They'll discuss portfolio positioning, broader market dynamics, and actionable investment ideas based on what the Fed has to say at Jackson Hole.
MORE INSIGHT WITH Lacalle
Daniel Lacalle, PhD, economist and fund manager, is the author of the bestselling books Freedom or Equality (2020), Escape from the Central Bank Trap (2017), The Energy World Is Flat (2015), and Life in the Financial Markets (2014). He is also a professor of global economy at IE Business School in Madrid. Lacalle was ranked as one of the top twenty most influential economists in the world in 2016 and 2017 by Richtopia. Daniel is also a member of the advisory board of the Rafael del Pino Foundation and Commissioner of the Community of Madrid in London.
Watch his Hedgeye Investing Summit interview with McCullough from March 2021: "MMT Is Not Modern Nor A Theory (Inflation Is Back)"
Daniel also hosted Keith on his YouTube channel in May 2021 for an in-depth discussion on how the investing game has changed.
You can watch it here: "Make Money, Manage Risk"