Keith McCullough: Why DeepSeek Triggered $1 Trillion Market Crash This Week

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The David Lin Report, Released on 1/27/25 Keith McCullough, CEO of Hedgeye Risk Management, discusses the market crash that China’s DeepSeek triggered, his outlook for Fed monetary policy, the “Trump Trade”, and growth sectors to watch in 2025. 0:00 – DeepSeek and tech sell-off 7:37 – Fed monetary policy 11:00 – Bank of Japan 12:28 […]

Navigating the New Market Reality – Jim Rickards 1-on-1 w/Keith McCullough

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Hedgeye, Released on 11/19/24 Join Hedgeye Founder and CEO Keith McCullough for an exclusive webcast on Tuesday, November 19, at 11:00am ET, as he hosts Wall Street veteran, bestselling author and former Department of Defense advisor Jim Rickards in an in-depth discussion on the critical forces shaping today’s financial landscape. Keith and Jim will tackle […]

Keith McCullough: ‘Stagflation’ Crisis: The Best & Worst Assets In High Inflation, Low Growth

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The David Lin Report, Released on 10/30/24 (Recorded on 10/28/24) Keith McCullough, CEO of Hedgeye Risk Management, discusses the “stagflationary” environment that the economy is about to enter, and the best and worst assets in this situation. 0:00 – Intro 0:30 – Are markets pricing in inflation? 3:15 – Bond yields outlook 6:45 – Gold […]

Judy Shelton 1-on-1 with Keith McCullough: Gold, Inflation, US Dollar & More

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Hedgeye, Released on 9/12/24 Join Hedgeye CEO Keith McCullough on Thursday, September 12, at 11:00am ET as he welcomes renowned monetary economist Judy Shelton for a must-see webcast that delves into monetary policy, inflation, gold, the US Dollar and other pressing economic issues of our times. From the echoes of financial crises to the recent […]

The Biggest Risks to the Market Narrative with Daniel Lacalle

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Hedgeye, Released on 1/23/24 Join us for an insightful conversation between renowned economist Daniel Lacalle, Chief Economist at Tressis SV, and Hedgeye CEO Keith McCullough, as we embark on 2024. They will discuss the big risks (and opportunities) investors face this year, centering their discussion on the looming recession and the catalysts fueling differing perspectives. […]

Jim Bianco & Keith McCullough discuss markets and the economy

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Hedgeye, Released on 5/3/23 Jim Bianco is President and Macro Strategist at Bianco Research, L.L.C. Since 1990 Jim’s commentaries have offered a unique perspective on the global economy and financial markets. Unencumbered by the biases of traditional Wall Street research, Jim has built a decades long reputation for objective, incisive commentary that challenges consensus thinking. […]

Lyn Alden & Keith McCullough discuss the economy & markets

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Hedgeye, Released on 4/19/23 Lyn Alden is the founder of Lyn Alden Investment Strategy. Lyn has a bachelor’s degree in electrical engineering and a master’s degree in engineering management, with a focus on engineering economics and financial modeling. She worked as an electrical engineer at an aviation facility, and over the course of a decade […]

Keith McCullough: Market Facing the Mother of All Bubbles, This Will End in Tears in 3-6 Months

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Stansberry Research, Released on 4/7/23 “Regional bank stocks are breaking down to new cycle lows,” asserts Keith McCullough, founder and CEO of Hedgeye Risk Management. “This started with a liquidity crisis at the banks and it’s going to end with a lack of liquidity,” he tells Daniela Cambone. “The market cycle and economic cycle peaked […]

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