Biggest. Bubble. In. Capital. Market. History | Mike Taylor 1-on-1 With Keith McCullough

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Outspoken hedge fund manager Mike Taylor joined forces with Hedgeye CEO Keith McCullough for a new Real Conversation this week. No punches were pulled between these two market veterans during their deep-dive discussion filled with actionable investing ideas and insight.
Buckle up.
"We are crapping all over the market for a very good reason. This is the worst set-up I’ve ever seen coming into stocks. I said it in November coming into 2022 and I’ve said it all year... There's so much money to be made." -Mike Taylor

Опубликовано:

18 сен 2024

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Комментарии : 42

@geoffgjof 2 года назад

Finally! Another hour long video! Please keep these ones coming. The short clips are really annoying because they don't have as much information, interrelation, and context across the markets.

@GoodwalkSpoiled 2 года назад

Terrific talk. Mike T. is a great guest - informative with dry wit and humor.

@mrmoon6434 2 года назад

It's a cap in the unit price of energy in the UK, not a hard cap on the total cost, meaning the average cost per household will be £2500, not all households will pay £2500 not matter how much they use.......the policy was miscommunicated.

@Will_Grow_Plants 2 года назад

Well... that was SUPER entertaining. Great talk, I thoroughly enjoyed it.

@geoffgjof 2 года назад

Such a great interview! @Keith can you get someone on to talk for awhile about currency markets and what to expect for the upcoming year? I think we have a pretty good idea of general trends, but hearing like 10 minutes of more specific information on the Yen, 15 on The Euro (more time to hear about specific key countries like Germany, Italy, etc), 10 on the Dollar, 10 on the Yuan, 5 on the Ruble, and then splitting the last time up to talk about countries like Canada/Mexico/Australia/India. Obviously a 2 hour show would be awesome, or splitting up shows to talk more specifics about individual currencies would be better, but I know you only have so much time and I'll be happy with whatever you give us; as long as it's long form.

@Derideo 2 года назад

"Augmenting fear"... Good strategy...

@liamfast7847 2 года назад

PCT ***down 74%*** since Mike Taylor first recommended lol... much better than Motley Tool guys

@BlergleslinkVettermoo 2 года назад

Good interview. Enjoyed it.

@elplata7224 2 года назад

Mike Hindenburg Taylor at your service.

@thehylander266 2 года назад

Gonna watch this but I better hear Keith shout “STOCKS” at least once.

@alphamike1764 Год назад

I know Mike T likes PCT. Does anyone else know single stock ideas that Mike T likes on the longside?

@brianowens1002 2 года назад

Wow a video longer than 5 minutes!!

@geoffgjof 2 года назад

Yeah! These are the only ones I watch. The short videos are annoying.

@donnakatic1627 2 года назад

Handsome conversation .

@Just21Million 2 года назад

...and I thought I was pessimistic 👀

@isaacqureshi5608 2 года назад

So how do you look up CDS?

@jeffreybaker5407 2 года назад

cant believe you brought this guy back when his last recommendation dropped like a tank right away!!!!!! crap!!!!!

@1maxusa Год назад

What did he recommend?

@jeffreybaker5407 Год назад

@@1maxusa Bob pct and another and I have lost 90% or more on both!!!! I lost all respeutu for Keith too, will never listen to him again!!!

@vijendrasingam7903 2 года назад

well said! this crash is the fault of policymakers

@tatsin6766 2 года назад

So Europe and US escalated it for 30 years ..this is why they will not negotiate... and just a reminder most of Europe loved Hitler.... and supported him...

@zzz_ttt_0091 2 года назад

Tesla also kungfued in Europe.

@martinclennon4640 2 года назад

Did the Canadians, brits and Ausi's refinance their mortgages early to take advantage of rates going up?

@NateSecor Год назад

I think what they are saying is there is no long term fixed rate in those countries. The rate just floats after awhile.

@martinclennon4640 Год назад

@@NateSecorCAN and AUS have a choice of either refinancing or sticking with a floating rate. When they refinance, they can get another fixed rate for up to 5 years. My question was not how it works; but if the CAN and AUS took advantage of low rates and refinanced early. My question was more of a comment, a polite way of interjecting doubt, as to their proposal that 20% of the mortgages will become unserviceable this year if rates don't decline soon. I phrased it this way only because I have a great deal of respect for the men presenting. I would say that there is the possibility the housing markets could be setting up for a massive collapse in these two countries, but we will see it four to five years from now and only if rates don’t come back down. There is the problem of harmonics a sort of synchronized shock setting up in the world economies with each shock coming in at shorter and shorter intervals and each shock becoming larger than the one before because of central bank interventions.

@TC-hl1ws 2 года назад

I declare this "The Doom and Gloom Crew".

@qwer123211 2 года назад

You must be long and losing.

@michaels4255 2 года назад

"the probability of a global depression is very, very low" - what was the probability of a global depression in 1929? My guess: "very, very low." Literally nobody seems to have expected it.

@jacquesreilly1850 2 года назад

Smart guy. Really smart guy- Keith too. On a personal note let me tell you all cancer fucking sucks and you'll never be the same once diagnosed.

@bleacherz7503 2 года назад

I for one don’t buy into the doom of the Chinese economy

@michaels4255 2 года назад

The guest's claim that GDP growth is entirely or more than entirely accounted for by Federal deficit spending reflects an incorrect understanding of, or an ignoring of, how GDP is calculated. Most Federal spending is not even part of the GDP calculation (only actual Federal purchases are). Keynesians have been saying since the end of WW2 that the economy will crash without deficit spending by the Federal government (and thank Heaven Truman ignored them!). They were wrong then and they are wrong now. Economies oscillate naturally and are not effectively controlled (although they may be temporarily "goosed") by government fiscal policy. Even China's Communist Party cannot control real economic growth over the long term, as we see from their collapsing housing bubble (which some believers in command and control, who should have known better after the failure of the Soviet Union, told us would never happen).

@dennisw8026 2 года назад

I thought the biggest bubble in history was Keith's head

@qwer123211 2 года назад

Wrong, Keith has confidence in his process and being a Hedgeye (paying) subscriber for nearly 5 years now I have yet to be on the wrong side of the market. Recommend you stick with CNBC and Cramer specifically!