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 dissects the uncertainty of the markets and the certainty investors are searching for.
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's CEO talks about last week’s disastrous market and the spike in interest rates, similar to what we saw in June, and the coming recession.
Alhambra CEO Joe Calhoun says it may be time to go contrarian. He specifically talks about stocks, bonds, & commodities.
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 Joe Calhoun discusses whether the economy is in early or late cycle, what last week’s employment numbers really mean, and two concerning economic indicators.
Alhambra CEO Joe Calhoun talks about Omicron and market movement, the big picture of economic recovery, and the U.S. Dollar uptrend.
Whether we're in recession depends on who you ask. Alhambra CEO Joe Calhoun looks at the data and compares this unique economic cycle with previous ones to come up with his conclusion.