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 Joe Calhoun discusses zooming out on the market, and what the 10-year treasury is saying about future growth, inflation, the dollar, and oil.
Alhambra CEO discusses Evergrande, the big jump in 10-year Treasury yields last week, the US Dollar trend, and what to look for if investing right now.
Alhambra CEO Joe Calhoun discusses China's Evergrand, this week's Fed meeting, the overpriced stock market, and the latest CPI numbers and reports.
Alhambra CEO Joe Calhoun responds to questions about a slowing economy, long-term economic impacts of COVID, stock prices and the business cycle.
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.