• Investing replay

    HEDGEYE INVESTING SUMMIT

    SPECIAL HEDGEYE TV EVENT

    The sharpest minds in investing discuss the most important market and economic developments and their investing implications.
    Watch the free replay.

In this latest issue of my weekly podcast, I look at how the Fed will respond to the continued sinking of the 10-year benchmark rate. I cover Trump's meeting with the leaders of China and North Korea--and speculate about his love of "the game" and disinterest in final resolutions. I examine anew the rapid aging of Japan and the even-faster aging of South Korea. And, after a recent trip to Seoul, I assess the vast generation gap I see in East Asia. I follow up on the 2020 Democratic debates last week. I comment on Facebook's new Libra. And, my goodness, have you heard the latest news about the Solar Cycle 25? When it starts may reveal interesting clues about the timing of the next recession. 

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NOTE: Transcription of today's podcast will be available at Noon ET, CLICK HERE.

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