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...

In this latest issue of my weekly podcast, we devote most of our conversation to China's decennial census. The results were mysteriously delayed, which had many insiders suspecting a dreaded population dip. But recently released provisional data show a slight population increase to 1.41 billion people. Could this be? I go behind all the ins and outs of how China counts its population, and provide theories on what the "true" count may be. Bolsonaro on the defense. Brazil's Senate has opened...

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...

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...

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...

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,...

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...

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...

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...

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...

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...

In this latest issue of my weekly podcast, we discuss the threat of Covid-19 adaptive mutations. Moderna-NIH just released their new study on the effectiveness of the Moderna vaccine against the South African mutation. Yes, the vaccine protects against...

In this latest issue of my weekly podcast, we discuss the future of the economy.  I predict we will see three distinct phases. In the next few weeks, the economy will continue to decelerate, with accompanying market turbulence, to the mobility drop...

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In this latest issue of my weekly podcast, I replay my recent interview with Brian McGough, sector head of Retail here at Hedgeye. In this interview, we take on the longer-term consequences of six big earthquakes shaking the retail universe. 1. The Home...

In this latest issue of my weekly podcast, I replay my recent interview with Andrew Freedman, sector head of Communications here at Hedgeye. The last time Andrew and I got together in June 2020, we discussed "Media in the Pandemic Age," examining how...

In this latest issue of my weekly podcast, we discuss the race for a vaccine. Both Pfizer and Moderna announced that preliminary data show that their vaccines are over 90% effective. Yet despite the good news, there are still some major hurdles for...

In this latest issue of my weekly podcast, I replay my recent interview with Keith McCullough, Hedgeye's CEO. In the interview, we talk about the election, what the polls got right and wrong, and how 2020 fits into our longer-term 4th Turning...

In this latest issue of my weekly podcast, I replay my recent interview with JT Taylor, Hedgeye's Chief Political Strategist and Paul Glenchur, Hedgeye's Senior TMT Policy Analyst. With the election a few days away, the race for the White House and...

In this latest issue of my weekly podcast, I replay my recent interview with John Mauldin, founder of Mauldin Economic, and Hedgeye CEO Keith McCullough. We have a wide-ranging conversation from the recent CBO projections to the state of the election to...

In this latest issue of my weekly podcast, I replay my recent interview with Ami Joseph, sector head of Technology here at Hedgeye. We discuss the key headwinds and tailwinds for technology in the coming years. The topics we discus range from the growth...

In this latest issue of my weekly podcast, I replay my recent interview with JT Taylor, Hedgeye's Chief Political Strategist. We look at the current state of the presidential race and how the Supreme Court vacancy affects the election. We do the same...

In this latest issue of my weekly podcast, we discuss the current state of the election. RCP has Biden holding a steady edge at 50% to 43%, and his betting odds are gradually improving at 55% to 44%. The NYT released a new report on Trump's finances...