Euro Pacific Capital CEO Peter Schiff pulls no punches with Hedgeye CEO Keith McCullough on this latest edition of HedgeyeTV’s "Real Conversations.” Schiff minces no words on his ongoing feud with NYU economics professor Nouriel Roubini, reckless Fed monetary policy, inflation, the beleaguered U.S. middle class, gold prices and much more. (Interview recorded Wednesday May 28th)
Here’s the question-and-answer portion from our daily institutional Morning Call hosted by Hedgeye CEO Keith McCullough and macro analyst Christian Drake.
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Inflation is a real drag on the American consumer.
What will the government revise its Q1 GDP estimates to after the dismal 0.1% it reported last month? It's just guesswork after all.
In the first minute of his conversation with Hedgeye CEO Keith McCullough, Euro Pacific Capital CEO Peter Schiff discussed the US being “halfway to a recession.” What do you think? Click here to view the poll and results.
Babies Back In Style?
The Great Recession triggered a steep decline in the U.S. birth rate, but signs show the downward trend may be slowing. Click here to continue reading.
Non-Traded REITS: A Fool and His Money
As the Fed continues sucking yield out of the marketplace, individual investors are desperate for return. This has fueled a moon-shot in a host of dicey instruments sold only on the basis of percentage returns. Click here for more.
Jobless Claims: Strong Labor Means Falling Rates
Expect a strong May labor market print next Friday. This should set the stage for more tapering and more downforce on long-term rates. Click here to read more.
Hedgeye Retail: $DSW, $BWS Earnings Wildly Out of Synch
One company missed by 13%, the other beat by 13%. One comped down 3.7%, and the other comped up 1.3%. One guided up. The other guided down. One blamed weather. The other did not. One SIGMA improved, the other eroded. Click here to continue reading.