Tag: Economy

TDI Podcast: Hedgeye’s Keith McCullough (#561)

Guest Keith McCullough digs deep into some of the more important market moving information that is available. We discuss macro tourism, moving average monkeys, key macro models that Hedgeye uses in their analysis.

Plus, a look back on the week and what is ahead.

AND, a quick update on Andrew’s recent trip...

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TDI Podcast: Well Seasoned Finance (#558)

An deluge of earnings that looked wonderful on the print, but not so great in price action afterwards.

Two great guests this week as we look into seasonal trends with Dimitri Speck, founder of Seasonax as well as the latest trends for Fintech with Jason Raznick of Benzingah.

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TDI Podcast: Two For The Money – Crosby and Seymour (#557)

This week we have two great guests. First up is Daniel Crosby with a discussion about the embedded psychology of investing. We cover reasons why investors make decisions and how a shift in mental attitude can help with profits. Herd mentality and group think are important to understand to gain...

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TDI Podcast: Catching up With Curzio (#550)

In the episode, I ask Frank Curzio about the health of the markets. Is good news – bad news now? We also look back on his great call on the retail stocks from December and the outlook for a few key names.

We also take a look at some of...

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TDI Podcast: Inflation Is In The House! (#548)

Quite the recovery – but what has history shown about the next potential move? We look back on other periods of intense volatility to find out more.

Inflation is definitely on the rise. Several key economic reports this week confirmed that there has been a significant change in prices. Even so,...

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TDI Podcast: Negging with Ben Hunt (#540)

Guest, Dr. Ben Hunt is the last guest for 2017 and a great one indeed. We discuss the levers that are pulled by many in the establishments in order to have us think along with the herd.

Some of the more interesting areas of discussion focus on behavioral finance and how to...

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TDI Podcast: Frank Curzio Says Retail Is Not Dead! (#537)

Frank Curzio is our guest as we discuss several topics, ranging from the economy to politics and then to retail and energy plays. Plenty of stock ideas, insight and education in this episode.

Plus – we get into the most recent tax bill and what that will mean for corporate profits...

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TDI Podcast: Interesting Ideas from Frank Curzio (#531)

Guest: Frank Curzio brings up some great points when it comes to earnings season. We also dig into some of his latest picks and in particular do some grilling for the pounding the table on General Electric (GE).

An update on last week’s economic and earnings results as well as what...

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TDI Podcast: A Guest That Will Make You Go Hmmm (#527)

Grant Williams and Andrew discuss the global scarcity of greenbacks as well as the potential for the Fed to drain liquidity within markets. We also explore the possibility of a VIX related event that could cause some of the linked ETFs to implode.

The Great Unwind by the Fed is something...

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TDI Podcast: Democratizing Finance with Raoul Pal (#526)

Raoul Pal of Real Vision is our guest this episode and he has some great insight on the markets, especially in relation to the Global macro backdrop. We discuss the U.S. Dollar’s role in the latest global equity move and his thoughts on the future direction of equities and currencies.

Raoul...

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TDI Podcast: Dr. Hossein Kazemi On Hedge Fund Performance (#522)

This week’s guest, Dr. Hossein Kazemi provides us an in depth look into the hedge fund industry. Which styles have been performing the best within the current economic backdrop and which ones may see the greatest opportunity moving ahead.

Dr. Kazemi helps us understand how the hedge fund business has...

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TDI Podcast – Turning Points with Erik Townsend (#521)

A great conversation with Erik Townsend, host of the MacroVoices Podcast. We cover the current state of the economy with a focus on “Peak Cheap Oil” as well as what is actually going on in the hedge fund industry. Erik explains the Forth Turning and the 80-year cycle.

Retail earnings are...

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