• Global ‘Black Hole’ Risk Rising: A Discussion With Danielle DiMartino Booth

    Former Fed advisor Danielle DiMartino Booth discusses key economic developments and the outlook for Fed rate cuts with Hedgeye CEO Keith McCullough.

In this clip from a recent episode of The Macro Show, Hedgeye CEO Keith McCullough explains why he thinks gold miners are in a “bullish setup.”

“I like them all,” McCullough explains.

“These companies need to consolidate and reduce their cost structure…and what it should do is unleash a round of further M&A.”

“If you’re a gold miner, and you spent all that time building capacity, and you’re like us and you think real bond yields continue to fall as growth slows, you’re probably in hurry-up offense to be buying companies.”

Watch the full clip above for more.

McCullough: Why We Like Gold Miners - real time alerts