Hedgeye CEO Keith McCullough on Stagflation, Bitcoin and the Devalued Dollar
The Breakdown
English - August 06, 2020 01:00 - 38 minutes - ★★★★★ - 35 ratingsTechnology Business crypto cryptocurrency bitcoin blockchain Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Today on the Brief:
Robinhood doubles quarterly trading revenue
Square did $875 billion in bitcoin revenue in Q2 - up 600% YoY
ADP report: 167,000 jobs added in July (instead of expected 1.2 million)
Our main conversation is with Hedgeye CEO Keith McCullough.
Before building Hedgeye into a “no-excuses provider of real-time investment research and a premier online financial media company,” Keith worked at hedge funds including Carlyle Blue Wave Partners hedge fund, Magnetar Capital, Falconhenge Partners and Dawson Herman Capital Management.
In this conversation, he and NLW discuss:
Hedgeye’s “Full Cycle Investing” approach and GIP (Growth, Inflation, Policy) methodology
How the economy was in a period of slowing growth and slowing inflation before COVID-19
How we’ve moved into a stagflation period in response to the money printing prompted by the crisis
Why bitcoin, gold, emerging market stocks and commodities are likely to thrive in this environment
Why most narratives are BS
Why the “Old Wall” media distracts rather than educates
Check out our guest online:
Website: Hedgeye.com
Twitter: @KeithMcCullough
Today on the Brief:
Robinhood doubles quarterly trading revenue Square did $875 billion in bitcoin revenue in Q2 - up 600% YoY ADP report: 167,000 jobs added in July (instead of expected 1.2 million)Our main conversation is with Hedgeye CEO Keith McCullough.
Before building Hedgeye into a “no-excuses provider of real-time investment research and a premier online financial media company,” Keith worked at hedge funds including Carlyle Blue Wave Partners hedge fund, Magnetar Capital, Falconhenge Partners and Dawson Herman Capital Management.
In this conversation, he and NLW discuss:
Hedgeye’s “Full Cycle Investing” approach and GIP (Growth, Inflation, Policy) methodology How the economy was in a period of slowing growth and slowing inflation before COVID-19 How we’ve moved into a stagflation period in response to the money printing prompted by the crisis Why bitcoin, gold, emerging market stocks and commodities are likely to thrive in this environment Why most narratives are BS Why the “Old Wall” media distracts rather than educatesCheck out our guest online:
Website: Hedgeye.com
Twitter: @KeithMcCullough