Hedgeye Podcasts

In this enlightening discussion, Josh Crumb, the Founder and CEO of Abaxx Technologies, and David Greely, Chief Economist at Abaxx, explore the evolving landscape of global commodity markets. They dive into the rising significance of natural gas and the geopolitical factors reshaping energy pricing. The duo also addresses gold market dynamics, including central banks' growing influence and the disparities in trading cultures across continents. Additionally, they highlight innovative approaches to streamline gold transactions and the launch of a new exchange aimed at enhancing trading in critical commodities.

Meb Faber, co-founder and CIO of Cambria Investment Management, shares his expertise in global asset allocation and quantitative investing. He discusses the interplay between market valuations and economic indicators, stressing flexibility in strategies. Faber compares investment planning to a balanced diet, advocating for diverse asset allocation. He critiques traditional passive investing, emphasizing the importance of adapting to market conditions. Finally, he highlights the significance of managing stress through robust investment strategies and continuous education.

Mike Taylor, a seasoned Portfolio Manager for PINK Shares for the Cure, discusses market forecasts and investment strategies influenced by current economic conditions. He delves into the complexities of navigating high-yield corporate debt and equity bubbles amidst U.S.-China tensions. Taylor emphasizes the importance of understanding economic trends through 'quads' and the evolving dynamics of bond markets. Additionally, he shares lessons from past market turbulence, including the GameStop event, highlighting the emotional resilience needed for successful trading.

In this engaging discussion, Craig Peterson, CEO of Tier1 Alpha, and Mike Green, Sr. Exec. Advisor, delve into the intricacies of market structure and trading dynamics. They highlight the critical role of algorithms in trading and how volatility affects market strategies. The duo explores the transition of investor sentiment from complacency to panic and discusses portfolio management in uncertain conditions. They also emphasize the implications of automatic 401k contributions on markets, offering valuable insights for navigating today's complex investment landscape.

Stephanie Pomboy, Founder of MacroMavens, known for her keen market insights, dives into the evolving landscape of gold as a safe haven amidst economic uncertainties. She discusses the declining dominance of the U.S. dollar and the implications for global investments. Pomboy critiques current government policies, highlighting their impact on labor and potential economic distortions. The conversation also tackles the contrast between media narratives and real economic data, emphasizing the importance of solid analysis for navigating market challenges.

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.

Steph Pomboy, President of MacroMavens, offers sharp insights into today's financial landscape. She discusses the impact of globalization and low interest rates on corporate credit structures, highlighting vulnerabilities amid rising unemployment. The conversation delves into the complexities of credit markets and the risks faced by lower-rated companies as debt accumulates. Pomboy critiques private equity practices, linking them to widening wealth inequality, and warns of the volatile relationship between inflation and corporate profits, advocating for a rational investment approach.

Ishmael Asad, a contributor to Hedgeye NexGen, joins Ryan Ricci to demystify credit cards for new investors. They delve into the enticing yet treacherous world of credit card debt, discussing the misleading nature of offers and the cycle of accumulating unmanageable debt. Practical tips for budgeting and managing unexpected expenses are shared. The duo also addresses the financial burdens of unpredicted medical costs and how impulsive spending can trap young investors, urging them to prioritize sound financial habits for long-term wealth.

Steve Clapham, a forensic accounting expert with over 30 years of experience, shares insights on identifying financial fraud. He discusses the alarming rise in earnings manipulation and the challenges of short selling in a deceptive market. Clapham emphasizes the importance of deep financial analysis over quick speculation and critiques the limitations of traditional training for analysts. He also explores high-profile fraud cases like Greensill and highlights the disconnect between reported figures and actual performance, urging investors to prioritize thorough research.

***This webcast originally aired live on Hedgeye.com on January 26th, 2021***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.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.