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 conversation.
McCullough: "Jim, just how f*cked up is the Federal Reserve?"
Rickards: "It's extremely and grossly incompetent. They literally don't know what they're doing."
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
- [REPLAY] 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 RICKARDS
James Rickards is the Editor of Strategic Intelligence a financial newsletter and a New York Times bestselling author of The New Great Depression (2021), Aftermath (2019), The Road to Ruin (2016), The New Case for Gold (2016), and several other books.
He is an investment advisor, lawyer, inventor, and economist, and has held senior positions at Citibank, Long-Term Capital Management, and Caxton Associates. In 1998, he was the principal negotiator of the rescue of LTCM sponsored by the Federal Reserve. Rickards holds an LL.M. (Taxation) from the NYU School of Law; a J.D. from the University of Pennsylvania Law School; an M.A. in international economics from SAIS, and a B.A. (with honors) from Johns Hopkins. He lives in New Hampshire.
Watch his January 2021 interview with McCullough: The New Great Depression: Winners & Losers In A Post-Pandemic World