• Investing Insights & Exclusive Offers → Get Our FREE “Market Brief”
    Sign-up for our free weekly newsletter. Get unparalleled investing insights and exclusive Summer Sale discounts on Hedgeye research.

    Disclaimer: By joining our email marketing list you agree to receive marketing emails from Hedgeye. You may unsubscribe at any time by clicking the unsubscribe link in one of the emails. Use of Hedgeye and any other products available through hedgeye.com are subject to our Terms Of Service and Privacy Policy

In this latest issue of my weekly podcast, I offer the back story for the sudden flattening (de-inverting) of the yield curve last week. Basically, both the Fed and the markets are catching on to NY Fed President John Williams' argument in favor of sooner and faster cuts. We catch up with the 2020 candidate race, Trump's new tweet, and the various ways "racism" may cut in 2020. Also, we look at two trends that, according to NYT political analyst Nate Cohn, may help Trump in 2020. Finally, the opioid crisis goes to trial--with massive damage claims by plaintiffs now ranging up near half a trillion dollars. The total overdose death toll may have already peaked (according to the CDC), but the woes for Big Pharma have only just begun.

Demography subscribers CLICK HERE for the audio file.

As always, please send questions or suggestions to . Yes, I do respond to all emails personally!

*Note: Transcription of today's podcast will be available by 3pm ET and can be found HERE.