Alhambra CEO Joe Calhoun talks about last week's economic reports versus the bond market, what the bond market is telling us, Omicron and its effect on the market, and what investors should be watching right now.
Alhambra CEO Joe Calhoun talks about last week's surprising market reaction to the unemployment numbers and why it's important to study the bond market.
An exclusive "Hedgeye Investing Summit" interview between Joe Calhoun, Founder & CEO of Alhambra Investments, and Hedgeye CEO Keith McCullough.
https://app.hedgeye.com/insights/105243-joe-calhoun-keith-mccullough-hedgeye-investing-summit?with_category=17-insights
Alhambra CEO Joseph Y. Calhoun discusses the Katona effect in light of last week's 10-year low consumer sentiment number and the 30-year high inflation number.
Alhambra CEO Joe Calhoun discusses last week's uptrend in the dollar, the falling growth cycle in the economy, interest rates, and gold.
Alhambra CEO Joe Calhoun dissects the uncertainty of the markets and the certainty investors are searching for.
Alhambra CEO Joe Calhoun tells a Tale of Two Economies, conflicting reports, who he’s listening to and not taking the reports at face value.
The Federal Reserve seems confused about its role in inflation and unemployment. Alhambra's Steve Brennan and Joe Calhoun discuss it.