Hedgeye Podcasts

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!

The podcast dives into the ongoing debate between owning a home and renting, highlighting the financial pros and cons of each option. It emphasizes current challenges like rising mortgage rates and wealth inequality. Discussions also cover the impact of economic factors on housing affordability, and how personal circumstances influence this major decision. Listeners gain insights into making informed choices about real estate and investment strategies in today's market, including the advantages of renting as a potential wealth-building strategy.

Neil Howe, a renowned demographer and bestselling author, joins Hedgeye CEO Keith McCullough to dissect our current position in the Fourth Turning. They examine the economic landscape, discussing disinflation, rising interest rates, and the decline of the traditional investment portfolio. Howe highlights the unique challenges millennials face amid wealth disparities and the growing distrust in democracy. Delving into historical cycles, the conversation reveals how crises often catalyze societal transformations, urging listeners to reflect on the implications of generational shifts.

Jurrien Timmer, Fidelity's Director of Global Macro, discusses the shifting landscape of investments. He highlights challenges to the traditional 60/40 portfolio and the trend of investors moving towards gold and Bitcoin. Timmer analyzes new policy risks tied to asset prices and warns of rising market risks while identifying emerging opportunities. He also delves into GDP markdowns and earnings resets, offering insightful predictions on equity markets. This conversation is a treasure trove for navigating today's complex financial terrain.

Ryan Ricci simplifies finance, focusing on essential wealth-building strategies for new investors. Delve into the complexities of annuities, exploring their role in retirement planning and the hidden fees that can eat into returns. The discussion critiques the often expensive choice between annuities and mutual funds, pointing out smarter, cost-effective alternatives. Listeners gain insights on effective retirement savings methods, emphasizing low-cost investment options and accessible tools that empower young investors to make informed financial decisions.

Steve Hanke, a renowned economist and senior fellow at the Cato Institute, dives into the intricacies of inflation and its impact on markets. He discusses the crucial role of money supply in driving inflation trends, challenging the notion of temporary price increases. Hanke critiques current economic models and shares insights on navigating commodity price surges and the speculative nature of cryptocurrencies. With a focus on effective investment strategies, he emphasizes the importance of recognizing shifts in economic conditions as inflation dynamics evolve.

***This webcast originally aired live on Hedgeye.com on April 10th, 2025***This is an exclusive "Hedgeye Investing Summit" interview between Brendan Ahern, CIO of KraneShares and Hedgeye CEO Keith McCullough.To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.In addition to paid advertisement, KraneShares and Hedgeye Asset Management, LLC (“HAM”), a subsidiary of Hedgeye Risk Management, LLC (“Hedgeye” or “HRM”), have entered into a model index provider agreement, pursuant to which HAM has licensed the exclusive use of the Hedgeye Hedged Equity Index to Kraneshares and under which HAM receives a fee based in part on the level of assets under management in the KSPY ETF. As such, HAM and Hedgeye may benefit directly or indirectly from an investment in KSPY.Want to see how Hedgeye called every major market crash since 2008? Get 7 days free access to our hedge fund quality research at hedgeye.com/summit. No credit card required.Our Black Friday sale starts November 1st. You'll get our best prices all year, and you can explore everything free right now. Visit hedgeye.com/summit to start your free trial. 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. Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.

***This webcast originally aired live on Hedgeye.com on April 10th, 2025***This is an exclusive "Hedgeye Investing Summit" interview between Jim Bianco, President & Macro Strategist of Bianco Research and Hedgeye CEO Keith McCullough.To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.Want to see how Hedgeye called every major market crash since 2008? Get 7 days free access to our hedge fund quality research at hedgeye.com/summit. No credit card required.Our Black Friday sale starts November 1st. You'll get our best prices all year, and you can explore everything free right now. Visit hedgeye.com/summit to start your free trial. 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. Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.