Lacy Hunt foresees inflation ahead, Dave Collum notes

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29.07.2026

Lacy Hunt foresees inflation ahead, Dave Collum notes — Lacy Hunt pivots to inflation call

Dave Collum, professor / financial commentator at Cornell University (Emeritus), highlights a recent discussion between Adam Taggart and economist Lacy Hunt regarding the outlook for inflation. Collum remarks on the significance of Hunt, previously known for his deflationary stance, now predicting inflation. Collum shares a personal anecdote about emailing Hunt, who confirmed his changing perspective and jokingly attributed it in part to his wife's suggestion for a vacation.

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Collum has previously highlighted a surge in the margin debt-to-GDP ratio, noting its rise from the 1966-1990 average to 5.0. In another discussion, he referenced Ed McQuarry's multi-century research on investment analysis to examine how the history of investing shapes current perspectives. These past observations reflect Collum’s ongoing attention to shifts in both market leverage and investor outlooks.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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