Hedgeye Podcasts

***This webcast originally aired live on Hedgeye.com on April 10th, 2025***This is an exclusive "Hedgeye Investing Summit" interview between Danielle DiMartino Booth, CEO & Chief Strategist of QI 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.

Explore the essential aspects of life insurance, from its role as a financial safety net to the differences between term and whole life policies. Discover the intricacies of cash value and death benefit, revealing common myths and financial implications. The conversation highlights potential pitfalls, encouraging personalized financial planning, particularly for young investors. Learn how life insurance can serve as both a protective measure and an investment strategy while navigating the complexities of policy loans.

David McAlvany, CEO of McAlvany Precious Metals, shares his extensive expertise on the dynamics of precious metals investing. He discusses the evolution of gold as a timeless asset and reflects on how family legacy impacts wealth strategy. Listeners learn about the challenges of physical gold ownership, including storage and liquidity options. McAlvany also examines how gold imports affect GDP calculations and the rising interest among wealthy investors seeking stability in volatile markets. His insights make a compelling case for gold's role in modern investment portfolios.

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.