Hedgeye: In The Arena

Veteran Hedgeye Director of Research "Big Alberta" Daryl Jones gets interviewed in the 26th episode of Hedeye | In The Arena by Media VP Dan Holland.

Daryl gets candid and shares his journey from a small town in Canada (with one stop sign and one bar) to playing hockey at Yale University with Hedgeye CEO Keith McCullough. This engaging talk hits on a wide ranging array of topics including:

• Hedgeye's beginning and research edge
• Policy and fundamental research
• Owning a NHL hockey team 
• Favorite stock and macro ideas
• Best and worst investing decision(s)

Registered investment advisor and author of MishTalk  Mike "Mish" Shedlock joined Daryl Jones for the 25th episode of Hedgeye | In The Arena. 

In this wide ranging conversation Mish shares his seasoned views on many topical items including:

• Good Reason to Expect Recession: Greenspan doesn't
• Rate Cut or Hike What's Next: It's clear what they want to do
• Central Bank Independence: I would abolish the Fed in a second  
• Inflation or Deflation Debate: There is a lot of hidden inflation 
• Favorite Asset Classes: Gold and treasuries 

Hedgeye Communications analyst Andrew Freedman sat down with Daryl Jones for the 24th episode of Hedgeye | In The Arena. 

Freedman storied his unprecedented path to research analyst, discussed his passion for stock picking, his ever-evolving research process and where he stands on his short Netflix (NFLX) thesis.

Charlie Gasparino, Senior Correspondent at Fox Business Network joined Hedgeye's Daryl Jones for the 23rd episode of Hedgeye: In The Arena. 

Gasparino pulls no punches on a number of important subjects in this wide-ranging interview including the changing landscape of media, controversial stock stories, consequences of the presidential election and much more.

Hedgeye Energy Policy analyst Joe McMonigle joined Daryl Jones to tackle some of the most important questions facing energy investors today in our 22nd episode of In The Arena. 

Daryl jumped right in by asking Joe, "What do you see as the single greatest risk to oil markets right now"?

Joe held nothing back and detailed the current geo-political risk, "The attack on the oil processing facility in Saudi Arabia really awakened the geopolitical risk factor. I still think it’s not fully priced in yet. I think there's a lot of my more risk to be had in the oil market as a result of that middle East conflict."

Topics Joe and Daryl covered in this insightful and somewhat alarming conversation included:

• Geopolitical Risks: Iran’s maximum chaos theory
• Aramco IPO: the “deal of the century”, delays, and valuations
• U.S. Energy Policy: impacts from the Presidency, fracking ban, and stock competitiveness 

In the 21st episode of In the Arena Senior Macro analyst Darius Dale joins Daryl Jones for a deep-dive conversation into our macro process and addresses some of the most frequently asked questions we receive from subscribers.

The dynamic duo hit on a number of vital components to our modeling of financial markets including:

• Hedgeye's Growth Inflation Policy (GIP) Model: How to use our 4 quadrant regime to maximize investing profits and minimize losses
• Hedgeye's Risk Ranges: How Hedgeye CEO Keith McCullough developed this model and how to use it 
• Improving and evolving our process: An in-depth look at our forecasting framework

This new episode of In the Arena features a timely and insightful conversation with author, economist and fund manager Daniel Lacalle.

Lacalle discusses a number of important topics including: 

• Whether the U.S. made a mistake cutting interest rates
• Chinese currency manipulation and global economic implications
• The slowdown in the Eurozone and ECB actions
• Risk of global recession

We are excited to release our 18th episode of In the Arena featuring renowned demographer Neil Howe – the guy who coined the term “millennial”. Neil joins Daryl Jones to discuss a number of riveting topics including populism is the U.S.

 He offers interesting insights on a number of topics including:

• Generational predictions  
• 2020 U.S. presidential elections 
• Inversion of the yield curve
• Artificial Intelligence helping us invest smarter 

We invite you to listen to the 17th episode of our In the Arena podcast featuring an in-depth discussion with Simon Constable. Simon is a veteran economics and markets commentator and author of The WSJ Guide to the 50 Economic Indicators That Really Matter. He speaks with host Daryl Jones.