The Biggest Risks to the Market Narrative with Daniel Lacalle

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

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

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

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 […]

Daniel Lacalle & Keith McCullough discuss markets and the economy

Hedgeye, Released on 10/28/22 (Recorded on 10/12/22) *This interview was recorded on October 12, 2022 Daniel Lacalle, PhD, economist and fund manager, is the author of the bestselling books Freedom or Equality (2020) and Escape from the Central Bank Trap (2017). He is a professor of global economy at IE Business School in Madrid and Chief Economist […]

Keith McCullough Discusses Haters, The State of The Economy & Markets With Danielle DiMartino Booth

Valuetainment Economics, Released on 11/18/21 Economist Danielle DiMartino Booth sits down with Keith McCullough. Keith McCullough is the CEO of Hedgeye Risk Management. Danielle DiMartino Booth is CEO & Chief Strategist for Quill Intelligence LLC, a research and analytics firm. She spent nine years as an advisor to Richard W. Fisher at the Federal Reserve Bank […]

Grant Williams & Keith McCullough | Inflation, Markets, Economy

Hedgeye, Released on 10/21/21 (Recorded on 10/5/21) ***This webcast aired live on Tuesday October 5 2021*** Grant Williams is a portfolio and strategy advisor to Vulpes Investment Management in Singapore and an Advisor to Matterhorn Asset Management in Switzerland and the founder and publisher of Things That Make You Go Hmmm… and the Grant Williams […]

Kyle Bass & Keith McCullough discuss China, markets, energy and the economy

Hedgeye, Released on 10/13/21 (Recorded on 10/6/21) This is an exclusive “Hedgeye Investing Summit” interview between Kyle Bass, Founder & Chief Investment Officer of Hayman Capital, and Hedgeye CEO Keith McCullough. ***This webcast aired live on Wednesday October 6, 2021*** Kyle Bass is an American hedge fund manager. He is the founder and principal of […]

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