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EssentialThe Essential Conversation

"WTF is Going on?!" -- Stocks & Bonds Diverge

Featuring Keith McCullough

Nov 20, 2019 • 60 minutes

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Essential

The Essential Conversation

"WTF is Going on?!" -- Stocks & Bonds Diverge

Keith McCullough shares his macro perspective with Raoul Pal in this wide-ranging discussion on investing in a perplexing market environment.

Featuring Keith McCullough

Nov 20, 2019 • 60 minutes

Keith McCullough, CEO of Hedgeye Risk Management, shares his macro perspective with Real Vision founder and CEO Raoul Pal in this wide-ranging discussion on investing in a perplexing market environment. They try to make sense of a buoyant stock market that seemingly contradicts the ominous economic indicators that ought to be curbing the market's growth. Keith explains his bearish outlook on China, while Raoul contends that widening credit spreads in the U.S. indicate that a market correction could be in order. You don't want to miss this interview. Filmed on November 12, 2019 in New York. Show More

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

The Essential Conversation is the world's premier financial-market-focused conversation series. The smartest people in markets, finance, economics, and business engage in deep-diving discussions about the global macro landscape, generating actionable takeaways that can help your decision-making process. Tune in to peer-to-peer conversations between the brightest minds in the investing world, and tune up your portfolio.

More Episodes

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