Kyle Bass: “China Is The Enemy → Wall Street Firms Are Too Entwined With The CCP”

Hedgeye, Released on 10/6/21 In this clip from Hedgeye’s Investing Summit, Hedgeye CEO Keith McCullough talks China with Kyle Bass (CIO of Hayman Capital Management). Kyle highlights not only his abhorrence towards the Chinese government’s malfeasances, but also Wall Street’s shameless financial entanglement with the CCP. Part 1 (part 2 below) In this clip from […]

Keith McCullough & George Gammon: China, Inflation Or Deflationary Bust? Why The Dollar Is Key, Market Predictions

George Gammon, Released on 9/29/21 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 […]

DiMartino Booth + McCullough: Fed Policy Mistake? Market Risk Rising

Hedgeye, Released on 9/2/21 (Recorded on 8/26/21) ***This Webcast aired live on HedgeyeTV on Thursday August 26th, 2021*** Join Hedgeye CEO Keith McCullough and Danielle DiMartino Booth, former Fed advisor and Chief Strategist at Quill Intelligence, for this special investing discussion on HedgeyeTV. They’ll discuss portfolio positioning, broader market dynamics, and actionable investment ideas based […]

David Rosenberg & Keith McCullough → Inflation Tsunami: Investing During A Rising Inflationary Tide

Hedgeye, Released on 6/24/21 (Recorded on 6/17/21) **This webcast aired on Thursday June 17th, 2021** 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 […]

Real Conversations w/Danielle DiMartino Booth | Friendly Fire: America’s Monetary + Fiscal Failure

Hedgeye, Released on 5/11/21 (Released on 5/7/21) **This webcast aired on Friday May 7th, 2021** Join Hedgeye CEO Keith McCullough and Danielle DiMartino Booth, former Fed advisor and Chief Strategist at Quill Intelligence in this special investing discussion. They will discuss important market implications in the wake of the COVID-19, particularly the extraordinary fiscal and […]

Grant Williams: A Sober Investor’s Guide For A World Gone Completely Mad

Hedgeye, Released on 3/30/21 (Recorded on 3/16/21) **This webcast originally aired live on Hedgeye.com on March 16, 2021** This is an exclusive “Hedgeye Investing Summit” interview between Grant Williams, Founder of Things That Make You Go Hmmm… and Hedgeye CEO Keith McCullough. Grant Williams is the portfolio manager of the Vulpes Precious Metals Fund and […]

George Gammon & Keith McCullough: Prepare For Stagflation, Bond Bubble, Pension Fund Blow Up

George Gammon, Released on 11/16/20 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 […]

Mauldin & Howe: “Crisis, Collapse & Conflict: A World At The Crossroads”

Hedgeye, Released on 10/30/20 (Recorded on 10/13/20) **This webcast originally aired live on Hedgeye.com on Oct. 13, 2020** This is an exclusive “Hedgeye Investing Summit” interview between John Mauldin, Founder of Mauldin Economic, renowned Demographer Neil Howe and Hedgeye CEO Keith McCullough. John Mauldin is a renowned financial expert, a New York Times best-selling author, […]