This is an exclusive "Hedgeye Investing Summit" interview with world-renowned demographer Neil Howe. This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV on October 14, 2019.
This is an exclusive "Hedgeye Investing Summit" interview with Jurrien Timmer, director of global macro at Fidelity. This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV on October 14, 2019.
The verdict is in—the Fed wasn’t dovish enough. As you know, the Fed cut rates 25 basis points yesterday. But the future path for rates is murky at best. There’s more than a fair amount of dissent on the FOMC. Take a look at the “dot plot” (individual Fed governors’ interest rate targets) for the end of 2019. Here’s what’s happening: Five members approved of the 25 basis point cut (but those same governors expect rates to hold steady at the current target of 1.75% to 2% for the rest of the year)...
U.S. growth is slowing . Most investors are unprepared for this developing reality. Financial markets have been telling you this for some time now. The Russell 2000 is down -16.3% from its August 2018 high Five of 11 S&P sectors entered an earnings recession in the second quarter Virtually every single major equity market around the global is bearish trend Meanwhile… according to our Macro team, the worst U.S. economic data hasn’t even been reported yet. We want you and your portfolio to be ...
We just hosted a conversation between Macro guru and Real Vision co-founder Raoul Pal and Hedgeye CEO Keith McCullough . When two sharp Macro minds are in agreement, like Keith and Raoul are right now, it’s worth closer analysis. Here’s an important quote from Raoul that nicely sums up their hour-long conversation: “We're now in the longest cycle in all recorded U.S. history. So it's already very long in the tooth. The structure of the cycle looks negative.”...
We hosted a “no-holds-barred” investing webcast between renowned short-seller Marc Cohodes and Hedgeye CEO Keith McCullough . ( Click here for webcast access. A video replay is now available.) Trust us when we tell you—this conversation is not to be missed. Consider this quote from Cohodes: "I like to short complete pieces of garbage with fraudulent management and horrifically bad balance sheets.” With a conflicted old Wall Street (and its media) perpetually bullish on the stock market, thi...
ARE YOU PREPARED FOR A QUAD 4 SCARE THIS SUMMER? The S&P 500 just posted its worst May in seven years—its second worst May since the 1960s. (Quad 4 is an environment where U.S. growth and inflation are slowing) Quad 4 is a nasty environment for the U.S. stock market. UNDERSTAND HOW TO BEST POSITION YOUR PORTFOLIO THIS SUMMER. While Wall Street whines about the S&P 500 losing $4 trillion in market cap in May, Hedgeye subscribers have been benefiting from the Quad 4 Scare by being properly...
Hedgeye CEO Keith McCullough is joined by former Fed advisor Danielle DiMartino Booth (CEO of Quill Intelligence) for an exclusive investing podcast. They discuss the outlook for Fed policy, U.S. economy and markets.
Renowned hedge fund manager Kyle Bass (founder of Hayman Capital) bet against the subprime mortgage market ahead of the 2007 financial crisis. Listen to this podcast replay of the interview between Bass and Hedgeye CEO Keith McCullough's pro-to-pro discussion on China, global recession, and why interest rates may head to near zero by 2020. This originally aired as a video webcast on Hedgeye.com on April 8, 2019.
This is an exclusive "Hedgeye Investing Summit" discussion between Hedgeye CEO Keith McCullough and Senior Macro analyst Darius Dale on our U.S. economic outlook. The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.
This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders, chief investment strategist at Charles Schwab and Hedgeye CEO Keith McCullough. The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.
This is an exclusive "Hedgeye Investing Summit" interview between former Federal Reserve advisor Danielle DiMartino Booth and Hedgeye CEO Keith McCullough. The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.
This is an exclusive "Hedgeye Investing Summit" interview between Michael Holland, chairman at Holland & Co. and Hedgeye CEO Keith McCullough. The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.
This is an exclusive "Hedgeye Investing Summit" interview between Brian McGough (Hedgeye Retail), Jay Van Sciver (Hedgeye Industrials) and Keith McCullough (Hedgeye CEO). The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.
This is an exclusive "Hedgeye Investing Summit" interview between Rangeley Capital’s Chris DeMuth, Andrew Walker and Hedgeye CEO Keith McCullough. The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.
This is an exclusive "Hedgeye Investing Summit" interview between GrowthLine Capital Management chief investment officer Mark Shattan and Hedgeye CEO Keith McCullough. The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.
This is an exclusive "Hedgeye Investing Summit" podcast replay between renowned demographer Neil Howe and Hedgeye CEO Keith McCullough. The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.
This is an exclusive "Hedgeye Investing Summit" podcast replay between wealth manager David Root and Hedgeye CEO Keith McCullough. The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.
This is an exclusive "Hedgeye Investing Summit" podcast replay between Daniel Lacalle, chief economist and investment officer at Tressis Gestion and Hedgeye CEO Keith McCullough. The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.
We hope you enjoy this complimentary access to the inaugural edition of Neil Howe’s Big Picture Podcast . This podcast is hosted each week by world-renowned demographer and Hedgeye analyst Neil Howe—the guy who coined the term millennial. It is one component of his brand new Demography Unplugged research product. If you like what you hear, and are interested in learning more, including special promotional offers on Demography Unplugged email Customer Service Director Matt Moran at mmoran@hedgeye...
This is a new “Real Conversation” between two macro heavyweights—Real Vision CEO Raoul Pal & Hedgeye CEO Keith McCullough . They dive deep into the dicey global macro set-up with a special focus on big risks and rewards facing investors.
This is a special edition of The Macro Show hosted by Hedgeye Demography analyst Neil Howe . He discusses a wide range of subjects including the volatile current state of financial markets through the prism of his groundbreaking theory, The Fourth Turning .
Over $17.5 trillion has been erased from global equity markets since 2018’s highs . Yes, that’s officially bear market territory (down -21.5 %). For the record, the Hedgeye Macro team proactively prepared our subscribers for this last January. Guess what? Our 2019 global outlook remains decidedly bearish. We want you to be prepared for the year ahead. Watch Hedgeye CEO Keith McCullough in this free edition of The Macro Show . Keith will discuss our current market outlook and prepare you (and you...
In this edition of Real Conversations , Goldmoney Founder and CEO Roy Sebag sits down with Hedgeye CEO Keith McCullough for a deep-dive discussion on currencies, gold, the global economy and markets in a world warped by central bank manipulation. Keith and Roy dissect the current state of financial markets and the future of money (with a special focus on gold and the outsized impact of central banks)....
We predicted the market selloff in late September—right before it happened. It was all about our contrarian #Quad4 call. In this podcast replay of a video webcast aired live on Hedgeye.com on Nov. 26, 2018, we explain what we think comes next and how to position your portfolio accordingly.
“Don’t lose money.” That’s Risk Management Rule #1 . The current, volatile market terrain indicates trouble ahead. It’s already happening overseas. Lackadaisical investors there have lost a lot of money. Now it’s heading to the U.S. We want you to be prepared. Watch the replay of this special webcast with Hedgeye CEO Keith McCullough , “How I Built My Wealth Without Huge Drawdowns.” You may have watched Keith explain our current market outlook recently—now he takes this analysis to the next-leve...
Visit Hedgeye.com/TMS to subscribe to the daily video version of The Macro Show It’s been a painful month for many investors. S&P 500 is down 7% from its YTD high Nasdaq is down 10% Russell 2000 is down 13% Something big has changed in financial markets after almost 2 years of uninterrupted stock gains. We have some clear thoughts on what may lie ahead for the market—after warning our subscribers to get out of the way in late September. Listen to the replay of a free edition of The Macro Sho...
This is an exclusive "Hedgeye Investing Summit" interview between money manager Chris Ciovacco 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 economist and fund manager Daniel Lacalle 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.
