Podcast appearances and mentions of keith mccullough

Keith McCullough, founder and CEO of Hedgeye Risk Management, joins us on Soar Financially to discuss the current state of the economy, inflation trends, and the future of financial markets. From the inverse correlation between gold and the US dollar to the impact of AI, robotics, and geopolitical risks, we break down the macro forces driving market dynamics. Keith also shares his insights on bond yields, the Federal Reserve's policies, and the potential for growth in emerging sectors like quantum computing and space exploration.#gold #inflation #AI----------Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver------------

Keith McCullough, Founder and CEO of Hedgeye Risk Management, joins Alan Dunne in this episode for an in-depth look into Keith's distinctive approach to global macro analysis and tactical trading. The conversation explores Keith's background as a hedge fund manager and his views on how markets have evolved, especially in relation to option flows. Keith breaks down his four-quadrant framework for macro analysis, explaining how pinpointing the economy's position within these quadrants is as much an art as it is a science. His framework currently signals continued strength in the US dollar and US equities. A fundamental aspect of Keith's approach is his respect for market signals and the need for these signals to confirm his macro views. He also shares valuable insights into the behavioural challenges of investing and emphasizes the importance of a disciplined, repeatable process to drive long-term success.-----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder Tool-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Alan on Twitter.Follow Keith on Twitter.Episode TimeStamps: 02:23 - Introduction to Keith McCullough05:01 - From hedge fund to research07:29 - Being a retail investor is an insult09:56 - How McCullough has reacted to the rise of 0DTE options13:48 - Have stocks become more macro driven?15:54 - Where are we currently in the 4 quads?19:22 - The challenge of lag in macro signals21:26 - McCullough's framework...

Michael Cannivet, CFA, is the founder, president, and chief investment officer of Silverlight Asset Management, LLC, an RIA based in Newport Beach, California, that serves high-net-worth private clients. Mr. Cannivet has been a Forbes contributor since 2017 and Forbes Books recently published his latest book, The Four Minute Retirement Plan: Preserve Your Past, Secure Your Future, Live For Today. The book debuted as the #1 new release for the money management category and is endorsed by several top industry practitioners, including Ken Fisher, Joel Greenblatt, Keith McCullough, and Vincent Deluard. Listen to this insightful RIA episode with Michael Cannivet about investing insights. Here is what to expect on this week's show: - How it's important to invest by focusing on supply and demand dynamics and investor psychology. - Why active investing and a tailored, original approach is the key to outperforming market prices. - How Silver Light Asset Management crafts personalized narratives that align with their client's core values and life goals - How there are four essential components to retirement planning: savings, investing, lifestyle, and legacy. - Why risk management is the cornerstone of successful investing, especially during volatile market conditions. Connect with Michael: Links Mentioned: silverlight.us Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Kathy Jones and Liz Ann Sonders discuss their outlooks for 2024 in light of recent events and share what investors should be watching for in the next few weeks. Liz Ann also interviews Keith McCullough, founder and CEO of Hedgeye Risk Management. Keith explains the evolution of hedge funds and how he views the changing investment landscape. He emphasizes the importance of transparency and accountability in investing and explains his unique approach to financial markets, which he calls "quantimental." McCullough also shares his insights on market cycles and the current economic outlook, including the possibility of a recession. He discusses the Federal Reserve's response to recessions and the risks associated with market concentration. Finally, he highlights opportunities in the market and shares his favorite investment areas.On Investing is an original podcast from Charles Schwab. For more on the show, visit Schwab.com/OnInvesting.If you enjoy the show, please leave a rating or review on Apple Podcasts. Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.All corporate names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request. The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.Investing involves risk, including loss of principal.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.International investments involve additional risks, which include differences in financial accounting standards, currency fluctuations, geopolitical risk, foreign taxes and regulations, and the potential for illiquid markets. Investing in emerging markets may accentuate these risks.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.Schwab does not recommend the use of technical analysis as a sole means of investment research.Small cap investments are subject to greater volatility than those in other asset categories. Investments in securities of MLPs involve risks that differ from an investment in common stock. MLPs are controlled by their general partners, which generally have conflicts of interest and limited fiduciary duties to the MLP, which may permit the general partner to favor its own interests over the MLPs.Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Commodity-related products, including futures, carry a high level of risk and are not suitable for all investors. Commodity-related products may be extremely volatile, illiquid and can be significantly affected by underlying commodity prices, world events, import controls, worldwide competition, government regulations, and economic conditions, regardless of the length of time shares are held. Investments in commodity-related products may subject the fund to significantly greater volatility than investments in traditional securities and involve substantial risks, including risk of loss of a significant portion of their principal value. Commodity-related products are also subject to unique tax implications such as additional tax forms and potentially higher tax rates on certain ETFs.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.(1223-30CE)

This is an exclusive "Hedgeye Investing Summit" interview between Jim Bianco, President of Bianco Research, and Hedgeye CEO Keith McCullough.

We continue our series A Smarter Way with Keith McCullough, the Founder & CEO of Hedgeye. SmarterMarkets™ host David Greely sits down with Keith to discuss the lessons of FTX and the state of financial advice on traditional and social media.

Worlds collide as Hedgeye Nation meets the tribe of Acid Capitalism.  ***⭐⭐⭐⭐⭐ Please leave a five star rating and comment here:  podcasts.apple.com/us/podcast/the-acid-capitalist-podcasts/id1511187978

*This Real Conversation originally aired as a webcast live on Hedgeye.com on February 10, 2022*We hosted a new Real Conversation between two of Wall Street's best macro minds; Hedgeye Founder & CEO Keith McCullough and James Davolos, Portfolio Manager of the Horizon Kinetics Inflation Beneficiaries ETF (INFL). Their conversation was LIVE on HedgeyeTV on Thursday, February 10, 2022You can either listen to "intellectual" inflation debates on Mainstream Financial Media, or you can learn from two pros on where inflation is headed based on the data, and how to risk manage your portfolio with proper (and actionable) investment strategies.They'll discuss how Fed policy and inflation base effects will converge in a deep #Quad4 in Q2 of 2022, whether inflation will stay sticky-high for longer than expected or roll over hard, how to invest in a variety of inflationary outcomes, and more.Watch Real Conversations LIVE and get other great video investing content here

*This is an audio-only version of our daily live video webcast of The Call @ Hedgeye, as broadcast on January 27, 2022*We are pulling back the curtain on our morning research conference call. Get deep-dive investing analysis, our favorite stock ideas and CEO Keith McCullough's macro overlay with The Call @ Hedgeye.Get access to The Call @ Hedgeye every weekday morning at 7:45am ET

*This Real Conversation originally aired as a video webcast on Hedgeye.com on Nov. 18, 2021*Real Vision co-founder Raoul Pal joins Keith McCullough to discuss where the Macro environment may be heading as the market and economic data evolves. In particular, Keith digs into Raoul's investment process in crypto.Watch Real Conversations LIVE and get other great video investing content here

*This Real Conversation originally aired as a video webcast on Hedgeye.com on Nov. 8, 2021*Jeff Booth, Entrepreneur/Tech Leader/Author of "The Price Of Tomorrow" joins Hedgeye Founder & CEO Keith McCullough to discuss crypto, the inevitable rise of Bitcoin, and the role it may play as the global status of the U.S. Dollar faces headwinds.Watch Real Conversations LIVE and get other great video investing content here

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.

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. See acast.com/privacy for privacy and opt-out information.

✅ LYN ALDEN and I discuss portfolio that will HELP YOU profit from DOLLAR losing reserve currency status, click this link to check it out!!

Today we welcomed back Keith McCullough, CEO of the renowned market insights outfit, Hedgeye. With over 200,000 followers on Twitter, Keith has garnered a global reputation for his transparent, data-led approach. We kick off the interview by discussing how Keith and his team of over 40 analysts use their proprietary Growth/Inflation/Policy (GIP) model, to paint an illuminating picture of the macroeconomic environment.We also cover current markets, where I highlight the erroneous recession narrative being pedalled by some mainstream media, before we unravel it using Hedgeye's unique top-down approach. Keith also makes sense of inflation, identifying the Fed's baffling position before explaining how Hedgeye went long inflation acceleration well over a year ago. Enjoy!Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

Happy 50th Podcast to Us! We thank our loyal listeners for your continued support. Please view these recent links to top investment fund manager interviews as they focus on today's risks and tomorrow's trend changes. Michael Gentile and Stansberry Research: https://www.youtube.com/watch?v=xWoDlwnskGs Jim Richards and Keith McCullough: https://www.youtube.com/watch?v=ORJ_tau_CYU

Keith McCullough is the founder of Hedgeye Risk Management and the author of the popular book, Diary of a Hedge Fund Manager. Keith regularly shares his market and economic commentary on Fortune, Investopedia and other financial websites. He now hosts The Macro Show weekday mornings on HedgeyeTV.Topics discussed in this conversation include Keith's investment process, mainstream market narratives, asset correlation, hedge fund failures, stagflation, and European equities.    

Today I welcome Keith McCullogh, the founder of hedgeye risk management which is a no-excuses provider of real-time investment research and a premier online financial media company. Keith and his team of 80 analysts are hard at work tearing down the edifice of Old Wall Street, brick by brick.We deconstruct the proprietary models which hedgeye uses to both assess the markets and recommend positions. This includes his quad based investing approach, risk ranges, and even portfolio and position sizing. We also discuss what quadrant we're in today and what this means for investors. I had a lot of fun talking to Keith, he's developed his unique approach to the markets by analyzing a huge amount of data. Fundamental data is at the core of his strategy. His insights are second to none. https://app.hedgeye.com/insightsWant further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter

Today, we discuss why a random calendar year is not a good measure of performance, recent increased volatility in alternative markets, how to define an ‘alternative’ market, the strong case for a mixed portfolio of stocks & Trend Following strategies, how to perform the easy-money Bitcoin trade, the benefits of using and investing in Bitcoin, trading the Chinese futures markets, and why a Trend Following system would have entered you into a Tesla position without the need for any predictions. If you would like to leave us a voicemail to play on the show, you can do so here. Check out our Global Macro series here. Learn more about the Trend Barometer here. IT's TRUE

At first blush, Keith McCullough may come off as just another brash and cocksure trader. Dig a bit deeper, though, and you'll find a calculating iconoclast driven by a deep desire to both continually improve as an investor and, ultimately, change Wall Street for the better. After starting in a job running buy and sell tickets, Keith worked his way up to running a portfolio and eventually to founding his own hedge fund. Today, he runs Hedgeye, a research service established with the goal of giving individual investors a look behind the curtain of a major macro hedge fund environment. In this conversation, Keith discusses how he developed his four quadrant macro framework that informs all of his investing decisions and how he uses it today. He also reveals how volatility can be used as a buy or sell signal and how getting fired taught him the greatest life lesson of all: to bet on himself. For notes and links related to this episode visit TheFelderReport.com.

Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Hurry, it ends Nov. 30.**This webcast originally aired on November 19, 2020**Join Hedgeye Industrials analyst Jay Van Sciver for a deep-dive, under-the-hood look at Industrials stocks, including a sneak peek at his Best Idea long and short list. CEO Keith McCullough joins Jay to provide additional "Macro Overlay" to the Industrials stock outlook.

Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Hurry, it ends Nov. 30.**This webcast originally aired on November 16, 2020**Hedgeye CEO Keith McCullough & Dir. of Research Daryl Jones host an informal Q&A and crack open a few cold ones as they dig into investing, hockey, life lessons and more.

Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Hurry, it ends Nov. 30.**This webcast originally aired on November 12, 2020**Join veteran Hedgeye Healthcare analyst Tom Tobin for a deep-dive, under-the-hood look at Healthcare stocks, including a sneak peek at his Best Idea long and short list. CEO Keith McCullough joins Tom to provide additional "Macro Overlay" to the Healthcare stock outlook.

Hedgeye Limited Time Offer: https://accounts.hedgeye.com/promo/cyber_2020_reg/list✅ Want to take your investing to the next level? Check out my new online investing forum!! I've partnered with Lyn Alden and Chris MacIntosh to bring you the best investment tool on the internet...Rebel Capitalist Pro. Check out our special offer at https://www.GeorgeGammon.com/pro

In this latest issue of my weekly podcast, I replay my recent interview with Keith McCullough, Hedgeye's CEO. In the interview, we talk about the election, what the polls got right and wrong, and how 2020 fits into our longer-term 4th Turning perspective on history and generational change. A large section of the interview was spent answering listener questions. And as usual, we start the podcast with an update on the S&P's recent rise while examining how Biden's economic policies could affect the markets going forward.

**This originally aired as a video webcast live on Hedgeye.com on October 14, 2020**This is an exclusive "Hedgeye Investing Summit" interview between Danielle DiMartino Booth, CEO & Chief Strategist of Quill Intelligence and CEO Keith McCullough.

This week, we are joined by Thunder Bay, Ontario native, Former Yale Hockey Captain and current founder and CEO of Hedgeye Risk Management, In this interview (8:30) Keith shares his take on what Dave Portnoy AKA “Davey Day Trader” has done to stir up the trading game, how the ups and downs of his junior hockey experience prepared him for the challenges he would face later in life, why he chose to play in the NCAA with Yale instead of taking the OHL route and how his team evolved into a winner by his senior year, his transition out of hockey to Wall Street and how he overcame the adversity in his “Next Shift” which led him to write his book “Diary of a Hedge Fund Manager: From the Top, to the Bottom and Back Again” and gave him the inspiration to start his own company in Hedgeye Risk Management + we chat the shared habits of successful people, the power of social media, Keith’s journey of buying, owning, and selling the Arizona Coyotes, and finally his favorite memories of the game! Thanks Keith! 

Breaking down the Michael Saylor interview on Keith McCullough's Hedgeye show. And whatever else comes up!Watch the full interview with Michael Saylor here: https://app.hedgeye.com/insights/9042...Make sure to check out BTC Sessions' YouTube Page: https://www.youtube.com/channel/UChzL...You can find Aaron from Altcoin Daily here: https://www.youtube.com/c/AltcoinDail...And connect with Phil Geiger of Unchained Capital on Twitter: https://twitter.com/phil_geigerFor one of the best multi-sig custody solutions available, check out: https://unchained-capital.com/For more from Michael Saylor, follow him on Twitter: https://twitter.com/michael_saylorAnd check out the Bitcoin page on Micro Strategy's website: https://www.microstrategy.com/en/bitcoinAlso don't miss Michael's recent appearance on Swan Signal Live: https://youtu.be/FJ-0b6NLo4QConnect with Swan on social media:Twitter: https://twitter.com/SwanBitcoinTelegram: https://t.me/swansignalLinkedIn: https://www.linkedin.com/company/swan...Sign up for the safest way to accumulate Bitcoin: https://swanbitcoin.comGet paid to recruit new Bitcoiners: https://swanbitcoin.com/enlist

Keith McCullough of Hedgeye is our guest for this episode. We poke at the conflicted and compromised on mainstream media and discuss those “Garrulous Characters”. Stimulus plans on the rocks – will they extend the Federal unemployment program? Perhaps an Executive Order will do the trick to shake things up. The trend for the U.S. […]

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  

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 revenueSquare did $875 billion in bitcoin revenue in Q2 - up 600% YoYADP 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-19How we’ve moved into a stagflation period in response to the money printing prompted by the crisisWhy 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 educatesCheck out our guest online:Website: Hedgeye.com Twitter: @KeithMcCullough

Happy Pride Month! We discuss the Vatican's recent statement about gender, a "Make America Straight Again" conference near Orlando, Polk Pride -- and WHY Atheists should even care about these issues. Freethought in Florida is a production of the Atheist Community of Polk County, Inc. (ACPC) a 501(c)(3) nonprofit organization. The opinions and views expressed on this program are those of the hosts and guests and do not necessarily represent the ACPC. Learn more or donate at http://www.polkatheists.org

***This interview originally aired live on Hedgeye.com on April 16, 2020***This is an exclusive "Hedgeye Investing Summit" interview between renowned Economics Professor Steve Hanke of Johns Hopkins and CEO Keith McCullough.

Are you prepared for the current market environment? Listen to this audio replay of Hedgeye CEO Keith McCullough and Senior Macro analyst Darius Dale from a free edition of The Macro Show.Watch The Macro Show every Monday through Friday at 9AM ET on Hedgeye.com.

***This webcast originally aired live on Hedgeye.com on December 10, 2019***Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbriefHedgeye CEO Keith McCullough is joined by former Fed advisor Danielle DiMartino Booth in the audio replay of this special investing webcast. Danielle and Keith discuss the current economic set-up, Fed policy and the implications for financial markets.

Join us for an exclusive, pro-to-pro conversation featuring renowned short seller Jim Chanos and Hedgeye CEO Keith McCullough.No commercial interruptions. No clueless pundits. Just two sharp investors discussing the art of short selling. You don't want to miss this.This webcast originally aired live on Hedgeye.com on Nov. 21, 2019.

This is an exclusive "Hedgeye Investing Summit" interview between Jeff Snider, head of global research at Alhambra Investments, and Hedgeye CEO Keith McCullough.This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14-16, 2019.

Erik Townsend and Patrick Ceresna welcome Keith McCullough to MacroVoices. They discuss the macro themes of the last quarter of 2019, what is next for the Chinese economy, long short pairs trade in software industry and more.Link: http://bit.ly/2JYhb2E

Check out this completely free webcast audio replay featuring Hedgeye CEO Keith McCullough. Keith discusses our current market outlook and provide investing implications.You do not want to miss this investing webcast (and viewer Q&A).This is an audio-only version of a webcast that originally aired live on Hedgeye.com on Nov. 6, 2019

The verdict is in—the Fed wasn’t dovish enough.As you know, the Fed cut rates 25 basis points yesterday. But the future path for rates is murky at best. There’s more than a fair amount of dissent on the FOMC.Take a look at the “dot plot” (individual Fed governors’ interest rate targets) for the end of 2019.Here’s what’s happening:Five members approved of the 25 basis point cut (but those same governors expect rates to hold steady at the current target of 1.75% to 2% for the rest of the year)Seven members favor at least one more cut by year endFive members think rates should end 2019 between 2% and 2.25%So what’s next?Outspoken former Fed advisor Danielle DiMartino Booth has an interesting idea you should consider. She discussed it during a new discussion with CEO Keith McCullough

U.S. growth is slowing. Most investors are unprepared for this developing reality.Financial markets have been telling you this for some time now.The Russell 2000 is down -16.3% from its August 2018 highFive of 11 S&P sectors entered an earnings recession in the second quarterVirtually every single major equity market around the global is bearish trendMeanwhile… according to our Macro team, the worst U.S. economic data hasn’t even been reported yet.We want you and your portfolio to be prepared.On that note, Hedgeye CEO Keith McCullough hosted a special, complimentary edition of The Macro Show on August 28th, 2019. Please enjoy this free podcast replay of the episode. Visit https://hedgeye.com/tms to get access to The Macro Show.

We just hosted a conversation between Macro guru and Real Vision co-founder Raoul Pal and Hedgeye CEO Keith McCullough.When two sharp Macro minds are in agreement, like Keith and Raoul are right now, it’s worth closer analysis. Here’s an important quote from Raoul that nicely sums up their hour-long conversation:“We're now in the longest cycle in all recorded U.S. history. So it's already very long in the tooth. The structure of the cycle looks negative.”

We hosted a “no-holds-barred” investing webcast between renowned short-seller Marc Cohodes and Hedgeye CEO Keith McCullough.(Click herefor webcast access. A video replay is now available.)Trust us when we tell you—this conversation is not to be missed.Consider this quote from Cohodes:"I like to short complete pieces of garbage with fraudulent management and horrifically bad balance sheets.”With a conflicted old Wall Street (and its media) perpetually bullish on the stock market, this conversation between two ardent short-sellers is as informative, as it is enlightening.(This episode contains some strong language)

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 are slowing)Quad 4 is a nasty environment for the U.S. stock market.UNDERSTAND HOW TO BEST POSITION YOUR PORTFOLIO THIS SUMMER.While Wall Street whines about the S&P 500 losing $4 trillion in market cap in May, Hedgeye subscribers have been benefiting from the Quad 4 Scare by being properly positioned.You don’t want to miss this free podcast edition of The Macro Show with CEO Keith McCullough.

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. economy and markets.

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 Bass and Hedgeye CEO Keith McCullough's pro-to-pro discussion on China, global recession, and why interest rates may head to near zero by 2020.This originally aired as a video webcast on Hedgeye.com on April 8, 2019.

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 originally streamed live on HedgeyeTV from March 19-25.

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 streamed live on HedgeyeTV from March 19-25.

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 originally streamed live on HedgeyeTV from March 19-25.

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 HedgeyeTV from March 19-25.