Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Hedgeye Risk Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hedgeye Risk Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!

Ep.128 Real Conversations → The Reckoning: Debt, Rates & the Future of U.S. Finance w/ Christopher Whalen, Chairman, Whalen Global Advisors

51:28
 
Share
 

Manage episode 493343618 series 2286392
Content provided by Hedgeye Risk Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hedgeye Risk Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

***This webcast originally aired live on Hedgeye.com on July 8, 2025 ***
Join Hedgeye CEO Keith McCullough for a timely and insightful conversation with renowned financial professional and author Christopher Whalen.
As America faces surging debt, shifting interest rate policy, and mounting political uncertainty, Whalen unpacks the deeper forces reshaping the U.S. markets and economy.
From the sweeping implications of the “Big Beautiful Bill” to the long-term effects of fiscal dominance and Federal Reserve policy, this discussion explores how a debt-driven growth model is redefining the future of credit markets, banking, housing and investor behavior.
With elevated long-term yields and the U.S. dollar under increasing pressure, this is a must-watch Real Conversation for serious investors seeking clarity on the structural forces shaping tomorrow’s financial landscape.

Visit Hedgeye.com for more great investing content.

Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks

Want to see how Hedgeye called every major market crash since 2008? Get 7 days free access to our hedge fund quality research at hedgeye.com/summit. No credit card required.

Our Black Friday sale starts November 1st. You'll get our best prices all year, and you can explore everything free right now. Visit hedgeye.com/summit to start your free trial.

Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.

Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.

  continue reading

541 episodes

Artwork
iconShare
 
Manage episode 493343618 series 2286392
Content provided by Hedgeye Risk Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Hedgeye Risk Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

***This webcast originally aired live on Hedgeye.com on July 8, 2025 ***
Join Hedgeye CEO Keith McCullough for a timely and insightful conversation with renowned financial professional and author Christopher Whalen.
As America faces surging debt, shifting interest rate policy, and mounting political uncertainty, Whalen unpacks the deeper forces reshaping the U.S. markets and economy.
From the sweeping implications of the “Big Beautiful Bill” to the long-term effects of fiscal dominance and Federal Reserve policy, this discussion explores how a debt-driven growth model is redefining the future of credit markets, banking, housing and investor behavior.
With elevated long-term yields and the U.S. dollar under increasing pressure, this is a must-watch Real Conversation for serious investors seeking clarity on the structural forces shaping tomorrow’s financial landscape.

Visit Hedgeye.com for more great investing content.

Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks

Want to see how Hedgeye called every major market crash since 2008? Get 7 days free access to our hedge fund quality research at hedgeye.com/summit. No credit card required.

Our Black Friday sale starts November 1st. You'll get our best prices all year, and you can explore everything free right now. Visit hedgeye.com/summit to start your free trial.

Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.

Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.

  continue reading

541 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play