The View from Hedgeye's Perch

The View from Hedgeye's Perch

Keith McCullough, the co-founder and CEO of Hedgeye Risk Management, joins the show to lay out his multi-factor approach to identifying market and economic cycles. Numbers don't lie, and Keith shares his take on why the consensus views may be way off. Plus, SPACs snap back as risk rises across the capital markets again. And Big Tech steps into the spotlight with earnings reports this week. We'll tell you what you need to know along with the Investing term of the week. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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DeepSeek, A.I., Tariffs, and the Future of Economic Security

DeepSeek, A.I., Tariffs, and the Future of Economic Security

A jam-packed January full of news also brought DeepSeek into the future of A.I. conversation, deep-seating Nvidia as the world's most valuable company, and calling into question the hundreds of billio...

3 Helmi 202515min

The Upcoming Showdown at the Fed, and Making Cents out of Eliminating the Penny

The Upcoming Showdown at the Fed, and Making Cents out of Eliminating the Penny

On The Express this week, we dissect the flurry of economic executive orders and announcements from the Trump administration and identify the new power brokers influencing markets and the future of A....

27 Tammi 202513min

The New Economic Policy Playbook and the Future of TikTok

The New Economic Policy Playbook and the Future of TikTok

It's a newer, faster version of The Express, and we break down the path of economic policies promised by the incoming Trump administration, including what's likely to happen, and what might get challe...

20 Tammi 202511min

Reasons to Remain Bullish as the Bond Vigilantes Circle

Reasons to Remain Bullish as the Bond Vigilantes Circle

Despite the recent and relentless rise in Treasury bond yields and a sell off in the stock market, Dr. Ed Yardeni, President of Yardeni Research, remains one of the most bullish strategists out there....

13 Tammi 202531min

What to Expect Across the Capital Markets in 2025

What to Expect Across the Capital Markets in 2025

Following back to back years of twenty-percent plus gains for the stock market, what should investors expect in 2025 as a new administration moves into Washington D.C., the U.S. economy continues to g...

6 Tammi 202534min

Why the Bitcoin Bonanza Might Just Be Getting Started

Why the Bitcoin Bonanza Might Just Be Getting Started

After a blowout year for Bitcoin, the runway to higher highs could be clearing as a crypto-friendly Trump administration is set to take office, institutional ownership is just beginning, and the block...

23 Joulu 202439min

Austin Hankwitz Wants to Show You His Portfolio

Austin Hankwitz Wants to Show You His Portfolio

Austin Hankwitz, co-host of the "Rich Habits" podcast and author of the Rate of Return substack, has built a successful career as a Fin-fluencer by showing what he invests in, and what leads him to th...

16 Joulu 202433min

Investopedia's Top Terms of the Year and Yet More Reasons to Be Bullish

Investopedia's Top Terms of the Year and Yet More Reasons to Be Bullish

Investopedia is out with the Top Ten Terms of the Year, our list of the most searched terms, trends and themes by our millions of readers throughout 2024. Kyla Scanlon, financial educator and the auth...

9 Joulu 202433min

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