Hedgeye, Released on 1/13/26

Pippa believes we are no longer approaching a singular technological turning point. We are already living through a multiplicity of breakthroughs, with massive evolutionary leaps happening simultaneously across technology, money, and society itself. While innovation accelerates at unprecedented speed, public debate remains stuck in outdated left-versus-right frameworks that no longer explain the world. The only meaningful direction, Pippa suggests, is forward or backward. In this wide-ranging discussion, Keith and Pippa will explore how fast, deep, and transformative today’s innovations truly are, including the evolution of money, shifting power structures, and what these changes mean for economies and markets. This conversation is designed to challenge conventional thinking and reframe how investors understand the future.

Dr. Pippa Malmgren is an economist, award-winning, best-selling author, former US Presidential Advisor, advisor to tech startups, and world-traveler. She advises Presidents and Prime Ministers, CEOs and business leaders and tech incubators. She was the Chief Currency Strategist at Banker’s Trust, and the Deputy Head of Global Strategy at UBS. She currently works with deep tech partners in A.I., nuclear fusion, virtual reality and the space economy. She is a founder of the Exo Institute and the founder and CEO of Geopolitica Institute.

Mr. Keith R. McCullough is the Founder and CEO of Hedgeye Risk Management LLC. He covers the strategy sector at the firm. Prior to founding the firm, Mr. McCullough was a Partner, Portfolio Manager, and Managing Director at the Carlyle-Bluewave Partners hedge fund. Prior to that, he was a Portfolio Manager at Magnetar Capital; a Founder, Managing Partner and Co-Portfolio Manager at Falconhenge Partners, LLC; and Partner, Executive Vice President and Portfolio Manager at Dawson Herman Capital Management. Mr. McCullough got his start as an Institutional Equity Sales Analyst at Credit Suisse First Boston. He is currently co-chair of the NYC Bipartisan Policy Center; he writes regularly for Fortune and Forbes and is the author of the popular book, Diary of a Hedge Fund Manager.

  economy, innovation, investing, Keith McCullough, markets, Pippa Malmgren, technology