They discuss portfolio positioning, broader market dynamics, and actionable investment ideas based on what the Fed has to say at Jackson Hole. Click the dates below to watch the conversations.
McCullough: "I have one question that's on my mind all the time. Is the Fed about to f*ck this up?"
DiMartino Booth: "Yes. And you could have finished the sentence by saying by raising or not raising rates."
The "Fed policy mistake" webcast series itinerary
Surrounding the Fed's Jackson Hole Economic Symposium, Hedgeye CEO Keith McCullough is joined by three leading investment strategists for a special Real Conversations series, Fed Policy Mistake? Market Risk Rising.
Each HedgeyeTV guest is an astute Fed watcher (whether they’d like to admit it or not). They'll discuss portfolio positioning, broader market dynamics, and actionable investment ideas based on what the Fed has to say at Jackson Hole.
WEBCAST SERIES ITINERARY
- Thursday, August 26 @ 1:00 PM ET: Keith is joined by Danielle DiMartino Booth (CEO & Chief Strategist at Quill Intelligence)
- Tuesday, August 31 @ 1:00 PM ET: Keith is joined by Jim Rickards (New York Times Best Selling Author and Renowned Investor)
- Tuesday, September 7 @ 11:00 AM ET: Keith is joined by Daniel Lacalle (Chief Economist at Tressis SV)
MORE INSIGHT WITH DIMARTINO BOOTH
Following DiMartino Booth's nine year-tenure as Advisor to Federal Reserve Bank of Dallas President Richard W. Fisher, where she served throughout the financial crisis until his retirement in March 2015, she began her work as a financial commentator. DiMartino Booth is now the CEO & Chief Strategist for Quill Intelligence LLC, a research and analytics firm which produces The Daily Feather and the Weekly Quill.
Watch her Real Conversation with McCullough from May 2021: "America's Monetary + Fiscal Failure: We Are In Interest Times"
Her work at the Fed focused on financial stability and the efficacy of unconventional monetary policy, in which she drew upon in writing FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America.