Hedgeye Podcasts

Kyle Bass, a savvy investor renowned for his insights on global macro markets, discusses the fraught landscape of China's economy. He highlights the reckless financial practices and alarming dependency on foreign resources amid a dollar shortage. The conversation delves into U.S.-China trade complexities, the moral dilemmas facing American investors, and the escalating banking crisis in Hong Kong. Bass emphasizes the importance of financial awareness and calls for strategic engagement in this volatile geopolitical scene.

David Rosenberg, Chief Economist & Strategist at Gluskin Sheff, shares his keen insights on the rising tide of inflation. He delves into historical perspectives on inflation, navigating pandemic-induced challenges, and the impact of fiscal policies on consumer behavior. The conversation covers the intricate relationship between housing costs and inflation dynamics, while warning about potential stagflation. Rosenberg emphasizes the need for strategic investment amidst economic fluctuations, delivering valuable advice for investors as they decode complex market signals.

Dive into the fascinating world of cryptocurrency as experts unravel its basics and complex intricacies. Discover how Bitcoin and blockchain technology are revolutionizing finance, compared to historical currencies like wampum. Explore the mechanics of Bitcoin mining and the rise of decentralized finance with Ethereum leading the charge. Learn about the role of stablecoins and the risks that accompany the crypto landscape. Plus, the episode takes a lighthearted detour into the mysteries of Mars, mixing finance with a dose of humor!

Join Neil Howe, a noted historian and author of "The Fourth Turning," and JT Taylor, a Washington policy expert, as they dissect the major developments in Trump's first month in office. They navigate the polarized political landscape, touching on the internal dynamics within the Republican Party and the complex relationship with China. The discussion highlights the executive powers at play, budget challenges, and the implications of recent policy shifts, offering keen insights for investors and political observers alike.

Join Brian "Ponch" Rivera, a retired USNR Captain and F-14 Tomcat veteran, as he shares fascinating insights on decision-making drawn from his extensive military experience. He dives into the OODA loop, explaining its core role in effective information processing and adaptability—and how it applies beyond aviation into business and sports. Ponch discusses the importance of mental resilience, the complexities of risk management, and how cognitive biases can be countered with strategic thinking, offering valuable lessons for success in life and investing.

Ishmael Asad collaborates with Ryan Ricci, a Hedgeye Macro analyst, to unravel the complexities of artificial intelligence in finance. They discuss AI's historical roots, shedding light on neural networks and trial-and-error learning with coders and GPUs. The pair also contrasts generative and targeted AI in financial analyses, raising alarms about manipulation risks and biases in AI systems. The conversation culminates in the ethical dilemmas posed by AI in moral decision-making, stressing the need for human intuition in a technology-driven world.

In this discussion, bestselling author Jim Rickards, known for his expertise in financial markets and geopolitical analysis, dives deep into the compelling case for gold. He articulates how gold safeguards wealth in today’s digital economy against looming cyber threats and discusses the dynamics of monetary policy that bolster gold prices. Rickards also critiques traditional economic models, revealing gold's pivotal role during historical crises and its significance for modern investors. Get ready for insights that challenge conventional wisdom around this timeless asset!

***This webcast originally aired live on Hedgeye.com on March 18th, 2020***Global markets are in an historic tailspin and it doesn’t look like it’s going to get better anytime soon. You don’t need us to tell you that.What you may not know is that unlike the vast majority of conflicted and blinded prognosticators, we proactively prepared our subscribers before the crash. That’s a fact.Good news, if you’re wondering where we think things are heading now.We hosted a special investing webcast between Hedgeye CEO Keith McCullough and former Fed advisor Danielle DiMartino Booth.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSignal Strength StocksTop Stock PicksWant 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. 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.

Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, Ryan digs into a new study that explores how millionaires become millionaires.DISCLAIMERThis content has been prepared by Hedgeye Risk Management, LLC (“Hedgeye”) and is presented for informational purposes only. Hedgeye is not a broker dealer and does not provide investment advice to individuals.  None of the information contained herein constitutes an offer to sell, or a solicitation of an offer to buy any security or investment vehicle, nor does it constitute an  investment recommendation or legal, tax, accounting, or investment advice by Hedgeye or any of its employees, officers, agents, or guests.  This information is presented without regard for individual investment preferences or risk parameters and is general, non- tailored, non-specific information. This content is based on information from sources believed to be reliable.  Hedgeye is not responsible for errors, inaccuracies, or omissions of information.  The opinions and conclusions contained in this report are those of the individual expressing those opinions or conclusions and are intended solely for the use of Hedgeye’s subscribers and the authorized recipients of the content.  The opinions of HedgeyeTV guests are not the opinions of Hedgeye.  Hedgeye is not responsible for the opinions of their guests or the content or information they may provide.Hedgeye distributes content on behalf of Tier 1 Alpha, LLC, a third-party content provider with shared ownership.All investments entail a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of the content. Consult your financial professional before investing.TERMS OF USEThe information contained herein is protected by United States and foreign copyright laws and is intended solely for the use of its authorized recipient; there is a fee associated with access to this report. Access must be provided directly byHedgeye. Redistribution oWant 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. 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.

Joining Keith McCullough is Mike Taylor, a seasoned hedge fund veteran renowned for his market acumen, especially in healthcare. They dive into bold predictions for 2025, including expected Federal Reserve rate cuts and sectors poised for growth like REITs and utilities. Mike discusses potential losers like MRNA and Walmart, as well as the geopolitical tension arising from tariffs between the U.S. and China. They analyze evolving market dynamics and economic challenges, offering insights for navigating investments in the upcoming year.