Hedgeye Podcasts

Danielle DiMartino Booth, CEO of QI Research and former Fed insider, dives into the complexities of U.S. monetary policy and the future of financial leadership. She critiques Jay Powell's position amid political tensions with Trump, raising the question of potential successors. Danielle warns about America's fiscal path and the precarious status of the U.S. dollar. The conversation also highlights the challenges posed by shifting labor dynamics, cryptocurrency, and the implications of rising interest rates on different economic groups.

Jim Rickards, a bestselling author and macro strategist with over 40 years in capital markets, shares his insights on looming global chaos. He discusses the impact of social media on public discourse and critiques the Federal Reserve's handling of economic narratives. Rickards unpacks inflation metrics, revealing how manipulated data can mislead public perception. He highlights the consequences of government spending on inflation and the overwhelming burden of national debt, urging listeners to navigate the complexities of our dynamic economic systems.

Delve into the fascinating dynamics of the U.S. national debt, now soaring to $37 trillion. Discover how government borrowing mirrors personal finance and the risks of ongoing budget deficits. The discussion highlights crucial trade-offs between interest payments and vital investments in defense and infrastructure. Explore the Federal Reserve's role in managing debt and potential economic fallout from excessive spending. With historical analogies and pressing questions, the conversation emphasizes the need for fiscal responsibility to safeguard future generations.

**This excerpt is from the bi-annual "Hedgeye Investing Summit". It was originally broadcast live on Hedgeye.com on March 19, 2019.**This is an exclusive "Hedgeye Investing Summit" interview between renowned demographer Neil Howe and Hedgeye CEO Keith McCullough.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSignal Strength StocksTop Stock PicksHedgeye 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.

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.