In this special edition of Real Conversations, economist, portfolio manager and author Daniel Lacalle dissects Wall Street’s “synchronized global recovery” narrative in an in-depth discussion with Hedgeye CEO Keith McCullough. Lacalle and McCullough dig deep into the investing implications of recent European elections, Trump’s latest tariff proposals and how China slowing might impact the global economy.
You don’t want to miss this Real Conversation.
Watch the replay below.