The Macro Show: Prepare Your Portfolio For Quad 4 Summer Scare
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 ...
5 Jun 201945min
Ep 46 Real Conversations: Fed Rate Cuts Coming? with Danielle DiMartino Booth
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. econ...
8 Mai 201957min
Ep 45 Real Conversations: Why Kyle Bass Sees Recession Risk Rising
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 Ba...
25 Apr 20191h 5min
Keith McCullough: "Unmistakable Signs Of U.S. Economic Slowdown" (Hedgeye Investing Summit)
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 originall...
5 Apr 201952min
Liz Ann Sonders: "Prepare Your Portfolio For A Late Cycle U.S. Economy" (Hedgeye Investing Summit)
This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders, chief investment strategist at Charles Schwab and Hedgeye CEO Keith McCullough.The Hedgeye Investing Summit originall...
5 Apr 201958min
Danielle DiMartino Booth: "This Bear Market Rally Will Not Last" (Hedgeye Investing Summit)
This is an exclusive "Hedgeye Investing Summit" interview between former Federal Reserve advisor Danielle DiMartino Booth and Hedgeye CEO Keith McCullough.The Hedgeye Investing Summit originally strea...
5 Apr 201954min
Michael Holland: "Big Picture Investing Trends At Home and Abroad" (Hedgeye Investing Summit)
This is an exclusive "Hedgeye Investing Summit" interview between Michael Holland, chairman at Holland & Co. and Hedgeye CEO Keith McCullough.The Hedgeye Investing Summit originally streamed live on H...
5 Apr 201954min
McGough & Van Sciver: "The Outlook for Retail & Industrials Stocks" (Hedgeye Investing Summit)
This is an exclusive "Hedgeye Investing Summit" interview between Brian McGough (Hedgeye Retail), Jay Van Sciver (Hedgeye Industrials) and Keith McCullough (Hedgeye CEO).The Hedgeye Investing Summit o...
4 Apr 201957min
