Hedgeye Podcasts

Dive into the world of robo-advisors as they challenge traditional financial advice. Explore their potential benefits and drawbacks, especially for Millennials and Gen Z. The discussion also touches on innovative child savings accounts and proposed bonuses for newborns. Discover how robo-advisors stack up against human advisors, offering more cost-effective strategies while considering the need for user education. Plus, learn about navigating financial landscapes with algorithms and the significance of prudent saving and investing.

Christopher Whalen, Chairman of Whalen Global Advisors and a distinguished financial expert, dives deep into the seismic shifts in U.S. finance. He discusses soaring national debt and the urgent need for accountability within Congress. The conversation highlights the Federal Reserve's critical role in managing inflation and its ripple effects on housing markets. Whalen also sheds light on the dynamics of stablecoins and the challenges facing commercial real estate amidst political debates, creating a vivid picture of the future financial landscape.

Daniel Lacalle, Chief Economist at Tressis, dives into the crumbling trust in fiat currencies as debt and inflation rise globally. He discusses the pivotal roles of gold and Bitcoin as decentralized alternatives that offer real value in a turbulent market. Lacalle explores how central banks' policies have led to instability and the potential for Bitcoin to reshape monetary policy. The conversation touches on the historical evolution of money, the implications of financial mistrust, and the generational perspectives on investing in this changing landscape.

Dive into the world of retirement accounts and wealth building with insightful discussions on 401(k)s, Roth IRAs, and tax strategies. Learn about the advantages of employer matching and how to maximize your contributions for long-term growth. The importance of financial education is highlighted, along with creative strategies for funding education and planning for future expenses. Discover how to navigate various investment vehicles effectively, ensuring you optimize savings while minimizing tax burdens.

Jim Rickards, Strategic Intelligence editor and finance author, shares insights on navigating financial chaos. He critiques the Federal Reserve's strategies post-2008 and warns against assuming a linear economic recovery. Rickards emphasizes the importance of historical context in understanding economic models and discusses the implications of gold investments amid market turbulence. He also explores the dynamics of currency wars and the critical role of education in wealth management, urging listeners to make informed financial choices.

Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, Hedgeye Global Technology analyst Jose Valcourt joins Ryan for a discussion on the explosion in popularity in owning $NVDA, why they are in just about everyone's portfolios these days, and how they're driving the AI conversation.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. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page. Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.

Kyle Bass, the founder of Hayman Capital and a distinguished voice in global macro investing, dives into the economic challenges facing China and their ripple effects on the global stage. He discusses the precarious state of China's finances, highlighting its rising leverage and dependence on imports. Bass warns about the implications of U.S.-China relations and the risks of geopolitical tensions. With recession looming, he stresses the importance of cautious investment strategies, urging listeners to reflect on historical market cycles.

Dive into the fascinating world of Bitcoin, where its evolution from skepticism to a sought-after investment is unveiled. Learn how Bitcoin's immutable supply contrasts with inflationary pressures on traditional assets like gold and currency. Discover why nations are embracing Bitcoin, including El Salvador's historic decision to adopt it as legal tender. Explore the transformative potential of decentralized finance and how Bitcoin can reshape investment strategies while navigating a currency-challenged landscape.

Danielle DiMartino Booth, former Fed advisor and Chief Strategist at Quill Intelligence, shares her insights on the complexities of the Federal Reserve and its impact on the economy. She critiques current Fed policies and discusses the dichotomy between Wall Street and smaller businesses, especially during economic turmoil. The conversation dives into the unsustainability of optimistic earnings growth against a backdrop of high unemployment, and the ramifications of political decisions on financial markets. Booth emphasizes the urgent need for a balanced approach to economic recovery.

Join Danielle Gilbert, Managing Director at Eldridge Capital Management, as she unpacks the mysteries of Collateralized Loan Obligations (CLOs). With extensive expertise in structured credit, she discusses the evolving CLO landscape, the impact of macro volatility on yields, and the significance of understanding credit quality. Gilbert also highlights how institutional capital is adapting, the advantages of CLOs over traditional investments, and effective risk management strategies needed during market fluctuations. A crucial listen for investors navigating today’s credit markets!