Ep. 27 - Real Conversations: Bradley Belt -Retirement Guru: Social Security Is Broken, But Fixable
Is America’s Social Security system bankrupt? Well, not exactly.It is, however, significantly underfunded. No shocker there. What’s perhaps more interesting is that we have the tools to fix the proble...
3 Feb 201719min
Ep. 26 - Real Conversations: Josh Crumb - GOLD: The Complete Investor’s Guide From the Smartest Guy In the Room
On the one hand, you've got the gold bugs. They long for the good old days when the U.S. dollar was backed by the precious metal. On the other hand you've got clueless financial journalists derisively...
18 Jan 201752min
Ep. 25 - Real Conversations: Gary Shilling- 35 year Bull Market
Even financial market legends, from Dalio to Druckenmiller, can’t claim a market call that’s played out precisely as predicted over the next 40 years. But Gary Shilling can claim exactly that. Shillin...
13 Jan 201736min
Ep. 24 - Real Conversations: Richard L. Peterson - How to Successfully Trade Sentiment
Behavioral finance expert Dr. Richard Peterson, a board-certified psychiatrist and CEO of MarketPsych, sits down with Hedgeye CEO Keith McCullough in this edition of Real Conversations. An expert on f...
29 Sep 201631min
Ep. 23 - Real Conversations: Michael Aronstein ‘Unplugged’ on the Biggest Market Risks
Industry veteran and portfolio manager Michael Aronstein, CIO of Marketfield Asset Management, sits down with private investor Buddy Carter and Hedgeye CEO Keith McCullough in this edition of “Real Co...
22 Sep 201634min
Ep. 22 - Real Conversations: Lasse H. Pedersen- How the Smart(est) Money Invests
In this edition of “Real Conversations,” AQR Capital Management principal and Efficiently Inefficient author Lasse H. Pedersen sits down with Hedgeye CEO Keith McCullough to demystify the “secret” wor...
5 Aug 201631min
Ep. 21 - Real Conversations: Benn Steil - Mercurial Central Bankers
In this edition of “Real Conversations,” Benn Steil, director of international economics at the Council on Foreign Relations and author of "The Battle of Bretton Woods" discusses the significant chall...
3 Juni 201628min
Ep. 20 - Real Conversations: Pelosky: Our Worrisome ‘Tri Polar World’ and Its Global Implications
In this second installment of our recent interview with J2Z Founder and Principal Jay Pelosky, Pelosky lays out the implications of his Tri Polar World (TPW) theme. According to Pelosky, TPW simply me...
11 Nov 201515min
