In this latest issue of my weekly podcast, we replay a recent interview I did with Chuck Todd, who invited me on his podcast “The Chuck ToddCast from Meet the Press.” We had a great conversation and discussed Millennials' and other generations' impact on politics. Trust me, this was a fun interview. **********The content featured here is a small part of Hedgeye’s Demography Unplugged, a game-changing market intelligence product brought to you by historian, demographer and best-selling au...

In this latest issue of my weekly podcast, we pay tribute to John Williamson and Walter Mondale, RIP. Williamson died at the age of 84. He is most famous for in 1989 defining the "Washington Consensus," a list of what emerging market economies should or must do to succeed. While his theory is no longer popular, it was highly influential following the Reagan and Thatcher era. Mondale died at the age of 93. He famously lost the presidential election of 1984 in an abject defeat to Ronald Reagan....

In this latest issue of my weekly podcast, we discuss the future of Biden's agenda. Last week, the White House officially unveiled its $2T infrastructure package. The plan is popular among the public, and due to reconciliation, it only needs 50 votes to pass the Senate. Biden will also try to pass a minimum wage increase, a voting rights bill, and immigration reform. But these bills can't be passed through reconciliation and will need 60 votes to bypass the filibuster. While their chances of ...

In this latest issue of my weekly podcast, we discuss Biden's immigration strategy. Currently, the White House is using former President Trump's executive orders (notably Title 42) to handle the nearly 6,000 daily border crossings. But what's Biden's long-term plan? It largely mirrors the 2013 Senate bill, penned by the "Gang of 8." Undocumented immigrants could become citizens if they pay taxes, take a background test, and work in the US for an additional eight years. Turkey's Lira tumb...

In this latest issue of my weekly podcast, we discuss Biden's infrastructure package. The plan will cost nearly $4T over ten years. The money will be divided as follows: $1.4T for straight infrastructure, $600B for clean energy, $400B for manufacturing, $300B for innovation/R&D, and $800B for the caregiver economy. To pass this bill, Senate Democrats will need to use reconciliation. If it does pass, it will be a major win for Biden. Infrastructure has broad bipartisan appeal among the gen...

In this latest issue of my weekly podcast, we discuss Biden's and the Democrats' agenda. The Senate has passed the massive $1.9B stimulus package. The bill is also set to pass the House this week. This was a major win for the Democrats. Not only is the package popular among the general public, but it has considerable support among Republican voters. Biden has now turned his efforts towards HR.1, a voting reform package. This bill has almost no chance of passing the Senate, and it takes away f...

In this latest issue of my weekly podcast, I answer listener-submitted questions. Is multi-generational housing a long-term trend? Are we transitioning from an ‘era of logic’ to an ‘era of emotion’? Is America paralleling the decline of the Roman Empire? I go in-depth on all of these questions and more. China accelerates "Hanification" efforts. Xi Jinping's cultural campaign aims to transform all non-Han cultures in China into "Han" culture. These efforts include promoting Han food, Han ...

In this latest issue of my weekly podcast, we discuss the current state of the GOP. Last week, ten Republican representatives voted to impeach--and seven Republican senators voted to remove--Donald Trump. That is the largest number of other-party senators voting for removal from office in U.S. history. A day later, Trump excoriated Mitch McConnell, calling into question his leadership. The GOP once prided itself on unity while the Democrats struggled to pull together. Now the tables have turn...

In this latest issue of my weekly podcast, I answer listener summited questions. Is Joe Biden a grey champion? Is America in danger of entering a new war? Does policy matter in times of extreme partisanship? Is America paralleling the decline of the Roman Empire? Have pandemic lockdowns created a new baby boom? I go in-depth on all of these questions and more. We start the podcast with a brief market update and a world news roundup. Former ECB president Mario Draghi has been asked ...

In this latest issue of my weekly podcast, I replay my recent conversation with JT Taylor, Hedgeye's Chief Political Strategist. We look back at the results of the 2020 elections and how changes in demographics and partisanship will affect the Biden White House and the 117th Congress. JT and I also examine the upcoming elections in 2022 and 2024.We start the podcast with a brief market update and some overall lessons from the recent GME saga. For more on my take on GME, you can turn to this m...