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.
Carson block
Hedgeye CEO Keith McCullough was joined by Carson Block, Founder of Muddy Waters Research, bringing one of the world’s foremost short sellers on to fight back on the industry & academic criticism, SEC subpoenas, and masquerading that is ESG.
"There's an inverse correlation between interest rates & honesty”
"One of the ironies of ESG investing is that the companies who score the highest on 'E' usually score the absolute worst on G… ESG Investing, as we know it, is virtue signaling.”
YOU CAN WATCH THE FULL REPLAY (ALONG WITH THE OTHER 8 REPLAYS) HERE
Jim bianco
Hedgeye CEO Keith McCullough was joined by Jim Bianco, President of Bianco Research & Multi-decade Macro Strategist.
Known for his non-consensus approach to Macro, Bianco hit on everything from why he thinks the Street is too low on their Rate Hike forecasts, the precarity of the American consumer, and more.
"40% of the American public has less than $1,000 in savings, and they rent. So when we have 8.5% inflation, they're getting killed… Over half of the homes sold now go for more than the offer price."
YOU CAN WATCH THE FULL REPLAY (ALONG WITH THE OTHER 8 REPLAYS) HERE
Dr. pippa malmgren
Hedgeye CEO Keith McCullough was joined by Dr. Pippa Malmgren, former Special Assistant To President George W. Bush, Economist, Entrepreneur, Lecturer at Sandhurst, Author... in light of the Fourth Turning world we live in today, we closed out the Summit with a geopolitical big thinker.
Dr. Pippa on Russia: "I think Putin has been planning this for at least 10 years… It's effectively almost like an organized crime gang took over a state."
“When the wheat price goes up, you're going to find social unrest in the Middle East”
"CBDC is effectively a surveillance system designed to look like money."
TO RECAP: The Hedgeye Investing Summit featured nine of the smartest strategists alongside a former Hedge Fund Portfolio Manager, Hedgeye CEO Keith McCullough, to give investors genuinely actionable macro & market information… directly the opposite of what you’d find on the Mainstream Financial Media.
BEST OF ALL: The Replays are 100% FREE.
Cancel out the noise from CNBC, and watch the replays now.
YOU CAN WATCH ALL 8 OF THE FULL REPLAYS HERE
