Dive into the latest market insights, where experts explore proactive strategies for handling financial volatility. Discover how personal accountability plays a crucial role in investment success amidst unpredictable market shifts. With a focus on bond markets and cryptocurrency trends, listeners gain valuable investment strategies, including short positions in Asia and disciplined approaches to assets like gold. The dialogue wraps up with a preview of upcoming events that promise additional learning for ambitious investors.
37:58
forum Ask episode
web_stories AI Snips
view_agenda Chapters
menu_book Books
auto_awesome Transcript
info_circle Episode notes
volunteer_activism ADVICE
Don't Panic
Today's market volatility doesn't require panic.
Follow the established process and protect your capital.
insights INSIGHT
Market Anticipation
Bond and currency markets often anticipate stock market moves.
Current bond yields suggest a market expectation of 5-6 rate cuts.
insights INSIGHT
Panic Selling and Credit Risk
Friday's high trading volume, especially considering the price drop, indicates panic selling.
High yield spreads widening suggests rising concern over corporate credit risk.
Get the Snipd Podcast app to discover more snips from this episode
A Hedge Fund Manager’s Guide to Process and Profit
Keith McCullough
The Fourth Turning
What the Cycles of History Tell Us About America's Next Rendezvous with Destiny
Neil Howe
William Strauss
The Fourth Turning illuminates the past, explains the present, and reimagines the future based on a provocative theory of American history. The authors identify a distinct pattern where modern history moves in cycles, each lasting about the length of a long human life, composed of four twenty-year eras—or 'turnings'—that comprise history's seasonal rhythm of growth, maturation, entropy, and rebirth. The book offers bold predictions about how America’s past will predict what comes next, particularly focusing on the roles of Boomers, Generation X, and Millennials during times of upheaval.
Hosted by Hedgeye CEO Keith McCullough, this exclusive online broadcast offers smart investors and traders of all stripes the sharpest insights and clearest market analysis available on Wall Street.
The Macro Show provides you with everything you need to know before the market opens. Our non-consensus analysts distill the latest global market and economic developments and explain how to position yourself accordingly.
Turn off that tired “Old Wall” TV and tune in to Hedgeye's no-BS market webcast: https://info.hedgeye.com/try-the-macro-show ✓ Everything you need to know before the market opens ✓ Contrarian insight to get you ahead of big market moves ✓ Live viewer Q&A with Hedgeye CEO Keith McCullough ✓ Replays available... access our archive of 1,000+ shows
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
Hedgeye Podcasts 