Hedgeye Podcasts

This is an exclusive "Hedgeye Investing Summit" interview with Jurrien Timmer, director of global macro at Fidelity.This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV on October 14, 2019.

The verdict is in—the Fed wasn’t dovish enough.As you know, the Fed cut rates 25 basis points yesterday. But the future path for rates is murky at best. There’s more than a fair amount of dissent on the FOMC.Take a look at the “dot plot” (individual Fed governors’ interest rate targets) for the end of 2019.Here’s what’s happening:Five members approved of the 25 basis point cut (but those same governors expect rates to hold steady at the current target of 1.75% to 2% for the rest of the year)Seven members favor at least one more cut by year endFive members think rates should end 2019 between 2% and 2.25%So what’s next?Outspoken former Fed advisor Danielle DiMartino Booth has an interesting idea you should consider. She discussed it during a new discussion with CEO Keith McCullough

U.S. growth is slowing. Most investors are unprepared for this developing reality.Financial markets have been telling you this for some time now.The Russell 2000 is down -16.3% from its August 2018 highFive of 11 S&P sectors entered an earnings recession in the second quarterVirtually every single major equity market around the global is bearish trendMeanwhile… according to our Macro team, the worst U.S. economic data hasn’t even been reported yet.We want you and your portfolio to be prepared.On that note, Hedgeye CEO Keith McCullough hosted a special, complimentary edition of The Macro Show on August 28th, 2019. Please enjoy this free podcast replay of the episode. Visit https://hedgeye.com/tms to get access to The Macro Show.

We just hosted a conversation between Macro guru and Real Vision co-founder Raoul Pal and Hedgeye CEO Keith McCullough.When two sharp Macro minds are in agreement, like Keith and Raoul are right now, it’s worth closer analysis. Here’s an important quote from Raoul that nicely sums up their hour-long conversation:“We're now in the longest cycle in all recorded U.S. history. So it's already very long in the tooth. The structure of the cycle looks negative.”

We hosted a “no-holds-barred” investing webcast between renowned short-seller Marc Cohodes and Hedgeye CEO Keith McCullough.(Click herefor webcast access. A video replay is now available.)Trust us when we tell you—this conversation is not to be missed.Consider this quote from Cohodes:"I like to short complete pieces of garbage with fraudulent management and horrifically bad balance sheets.”With a conflicted old Wall Street (and its media) perpetually bullish on the stock market, this conversation between two ardent short-sellers is as informative, as it is enlightening.(This episode contains some strong language)

ARE YOU PREPARED FOR A QUAD 4 SCARE THIS SUMMER?The S&P 500 just posted its worst May in seven years—its second worst May since the 1960s. (Quad 4 is an environment where U.S. growth and inflation are slowing)Quad 4 is a nasty environment for the U.S. stock market.UNDERSTAND HOW TO BEST POSITION YOUR PORTFOLIO THIS SUMMER.While Wall Street whines about the S&P 500 losing $4 trillion in market cap in May, Hedgeye subscribers have been benefiting from the Quad 4 Scare by being properly positioned.You don’t want to miss this free podcast edition of The Macro Show with CEO Keith McCullough. 

Hedgeye CEO Keith McCullough is joined by former Fed advisor Danielle DiMartino Booth (CEO of Quill Intelligence) for an exclusive investing podcast. They discuss the outlook for Fed policy, U.S. economy and markets.

Renowned hedge fund manager Kyle Bass (founder of Hayman Capital) bet against the subprime mortgage market ahead of the 2007 financial crisis. Listen to this podcast replay of the interview between Bass and Hedgeye CEO Keith McCullough's pro-to-pro discussion on China, global recession, and why interest rates may head to near zero by 2020.This originally aired as a video webcast on Hedgeye.com on April 8, 2019.

This is an exclusive "Hedgeye Investing Summit" discussion between Hedgeye CEO Keith McCullough and Senior Macro analyst Darius Dale on our U.S. economic outlook.The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.