Category Archives: Video Spellman Reports

The Collapse of the Carry Trade

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Interview with Dr. Lacy Hunt

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Dr. Lacy Hunt of Hoisington Investment Management articulates his view of why deflationary forces are so strong in the economy despite the doubling of the monetary base and will lead to further decline in long term interest rates. Continue reading

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A Cyclical or a Secular Event?

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The current economic malaise has been largely interpreted as an extreme case of a typical post-war cyclical experience that the typical government policy can eradicate. However, the lingering nature of the recession with the fear of the double dip raises the question of whether this is a longer term secular experience that behaves differently than the garden type cyclical experience. Continue reading

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US Sovereign Risk

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US Sovereign Risk Part 1: Reality Bites Introduction US Sovereign Risk Part 2: Growth of Debt in the US US Sovereign Risk Part 3: Political Economy of the Growth of Government Debt US Sovereign Risk Part 4: Why the Financial … Continue reading

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The Great Recession

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The Elements of the Perfect Storm The Great Recession: Why the Great Recession is Different The Great Recession: Ineffective Fiscal and Monetary Policy in the Great Recession and Fed Exit The Great Recession: The Carry Trade and Asset Bubbles The … Continue reading

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Economic Policy Has Reached a Dead End and the Recession Continues

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Lew Spellman Interviews Adam Fisher On Financial Markets

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Lew Spellman Interviews Adam Fisher On Financial Markets part1 Lew Spellman Interviews Adam Fisher On Financial Markets part2

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Government Deficits and Government Debt: The 800 Pound Gorilla

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800_lb_Gorilla_MPEG-4 I would like to speak today about government deficits and the need to finance those government deficits with the sale of Treasuries. The size of the U.S. Treasury deficit has become the 800 Pound Gorilla that has entered the … Continue reading

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