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.
015 - Hmmminar Series - Diego Parrilla (21 May 2020)
014 - Hmmminar Series - David Rosenberg (20 May 2020)
013 - Hmmminar Series - Peter Zeihan (19 May 2020)
012 - Hmmminar Series - Jesse Felder (18 May 2020)
The Narrative Game with Ben Hunt Ep. 1 - The V-Shaped Recovery
Super Terrific Happy Hour Ep. 2 - Inflation/Deflation
Super Terrific Happy Hour Ep. 1 - Connect/Disconnect
011 - Hmmminar Series - Peter Atwater (17 April 2020)
010 - Hmmminar Series - Jawad Mian (16 April 2020)
009 - Hmmminar Series - Dr. Simon Ogus (15 April 2020)
008 - Hmmminar Series - Stephen Diggle (14 April 2020)
007 - Hmmminar Series - Stephanie Pomboy (10 April 2020)
006 - Hmmminar Series - Gold Panel (9 April 2020)
005 - Hmmminar Series - John Hussman, Ph.D (8 April 2020)
004 - Hmmminar Series - Marc Cohodes (7 April 2020)
003 - Hmmminar Series - Brent Johnson & Luke Gromen (6 April 2020)
002 - Hmmminar Series - Hugh Hendry (3 April 2020)
001 - Hmmminar Series - Dr. Pippa Malmgren (2 April 2020)
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