This is an exclusive "Hedgeye Investing Summit" interview between Strategic Intelligence editor Jim Rickards and Hedgeye CEO Keith McCullough. We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.
This is an exclusive "Hedgeye Investing Summit" interview between currency and metals strategist Josh Crumb and Hedgeye CEO Keith McCullough. We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.
This is an exclusive "Hedgeye Investing Summit" interview between investment banker Chris Whalen and Hedgeye CEO Keith McCullough. We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.
This is an exclusive "Hedgeye Investing Summit" interview between Hedgeye Retail analyst Brian McGough, Gaming, Lodging & Leisure analyst Todd Jordan and Hedgeye CEO Keith McCullough. We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.
This is an exclusive "Hedgeye Investing Summit" interview between activist short seller Andrew Left and Hedgeye CEO Keith McCullough. We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.
This is an exclusive "Hedgeye Investing Summit" interview between WSJ investing journalist Charley Grant and Hedgeye Industrials analyst Jay Van Sciver. We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.
This is an exclusive "Hedgeye Investing Summit" podcast replay with Hedgeye CEO Keith McCullough on the investing implications of U.S. #GrowthSlowing . We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.
Veteran Hedgeye Restaurants analyst Howard Penney is joined by Restaurants journalist Jonathan Maze, Executive Editor with Restaurant Business Magazine to discuss the big winners and losers.Join us for a special, in-depth investing discussion highlighting key Restaurant industry trends and the companies best positioned for success (as well as failure).DISCUSSION TOPICS INCLUDE:What is the health of the overall restaurant industry?How is the trend toward delivery impacting restaurant stocks?Is Ch...
The wild ride for Tesla longs (and shorts) has gotten even wilder over the past few weeks. In this special Hedgeye webcast, outspoken Tesla critic Chris Irons, founder of Quoth the Raven Research, joins Hedgeye Industrials analyst Jay Van Sciver to discuss what lies ahead for Tesla and its embattled CEO Elon Musk.
In this special edition of Real Conversations, influential economist, best-selling author and former White House economic advisor Pippa Malmgren will discuss her current market and economic outlook with Hedgeye CEO Keith McCullough.
We’re at a critical market juncture. The U.S. economy is heading for a slowdown in the back half of 2018. Investors who fail to understand what this market regime change means for their portfolio are vulnerable.In a replay of this special Hedgeye webcast, CEO Keith McCullough opens up his investing playbook for navigating a slowing U.S. economy and explains how to profit during this market shift.
The “synchronized recovery” narrative is falling apart as Chinese and European growth begins to slow… (This largely explains the spike in volatility this year!)What comes next?In this special edition of Real Conversations, renowned economist, portfolio manager and author Daniel Lacalle dissects Wall Street’s “synchronized global recovery” narrative in an in-depth discussion with Hedgeye CEO Keith McCullough.
In this Real Conversation, hedge fund manager and MacroVoices podcast host Erik Townsend joins Hedgeye CEO Keith McCullough for an in-depth discussion of the future of Bitcoin, cryptocurrencies and why blockchain is “one of the most-important breakthroughs of all time.” Critically, Townsend also thinks governments will ultimately co-opt cryptocurrency technologies for their own benefit.
Listen to this special Real Conversation with Hedgeye CEO Keith McCullough and legendary investor Mario Gabelli. Mario discusses his top stock ideas for 2018 with Hedgeye CEO Keith McCullough. Following this deep-dive discussion, Keith and Mario take viewer questions.
1. ARE INVESTORS GETTING AHEAD OF THEMSELVES? The cumulative proceeds from Initial Coin Offerings (ICO) – the cryptocurrency equivalent of a stock’s Initial Public Offering – have reached $3.8 billion, according to Coindesk. Are investors getting ahead of themselves in all these new ICOs? “Probably,” Crumb says. “Just like the dot-com bubble, most of them will return to their intrinsic value, which is 0.” But that’s the point. Bitcoin is “one of the most perfect medium of exchanges we’ve ever ha...
You’re going to want to listen our exclusive discussion with best-selling author John Mauldin. How will risky Fed policies impact the U.S. economy? When will America’s pension crisis reach it’s tipping point? Will driverless cars lead to massive job loss? The answer to these questions will shape what happens in financial markets for years to come.
Precious few PhD-trained economists understand the inner-workings of financial markets. Then again, very few economists have actually worked as a portfolio manager for such investment shops as PIMCO, the Ecofin Global Oil & Gas Fund and Citadel. Economist Daniel Lacalle holds this market pedigree and then some. In the latest edition of our Real Conversations video series, Lacalle joins Hedgeye CEO Keith McCullough for a dynamic discussion about the divergence between the strengthening U.S. e...
Iconoclastic, best-selling author Jim Rickards joined Hedgeye CEO Keith McCullough one-on-one in the studio to discuss their divergent market and economic outlook. Don’t miss this “Real Conversation” between two of the sharpest minds in finance.
The omnipotent PhDs leading the world’s central banks equate economics to physics. Like Newton’s laws of motion, an economy at rest will remain at rest unless compelled to grow by some outside force. Enter the Fed, European Central Bank and Bank of Japan, which have collectively added more than $20,000,000,000,000 worth of asset purchases globally since the onset of the Great Recession. This endeavor has been fundamentally misguided from the start says economist, author and Tressis CIO Daniel La...
In this edition of Real Conversations, Hedgeye CEO Keith McCullough welcomes Christopher Whalen, chairman of Whalen Global Advisors, in an extensive discussion ranging from his newly-released book Ford Men, a study of Ford Motor Co and the Ford family, to a host of important financial market issues affecting investors.
You don't want to miss this no-punches-pulled unplugged Q&A session with bestselling author Jim Rickards and hosted by Hedgeye CEO Keith McCullough. Exclusively on HedgeyeTV.
Most investors will dismissively tell you gold prices are entirely driven by greed and fear, and that the only way gold works as an investable asset is if the world ends.That’s simple-minded. Gold is a stable store of value. It’s money.“If you saved in gold over the past 20 to 25 years rather than any currency anywhere in the world, gold has outperformed all these currencies,” says Stefan Wieler, Vice President of Goldmoney. Wieler continues:“We don’t think that gold will make you rich but it wi...
It is an age of heightened global angst and uncertainty, an era of discontent. An age which gives birth to brazen, Never-In-a-Million-Years political outsiders like Donald Trump. And Brexit, Britain’s equally shocking decision to exit the EU. Political “elites” might argue recent voting decisions of their electorate are chaotic, or mad. Whatever you call it, it’s the reality we must grapple with today, says Pippa Malmgren, founder of economic consultancy DRPM Group and author of the best-selling...
It’s simple really. Inside the hallowed halls of the Federal Reserve, unelected, largely unaccountable bureaucrats decide whether the economy is running too hot or too cold, then tinker with monetary policy accordingly. It’s a tremendous amount of power. A generous reading of history suggests the Fed has a dubious track record of forecasting where the U.S. economy is headed. In fact, many are searching for a better way – an alternative to a broken system. None is in more earnest pursuit than Dan...
“The virtuous cycle of capital has broken down,” says Dan Alpert, Managing Partner at Westwood Capital in this new edition of Real Conversations.That’s not hyperbole. Alpert wrote the book, “The Age of Oversupply.” In it, he argues that a global labor glut, excess productive capacity, and a rising ocean of cheap capital have kept the economies of the first world (notably the United States) mired in underemployment and anemic growth. In the “age of oversupply,” companies are unlikely to reinvest ...
Is America’s Social Security system bankrupt? Well, not exactly.It is, however, significantly underfunded. No shocker there. What’s perhaps more interesting is that we have the tools to fix the problem right now, says retirement guru Bradley Belt. He knows a thing or two. Belt used to run the Pension Benefit Guaranty Corporation (PBGC) where he was responsible for leading the federal pension insurance program and overseeing a $60 billion investment portfolio.The bigger challenge? Getting flimsy ...
On the one hand, you've got the gold bugs. They long for the good old days when the U.S. dollar was backed by the precious metal. On the other hand you've got clueless financial journalists derisively dismissing it as "just a rock." Both may be missing the point. Gold is a currency, says Goldmoney co-founder Josh Crumb. He knows a thing or two about metals. In addition to being a former Goldman Sachs metals strategist, Crumb holds a masters degree in Mineral Economics from th...
Even financial market legends, from Dalio to Druckenmiller, can’t claim a market call that’s played out precisely as predicted over the next 40 years. But Gary Shilling can claim exactly that. Shilling is, of course, the President and Founder of institutional investor consultancy A. Gary Shilling, and the Godfather of the Long-Term Treasury Bond call. In 1981, Shilling proclaimed that the bond market was on the precipice of “the bond rally of a lifetime.” That was a long time ago. Back then, Ron...
Behavioral finance expert Dr. Richard Peterson, a board-certified psychiatrist and CEO of MarketPsych, sits down with Hedgeye CEO Keith McCullough in this edition of Real Conversations. An expert on financial market psychology, Peterson discusses how to potentially time stock market turns by analyzing investor behavior and social media. His firm produces sentiment and macroeconomic indices derived from language analysis of global news and social media. His latest book Trading on Sentiment digs u...
Industry veteran and portfolio manager Michael Aronstein, CIO of Marketfield Asset Management, sits down with private investor Buddy Carter and Hedgeye CEO Keith McCullough in this edition of “Real Conversations.” The trio discusses critical developments facing investors right now and why the markets and economy look increasingly vulnerable.
