BREAKDOWN: Hedgeye CEO Keith McCullough on Stagflation, Bitcoin and the Devalued Dollar

BREAKDOWN: Hedgeye CEO Keith McCullough on Stagflation, Bitcoin and the Devalued Dollar

One of the realest people in financial media joins for a conversation about where the economy really is and where it’s headed. This episode is sponsored by Crypto.com, Bitstamp and Nexo.io. Today on the Brief: Robinhood doubles quarterly trading revenue Square did $875 billion in bitcoin revenue in Q2 - up 600% YoY ADP report: 167,000 jobs added in July (instead of expected 1.2 million) Our main conversation is with Hedgeye CEO Keith McCullough. Before building Hedgeye into a “no-excuses provider of real-time investment research and a premier online financial media company,” Keith worked at hedge funds including Carlyle Blue Wave Partners hedge fund, Magnetar Capital, Falconhenge Partners and Dawson Herman Capital Management. In this conversation, he and NLW discuss: Hedgeye’s “Full Cycle Investing” approach and GIP (Growth, Inflation, Policy) methodology How the economy was in a period of slowing growth and slowing inflation before COVID-19 How we’ve moved into a stagflation period in response to the money printing prompted by the crisis Why bitcoin, gold, emerging market stocks and commodities are likely to thrive in this environment Why most narratives are BS Why the “Old Wall” media distracts rather than educates Check out our guest online: Website: Hedgeye.com Twitter: @KeithMcCullough See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jaksot(3938)

Morgan Stanley Launches Cheapest Bitcoin ETF | CoinDesk Daily

Morgan Stanley Launches Cheapest Bitcoin ETF | CoinDesk Daily

Morgan Stanley's spot Bitcoin ETF is here. Morgan Stanley's spot Bitcoin ETF begins trading today under the ticker MSBT, making it the first proprietary Bitcoin fund from a major U.S. bank. With 16,0...

8 Huhti 2min

Are AI Giants Coming for Bitcoin Miners' Power? | CoinDesk Daily

Are AI Giants Coming for Bitcoin Miners' Power? | CoinDesk Daily

Will AI companies fight bitcoin miners for energy infrastructure? Anthropic's multi-gigawatt compute deal with Google and Broadcom highlights how AI companies are now directly competing with bitcoin ...

7 Huhti 2min

Blockspace: Matt Odell on OpenSats’ 17th Grant, $270M Drift Hack, Charles Schwab Eyes BTC Trading

Blockspace: Matt Odell on OpenSats’ 17th Grant, $270M Drift Hack, Charles Schwab Eyes BTC Trading

Matt Odell joins the show to discuss OpenSats’ 17th grant round, and Ben Carman also joins to explain why the Austin Bitdevs meetup is saying sayonara for now. Get your tickets to OPNEXT 2026 befor...

7 Huhti 1h 8min

Invesco Takes Over Superstate’s $900M Fund; Franklin Crypto in Focus

Invesco Takes Over Superstate’s $900M Fund; Franklin Crypto in Focus

Why is Wall Street betting on crypto? On this episode of CoinDesk’s Public Keys from the New York Stock Exchange, Jennifer Sanasie is joined by 250 Digital Asset Management CEO Chris Perkins to discu...

6 Huhti 28min

Lawmakers Outraged Over "Disgusting" War Bets on Polymarket | CoinDesk Daily

Lawmakers Outraged Over "Disgusting" War Bets on Polymarket | CoinDesk Daily

Polymarket faces political backlash over contract tied to rescuing U.S. soldiers in Iran. Polymarket removed a betting market on the rescue of U.S. service members in Iran after lawmakers criticized ...

6 Huhti 3min

Blockspace: MARA’s 15% Layoffs, CleanSpark’s Bitcoin Bond, Google’s Quantum Computing Bitcoin Break

Blockspace: MARA’s 15% Layoffs, CleanSpark’s Bitcoin Bond, Google’s Quantum Computing Bitcoin Break

On today’s Blockspace Live, Alex Pruden joins us to discuss Google’s latest quantum computing paper, and we unpack MARA’s 15% headcount reduction. Get your tickets to OPNEXT 2026 before prices incr...

4 Huhti 1h 24min

Market Structure Bill Delayed as Crypto, Banks Meet Lawmakers | CoinDesk Daily

Market Structure Bill Delayed as Crypto, Banks Meet Lawmakers | CoinDesk Daily

Market structure bill delayed again as the fight over stablecoin yield continues. Crypto and banking leaders are meeting with legislative staffers to hash out the future of U.S. stablecoins. The mark...

3 Huhti 2min

JPMorgan & Goldman Sachs Eye Prediction Markets | CoinDesk Daily

JPMorgan & Goldman Sachs Eye Prediction Markets | CoinDesk Daily

Will Wall Street giants tap into the prediction market? JPMorgan Chase CEO Jamie Dimon said the bank is considering entering prediction markets and Goldman Sachs has expressed similar ambitions. Woul...

2 Huhti 2min

Suosittua kategoriassa Politiikka ja uutiset

uutiscast
aikalisa
politiikan-puskaradio
ootsa-kuullut-tasta-2
rss-ootsa-kuullut-tasta
tervo-halme
rss-vaalirankkurit-podcast
rss-pinnalla
rss-asiastudio
otetaan-yhdet
the-ulkopolitist
et-sa-noin-voi-sanoo-esittaa
rss-podme-livebox
rss-raha-talous-ja-politiikka
rss-kaikki-uusiksi
rss-tasta-on-kyse-ivan-puopolo-verkkouutiset
rss-ulkopoditiikkaa
aihe
rikosmyytit
rss-merja-mahkan-rahat