IN CASE YOU MISSED IT
Last week we hosted Hedgeye’s 8th Semi-Annual Investing Summit—the pinnacle of HedgeyeTV’s “Real Conversation” Series. Hedgeye Founder & CEO Keith McCullough went live with 9 of the brightest investing & geopolitical minds in Macro.
Below are brief transcripts and highlights from Day 2 of the summit. We invite you to sit back, get a notepad, and enjoy this compelling content.
Danielle DiMartino Booth
Hedgeye CEO Keith McCullough was joined by Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, on Day 2 of the Hedgeye Investing Summit (4/12/22), a 3 day, 9 interview bonanza between McCullough and 9 of the investing world’s brightest minds.
If you are looking for razor-sharp, no-BS Fed insight then look no further. Danielle is one of the best in-class when it comes to calling a spade on HedgeyeTV.
Newsflash: This time was no different. Below is just a tiny portion of what Dimartino-Booth had to say on Powell. For full insight check out the replay for more on the Fed, Inflation, and other macro insights.
"It’s not that the transitory narrative is finally going to come into Powell’s court, it’s that midterm elections are going to keep his ass to the fire forcing him to tighten when he wants to stop tightening."
"Powell knows he did something really wrong. Powell knows that he built more stagnation into the system, that now he’s having to clean up inside of a four year period."
YOU CAN WATCH THE FULL REPLAY (ALONG WITH THE OTHER 8 REPLAYS) HERE
Jim Chanos
Hedgeye CEO Keith McCullough was joined by Jim Chanos, Founder of Kynikos Associates, on Day 2 of the Hedgeye Investing Summit (4/12/22), a 3 day, 9 interview bonanza between McCullough and 9 of the investing world’s brightest minds.
We don’t use the term “legendary” loosely, but we think that adjective is apropos when describing Jim Chanos’ short selling career. The founder of Kynikos Associates has built a storied resume managing the largest exclusive short selling investment firm; and he’s not afraid to rock the boat doing so.
Watch now to see him discuss Tesla, crypto, NFTs, and much more.
"It’s one thing to have a view on being bullish on prices, it’s another to question a lot of the underlying’s. That’s one of the things that concerns me about the [crypto] space."
"What are the economic drivers that will fund this massive infrastructure that silicon valley and now Wall Street are building around it? When you look at some of the economics behind it, other than price going up and to the right on various coins, it’s hard to see where the long term economics are.”
YOU CAN WATCH THE FULL REPLAY (ALONG WITH THE OTHER 8 REPLAYS) HERE
Buddy Carter
Hedgeye CEO Keith McCullough was joined by Buddy Carter, Private Investor & Former Proprietary Trader (Goldman Sachs), on Day 2 of the Hedgeye Investing Summit (4/12/22), a 3 day, 9 interview bonanza between McCullough and 9 of the investing world’s brightest minds.
A HedgeyeTV Perennial fan-favorite as always, Buddy sat down to give a masterclass on how to excel when competing under immense pressure, how to filter out mainstream media noise that clutters your process, and much more.
"I would say that the people that I hold in the highest regard in the investing business over the last 40 years seem to truly be at their best and the most calm in the worst circumstances. It’s not their first rodeo. They were prepared.
The one thing that has been consistent that you and I have talked about, is how to put yourself in a position to be as effectively prepared to compete every single time you go out. It’s never been hard for people to keep themselves away from all the media that is designed to influence their perceptions."
YOU CAN WATCH THE FULL REPLAY (ALONG WITH THE OTHER 8 REPLAYS) HERE
