Podcast hosted by Hedgeye CEO Keith McCullough, Real Conversations

Real Conversations

Podcast hosted by Hedgeye CEO Keith McCullough

Hedgeye is an investment research and financial media company founded in 2008. Our core principles are transparency, accountability and trust. Hedgeye’s Real Conversations series, hosted by CEO Keith McCullough, brings together the brightest minds in the business to cut through the noise and discuss the financial market moves that actually matter.LEGALThe opinions expressed in Hedgeye Real Conversations are those of the individual speaking and not of Hedgeye, and should not be construed as specific investment advice. Hedgeye® is a registered trademark. All Hedegye Real Conversations are the intellectual property of Hedgeye. All rights reserved.

Commodities

Gold is a chemical element with the symbol Au (from Latin: aurum) and the atomic number 79. In its purest form, it is a bright, slightly reddish yellow, dense, soft, malleable and ductile metal. Chemically, gold is a transition metal and a group 11 element. It is one of the least reactive chemical elements, and is solid under standard conditions. The metal therefore occurs often in free elemental (native) form, as nuggets or grains, in rocks, in veins and in alluvial deposits. It occurs in a solid solution series with the native element silver (as electrum) and also naturally alloyed with copper and palladium. Less commonly, it occurs in minerals as gold compounds, often with tellurium (gold tellurides).

<ul><li>Gold prices have been steadily rising, with projections of reaching $10,000, possibly as soon as 2026.</li><li>The recent surge in gold prices has attracted more institutional investors and retail buyers, especially in countries like Australia and China.</li><li>The volatility in gold prices has also increased, with the potential for rapid gains as smaller percentage increases can lead to significant profits.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Gold prices have been steadily rising, with projections of reaching $10,000, possibly as soon as 2026.The recent surge in gold prices has attracted more institutional investors and retail buyers, especially in countries like Australia and China.The volatility in gold prices has also increased, with the potential for rapid gains as smaller percentage increases can lead to significant profits.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Ep. 132 Real Conversations | Jim Rickards: Gold, Chaos and the Great Reckoning Ahead

<ul><li>The book discusses new arguments for investing in gold in the modern era, including the threat of cyber financial warfare.</li><li>The hosts discuss the book's exploration of notable advocates and critics of gold investment, including Milton Friedman and Roubini.</li><li>Emphasizing the new arguments in favor of gold investment in the 21st century alongside traditional reasons</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The book discusses new arguments for investing in gold in the modern era, including the threat of cyber financial warfare.The hosts discuss the book's exploration of notable advocates and critics of gold investment, including Milton Friedman and Roubini.Emphasizing the new arguments in favor of gold investment in the 21st century alongside traditional reasonsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Best of Hedgeye: Jim Rickards → Why Gold Is Going To $10,000

Crypto

Virtual currencies are decentralized, math-based digital assets in which transactions can be performed cryptographically without the need for a central issuing authority. The first specification and proof of concept of Bitcoin, the first widely used virtual currency, was published in 2009 based on a paper published pseudonymously by Satoshi Nakamoto.

<ul><li>Michael discusses the journey from being a non-believer in bitcoin to a strong advocate and investor in the asset class</li><li>He compares his investment strategy in bitcoin to Warren Buffet's investment in Apple, emphasizing the importance of owning and holding onto assets</li><li>Michael explains his belief that there are three ways to make money: making something, trading something, or owning something, and highlights his focus on owning and holding assets as a key to success.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Michael discusses the journey from being a non-believer in bitcoin to a strong advocate and investor in the asset classHe compares his investment strategy in bitcoin to Warren Buffet's investment in Apple, emphasizing the importance of owning and holding onto assetsMichael explains his belief that there are three ways to make money: making something, trading something, or owning something, and highlights his focus on owning and holding assets as a key to success.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Best of Hedgeye: Michael Saylor On Bitcoin - The Long-Term Bull Case

Macroeconomics

<ul><li>Bullish trend in China and interest rates, with signaling processes indicating potential upward movement</li><li>Focus on risk management and waiting for corrections before buying or selling</li><li>Emphasis on long cyclicality and avoiding rate-sensitive sectors likely to be negatively impacted by rising interest rates</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Bullish trend in China and interest rates, with signaling processes indicating potential upward movementFocus on risk management and waiting for corrections before buying or sellingEmphasis on long cyclicality and avoiding rate-sensitive sectors likely to be negatively impacted by rising interest ratesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Cross Asset Strategy

<ul><li>Russell was down almost a full percent last week, but consumer staples, MLPS, and shipping performed well</li><li>Domino's reported slightly lower earnings and showed signs of global headwinds, momentum slowing</li><li>China looks like a good long bias opportunity for the second half of 2024, while consumer staples are poorly positioned for reaccelerating inflation</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Russell was down almost a full percent last week, but consumer staples, MLPS, and shipping performed wellDomino's reported slightly lower earnings and showed signs of global headwinds, momentum slowingChina looks like a good long bias opportunity for the second half of 2024, while consumer staples are poorly positioned for reaccelerating inflationThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Real Conversations
Podcast hosted by Hedgeye CEO Keith McCullough
• Real Conversations

Ep. 132 Real Conversations | Jim Rickards: Gold, Chaos and the Great Reckoning Ahead

Gold has not yet reached its full potential, with a projected price target of $10,000, showcasing rapid gains and increased volatility that may...

Real Conversations

The Best of Hedgeye: Jim Rickards → Why Gold Is Going To $10,000

The speaker addresses technical difficulties, introduces the book "The New Case for Gold" and discusses its relevance in the digital age,...

Real Conversations

The Best of Hedgeye: Michael Saylor On Bitcoin - The Long-Term Bull Case

Discussion with Michael about his transition from a non-believer in Bitcoin to a big investor, the importance of building and holding assets,...

Real Conversations

The Macro Show | February 27, 2024

The morning started early with a call at 4:30 AM, discussing China's bullish trend, potential interest rate hikes, and sector impacts, leading to...

Real Conversations

The Call @ Hedgeye | February 26, 2024

Last week saw a mixed market with Russell down almost 1%, consumer staples and MLPs performing well, Howard's cannabis MSOs showing strength,...

Real Conversations