Jim Bianco & Keith McCullough | Hedgeye Investing Summit Spring 2022

This is an exclusive "Hedgeye Investing Summit" interview between Jim Bianco, President of Bianco Research, and Hedgeye CEO Keith McCullough.

Hedgeye CEO Keith McCullough was joined by Jim Bianco, President of Bianco Research & Multi-decade Macro Strategist.

Known for his non-consensus approach to Macro, Bianco hit on everything from why he thinks the Street is too low on their Rate Hike forecasts, the precarity of the American consumer, and more.

"40% of the American public has less than $1,000 in savings, and they rent. So when we have 8.5% inflation, they're getting killed… Over half of the homes sold now go for more than the offer price."

[AmazianLinsation]

Jim is great. Obviously the buy-side already know him well

[detectiveofmoneypolitics]

Still watching Frank G Melbourne Australia 🇦🇺 ❤️

[megalifehealth]

Love Jim Bianco and Hedgeye.
What has been missed by US commentators is that the Fed is not the only future seller of US bonds. The 2 biggest holders of bonds being Japan and China are also under pressure to sell bonds. With the 3 biggest buyers/holders of bonds now likey forced sellers the bond market and the US$ are the volatile wrecking balls for the world economy.

[scrambledganglia]

Brother just bought a Seattle area home with Sound view at less than list. Realtor commented they are now seeing the bidding war ending. Hysteria in home pricing may be ending.

[thesolitaryadventurer]

I don't get how someone like Jim Bianco can tolerate these interviews... He spoke about his view a lot of the last few months. It's nuanced. Lots of grey area.

And what happens? Everyone goes from extreme bull to extreme bear. No nuance, no grey area.

Now it's all "end of the world" or "stocks will die"... Calm down. It's just another correction that could be just another crash. In 5 years, it'll be a memory.

[michellesac]

Short spy n the qqq or buy leaps puts.?.

[jamespollard]

I am saving money to invest in my six stocks.

[kevinrowland]

I just don't agree with this 50 point rises until cows come home. They want to achieve a soft landing not a total destruction in stocks real estate 401ks jobs. 2.5% broke the markets in 2018 with a stronger economy back then