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

EPISODE · Aug 22, 2026 · 1H 21M

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

from Thoughtful Money with Adam Taggart · host Adam Taggart | Thoughtful Money

REGISTER FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceLacy Hunt, longtime deflationist and bond investor, has undergone a major pivot where he now assesses inflation as the bigger risk trend over the coming decade.That inflation, he expects, will be accompanied by higher bond yields than what we're suffering today.So he advises caution for today's investors, particularly for who own bonds.Brent Johnson of Santiago Capital, creator of the Dollar Milkshake Theory, joins me in asking Lacy a number of probing & clarifying follow-up questions.For an in-depth discussion about one of the most important trends out there regarding money & wealth-building, watch this video.#inflation #bonds #debt _____________________________________________ Thoughtful Money LLC is in the application process to be a Registered Investment Advisor Solicitor.We produce educational content geared for the individual investor. It’s important to note that this content is NOT investment advice, individual or otherwise, nor should be construed as such.We recommend that most investors, especially if inexperienced, should consider benefiting from the direction and guidance of a qualified financial advisor in good standing with the Financial Industry Regulatory Authority (FINRA) who can develop & implement a personalized financial plan based on a customer’s unique goals, needs & risk tolerance.IMPORTANT NOTE: There are risks associated with investing in securities.Investing in stocks, bonds, exchange traded funds, mutual funds, and money market funds involve risk of loss. Loss of principal is possible. Some high risk investments may use leverage, which will accentuate gains & losses. Foreign investing involves special risks, including a greater volatility and political, economic and currency risks and differences in accounting methods.A security’s or a firm’s past investment performance is not a guarantee or predictor of future investment performance.

Episode metadata supplied by the publisher feed · Published Aug 22, 2026

Embed this episode

Ready to play

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

0:00 1:21:12

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Thoughtful Money with Adam Taggart?

This episode is 1 hour and 21 minutes long.

When was this Thoughtful Money with Adam Taggart episode published?

This episode was published on August 22, 2026.

Can I download this Thoughtful Money with Adam Taggart episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!