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Real Conversations

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Hedgeye is an investment research and financial media company founded in 2008. Our core principles are transparency, accountability and trust. Hedgeye’s Real Conversations series, hosted by CEO Keith McCullough, brings together the brightest minds in the business to cut through the noise and discuss the financial market moves that actually matter.LEGALThe opinions expressed in Hedgeye Real Conversations are those of the individual speaking and not of Hedgeye, and should not be construed as specific investment advice.Hedgeye® is a registered trademark. All Hedegye Real Conversations are the intellectual property of Hedgeye. All rights reserved. For more information, and to subscribe, go to www.hedgeye.com.

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Hedgeye is an investment research and financial media company founded in 2008. Our core principles are transparency, accountability and trust. Hedgeye’s Real Conversations series, hosted by CEO Keith McCullough, brings together the brightest minds in the business to cut through the noise and discuss the financial market moves that actually matter.LEGALThe opinions expressed in Hedgeye Real Conversations are those of the individual speaking and not of Hedgeye, and should not be construed as specific investment advice.Hedgeye® is a registered trademark. All Hedegye Real Conversations are the intellectual property of Hedgeye. All rights reserved. For more information, and to subscribe, go to www.hedgeye.com.

iTunes Ratings

76 Ratings
Average Ratings
64
4
2
2
4

Candor and Insight

By POTUS 2024 - May 04 2017
Read more
You rarely hear this level of candor and insight on financial markets. Rickards is one of the best.

Wow

By west ambling - May 03 2017
Read more
Great content. Brings a whole new must know perspective to the markets.

iTunes Ratings

76 Ratings
Average Ratings
64
4
2
2
4

Candor and Insight

By POTUS 2024 - May 04 2017
Read more
You rarely hear this level of candor and insight on financial markets. Rickards is one of the best.

Wow

By west ambling - May 03 2017
Read more
Great content. Brings a whole new must know perspective to the markets.
Cover image of Real Conversations

Real Conversations

Latest release on Jan 08, 2020

Read more

Hedgeye is an investment research and financial media company founded in 2008. Our core principles are transparency, accountability and trust. Hedgeye’s Real Conversations series, hosted by CEO Keith McCullough, brings together the brightest minds in the business to cut through the noise and discuss the financial market moves that actually matter.LEGALThe opinions expressed in Hedgeye Real Conversations are those of the individual speaking and not of Hedgeye, and should not be construed as specific investment advice.Hedgeye® is a registered trademark. All Hedegye Real Conversations are the intellectual property of Hedgeye. All rights reserved. For more information, and to subscribe, go to www.hedgeye.com.

Rank #1: Ep. 28 - Real Conversations: Dan Alpert- Us Economy Will Go Crazy 

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“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 profits due to all this excess capacity. “When you have a global capital glut, capital starts to back up and say ‘Geez, you know I can’t make a dime taking risk free returns anywhere,’” Alpert says. As a result, instead of reinvesting profits in their businesses, companies buy back stock and purchase competitors. Money finds its way into equity markets rather than factories, equipment, and more manpower. “You don’t need additional primary investment so that capital becomes hyper activated in the secondary markets,” Alpert says in the video interview above with Hedgeye CEO Keith McCullough. Sound familiar? That’s why the $24 trillion worth in central bank asset purchases global have been a drop in the bucket. Growth in productive capacity has been anemic so global economic growth continues to slow. According to the IMF, global growth for 2016 is expected to be 3.1% versus 3.2% in 2015. Advanced economies fared even worse, posting 1.9% growth versus 2.1% in 2015. There’s hope. In the video interview above, Alpert suggests a solution that the Trump Administration is already predisposed to endorse: “If you have a massive glut of capital and it’s not flowing back into the U.S. economy in the form of productive plants and equipment, you really ought to take it using the agency that can borrow it cheaply, the U.S. government. Use it to pull up wages by reemploying a large number of steel workers, and construction workers and all of the support industries to rebuild our domestic infrastructure that is the shot in the arm that this country requires.” On the campaign trail, President Donald Trump proposed $1 trillion in infrastructure spending. “Trump is absolutely right on about the need for an aggressive infrastructure program in the U.S.,” Alpert says. The reason this stimulates economic growth is relatively simple to understand, Alpert says. By increasing the demand for skilled labor at the top, you employ the underemployed and create demand for other workers to fill those vacated positions and employ the unemployed. Alpert calls this “trickle down labor demand.” “Take the former construction worker who’s now a bartender and give him a hammer back. Well, now you need a new guy to tend bar.” Logistics… A fiscal spending program like the one proposed by Trump are typically spread out over a period of five years, Alpert says, so $200 billion each year. “If you spend $200 billion in this economy in additional government infrastructure spending, rebuild bridges, airports and railways, especially if it’s well targeted. This economy is going to go crazy. It’s going to do great.” Bottom line? If Trump gets his way and passes a targeted fiscal stimulus program, the U.S. economy is “going to go crazy.”

Feb 09 2017

31mins

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Rank #2: Ep 38 - Real Conversations: Josh Crumb - Bitcoin Boom or Bust?

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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 had,” Crumb says. “Just like we had no idea what the Internet was going to do, but we knew it was important, this wave of cryptocurrency capital is pushing all of these things to crazy multiples.” In other words, some will win. Some will lose. But cryptocurrencies are here to stay. Another thing to note about the nearly $4 billion in ICO proceeds: There’s no transparency. “I think that number is totally fraudulent,” Crumb says. “There are so many wash trades of financing these things. So we see this big number, but it may just be shifting back and forth between different ICOs.” That says nothing about the “revolutionary” nature of cryptocurrencies more broadly, Crumb says. “I think that we have another period of rounding up and taking a lot of these ICO people to jail,” Crumb says. That’s what has happened in transformative markets throughout history. 2. ISN'T BITCOIN A BUBBLE? “The annual production of bitcoin is now larger than the silver market, larger than the lead market, and we’re approaching zinc,” Crumb says. “It’s still probably only 10% of the gold market. But it’s getting into the levels of value where people are going to have to start to trade this asset class.” This is important. The total market cap of all cryptocurrencies recently hit $600 billion. That’s larger than the market cap of massive companies like Amazon (AMZN), Berkshire Hathaway (BRK.A) and Exxon Mobil (XOM). Mr. Market is advising investors to take cryptocurrencies seriously. Still, a lot of investors believe bitcoin is a bubble. Crumb turns this argument on its head. He says to consider the “bubbly” nature of more traditional asset classes. “Look at the size of the fiat government bond bubble,” he says. Crumb asks whether you are more confident you’ll be able to send your son or daughter to college in 10 years with money invested in bitcoin or European government bonds? “If I was going to buy a European bond with a negative interest rate, nominally we already know it won’t get to par. In real terms, I absolutely think there’s no way 10 years from now. So as a store of value I think that’s a massive bubble,” he says. As for bitcoin, “It could pay for your son’s college in the next 2 months. That’s what people are buying it for right now.” Short-term, say in the next three months, Crumb says he’s unsure of the price of bitcoin. But, in three years, he thinks the price of bitcoin is higher. After the fallout from the wave of questionable ICOs that sends some to jail, Crumb thinks there will be these “adaptive peaks, where more and more people are coming in and getting comfortable with bitcoin.” 3. CAN THE ESTABLISHMENT CONTROL CRYPTOCURRENCIES? Many are speculating about the launch of fedcoin, a national cryptocurrency controlled by the Federal Reserve. These people think, as cryptocurrencies are more broadly adopted, the government won’t let them usurp the U.S. dollar and overtake the Fed’s control of the money supply. Might the establishment (governments or Wall Street types) attempt to undermine bitcoin? “I don’t think they can,” says Crumb. “You have to remember, central banks created this. It was their control of the market that caused people to say, ‘I don’t like you controlling it. I’m going to figure out a way to create a currency no one could control.’” In other words, Pandora’s Box has been opened. And there’s no turning back now. ABOUT JOSH CRUMB: Mr. Crumb is a co-founder of G

Dec 18 2017

50mins

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Rank #3: Ep. 4 - Neil Peplinksi- Keith Talks to Top Chief Investment Officer

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Hedgeye CEO Keith McCullough sits down with Neil Peplinksi, chief investment officer of Good Harbor Financial, a Chicago-based firm with more than $10 billion in assets under management.

Mar 13 2014

13mins

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Rank #4: Hedgeye Webcast: The Big Winner (And Loser) Stocks In The Restaurant Industry

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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 Chipotle in the “early innings of one of the greatest turnarounds you will see in the restaurant space"? Is McDonald’s still a favorite Hedgeye short call? What’s next for beleaguered Papa John’s (PZZA)? Takeaways on the casual dining space (examples include DRI, TXRH, CAKE, BLMN, DIN)

Aug 30 2018

53mins

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Rank #5: Ep. 24 - Real Conversations: Richard L. Peterson - How to Successfully Trade Sentiment

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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 underneath technicals and fundamentals to explain the primary mover of market prices - the global information flow and how investors react to it.

Sep 29 2016

31mins

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Rank #6: [Ep 44 Real Conversations] Pro-To-Pro: Why Two of the Sharpest Minds in Macro are Bearish with Raoul Pal

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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. 

Feb 14 2019

59mins

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Rank #7: Ep 48 Real Conversations: Jim Rickards - How To Protect Your Wealth When This Bubble Bursts

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Aug 06 2019

1hr 7mins

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Rank #8: Ep 45 Real Conversations: Why Kyle Bass Sees Recession Risk Rising

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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.

Apr 25 2019

1hr 5mins

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Rank #9: Ep 36 - Real Conversations: Daniel Lacalle - AMZN vs. WMT Reveals Everything You Need to Know About US Economy

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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. economic outlook and Europe’s slow slide into stagnation. No punches pulled here. Lacalle draws a sharp contrast between the two. “The problem with analyzing the U.S. economy is that if you base it on your political views, you forget that this is an economy that relies less on the government than in Europe,” Lacalle says in the video above. “A lot of economists said the only solution for the U.S. economy was the government would have to start borrowing massively to drive the economy. But what has proven to be the success of this economy is that it is driven by families and companies. A profit led economy is a lot more sustainable than a spending led economy.” Think of the big battle being waged between Wal-Mart and Amazon. “Wal-Mart is a stronger company today because of Amazon,” Lacalle says. “The economy isn’t going to get stronger by poor capital allocation directed by the government.” Lacalle lays out a scenario in which U.S. growth heads back to 3.5% versus 3% reported most recently for 3Q 2017. Europe faces an entirely different problem. “The problem of the European Union is that every single economic position is based on the pillar of not touching the welfare state,” Lacalle says. Consider the numbers. Europe is about 3.5% of the world’s population, 24% of its GDP but 55% of its public spending, he says. “One of those numbers is at risk and it’s big.” Most investors see newly-elected leaders, like France’s President Emmanuel Macron, and hope Europe is changing its ways. Lacalle is emphatically skeptical. “In the EU we live in varying degrees of socialism. France is the epicenter of this. We have seen these reformists before. Sarkozy promised big reforms but it didn’t happen. You have to remember that the first serious economic position Macron took was to nationalize a shipyard. Yea, that’s going to definitely make the economy stronger.” Another prime example: Think back to the European Union’s post-recession “austerity” measures. “The European Union took government spending to almost 50% of GDP, then it lowered it by 5% and they called it austerity,” Lacalle says. “It’s like you spent three years eating donuts, then you have an orange juice and say you’re in detox." Lacalle shares some equally compelling thoughts on Catalonia, calling it “bad for Spain and bad for Catalonia.” He calls it “absurd” that economists “don’t pay attention to demographics.” He rails against socialism: “Socialism doesn’t fix anything.” You won’t hear another economist speak quite as eloquently about markets as Lacalle.

Oct 27 2017

39mins

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Rank #10: Ep. 16 - Real Conversations: Dan Alpert - A Dire Appraisal 

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Dan Alpert, economic policy expert, author of “The Age of Oversupply,” and founding Managing Partner of investment bank Westwood Capital, discusses the dangerous global economic challenges the world is facing stemming from flawed government and central bank interventions with Hedgeye CEO Keith McCullough.

Nov 18 2014

31mins

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Rank #11: Ep. 25 - Real Conversations: Gary Shilling- 35 year Bull Market

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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, Ronald Reagan was in the early innings of his first term. Paul Volcker was only two years into his war against rampant inflation. The 30-year Treasury bond yield was an unbelievable 15.2%. Today, it’s 3%. Since Shilling’s “rally of a lifetime” call, the long bond has outperformed the S&P 500 by 5.5 times. Talk about beating your benchmark. SHILLING'S MARKET OUTLOOK: TRUMP, FED & DEFLATION In this HedgeyeTV exclusive, Hedgeye CEO Keith McCullough sits down with Shilling for a Real Conversation to discuss what we’re to make of the precipitous 26% rise in the 10-year Treasury yield, from 1.857% to today's 2.346%, following the Election Day victory of Donald Trump. Shilling is dismissive of pumped up market expectations about a Trump presidency. He thinks Wall Street’s excitement over proposed infrastructure spending will prove underwhelming. Shilling offers some amusing insight on the topic: “If you look at the fiscal spending in 2009, part of that fiscal stimulus was infrastructure spending that was supposed to be shovel-ready projects. Well, it turned out they hadn’t even made the shovels yet and they were probably going to be made in china. Two years afterward only 30% of that money had been allocated.” On long-term bonds, Shilling says the post-Election Day selloff has everything to do with Trump-inspired inflation expectations. He’s skeptical about this too. “I don’t see inflation because there’s too much supply in the world.” Ultimately, Shilling doesn’t think bureaucrats can actually get the job done. Deflation will prove pervasive, he says, especially once the Trump expectations wear off. Importantly, Shilling thinks the Federal Reserve can’t do much about this and won’t be able to devalue the dollar and stimulate asset prices once again: “When did these guys have that much power? They overrate their ability. Their forecasting has been absolutely atrocious. These guys think they have a lot more impact on not just the U.S. but the world than they actually do.” Shilling sees it all ending rather poorly. Furthermore, the Fed has tacitly admitted that “monetary policy is impotent,” Shilling says, since they’ve been “screaming for fiscal stimulus” for some time now. He thinks Yellen & Co. will implicitly encourage Donald Trump to run deficits by buying Treasuries to finance all the extra spending. “That’s called helicopter money,” he says. THE BOND BULL MARKET ISN'T OVER In other words, long-term bond yields go down once again. So no, the 40-year bond bull market isn’t dead, Shilling says. It’s taken a brief hiatus as Wall Street celebrates the coronation of Donald Trump. But Shilling says this doesn’t end well for bond bears. Since the 1980s, “Wall Street has been saying it’s done with every backup in yields all the way down,” Shilling says. Time will tell, of course, but this is must-see TV with the Long Bond Godfather. The guy who’s seen it all before.

Jan 13 2017

36mins

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Rank #12: Hedgeye Investing Summit: "Smartest Guy in the Room Talks Gold, Crypto & Manias" with Josh Crumb

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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.

Oct 25 2018

48mins

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Rank #13: The Macro Show: The Fourth Turning with Neil Howe

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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.

Jan 30 2019

27mins

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Rank #14: The Macro Show: Prepare Your Portfolio for the Year to Come

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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 your portfolio) for the year ahead.

Visit http://hedgeye.com/tms to sign up for the video version of The Macro Show

Jan 04 2019

33mins

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Rank #15: Ep. 20 - Real Conversations: Pelosky: Our Worrisome ‘Tri Polar World’ and Its Global Implications

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In this second installment of our recent interview with J2Z Founder and Principal Jay Pelosky, Pelosky lays out the implications of his Tri Polar World (TPW) theme. According to Pelosky, TPW simply means we are now in a world of 1) Insufficient demand; 2) Excess supply; 3) No inflation; and 4) Excess debt. It comes from his view that, “2008 was not only a financial crisis and crash, but it also meant the crash of all major global growth models at the same time.” He speaks with Hedgeye Director of Research Daryl Jones.

Nov 11 2015

15mins

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Rank #16: Hedgeye Investing Summit: "Does Fed Tightening Trigger a Crisis?" with Chris Whalen

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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.

Oct 25 2018

46mins

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Rank #17: Ep. 12 - Real Conversations: Neil Howe - Historian and Author of "The Fourth Turning"

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Hedgeye CEO Keith McCullough sits down with author and historian Neil Howe in our latest edition of Real Conversations.

Aug 01 2014

29mins

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Rank #18: Neil Howe: "Deep Demographic Problems Plaguing The U.S. Economy" (Hedgeye Investing Summit)

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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.

Apr 03 2019

1hr

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Rank #19: Robert Spalding: "Geopolitical Risk Rising: Stealth War With China" (Hedgeye Investing Summit)

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This is an exclusive "Hedgeye Investing Summit" interview between Brigadier General (Ret) Robert Spalding, China thought leader, fund manager & author and Hedgeye CEO Keith McCullough.

This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14-16, 2019.

Nov 19 2019

45mins

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Rank #20: Quad4: The Worst Is Yet To Come

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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.

Nov 26 2018

54mins

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The Macro Show: Free Podcast Replay (1/8/2020)

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Are you prepared for the current market environment? Listen to this audio replay of Hedgeye CEO Keith McCullough and Senior Macro analyst Darius Dale from a free edition of The Macro Show.

Watch The Macro Show every Monday through Friday at 9AM ET on Hedgeye.com.

Jan 08 2020

42mins

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Ep 53 Real Conversations: Danielle DiMartino Booth - Trouble Ahead For The Fed & Economy

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***This webcast originally aired live on Hedgeye.com on December 10, 2019***

Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief

Hedgeye CEO Keith McCullough is joined by former Fed advisor Danielle DiMartino Booth in the audio replay of this special investing webcast. Danielle and Keith discuss the current economic set-up, Fed policy and the implications for financial markets.

Dec 18 2019

1hr 1min

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Ep 52 Real Conversations: Mark Gordon, CIO, Ascent Oil Fund

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Nov 26 2019

1hr 6mins

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Ep 51 Real Conversations: Jim Chanos, Founder & Managing Partner, Kynikos Associates

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Join us for an exclusive, pro-to-pro conversation featuring renowned short seller Jim Chanos and Hedgeye CEO Keith McCullough.

No commercial interruptions. No clueless pundits. Just two sharp investors discussing the art of short selling. You don't want to miss this.

This webcast originally aired live on Hedgeye.com on Nov. 21, 2019.

Nov 21 2019

1hr 6mins

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Kyle Bass: "China: The Most Reckless Financial Experiment In History" (Hedgeye Investing Summit)

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This is an exclusive "Hedgeye Investing Summit" interview between Hayman Capital CIO Kyle Bass and Hedgeye CEO Keith McCullough.

This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14th-16th and 23rd, 2019.

Nov 21 2019

58mins

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Josh Crumb: "An Intelligent Investor’s Guide To Gold & Crypto" (Hedgeye Investing Summit)

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This is an exclusive "Hedgeye Investing Summit" interview between Josh Crumb, Founder of Abaxx Tech, co-founder of Goldmoney and Hedgeye CEO Keith McCullough.

This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14-16, 2019.

Nov 20 2019

52mins

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Robert Spalding: "Geopolitical Risk Rising: Stealth War With China" (Hedgeye Investing Summit)

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This is an exclusive "Hedgeye Investing Summit" interview between Brigadier General (Ret) Robert Spalding, China thought leader, fund manager & author and Hedgeye CEO Keith McCullough.

This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14-16, 2019.

Nov 19 2019

45mins

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Buddy Carter: "A Successful Trader’s Survival Guide" (Hedgeye Investing Summit)

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This is an exclusive "Hedgeye Investing Summit" interview between Buddy Carter, private investor/former senior executive at Lehman Brothers & Goldman Sachs and Hedgeye CEO Keith McCullough.

This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14-16, 2019.

Nov 19 2019

47mins

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Liz Ann Sonders: "Be Prepared For Volatile Investing Terrain" (Hedgeye Investing Summit)

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This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders, chief investment strategist at Charles Schwab and Hedgeye CEO Keith McCullough.

This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14-16, 2019.

Nov 14 2019

34mins

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Daniel Lacalle: "Beware of Central Bankers, Bazookas & Slow Growth" (Hedgeye Investing Summit)

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This is an exclusive "Hedgeye Investing Summit" interview between Daniel Lacalle, chief economist and investment officer at Tressis Gestion and Hedgeye CEO Keith McCullough.

This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14-16, 2019.

Nov 13 2019

49mins

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Long or Short Netflix? A Bull and Bear Debate

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Long or short NFLX?

  • Citron Research’s Andrew Left thinks shares of Netflix are heading to $350.
  • Hedgeye Communications analyst Andrew Freedman disagrees. He has Netflix on his “Best Idea” short list and believes significant downside remains.

Listen to this audio-only replay of a webcast that aired live on Hedgeye.com.

Nov 12 2019

28mins

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Jeff Snider: "Global Growth Slowing & The U.S. Dollar Liquidity Shortage" (Hedgeye Investing Summit)

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This is an exclusive "Hedgeye Investing Summit" interview between Jeff Snider, head of global research at Alhambra Investments, and Hedgeye CEO Keith McCullough.

This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14-16, 2019.

Nov 12 2019

46mins

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(Webcast Replay) Risk(s) Rising → Where to Invest Right Now

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Check out this completely free webcast audio replay featuring Hedgeye CEO Keith McCullough. Keith discusses our current market outlook and provide investing implications.

You do not want to miss this investing webcast (and viewer Q&A).

This is an audio-only version of a webcast that originally aired live on Hedgeye.com on Nov. 6, 2019

Nov 06 2019

1hr 5mins

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Neil Howe: "A 'Sobering Outlook' For The U.S. Economy" (Hedgeye Investing Summit)

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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.

Nov 06 2019

51mins

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Jurrien Timmer: "Stormy Weather Ahead For Markets" (Hedgeye Investing Summit)

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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.

Nov 05 2019

51mins

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Ep 50 Real Conversations: Danielle DiMartino Booth - Global 'Black Hole' Risk Rising

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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)
  • Seven members favor at least one more cut by year end
  • Five members think rates should end 2019 between 2% and 2.25%

So what’s next?

Outspoken former Fed advisor Danielle DiMartino Booth has an interesting idea you should consider. She discussed it during a new discussion with CEO Keith McCullough

Sep 26 2019

59mins

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The Macro Show: Navigating This 'Black Hole Of Risk'

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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 prepared.

On that note, Hedgeye CEO Keith McCullough hosted a special, complimentary edition of The Macro Show on August 28th, 2019. Please enjoy this free podcast replay of the episode. Visit https://hedgeye.com/tms to get access to The Macro Show.

Sep 03 2019

40mins

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Ep 49 Real Conversations: Raoul Pal - Is A Recession Coming?

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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.”

Aug 13 2019

1hr 1min

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Ep 48 Real Conversations: Jim Rickards - How To Protect Your Wealth When This Bubble Bursts

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Aug 06 2019

1hr 7mins

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Ep 47 Real Conversations: One-On-One With Renowned Short-Seller Marc Cohodes

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We hosted a “no-holds-barred” investing webcast between renowned short-seller Marc Cohodes and Hedgeye CEO Keith McCullough.

(Click herefor 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, this conversation between two ardent short-sellers is as informative, as it is enlightening.

(This episode contains some strong language)

Jun 26 2019

1hr 10mins

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Candor and Insight

By POTUS 2024 - May 04 2017
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You rarely hear this level of candor and insight on financial markets. Rickards is one of the best.

Wow

By west ambling - May 03 2017
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Great content. Brings a whole new must know perspective to the markets.