Hedgeye CEO Keith McCullough on Stagflation, Bitcoin and the Devalued Dollar

One of the realest people in financial media joins for a conversation about where the economy really is and where it’s headed.

Aug 5, 2020 at 7:00 p.m. UTC
Updated Sep 14, 2021 at 9:40 a.m. UTC

One of the realest people in financial media joins for a conversation about where the economy really is and where it’s headed.

For more episodes and free early access before our regular 3 p.m. Eastern time releases, subscribe with Apple Podcasts, Spotify, Pocketcasts, Google Podcasts, Castbox, Stitcher, RadioPublica, iHeartRadio or RSS.

This episode is sponsored by Crypto.comBitstamp and Nexo.io.

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

For more episodes and free early access before our regular 3 p.m. Eastern time releases, subscribe with Apple Podcasts, Spotify, Pocketcasts, Google Podcasts, Castbox, Stitcher, RadioPublica, iHeartRadio or RSS.

The Festival for the Decentralized World
Thursday - Sunday, June 9-12, 2022
Austin, Texas
Save a Seat Now

DISCLOSURE

Please note that our privacy policy, terms of use, cookies, and do not sell my personal information has been updated.

The leader in news and information on cryptocurrency, digital assets and the future of money, CoinDesk is a media outlet that strives for the highest journalistic standards and abides by a strict set of editorial policies. CoinDesk is an independent operating subsidiary of Digital Currency Group, which invests in cryptocurrencies and blockchain startups. As part of their compensation, certain CoinDesk employees, including editorial employees, may receive exposure to DCG equity in the form of stock appreciation rights, which vest over a multi-year period. CoinDesk journalists are not allowed to purchase stock outright in DCG.

Trending

1
CoinDesk - Unknown
Bitcoin Records Eighth Week of Losses, but Sentiment Indicator Suggests Upside

Sentiment indicators reached “rock bottom” on Monday amid a prominent fund manager calling for a retest of 2019’s price levels.

Sentiment indicators reached “rock bottom” on Monday amid a prominent fund manager calling for a retest of 2019’s price levels.

CoinDesk - Unknown
2
CoinDesk - Unknown
Coinbase Enters Fortune 500 List of Biggest US Companies

The first crypto company to join the list recorded revenue of over $7.8 billion in fiscal 2021 and placed 437th.

The first crypto company to join the list recorded revenue of over $7.8 billion in fiscal 2021 and placed 437th.

CoinDesk - Unknown
3
CoinDesk - Unknown
Climate Company Flowcarbon Raises $70M Through A16z-Led Round, Sale of Carbon-Backed Token

Flowcarbon aims to drive investment in projects that remove carbon from the atmosphere by creating a protocol that tokenizes carbon credits.

Flowcarbon aims to drive investment in projects that remove carbon from the atmosphere by creating a protocol that tokenizes carbon credits.

CoinDesk - Unknown
4
CoinDesk - Unknown
ECB Warns That Crypto Risks Could Spill Over Into Wider Economy

Given the increasing risks of crypto, it is important to bring it into the regulatory perimeter as a matter of urgency, the European Central Bank said in a report.

Given the increasing risks of crypto, it is important to bring it into the regulatory perimeter as a matter of urgency, the European Central Bank said in a report.

CoinDesk - Unknown