Hedgeye Podcasts Hedgeye Investing Summit: "Smartest Guy in the Room Talks Gold, Crypto & Manias" with Josh Crumb
14 snips
Oct 25, 2018 
Josh Crumb, currency and metals strategist, discusses the surprising move in energy, speculating in the cannabis market, the authenticity of cannabis dialogue, special drawing rights and Chinese stimulus impact, analyzing PPI and CPI, unwinding tech and momentum, liquidity concerns, and understanding credit spread risk and the role of gold.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 4min
The Surprising Move in Energy
03:37 • 7min
Speculating in the Cannabis Market and the Dangers of Investing in Canadian Venture Stocks
10:14 • 5min
Questioning the Authenticity of Cannabis Dialogue and its Connection to Stock Pumping
14:51 • 14min
Special Drawing Rights (SDRs) and Chinese Stimulus Impact on Commodities
28:29 • 7min
Analyzing PPI, CPI, and Inflation Impact on Markets
35:13 • 2min
Unwinding Tech and Momentum, Liquidity Concerns, and Blind Spots of Economists
36:47 • 8min
Understanding Credit Spread Risk and the Role of Gold
44:45 • 4min