Shows
The Disciplined Investor PodcastTDI Podcast: Live and Let Live (#952)The walls are coming down – the house of cards exposed.
We have economic data – late but we got it.
And that concludes the last full week of trading for 2025!
And our guest – Robbie Miles, CEO of Live and Let Live
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Robbie Miles is the CEO of Live and Let Live – Live and Let Live is a global movement committed to building a freer, more peaceful world. As part of the Live and Let Live community...
2025-12-211h 06The Disciplined Investor PodcastTDI Podcast: The Physics of Finance (#951)The Fed cuts and keeps markets guessing.
Silver hits a record – up 100% this year.
Looking at frameworks and fake transparency.
And our guest – Ed Easterling, Founder and President of Crestmont Research
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Ed Easterling is the founder and President of Crestmont Holdings, an Oregon-based investment management and research firm that publishes provocative research on the financial markets at www.CrestmontResearch.com. He has over thirty years of alternative investment experience, including financial markets, private equity, and bu...
2025-12-1459 minThe Disciplined Investor PodcastTD Podcast: Predictive Markets (#950)Quick flip and pivot – Fed in focus.
Stagflation alert – inflation remains sticky.
Unemployment – ADP show massive losses in one category.
Looking into the Prediction Markets with our guest, Andrew Wilkinson – Director of Trading Education at Interactive Brokers.
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Andrew Wilkinson, Director of Trading Education at Interactive Brokers.
Andrew joined Interactive Brokers in 2007 with a background in interest rate and derivative trading in the city of London during the 1990s.
Andrew joine...
2025-12-0750 minThe Disciplined Investor PodcastTDI Podcast: Hidden Boosts (#949)Tax Relief Boosts Corporate Earnings
S&P 500 Financial Performance Analysis
Share Buybacks and Market Indices
Guest, Howard Silverblatt – Senior Industry Analyst, Index Investment Strategy, for S&P Dow Jones Indices
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Howard Silverblatt (@hsilverb) is Senior Industry Analyst, Index Investment Strategy, for S&P Dow Jones Indices (S&P DJI). In addition to general market research and commentary, Howard is responsible for the statistical analysis of S&P DJI’s family of U.S. Indices, including the worl...
2025-11-3050 minThe Disciplined Investor PodcastTDI Podcast: Bearish Revelations (#948)We got numbers!
NVIDIA EARNINGS – now we know – remarkable turnaround on the news.
Yen at critical levels – global markets should be on alert.
This week’s guest – Tim Knight – a self proclaimed Permabear.
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Tim Knight has been charting and trading since 1987. His first stock trade was, in fact, on October 19, 1987 – the day of the crash – which perhaps goes a long way explaining his disposition toward bearishness.
He has been involved in personal computers since late 1979 and, starting at age...
2025-11-2356 minThe Disciplined Investor PodcastTDI Podcast: R2D2 – The Truth About AI (#947)The Government is back open – is that a good thing?
October’s economic data may be lost forever.
Investors questioning valuations and the skinny on robotaxis with our Guest – Ross Gerber of Gerber Kawasaki.
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Ross Gerber is the Co-Founder, President and CEO of Gerber Kawasaki Wealth and Investment Management. Ross oversees Gerber Kawasaki’s corporate and investment management operations as well as serves individual clients. Ross has become one of the most followed investors on social and in trad...
2025-11-161h 16The Disciplined Investor PodcastTDI Podcast: The Emperor’s Clothes Again (#946)The Emperor New Clothes – looks familiar.
A closer look at valuations
Tariffs under fire – Supreme court hearings.
And our Guest, Manual Blay – The Dow Theory.com – Newsletter – Home of the Schannep & Blay Timing Indicators.
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Manuel Blay is the editor of TheDowTheory.com, a top-ranked investment letter that has garnered a remarkable reputation for assisting investors in navigating Bear markets while maximizing profits during Bull markets.
Mr. Blay’s investment Letter is frequently quoted by Forbes, Mark...
2025-11-0956 minThe Disciplined Investor PodcastTDI Podcast: Valuation Cliff (#945)Swiss cheese agreements.
Overspending by big tech – could that be their downfall?
A rate cut in the dark and AI’s Impact on Future Workforce.
Guest: Vitaliy Katsenelson is discussing the basic math of the markets, including where to actually find bargains.
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Vitaliy Katsenelson, born and raised in Murmansk, Russia (the home for Russia‘s northern navy fleet, think Tom Clancy‘s Red October). Immigrated to the US from Russia in 1991 with...
2025-11-021h 04The Disciplined Investor PodcastTDI Podcast: DiMartino Booth Says What?(#944)It’s time to tend to tend to the garden – a little maintenance for the portfolio
October does what it usually does
Targets raised, analysts are trying to keep up – even if earnings miss
And our guest – Danielle DiMartino Booth – the “Fed watcher”
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As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered.
To build QI, she brought together a core team of i...
2025-10-2659 minThe Disciplined Investor PodcastTDI Podcast: Profit on Predictions (#943)Bank earnings – looking good so far (for the big boys).
CHINA TRADE WAR – but what that really mean?
10 yr yield tapping on 4% and markets showing another “V” recovery – or fake out?
And our guest, Howard Lindzon, Founder of Social Leverage.
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Howard Lindzon has over 20 years of experience in both public and private market investing. He previously founded and managed the hedge fund Lindzon Capital, and is currently the founder and General Partner of the early-stage ve...
2025-10-191h 03The Disciplined Investor PodcastTDI Podcast: Modern Disciplines (#942)The government is shutdown – How long this time?
The Bubble – how much longer can it last?
The healthcare sector gets a needed boost….
Guest: Tom Nelson, Franklin Templeton Funds
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Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy & Research Committee.
He is a portfolio manager of a number of funds offered for sale in various jurisdict...
2025-10-121h 00The Disciplined Investor PodcastTDI Podcast: Decoupling Stability (#941)October – will history repeat?
New tariffs announced – again.
Thinking about 401k plans – innovation or exploitation?
And our guest today – Dr. Barry Eichengreen, Professor of Economic Studies at UC Berkley
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Barry Eichengreen (George C. Pardee and Helen N. Pardee, Professor of Economics) is a distinguished professor of Economics and Political Science at the University of California, Berkeley, where he is the George C. Pardee & Helen N. Pardee Chair.
A leading expert on the internation...
2025-10-0553 minThe Disciplined Investor PodcastTDI Podcast: Traders’ Campus (#940)Stocks take a breather after a huge run.
Economist talking out of both sides of their mouths.
Circular finance and vendor financing – all the rage.
Andrew Wilkenson, Director of Trading Education at Interactive Brokers.
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Andrew Wilkenson, Director of Trading Education at Interactive Brokers.
Andrew joined Interactive Brokers in 2007 with a background in interest rate and derivative trading in the city of London during the 1990s.
Andrew joined IBKR to create market...
2025-09-2857 min
The Meb Faber Show - Better InvestingHedgeye’s Keith McCullough on Market Opportunities and Risks | #598Today’s guest is Keith McCullough, Founder and CEO of Hedgeye, a financial media company that provides real-time investment research.
In today’s episode, Keith discusses his journey in the financial world, the importance of market signals, and the innovative quad framework he uses to navigate economic scenarios. He emphasizes the significance of understanding the U.S. dollar’s impact on global markets, the psychology behind investing decisions, and the necessity of position sizing. McCullough also shares insights into Hedgeye's new venture into asset management and the future of ETFs, highlighting the evolving landscape of investing.
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2025-09-2654 minThe Disciplined Investor PodcastTDI Podcast: Crytpo Taxman (#939)The FED – CUTS as expected
Dot Plot turns dovish
Market – not much of a move really
Rug pulls – moving out of cryto and into IPOs
And we are talking taxes and crypto – with our guest Pat Camuso
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Patrick Camuso is a CPA and the Founder of Camuso CPA, an industry-leading firm working closely with cryptocurrency investors and web3 businesses that was among the first CPA firms to specialize in crypto taxes back in 2016. As a pioneer in...
2025-09-211h 07The Disciplined Investor PodcastTDI Podcast: The Crypto Taxman (#939)The FED – CUTS as expected
Dot Plot turns dovish
Market – not much of a move really
Rug pulls – moving out of cryto and into IPOs
And we are talking taxes and crypto – with our guest Pat Camuso
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Patrick Camuso is a CPA and the Founder of Camuso CPA, an industry-leading firm working closely with cryptocurrency investors and web3 businesses that was among the first CPA firms to specialize in crypto taxes back in 2016. As a pioneer in...
2025-09-211h 07
Soar FinanciallyGOLD: Clueless FED Pushing Stocks & Metals Higher | Keith McCulloughKeith McCullough, Founder & CEO of Hedgeye Risk Management, joins Soar Financially just hours before a critical Fed decision to break down the macro forces driving today’s markets.From the inverse correlation between gold and the U.S. dollar to stagflation, bond yields, and political pressure on the Fed, Keith explains why inflation is re-accelerating and what investors should do heading into Q4. He also shares insights on China-U.S. trade tensions, AI disruption, and where gold, silver, and stocks could go next.#gold #inflation #ai ------------Thank you to our #sponsor MONEY METALS. Make sure to pay them a vi...
2025-09-1931 min
On The Tape with Danny MosesKeith McCullough: Skate To Where The Market Is GoingDanny welcomes Keith McCullough, founder of Hedgeye and a former Yale hockey captain, to discuss his journey from Yale hockey to Wall Street and the establishment of his independent research firm, Hedgeye. Keith shares insights on his disciplined work ethic, cultivated through hockey, and how it translates to his work in finance. He reflects on his career at various hedge funds and the lessons learned about market cycles and risk management. The episode delves into Hedgeye's unique product offerings and the quad system used for market analysis. Keith explains the importance of understanding market flows and discusses current market positions...
2025-09-1737 minThe Disciplined Investor PodcastTDI Podcast: Schiff – Monetary Overdose (#938)Inflation is up and its down.
We have revisions and a weakening jobs market.
10yr Treasury trying to break below 4%.
And a new top dog is crowned.
Our guest, Peter Schiff of Europacific Global.
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Peter Schiff began his investment career as a financial consultant with Shearson Lehman Brothers in 1987. A financial professional for over twenty years, he joined Euro Pacific Capital, Inc. (EPC) in 1996 and has served as its President since January 2000. Peter Schiff...
2025-09-141h 03The Disciplined Investor PodcastTDI Podcast: Masterminding (#937)We asked about Frank to the AI bot and listen to what it said.
Eco, Fed and Valuations
False Market Values – are they a thing? We get to the bottom of that question.
Guest, Frank Curzio – Curzio Research – the outlook into the end of the year.
Agentic AI – something to look into…
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Frank Curzio can be reached by email at frank@curzioresearch.com
Frank Curzio is an equity analyst with close to three decades of experien...
2025-09-0700 minThe Disciplined Investor PodcastTDI Podcasts: The Mosh Pit (#936)Markets react to the chance of a rate cut.
Summertime lull was anything but boring.
September and October await – two of the seasonally worst months for markets.
And our guest – Danielle Park, Venable Park Investment Counsel Inc.
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More information available on Horowitz & Company’s TDI Managed Growth Strategy
With 30 years of professional consulting experience, Danielle is a lawyer, Chartered Financial Analyst (CFA), Certified Financial Planner (CFP), and finance author...
2025-08-311h 13The Disciplined Investor PodcastTDI Podcast: The Digestion Phase (#935)Big shoes to fill at the Fed.
Taking pruning sheers to the MoMo names.
Is that it for the year? Digestion phase is upon us.
Noland Langford, founder of Left Brain Research is our guest this week. Let’s talk fundamentals!
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Noland started in the financial services industry working as a financial advisor for Merrill Lynch. After many years of managing separate accounts on a discretionary basis for high net worth clients, Noland decided to launch hi...
2025-08-2459 minThe Disciplined Investor PodcastTDI Podcast: Opportunities Within Chaos (#934)Home country bias – not benefiting you this year.
CPI inflation – not as bad on the top line – under the surface more to look at.
Global Momentum fund review – and new Exchange ETF opportunities for tax benefits.
Our guest, Meb Faber co-founder and the Chief Investment Officer of Cambria Investment Management
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Mr. Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria’s ETFs and separate accounts. Mr...
2025-08-1758 minThe Disciplined Investor PodcastTDI Podcast: The New Market Mantra (#933)The Bend and Snap – a one day sell-off is all it takes
Services PMI is just about the contraction zone
Economic reports softening – markets begging for a rate cut
This episode’s guest: our good friend , author and former banker Satyajit Das – all the way from down under
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Satyajit Das is an internationally respected expert in finance, with over 37 years’ experience. Das presciently anticipated many aspects of the global financial crisis in 2006. He subsequently proved accura...
2025-08-101h 04The Disciplined Investor PodcastTDI Podcast: Telemetry Hedging (#932)F1 Racing and the markets.
Earnings, economics and the Fed.
The casino – zero date options.
Thomas Thornton, Hedge Fund Telemetry is this week’s guest.
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Stay Updated
Thomas Thornton is a former portfolio manager, senior trader, and techn
2025-08-031h 06The Disciplined Investor PodcastTDI Podcast: Quantum Leaps with Rogers (#931)The first time in history this is happening in India
What is Jim Buying?
A restraint of trade and why commodity prices are cheap
Looking to learn from one of the greats – GOAT!
This episode’s guest: Jim Rogers – The Investment Biker
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Jim Rogers, a native of Demopolis, Alabama, is an author, financial commentator, adventurer, and successful international investor. He has been frequently featured in Time, The Washington Post, The New York Times, Barron’s, Forbes...
2025-07-2752 minThe Disciplined Investor PodcastTDI Podcast: ParaSocial Scaramucci (#930)Speculation is back in vogue as OBBBA passage will leak money into markets – its stimulus of course!
Tariff Fever – Markets don’t really care.
Bitcoin on the move and we will discuss with our guest – Guest Anthony Scaramucci, Founder of Skybridge Capital and Host of the Open Book Podcast.
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Anthony Scaramucci is the founder and managing partner of SkyBridge, a global alternative investment firm, and founder and chairman of SALT, a global thought leadership forum and venture studio.
Pri...
2025-07-201h 02The Disciplined Investor PodcastTDI Podcast: Winning Options (#929)The OBBBA is signed into law.
Letters are going out with a new deadline.
Coming up on earnings season – JPM reporting on the 15th – next week.
And our guest – Larry McMillan – The Options Strategist.
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Professional trader Lawrence G. McMillan is perhaps best known as the author of Options As a Strategic Investment, the best-selling work on stock and index options strategies, which has sold over 300,000 copies. An active trader of his own account, he also manages option-oriented accounts for certa...
2025-07-1355 minThe Disciplined Investor PodcastTDI Podcast: Industrial Digitization (#928)Jobs Job Jobs – not too hot, not too cold.
VIX – under 17 – a contra-signal?
The KRI (Key) seems to thing so – overbought at a +5
Guest John Pugliano, host of the Wealthsteading Podcast is our guest.
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John Pugliano is the author of The Robots are Coming: A Human’s Survival Guide to Profiting in the Age of Automation. He’s also the host of the Wealthsteading Podcast where he shares his ideas and personal experience on w...
2025-07-061h 00The Disciplined Investor PodcastTDI Podcast: Options for Numb Zone (#927)PCE – The Fed’s preferred inflation metric…
The VIX – pricing in smooth sailing – how to hedge…
And commodities – The one most interesting trade right now is…?
Commodities on the move – great time to bring on our guest – Carley Garner of DeCarley Trading
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Carley Garner is a futures and options broker with DeCarley Trading, a division of Zaner Financial Services in Las Vegas, Nevada. With nearly two decades of experience, her commodity market analysis is often referenced on Jim...
2025-06-291h 01The Disciplined Investor PodcastTDI Podcast: Breaking NEWS (#926)The Presidential Cycle and the sectors that may benefit.
Taking a look at the Longevity Paradox
Tariffs and Inflation – is it all a hoax?
Our guest this week – David Gaffen, Breaking News editor at Reuters.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
David Gaffen is the U.S. breaking news companies editor at Reuters, where he has worked for 14 years. He also did stints as the U.S. energy editor and U.S. deputy markets editor and has been a business journa...
2025-06-221h 03The Disciplined Investor PodcastTDI Podcast: Sharpen the Saw (#925)AI is coming to finance with some major Shifts to the investment landscape
Sumo Politics in full force.
We got a China deal, or did we?
Seeking out innovation with our guest, Steven Sanders – EVP, Interactive Brokers.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Brokers. In this capacity, he oversees all marketing and product development efforts at the company and introduces Interactive Brokers’ low commissions, advanced trading technology and breadth o...
2025-06-1549 minThe Disciplined Investor PodcastTDI Podcast: Skin In The Game (#924)How to invest, research and do it with skin in the game.
Is the USD vulnerable? You may be surprised by the answer.
How to identify under-the-radar opportunities.
Guest, Frank Curzio – Curzio Research – the outlook into the end of the year.
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Frank Curzio can be reached by email at frank@curzioresearch.com
Frank Curzio is an equity analyst with close to three decades of experience covering small- and mid-cap stocks.
Check out his newsletters. (Free trial subsc...
2025-06-081h 01The Disciplined Investor PodcastTDI Podcast: How Not To Invest (#923)The tariff saga continues – we got the The TACO trade and the courts now.
The Big Beautiful Bill – in jeopardy.
May was a jolly good month – equities ripped higher.
Guest: Barry Ritholtz, Ritholtz Wealth Management, Host – Masters In Business and Author.
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Barry L. Ritholtz is the co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC. Launched in 2013, RWM is one of the country’s fastest-growing financial planning and asset management firms. Named ETF Investor of t...
2025-06-011h 24The Disciplined Investor PodcastTDI Podcast: A Familiar Feeling (#922)The economy looks okay – retailers say otherwise.
The BIG Beautiful bill is on its way through the sausage factory.
Spec Tech (like quantum stocks) still in rally mode.
Guest: Tom Nelson, Franklin Templeton Funds
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Tom Nelson is a senior vice president and head of asset allocation portfolio management for Franklin Templeton Investment Solutions. He is a member of the Investment Strategy & Research Committee.
He is a portfolio manager of a number of funds offer...
2025-05-251h 03The Disciplined Investor PodcastTDI Podcast: Consistency Pays (#921)Consistency pays and it should be a basic discipline.
Let’s talk about process and the plan.
Deals and congressional actions are front and center.
And our guest – Ed Easterling of Crestmont Research.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Ed Easterling is the founder and President of Crestmont Holdings, an Oregon-based investment management and research firm that publishes provocative research on the financial markets at www.CrestmontResearch.com. He has over thirty years of alternative investment experience, including financial markets, privat...
2025-05-181h 01
Hedgeye PodcastsThe Best of Hedgeye: The Outlook → McCullough & Neil Howe on the Fourth Turning**This webcast originally aired live on Hedgeye.com on November 14th, 2023**World renowned Demographer/ Thinker/ Bestselling author Neil Howe teamed up with Hedgeye CEO Keith McCullough on November 14th for a compelling exploration of our current position in the Fourth Turning and the trajectory that lies ahead. Gain invaluable insights as Howe navigates the complex terrain of our present generational cycle, unraveling the crises and transformative shifts that characterize this pivotal era. If you're interested in understanding where we are and where we're going, don't miss this unique opportunity to listen to the world's foremost expert.
2025-05-151h 02The Disciplined Investor PodcastTDI Podcast: AI Unplugged (#920)The Art of the Steal?
Powell holds firm on rates.
Big announcement – UK deal – or was it?
China meeting set for this weekend – looks like a lit of hot air.
This week’s guest: Dan Faggella, Founder and Head of Research at Emerj Artificial Intelligence Research.
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Daniel Faggella is the Founder and Head of Research at Emerj Artificial Intelligence Research, Daniel Faggella is an internationally recognized speaker on the use-cases and ROI of artific...
2025-05-111h 04The Disciplined Investor PodcastTDI Podcast: Audit Defense (#919)BOOM Tech earnings– a few big winners here!
GDP goes negative – jobs numbers – pockets of concern.
Yields down and the Fed is in play again.
Tax Season ended, but it is never really over
This week’s guest, Tax Expert – Dan Pilla.NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Daniel Pilla is an expert in IRS procedure and advocate of taxpayer rights. Author of “How to Win Your Tax Audit.”
Dan Pilla’s primary calling is that of tax litigator. He is considered Ameri...
2025-05-041h 04The Disciplined Investor PodcastTDI Podcast: What Comes Next (#918)What a mess – markets under siege.
Powell attacked, then a reversal – one week policy reversals.
Market now pushing policy – Team Trump wakes up to reality.
This week’s guest, Patrick O’Hare – Chief Market Analyst for Briefing.com.
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Patrick has been with Briefing.com since 1997 and authors the Page One, The Big Picture, Fed Brief, Market View, and Economic Data Reviews columns. He also provides commentary on Live In Play.
Every Wednesday morning Patrick is a guest on...
2025-04-271h 06The Disciplined Investor PodcastTDI Podcast: Dressing it Up (#917)Tariff Turmoil – not getting much better
Stock Market Chaos – Uncertainty reigns
Recession Alarm – Is this a ticking time bomb?
And our guest – Brian Dress from Left Brain Wealth Management
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Brian Dress is an Investment Advisor for Left Brain and also holds the position of Director of Research. He works with high-net-worth investors and families on tax-efficient investment and financial planning strategies to help them achieve their financial goals and dreams. Brian began his investing career in 2005 and joined...
2025-04-2056 minThe Disciplined Investor PodcastTDI Podcast: Urgent Market Signals (#916)It only took one week – Tariffs on – Tariffs off again
Huge rally – seemed to give institutions to lighten up
Damaging policies with long term impacts
Some thoughts on emotions and markets
And our Guest, Manual Blay – The Dow Theory.com – Newsletter – Home of the Schannep & Blay Timing Indicators.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Manuel Blay is the editor of TheDowTheory.com, a top-ranked investment letter that has garnered a remarkable reputation for assisting investors in navigating Bear markets while maximizin...
2025-04-131h 08The Disciplined Investor PodcastTDI Podcast: 10 Trading Rules (#915)Retaliation on the Retaliatory Tariffs – where does it end?
Eat your vegetables – people!
Put call ratio 1.6 and the VIX hits 45!
Oil – 3-year low.
This week’s guest – Tim Knight – a self proclaimed permabear Tim Knight.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Tim Knight has been charting and trading since 1987. His first stock trade was, in fact, on October 19, 1987 – the day of the crash – which perhaps goes a long way explaining his disposition toward bearishness.
He has been involved in p...
2025-04-0656 minThe Disciplined Investor PodcastTDI Podcast: All Tariffs All the Time (#914)March needs a miraculous ending to force green.
Tariffs – a means to their own ends. What does that mean?
Gold continues its ascent.
Tariffs to hit foreign manufactured car companies – Tesla on the right side of that trade.
Our guest this week – David Gaffen, Break News editor at Reuters.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
David Gaffen is the U.S. breaking news companies editor at Reuters, where he has worked for 14 years. He also did stints as the U.S...
2025-03-301h 04The Disciplined Investor PodcastTDI Podcast: Big Cleansing Breath (#913)Money psychology by way of Buddhist teachings.
Consumer confidence- waning.
Markets – March Sadness with Lag 7.
This week’s guest: Wesley Gray – Founder, Alpha Architect.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Wes Gray – After serving as a Captain in the United States Marine Corps, Dr. Gray earned an MBA and a PhD in finance from the University of Chicago where he studied under Nobel Prize Winner Eugene Fama. Next, Wes took an academic job in his wife’s hometown of Philadelphi...
2025-03-231h 02The Disciplined Investor PodcastTDI Podcast: Falling off K2 (#912)First Level Thinking and how we got into this mess.
A few market thoughts while sipping on tea.
Financial Literacy Month – getting ready.
Guest, Steve Sanders, EVP at Interactive Brokers.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Steve Sanders is Executive Vice President of Marketing & Product Development at Interactive Brokers. In this capacity, he oversees all marketing and product development efforts at the company and introduces Interactive Brokers’ low commissions, advanced trading technology and breadth of product worldwide to advanced individual and ins...
2025-03-1653 minThe Disciplined Investor PodcastTDI Podcast: Psychological Overload (#911)Are you better looking than average?
Four (4) big behavior errors and the formula for a happy life.
Recency bias, the Backfire Effect and more fascinating insights.
Thinking about your brain on finance… A great topic to discuss with our Guest – Dr. Daniel Crosby – Chief Behavioral Officer with Orion.
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Dr. Daniel Crosby, a behavioral finance expert and sought after thought leader on market psychology, is the Chief Behavioral Officer at Orion. His ideas have appeared in the H...
2025-03-0948 minThe Disciplined Investor PodcastTDI Podcast: Survival is Key (#910)Is it possible to invest like an IVY school endowment?
Factor investing and a new 315 Exchange ETF!
New investor advice – get your pencils sharpened !
Our guest, Meb Faber co-founder and the Chief Investment Officer of Cambria Investment Management
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Mr. Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria’s ETFs and separate accounts. Mr. Faber is the host of The Meb Faber Show podcast and ha...
2025-03-0257 minSoar FinanciallyGold Absolutely Loves This, The Dollar Does NOT | Keith McCulloughKeith 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...
2025-02-2546 minThe Disciplined Investor PodcastTDI Podcast: Self-Licking Lollipops (#909)Getting close to higher and higher highs…
Economic reports holding strong!
Oil on the move, VIX stable – what could go wrong?
Guest: Vitaliy Katsenelson explains value investing and what he looks for in great stocks. His “Three Pillars” of quality are an important aspect of his research and what he looks for in companies that he plans to invest in for the long haul.
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Follow @andrewhorowitz
Vitaliy Katsenelson, born and raised in Murmansk, Russia (the home fo...
2025-02-2354 minThe Disciplined Investor PodcastTDI Podcast: Pork Chop Speculators (#908)Surprise Inflation numbers, yet markets shrug it off.
Axing government spending – shuddering entire agencies.
Trend following and the “dumb/smart” money.
Commodities on the move – great time to bring on our guest – Carley Garner of DeCarley Trading
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Carley Garner is a futures and options broker with DeCarley Trading, a division of Zaner Financial Services in Las Vegas, Nevada. With nearly two decades of experience, her commodity market analysis is often referenced on Jim Cramer’s Mad Money on...
2025-02-1655 minThe Disciplined Investor PodcastTDI Podcast: The Tariff Kid (#907)The Tariff Kid – Tariff on Tariff off!
US Manufacturing turns the corner.
A quick check on earnings and some thoughts on the economy.
And our guest – Danielle DiMartino Booth – the “Fed watcher”
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
As Founder & CEO of Quill Intelligence, Danielle DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered.
To build QI, she brought together a core team of investing veterans to analyze the trends and provide crit...
2025-02-0958 minThe Disciplined Investor PodcastTDI Podcast: Carson Block Rocks! (#906)Markets get a gut punch on the wild AI ride.
Big tech reporting – some interesting moves.
Inflation – PCE inline.
And our guest, Carson Block, Founder of Muddy Waters Research
NEW! DOWNLOAD THIS EPISODE’S AI GENERATED SHOW NOTES (Guest Segment)
Carson Block is the Chief Investment Officer of Muddy Waters Capital LLC, an activist investment firm. Muddy Waters conducts extensive due diligence based investment research on companies around the globe. Mr. Block is also the founder of Zer0es TV (www.zer0es.tv), an online c...
2025-02-021h 05
The David Lin ReportWhy DeepSeek Triggered $1 Trillion Market Crash Today | Keith McCulloughKeith 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.
*This video was recorded on January 27, 2025
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2025-01-2826 minThe Disciplined Investor PodcastTDI Podcast: $Degenerates$ (#905)Degenerate economy trends.
The Executive orders are flying.
Startups, private equity and venture capital.
And our guest, Howard Lindzon, Founder of Social Leverage.
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Howard Lindzon has over 20 years of experience in both public and private market investing. He previously founded and managed the hedge fund Lindzon Capital, and is currently the founder and General Partner of the early-stage venture capital firm Social Leverage as well as the CEO at Stocktwits, the leading social platform for...
2025-01-261h 03The Disciplined Investor PodcastTDI Podcast: Its Money Time! (#904)A CPI print driven rally
Rebalancing Investment Portfolios and Risk
Autonomous Driving’s Impact on Society
Guest – Ryan Zabrowski, CFP,MSF – Author of Time Ahead
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Ryan Zabrowski, CFP, MSF
Having read more than 1,000 books on investing – and authored his own 500-page book in 2024 – Ryan’s disciplined investment strategy has long been inspired by the lessons of Warren Buffett, his teacher Benjamin Graham, and Nobel Laureates from Chicago, Columbia, Pennsylvania, and Yale Universities. As a result, Ry...
2025-01-1955 min
Wealth of WisdomEnhancing Family Wealth Conversations In this episode of the Wealth of Wisdom podcast series, Tom McCullough interviews co-author Keith Whitaker of Wise Counsel Research. Tom and Keith reflect on their collaborative journey, the impact of their books, and the importance of practical tools for family legacy planning. Keith delves into the qualitative aspects of wealth, emphasizing "family capital" across five key dimensions: human, legacy, relational, structural, and social capital. He also provides insights into communication strategies that foster stronger family dynamics and the importance of establishing ground rules for family meetings. With real-world examples, including methods for addressing sensitive topics like prenuptial agreements, this c...
2025-01-1457 minThe Disciplined Investor PodcastTDI Podcast: Crypto Tax Loopholes (#903)Volatility sparking up
No rate cuts until maybe June now
Inauguration just days away – what is in store?
Guest – Pat Camuso – crypto tax specialist
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Patrick Camuso is a CPA and the Founder of Camuso CPA, an industry-leading firm working closely with cryptocurrency investors and web3 businesses that was among the first CPA firms to specialize in crypto taxes back in 2016. As a pioneer in the field, Camuso CPA was also the first firm to accept cry...
2025-01-1258 min
Reza RiftsSuli McCulloughSuli McCullough | EP 347 Avid Basketball Fandom & Stand-Up Comedy Stories with Suli McCullough Join an engaging conversation between two passionate basketball fans who delve into their love for the sport, sharing personal stories, favorite players, and unique experiences. Stand-up comedian Suli McCullough, known for his role in 'The Cable Guy,' recounts his journey as a Clippers fan, his worst road story as a comedian, and how mentorship from legends like Gary Shandling has influenced his career. They also discuss the potential of current basketball players trying their hand at stand-up comedy...
2025-01-061h 14Hedgeye PodcastsThe Best of Hedgeye: DiMartino Booth + McCullough: Fed Policy Mistake? Market Risk Rising***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 on what the Fed has to say at Jackson Hole.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSignal Strength StocksTop Stock PicksHedgeye Founder...
2024-11-271h 00
TopTradersUnplugged.comGM75: Macro Mastery: The HedgeEye Approach ft. Keith McCulloughKeith 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...
2024-11-271h 02
Top Traders UnpluggedGM75: Macro Mastery: The Hedgeye Approach ft. Keith McCulloughKeith 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 fundam...
2024-11-271h 02Hedgeye PodcastsEp.119 Real Conversations: Navigating the New Market Reality - Jim Rickards 1-on-1 w/Keith McCulloughJoin 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 the profound implications of Trump’s return to the White House, exploring how his policies and personnel will reshape the market and economic outlook.This discussion will provide investors with actionable insights into fiscal and monetary policies amid this era of he...
2024-11-191h 14
Shelling PeasFrom Video Games to Vegan Bars: Keith McCullough's Entrepreneurial JourneyIn this episode of Shelling Peas, Chef Ryan Jennings chats with Keith McCullough, Founder and CEO of Junabar, about his inspiring journey from a two-decade career in the video game industry to launching a line of plant-based granola bars. They dive into Keith's background, the evolution of his passions, and the obstacles and achievements he encountered along the way. Highlights include discussions on entrepreneurship, the effects of the pandemic, the rise of AI, and the importance of local production and veganism. Tune in for a compelling conversation about reinvention and reflections on the value of mindful, purpose-driven living.
2024-11-171h 04The David Lin Report'Stagflation' Crisis: The Best & Worst Assets In High Inflation, Low Growth | Keith McCulloughSign up to Kalshi http://kalshi.com/davidlin, the first 500 traders to deposit $100 get a $20 credit
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.
*This video was recorded on October 28, 2024
Subscribe to my free newsletter: https://davidlinreport.substack.com/
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2024-10-3129 minHedgeye PodcastsEp.108 Real Conversations: Market Risks + Opportunities | Mike Green & Mike Taylor w/ Keith McCulloughCredit card delinquency and interest rates are soaring. The national debt has surpassed $33.7 trillion. The S&P 500 remains afloat only because of a handful of mega-cap tech stocks. When Apple, Google and the rest of the Magnificently Manipulated 7 falter, the Mother of All Bubbles is bound to burst.Nearly all underlying economic data suggests the economy is due for a correction. As we've seen in recessions past, investors who aren't proactively prepared are in for a world of hurt.In this new Real Conversations webcast, Hedgeye CEO Keith McCullough is joined by Mike Taylor, hedge...
2023-12-121h 07Wealth of WisdomA Framework for Family Wealth and Well-BeingWelcome to the next edition of the Wealth of Wisdom podcast, with your hosts Tom McCullough and Keith Whitaker. This podcast is an audio companion to the book, 'Wealth of Wisdom: Top Practices for Wealthy Families and Their Advisors', where we focus on practical applications and how a family can use these tools, exercises, practices to learn, develop and thrive. In this episode, Keith Whitaker talks with Richard Franklin and Claudia Tordini about a transformative approach to family wealth and well-being. They propose a framework that integrates various domains of well-being, such as career, social, financial, physical, and community and em...
2023-08-0847 minHedgeye PodcastsThe Call @ Hedgeye: Bonus Content | Keith McCullough & Josh SteinerVisit Hedgeye.com for more great investing content.Some of the best long-short portfolio managers in Financials didn’t see issues inside the banking sector before the crisis.A generalist portfolio manager told CEO Keith McCullough that four of the best Financials portfolio managers he knows all missed the bank collapse entirely. Macro/Financials analyst Josh Steiner heard a similar story from a friend.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowRisk RangesEarly Look
2023-03-2912 minWealth of WisdomFinding What’s Next for Your Family - Keith Whitaker and Barton ParrottIn this episode of the Wealth of Wisdom podcast series, co-author Keith Whitaker interviews management and organizational consultant, Barton Parrott. Keith and Bart discuss Bart’s chapter - Finding What’s Next for Your Family - which helps families find "what's next" after a significant change (sale of business, death of a matriarch or patriarch, a shift in the business landscape, etc).
2023-03-2136 minHedgeye PodcastsInside The Process with Keith McCullough & Robert McGroartyVisit Hedgeye.com for more great investing content.Director of Subscriber Development Robert McGroarty interviewed Hedgeye CEO Keith McCullough on Tuesday, December 20 at 11am ET. Keith and Robert discussed best practices for implementing the Hedgeye risk management process and shared perspective on the thought process behind building the Hedgeye risk management process for the last fifteen years.
2023-03-2046 minWealth of WisdomUndertaking a Family Risk Assessment - Keith Whitaker and Linda BournIn this episode of the Wealth of Wisdom podcast series, co-editor Keith Whitaker interviews Linda Bourn. Keith and Linda discuss her chapter - Undertaking a Family Risk Assessment - this chapter provides an assessment tool that can help identify family’s risk landscape and help provide insight into unique risks that require a more detailed plan.
2023-03-0632 minWealth of WisdomChoosing Trustees with Care and Wisdom - Keith Whitaker and Kim KaminIn this episode of the Wealth of Wisdom podcast series, co-author Keith Whitaker interviews Kim Kamin on her chapter 'Choosing Trustees with Care and Wisdom' and the main purposes for using trusts. Kim's chapter provides a comprehensive guide to understanding a trustee's role and the proper tools to decide on one and common cautions that could arise in the process.
2023-01-2742 min
SmarterMarkets™A Smarter Way Episode 2 | Keith McCullough, Founder & CEO, HedgeyeWe 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.
2023-01-2136 minWealth of WisdomManaging the Risk of Diminished Capacity - Keith Whitaker and Patricia AnninoIn this episode of the Wealth of Wisdom podcast series, co-author Keith Whitaker interviews author, lawyer and educator Patricia Annino. Keith and Patricia discuss her chapter - Managing the Risk of Diminished Capacity - and how her chapter provides a checklist for families to use for advanced planning for diminishing capacity. Patricia gives her advice on family 'proxies', family dynamics, and tips every family should hear in case of a family emergency.
2022-12-3044 minHedgeye PodcastsBrightside Capital Interviews Keith McCullough: "This Is Fall of the Roman Empire Sh*t"Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookThe roles are reversed in this special replay of Brightside Capital's interview with Hedgeye CEO Keith McCullough.No punches were pulled during this conversation between Brightside Capital Founder Alex Pezzoli and Hedgeye CEO Keith McCullough. Keith discusses our Macro process, the complexity of markets, as well as massive conflicts of interest embedded across Wall Street and MSM.The interview...
2022-12-1941 minWealth of WisdomUsing the Ikigai Model to Foster a Legacy of Meaningful Engagement - Keith Whitaker, Don Opatrny and Keith MichaelsonIn this episode of the Wealth of Wisdom podcast series, co-editor Keith Whitaker interviews Don Opatrny and Keith Michaelson. Keith interviews them on their chapter - Using the Ikigai Model to Foster a Legacy of Meaningful Engagement - Their chapter discusses how to explore meaning and purpose using the Ikigai Diagram and how applying family resources to an Ikigai exploration can lead to the development of character, competence and contribution.
2022-12-0747 minWealth of WisdomAdvancing Florishing: A 10x10 Learning Roadmap - Keith Whitaker, Stacy Allred, Joan DiFuria, and Stephen GoldbartIn this episode of the Wealth of Wisdom podcast series, co-editor Keith Whitaker interviews Stacy Allred, Joan DiFuria, and Stephen Goldbart. Keith interviews them on their chapter - Advancing Flourishing: A 10x10 Learning Roadmap - their chapter provides a comprehensive framework for family members of all ages to effectively manage wealth and life choices by using the 10 core competencies across 10 life stages.
2022-12-0549 minWealth of WisdomFour Profound Questions for Families - Keith Whitaker and Ellen Miley PerryIn this episode of the Wealth of Wisdom podcast series, co-author Keith Whitaker interviews founder and managing partner of Wealthbridge Partners, Ellen Miley Perry. Keith and Ellen discuss her chapter on the four profound questions families should ask for a pathway to deep connection, emotional intimacy, and a greater familial well-being.
2022-11-2539 minWealth of WisdomUnderstanding the True Goals of Wealth Preparation - Keith Whitaker and James GrubmanIn this episode of the Wealth of Wisdom podcast series, co-author Keith Whitaker interviews James Grubman. Keith and James discuss James' chapter - Understanding the True Goals of Wealth Preparation - and how this chapter provides an exercise for families of new wealth that puts things into perspective, revealing what they do not yet understand about preparing for wealth and how to properly strategize.
2022-11-1642 minHedgeye PodcastsThe Outlook: Keith McCullough On Global #Quad4 RecessionVisit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookIn this special investing webcast, Keith McCullough explains why we believe growth is slowing around the world. Keith will discuss the underlying economic data as well as the asset allocations best-suited to take advantage in your portfolio.
2022-11-0847 min
Hedgeye PodcastsWeekly Notebook Review | Hosted by Robert McGroarty | Featuring Keith McCullough | 10.19.2022Visit Hedgeye.com for more great investing content.Welcome to Hedgeye's newest show!Each week, Hedgeye’s Robert McGroarty hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. This week, we had a very special guest - Hedgeye’s CEO, Keith McCullough!! The conversation dove deep into several great subjects including: 1) In depth discussion of Global Macro assets with the best signal strength2) Keith McCullough reviews his Top 10 Shorts 3) Investing within a volatility complex that remains elevated and trending higher4) Stic...
2022-11-041h 36Wealth of WisdomDeciding If You Should Join the Family Business - Keith Whitaker, Josh Baron and Rob LachenauerIn this episode of the Wealth of Wisdom podcast series, co-author Keith Whitaker interviews Josh Baron and Rob Lachenauer on their chapter 'Deciding If You Should Join the Family Business'. Josh and Rob discuss their assessment tool in their chapter that will help articulate what’s driving one's decision.
2022-11-0247 minWealth of WisdomA Ritual to Send Children off to College - Keith Whitaker and Andrew DoustIn this episode of the Wealth of Wisdom podcast series, co-author Keith Whitaker interviews Andrew Doust founder of Plenitude Partners and co-founder of Kore Venture. Keith and Andrew discuss Andrew's path to advisory work, how he helps families flourish, and his chapter that discusses the practice of a 'College Send-Off Ritual' for all generations in the family.
2022-10-2539 min
Hedgeye PodcastsWeekly Notebook Review | Hosted by Robert McGroarty | Featuring Keith McCullough | 10.19.2022Visit Hedgeye.com for more great investing content.Welcome to Hedgeye's newest show!Each week, Hedgeye’s Robert McGroarty hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. This week, we had a very special guest - Hedgeye’s CEO, Keith McCullough!! The conversation dove deep into several great subjects including: 1) In depth discussion of Global Macro assets with the best signal strength2) Keith McCullough reviews his Top 10 Shorts 3) Investing within a volatility complex that remains elevated and trending higher4) Stic...
2022-10-211h 36Wealth of WisdomTom McCullough and Keith Whitaker – An Introduction to the New Wealth of Wisdom Book and Podcast SeriesIn this first episode of their new podcast series, co-authors Tom McCullough and Keith Whitaker are interviewed by Scott Dickenson on their new Wealth of Wisdom book and podcast series. The group discusses why Tom and Keith decided to write another Wealth of Wisdom book and how this one differs from their first book. A great overview of what the book is about, who it is for, and some of Tom and Keith’s favourite chapters and practices from the new book.
2022-09-0144 min
E1 - College ScoopsEpisode 128: Surviving vs. Thriving – Getting the Most Out of High School with Guest Keith WilkersonHigh school can be a pressure cooker as students and parents focus on the college admissions process. Today, our Guest Keith Wilkerson shares why it is important to enjoy high school and how to take the time to thrive in high school which will set students up for success in college.
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2022-06-2835 min
Opto Sessions – Invest in the Next Big IdeaKeith McCullough - Forecasting Using Growth and Inflation, Quads & Debunking 'Old Wall' MisinformationToday 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 se...
2021-09-2340 min
Superinvestors and the Art of Worldly Wisdom#37: Keith McCullough On The Power Of Betting On YourselfAt 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...
2020-12-021h 01Hedgeye PodcastsHappy Hour! Live Q&A With Keith McCulloughVisit 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.
2020-11-2546 minWealth of WisdomTom McCullough and Keith Whitaker – Reflections on the First Year of Wealth of WisdomIn this special 50th episode of the Wealth of Wisdom podcast, co-editors Tom McCullough and Keith Whitaker are interviewed by Scott Dickenson on their experience writing Wealth of Wisdom and recording 50 podcast episodes since October 2018. Tom and Keith discuss their favourite chapters from the book, the topics that have resonated the most with readers, and what specific skills and ideas that each of them brought to the project. They also cover how the podcast came to be and some of their most memorable interviews over the last year and a half. We hope you enjoy this special 50th episode...
2020-03-1150 min
Hedgeye PodcastsKeith McCullough: "Unmistakable Signs Of U.S. Economic Slowdown" (Hedgeye Investing Summit)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.
2019-04-0552 minWealth of WisdomKeith Whitaker – His Thoughts on Wealth of Wisdom In this special episode of the podcast, Keith Whitaker (Tom’s co-author on Wealth of Wisdom) is interviewed by Scott Dickenson. Scott and Keith discuss Keith’s career, his past books, and his experience working with Tom while writing Wealth of Wisdom. Be sure to listen to the end, where Keith speaks about a few of his favourite essays in the new book, and what he hopes that families get from it.
2018-11-2119 minKeith McCullough: Bond Yields May Have PeakedErik Townsend and Patrick Ceresna welcome Keith McCullough to MacroVoices. Erik and Keith discuss how the investment landscape has evolved, why deflationary pressures are on the horizon. They further discuss the marginal rates of change in growth and inflation, U.S. real GDP and CPI forecasts, the global economic landscape and the key macro themes into the year end.
2018-11-1600 minHedgeye PodcastsMcCullough: How I Built My Wealth Without Huge Drawdowns“Don’t lose money.” That’s Risk Management Rule #1.The current, volatile market terrain indicates trouble ahead. It’s already happening overseas. Lackadaisical investors there have lost a lot of money. Now it’s heading to the U.S.We want you to be prepared.Watch the replay of this special webcast with Hedgeye CEO Keith McCullough, “How I Built My Wealth Without Huge Drawdowns.” You may have watched Keith explain our current market outlook recently—now he takes this analy...
2018-11-0648 min
Hedgeye PodcastsHedgeye Investing Summit: "Beware This Late Cycle U.S. Economy" with Keith McCulloughThis is an exclusive "Hedgeye Investing Summit" podcast replay with Hedgeye CEO Keith McCullough on the investing implications of U.S. #GrowthSlowing.We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.
2018-10-2351 min
Wealth of WisdomTom McCullough – A Wealth of Wisdom and Why Should You Read This Book?Tom McCullough is interviewed by his colleague Scott Dickenson on the new book, where the idea for it came from, and how his co-author Keith Whitaker got involved. A great overview of what the book is about, who it is for, and what Tom hopes readers get from it.
2018-10-2020 minKeith McCullough: Bullish Real GrowthErik Townsend welcomes back Keith McCullough to MacroVoices. Erik and Keith discuss the bull narrative on equities and why valuations are not a catalyst. They further go into the trends in growth and inflation, and where we are in the economic cycle. They look at growth acceleration, earnings and the valuations on technology stocks.
2017-11-1700 minKeith McCullough: Tech Rally is Not Over!Erik Townsend welcomes back Keith McCullough to MacroVoices. Erik and Keith discuss his outlook on the US Dollar, his views on the reflation trade rolling over and his bullish outlook on the US markets and the Nasdaq. They further discuss bond yields, the Euro and his outlook on the emerging markets.
2017-06-1600 min