Macro Mayhem: Filtering the Signal from the Noise: The Interview

Macro Mayhem: Filtering the Signal from the Noise: The Interview

Raoul Pal, CEO and co-founder of Real Vision, welcomes back Keith McCullough, founder and CEO of Hedgeye Risk Management, to analyze how divergent indicators in inflation and growth are revealing trading signals for bonds, commodities, and equities going forward. McCullough breaks down his "Quad"-based investment process, going in greater depth on how "risk ranges" affect his trading across various asset classes such as corn, Chinese and Spanish equities, and Treasury Inflation-Protected Securities (TIPS). Pal and McCullough explore how investors should think about liquidity risks, position sizing, and risk allocation, and the two discuss the role of these factors during a time with such confounding economic data. Filmed on October 21, 2020. Key Learnings: The interplay of volatility, volume and price offers asymmetric opportunities across all asset classes. The rate of change of inflation and growth can be an effective way to determine when to bet on high-conviction trades. Learn more about your ad choices. Visit podcastchoices.com/adchoices

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The Knock-On Effect #8 - Stock Rally to Spur Foot Picking?

The Knock-On Effect #8 - Stock Rally to Spur Foot Picking?

Why will higher stock prices lead more American to pick feet? Alex and Justine discuss, also touching on income inequality, one very fancy Manhattan store, and the marital habits of reptile owners. Plus, Justine explains why companies seems to be so afraid of the number “4.” Learn more about your ad choices. Visit podcastchoices.com/adchoices

13 Juli 201838min

Real Vision Rewind #1 – Godfather of Central Banking

Real Vision Rewind #1 – Godfather of Central Banking

How did the modern age of central banking begin? In this story previously heard in a 2017 episode of “Adventures in Finance,” Grant Williams, Aaron Chan and Ben Hunt look at the fascinating history of the man some consider the godfather of central banking, John Law. Then Alex and Justine draw some present-day conclusions. Learn more about your ad choices. Visit podcastchoices.com/adchoices

6 Juli 201843min

The Knock-On Effect #7 - Rising dollar to unleash unusual ice cream flavors?

The Knock-On Effect #7 - Rising dollar to unleash unusual ice cream flavors?

Why will a rising dollar lead to a proliferation of ice cream flavors that go far beyond vanilla? Justine and Alex discuss, touching on thieves in Madagascar, beaver glands, whisky maturation and the globalized food production process. Learn more about your ad choices. Visit podcastchoices.com/adchoices

29 Juni 201837min

The Knock-On Effect #6 - Fed Hikes to Quash Lottery Ticket Sales?

The Knock-On Effect #6 - Fed Hikes to Quash Lottery Ticket Sales?

Why will a higher fed funds rates lead to a decline in the number of Americans who play the lottery? Alex and Justine discuss, along the way touching on the future of transportation, moving to L.A., the wisdom of playing the lottery, and Justine’s favorite writer. Learn more about your ad choices. Visit podcastchoices.com/adchoices

22 Juni 201829min

The Knock-On Effect #5 - Demographics and Doorways

The Knock-On Effect #5 - Demographics and Doorways

Why will changing Chinese demographics lead to an increase of plastic strips in doorways? Justine and Alex discuss - and in so doing, also touch on Ikea trips, online dating, modern food production, and President Bush’s congratulatory message to President Obama. Then Alex explains how a horse racing term could apply to what’s ahead for stocks. Learn more about your ad choices. Visit podcastchoices.com/adchoices

15 Juni 201848min

The Knock-On Effect #4 - Tariffs and Cork

The Knock-On Effect #4 - Tariffs and Cork

Why will U.S. tariffs lead to a resurgence for the global cork industry? Justine and Alex explain, along the way discussing Australian wine, cork shoes and the Chinese consumer. Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Juni 201827min

The Knock-On Effect #3 - Crude Oil Boom, Craft Beer Gloom

The Knock-On Effect #3 - Crude Oil Boom, Craft Beer Gloom

Why will higher oil prices result in disappointed craft beer drinkers? Justine and Alex discuss. Plus, Alex delves into the world of academia, and discusses an interesting finding about the way stocks react to earnings announcements. Learn more about your ad choices. Visit podcastchoices.com/adchoices

1 Juni 201834min

The Knock-On Effect #2 - Rising Rates and Sandy Tracks

The Knock-On Effect #2 - Rising Rates and Sandy Tracks

Why will rising rates leave tire tracks on the world’s great beaches? Alex, Roger and Justine discuss. Plus, a high-pressure debate over whether stocks will fall 20% within the next year. Filmed on May 21, 2018. Learn more about your ad choices. Visit podcastchoices.com/adchoices

25 Maj 201824min

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