Take notes in this exclusive replay, as they discuss Modern Monetary Theory, portfolio positioning, broader market dynamics, and the future of Central Banks.
Lacalle: ""The worst sentence you can say as an economist or as an investor is, 'This time it's different.'
Because it's not, and it's bullsh*t."
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)
- [REPLAY] Tuesday, August 31 @ 1:00 PM ET: Keith is joined by Jim Rickards (New York Times Best Selling Author and Renowned Investor)
- [REPLAY] Tuesday, September 7 @ 11:00 AM ET: Keith is joined by Daniel Lacalle (Chief Economist at Tressis SV)
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"