Episode description

Start the new year with unmatched market insight in our first “Real Conversation” of 2025. Hedge fund veteran and Hedgeye favorite Mike Taylor sits down 1-on-1 with CEO Keith McCullough. This must-see webcast will dive into Mike’s bold predictions for the markets, economy, and geopolitics.

Here’s a peek at some of Mike’s predictions and what will be discussed:

• The Federal Reserve cuts rates five or more times, with 1-year yields dropping to 3%.
• Winners: REITs, Utilities, and Healthcare as the best-performing sectors.
• Losers: MRNA (-50%), CVNA (-50%), WMT misses earnings, MPW faces bankruptcy amid malfeasance.
• A recovery in existing home sales in the second half of the year.
• Geopolitical shockwaves as Trump imposes a 10% tariff on China and China strikes a major agricultural trade deal with the U.S.

This candid and insightful conversation will provide a clear lens into the forces shaping markets and the economy, helping investors navigate 2025 with confidence.

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Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.

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The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.

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