 have amassed huge profits but instead of raising wages for Americans to save more they mainly bought back their stocks instead of using their profits for research and their employees. They also paid their CEOs ungodly salaries and stock options. Oligarchs owe the developed world now.
Easy money and a big government squeeze out the private sector worker.
Excellent interview from 2 wise men
Top tier content. ty
Excellent! This guest was a treasure trove of information. Ted has the highest quality interviews available on you tube!
Wow! First discussion speaking truth! Yes, no money to many goods and services! This is gonna be very very bad soon!
lacy could also be talking about Canada. Both ted and Lacy are stars
Great discussion
Thanks for sharing. @19:10 To respond Ted's point about inflating away the debt not solving the problem of an insolvent government because of COLA in social security expenditures: I think you've just highlighted why there is so much tremendous pressure to find adjustments and assumptions that make the CPI prints as low as possible. The lower the inflation reading, the less the government is obligated to increase payouts to retirees. Entitlement spending absolutely dwarfs defense, infrastructure and foreign aid. Anything a government employee can do to decrease that burden will make the boss very happy.
So knowledgeable. Wonderful podcast. Appreciate you both!
I’ve learned so much from Lacy Hunt over the years, thank you.
You knocked it out of the park again, Ted! Great to hear from Lacy right now.
Dr. Hunt is the worlds all time best economist.
Fascinating on how you can only hear Lacy on the internet. He is never on MSM
That's the first indication your listening to the truth thats not getting distorted by the globalists.
The racehorse is the US economy, the government is the jockey, and he is 300lbs and gaining weight daily.
But we are supposed to believe the economy is ok!😂
Great analogy
Amazing stuff. Both from macro-, microeconomics, and historical as well as political and geopolitical perspective. Very enlightening. Many thanks, Ted.
The Republicans offer a much better chance of addressing the fiscal issues. At least there are voices within the party calling for some sanity to be injected into the overspending and entitlement largesse.
At least they will spend on things that are productive instead of the handouts and investments into entities that don’t produce
fantastic convo. thank you for reminding me that I have always been and hope to continue to be a very lucky person. it may be my only saving grace in the times we live in, especially going forward.
Detective of Money Politics is following this very informative content cheers from VK3GFS and 73s from Frank
Great interview Ted love you
thank you for that insight youngsir👍🏼👍🏼
Wow. Thank you for such a great interview!!!
Thanks Ted and Lacy
Great pod! Thank you
Damn Lacy and Ted, I learn so much.
Thank you v much 😊
TLT is trying to hold 100. Keep an eye on it. If it holds, it could be fun!
Ted keep up the good work, I know you cater to a very specific clientele, I have been a fan and followed you for a few years now.
Something I have searched, to no avail, is someone that has insight on how to invest in a “Japan” type situation, post 1989. I truly think the US will be going that way, our demographics are similar, and our government is so addicted to spending I don’t see it stopping. Which, as Dr Hunt described, will lead to a grind down in production and disinflation/deflation.
I really was hoping he would make some suggestions, but Inunderstand him wanting to stay “in his lane” of fixed income.
Fantastic interview! You merit my sub.
Love to hear Dr Hunt review of "The Great Demographic Reversal: Ageing Societies, Waning Inequality, and an Inflation Revival" by Charles Goodhart and Manoj Pradhan, which anticipates inflation to result from the demographic situation Dr. Hunt discusses above.
Thank you very much...
BRILLIANT X 2 . "The writing is on the wall", but can anyone read?
I've watched this at least 6 times now. So, there's that, Ted. 😉
There are two main concerns I have with the global economy
First, due to the pandemic shut down/restart we now look like we have all economies synchronised, I can’t say I’ve ever seen this before. If China, Europe and America fall into recession at the same time that does not bode well. The US gov has very little dry powder to fight a recession without re-igniting inflation.
Second, I think come March next year it will become very apparent that the US statistic emperor has no clothes and the FED will scramble to fight the recession, which is well underway and has been masked. Cuts won’t work due to lag effect, printing money will just make matters worse.
In Economics, wage and price controls don't work in perfect competition. However, is there a case to be made for price comtrols or price caps for monopolies?
Chuck Schumer said about our national debt that all we owe is the interst on the debt and our taxpayers are paying that interst just fine. 😢
That folks is a Senator. Thank you people of NY for electing the most financial illiterate Senator of all time.
(((Schumer)))
"as more and more people get left behind, it (america's deficit/inflation dilemma) eats away at the social fabric of the country and once that starts to happen I don't know what the predictive consequences are, but I don't think they would be good."
Maybe the two of you haven't been paying attention but as of Sept 16th,
6-month T-Bills have seen a 50 basis point yield drop, at issuance, over the last six weeks! This is BEFORE the Fed has pivited.
Very hard to fathom how there could be disinflation or deflation anytime soon. The true inflation rate is suppressed, and as Lacy points out the government is way overspending. And printing trillions of dollars. There won't be any deflation with all this money sloshing around.
Relative to Demograhics Mr. Hunt of Mr. Oakley, how does the illegal immigration taking place currently in the US affect the Demographic problem. Is this an intentional effort behind the scene to lower the overall age? Or, is it primarily just a method and goal of Democrats primarily to increase the Democratic voting base?
Yesterday Rep Massie called them out: ( ruclips.net/video/BLKJvopAUX0/видео.html )
If wages were tied to inflation many decades ago, we wouldn’t have this savings problem. A certain political party kept that from happening. Middle class and working families would have had more money to have a savings.
Lacy doesn't understand that a dollar doesn't know if it's been saved or. printed once released into the system. There will never be sustained deflation. The Fed will print like a mofo forever. A cup of coffee can cost $100, $1000, $10000....whatever it takes. It's just green pieces of paper with numbers.
SS has COLA, real inflation is at least 10%. I get 3% increases. I'm glad to get something but I'm losing 7% purchasing power.
👍🏼
Price control can't work long term because the government does not have the right or authority to control prices of private businesses.
washington is rome after some time its buildings will be used for a better purpose and its parks as pastures honestly rome wasnt great just like its end and it is all the better for the rest of the world but people are going to suffer so they better just like rome pack up this concept of being roman (american) and go back where they came from
How do you account for mankind’s such a short 4,000 years of recorded history?
Basically what happened in Canada
Great show but fwiw , I believe capital will not leave the 🇺🇸 even with higher tax .
You know why ?
Because they have the fed and us government bailing them out EVERY TIME !
And that has a cost on every American !
So why the top earners shouldn’t pay more tax for benefiting from bailed out and QE huh ?
Isn’t that be considered a social net for corporations ?
Well social net cost money !
Inequality has caused so many problems.
The government is run by small groups who have captured their area and use their power to enrich themselves and for nepotism. This is how the country operates. You can be sure that whatever happens, it will benefit the decision makers the most. So imagine yourself as a politician, think about what you want and the policies you will support to get there. For example, I sit on the federal reserve and I have no restrictions on trading. I will print baby print and invest heavily to get richer as inflation rages and the prices of assets ballon. I will always know the next move, so I will always be in a perfect position to benefit. If government policy causes real estate prices to fall, you will be certain I have already sold and am sitting on a stockpile to buy distressed property. This is what all governing is about, manipulating these types of trends in favor of small ruling groups.
Trump will lower corporate tax, shouldn't that be better for the economy than Harris increasing corporate tax?
Better for whom? Not for workers.
Not a big Milton Friedman fan, or a a fan of fascism. But we do know that people vote for government to decide how to bankrupt themselves before democide occurs.
Split government? Well, probably better than pure Kamalanism…
Blame QE and easy money.
With all due respect Ted ..Lacy hunt has been VERY wrong about inflation for a long time and out of synch with the market. Look at the hoisington fund returns . He was caught long and wrong when the long rates shot up.
Shame on Oxbow for milking Lacy for ads. This video is peppered with RUclips ads every few minutes. Plain annoying for the viewers and unfair on a good guest.
They were wrong on oil stocks in 2022-2023 and missed huge rally since late 2022.
Guys been wrong a lot. Yet here he is
Fantastic interview