show episodes
 
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 s ...
 
Welcome to Hedgeye: In The Arena.Our Director of Sales Daryl Jones will be your personal tour guide into the world of Hedgeye and the investing world beyond.President Theodore Roosevelt once said: “The credit belongs to the man in the arena. Whose face is marred by dust and sweat and blood, who knows the great enthusiasms the great devotions and spends himself in a worthy cause; who at best knows the thrills of high achievement and if he fails at least fails daring greatly so that his place ...
 
Neil Howe’s Demography Unplugged is designed to help savvy investors and business leaders uncover hidden trends and critical developments driving world markets and economies. It’s like peering into the future. Discover the likely winners (and losers) of “big ideas” as renowned demographer Neil Howe – the guy who coined the term “millennial” – distills game-changing new developments down to their essence. Neil’s highly sought-after analysis is now delivered throughout the month in an easy-to- ...
 
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show series
 
**This originally aired as a video webcast live on Hedgeye.com on March 18, 2020** This is an exclusive "Hedgeye Investing Summit" interview between Murray Stahl, Chief Investment Officer at Horizon Kinetics, James Davolos, Portfolio Manager at Horizon Kinetics, and Hedgeye CEO Keith McCullough.By Hedgeye Risk Management
 
In this latest issue of my weekly podcast, we discuss the future of Biden's agenda. Last week, the White House officially unveiled its $2T infrastructure package. The plan is popular among the public, and due to reconciliation, it only needs 50 votes to pass the Senate. Biden will also try to pass a minimum wage increase, a voting rights bill, and …
 
In this latest issue of my weekly podcast, we discuss Biden's immigration strategy. Currently, the White House is using former President Trump's executive orders (notably Title 42) to handle the nearly 6,000 daily border crossings. But what's Biden's long-term plan? It largely mirrors the 2013 Senate bill, penned by the "Gang of 8." Undocumented im…
 
Full show notes: https://bitcoinandmarkets.com/e228 I listen to and react to an interview Pompliano did with "the most famous digital artist in the world," Beeple, who recent sold a JPG for $69 million. Then I go through what fungibility is and why it applies to bitcoin. Pomp and Beeple https://youtu.be/rT13eQOf6ho Fungibility of Bitcoin - BTCM Res…
 
In this latest issue of my weekly podcast, we discuss Biden's infrastructure package. The plan will cost nearly $4T over ten years. The money will be divided as follows: $1.4T for straight infrastructure, $600B for clean energy, $400B for manufacturing, $300B for innovation/R&D, and $800B for the caregiver economy. To pass this bill, Senate Democra…
 
I quote heavily from Lyn and the BIS in this episode, drilling down the essense of the problem with the premise of deficits being the basis for foreign reserves of the dollar. Short answer, they aren't. There's very little evidence that deficits matter to foreign reserves at all, or that they play more than a very small role. The single most import…
 
In this latest issue of my weekly podcast, we discuss Biden's and the Democrats' agenda. The Senate has passed the massive $1.9B stimulus package. The bill is also set to pass the House this week. This was a major win for the Democrats. Not only is the package popular among the general public, but it has considerable support among Republican voters…
 
Sign up for Hedgeye's flagship show, The Macro Show https://hedgeye.com/tms Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more …
 
Website: https://bitcoinandmarkets.com/e226/ Hopefully this episode helps you understand the arguments people often make and if they hold water next time the invoke the Triffin Dilemma. My interest in the Triffin Dilemma started several months ago. Little did I know then that I was trying to debunk an ahistorical extension of the original Triffin a…
 
Sign up for Hedgeye's flagship show, The Macro Show https://hedgeye.com/tms Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more …
 
In this latest issue of my weekly podcast, I answer listener-submitted questions. Is multi-generational housing a long-term trend? Are we transitioning from an ‘era of logic’ to an ‘era of emotion’? Is America paralleling the decline of the Roman Empire? I go in-depth on all of these questions and more. China accelerates "Hanification" efforts. Xi …
 
In this latest issue of my weekly podcast, we discuss the current state of the GOP. Last week, ten Republican representatives voted to impeach--and seven Republican senators voted to remove--Donald Trump. That is the largest number of other-party senators voting for removal from office in U.S. history. A day later, Trump excoriated Mitch McConnell,…
 
Full show notes with images and links at https://bitcoinandmarkets.com/e225 At first glance, the Chinese miracle has survived the virus recession and returned to growth. There is no lack of articles proclaiming the inevitable dominance of the communists, sitting atop the list of largest economies in the world. An idea that a rising CCP will want to…
 
In this latest issue of my weekly podcast, I answer listener summited questions. Is Joe Biden a grey champion? Is America in danger of entering a new war? Does policy matter in times of extreme partisanship? Is America paralleling the decline of the Roman Empire? Have pandemic lockdowns created a new baby boom? I go in-depth on all of these questio…
 
Sign up for Hedgeye's flagship show, The Macro Show https://hedgeye.com/tms Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more …
 
In this latest issue of my weekly podcast, I replay my recent conversation with JT Taylor, Hedgeye's Chief Political Strategist. We look back at the results of the 2020 elections and how changes in demographics and partisanship will affect the Biden White House and the 117th Congress. JT and I also examine the upcoming elections in 2022 and 2024. W…
 
Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief Join Hedgeye CEO Keith McCullough and Danielle DiMartino Booth, former Fed advisor and Chief Strategist at Quill Intelligence, in this masterclass investing discussion about critical market and economic developments. This broadcast originally aired on video webcas…
 
Sign up for Hedgeye's flagship show, The Macro Show https://hedgeye.com/tms Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more …
 
In this latest issue of my weekly podcast, we discuss the threat of Covid-19 adaptive mutations. Moderna-NIH just released their new study on the effectiveness of the Moderna vaccine against the South African mutation. Yes, the vaccine protects against the new variant, but the antibodies' strength is reduced by 4 to 6X. This is the first sign that …
 
In this latest issue of my weekly podcast, we discuss the future of the economy. I predict we will see three distinct phases. In the next few weeks, the economy will continue to decelerate, with accompanying market turbulence, to the mobility drop associated with Covid-19. But going forward over the next several months into the summer, both will go…
 
Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief Check out all of our research products here: https://hedgeye.com/research Hedgeye CEO Keith McCullough went one-on-one with investor/bestselling author James Rickards to discuss key ideas in his new book, "The New Great Depression: Winners and Losers in a Post-Pan…
 
Sign up for Hedgeye's flagship show, The Macro Show https://hedgeye.com/tms Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more …
 
In this latest issue of my weekly podcast, we discuss the Georgia elections. Raphael Warnock and Jon Ossof beat Republican incumbents Kelly Loeffler and David Perdue. Both Warnock and Ossof won by over 0.5%, avoiding an automatic recount. Ultimately this is good news for markets. While traditional wisdom says markets want a divided Congress, the re…
 
Sign up for Hedgeye's flagship show, The Macro Show https://hedgeye.com/tms Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more …
 
In this latest issue of my weekly podcast, we discuss the latest news on vaccines. The FDA reports that the Moderna vaccine is "highly effective" after examining the trial data. They are expected to give emergency approval by Friday. The Moderna vaccine is easier to handle than the Pfizer vaccine because it does not need to be stored at Antarctic t…
 
In this episode I listen and react to Doug French's recent Mises article Central Banks Put Wind at Bitcoin's Back. It's a short but wide ranging discussion touching on the current bitcoin rally, market manipulation, money, and central bank caused inflation. Suffice it to say, this article has a misplaced bias saying bitcoin's rally is "FOMO", "misa…
 
In this latest issue of my weekly podcast, I replay my recent interview with Brian McGough, sector head of Retail here at Hedgeye. In this interview, we take on the longer-term consequences of six big earthquakes shaking the retail universe. 1. The Home Improvement Effect/Household Formation. 2. E-comm vs. Brick & Mortar shopping. 3. Fast-Fashion, …
 
In this episode, I read through a blog post from ECB President Lagarde about central bank digital currencies. I tackle the strengths and weaknesses of her claims and draw conclusions about their plans, in particular the ECB. Website: https://bitcoinandmarkets.com/e223 The future of money – innovating while retaining trust https://www.ecb.europa.eu/…
 
In this latest issue of my weekly podcast, I replay my recent interview with Andrew Freedman, sector head of Communications here at Hedgeye. The last time Andrew and I got together in June 2020, we discussed "Media in the Pandemic Age," examining how the crisis has impacted consumption trends by generation. This time around, we take a deep dive int…
 
Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Hurry, it ends Nov. 30. **This webcast originally aired on November 19, 2020** Join Hedgeye Industrials analyst Jay Van Sciver for a deep-dive, under-the-hood look at Industrials stocks, including a sneak peek at his Best Idea long and short list. CEO Keith M…
 
In this episode, I react to a Simon Dixon interview where he spells out his thinking on the future of Central Bank Digital Currencies (CBDCs) and bitcoin. I respect Simon but couldn't disagree more with his CBDC prediction. We do however agree on bitcoin. Original Video: https://youtu.be/M7XtpvPUqls Website: https://bitcoinandmarkets.com/e222…
 
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