Timothy Sumer

For more information on subscribing to The Call @ Hedgeye: For more FREE investing videos: Get access to Hedgeye's FREE Market Brief newsletter: Sign up for Hedgeye University FOR FREE: The failure of the largest banks in the country is something we haven’t seen since the Great Financial Crisis of 2008. The dire ripple effects aren’t yet fully understood by market participants. On the front lines of this analysis is Hedgeye Financials analyst Josh Steiner. “The takedown of Signature over the weekend was obviously extraordinary,” explains Steiner in the video excerpt from “The Call @ Hedgeye” above. “Signature Bank is not a small bank, with $110 billion in assets and the 29th largest bank in the country. I think we knew it had problems going into the weekend and that was reflected in the equity price but a total wipeout of equity holders and unsecured debt holders? Wow.” In the video above, our entire research team (from Financials to Technology to REITs and Comm...

**This webcast aired on Wednesday June 9th, 2021** Get access to Hedgeye's FREE Market Brief newsletter: Throughout June, Hedgeye CEO Keith McCullough is hosting a special Real Conversations series with four leading market strategists: Inflation Tsunami: Investing During A Rising Inflationary Tide. Follow this link to get access to our other webcasts: MORE INSIGHT WITH JAMES DAVOLOS James is currently the Co-Portfolio Manager for Horizon Kinetics' Inflation Beneficiaries ETF (INFL), the Internet Fund as well as several private funds and institutional separate accounts. You can also watch James' recent "Hedgeye Investing Summit" interview with Keith and Horizon Kinetics CIO Murray Stahl, here. They discuss Horizon Kinetics' Inflation Beneficiaries ETF (INFL). $INFL is an actively-managed ETF which launched in January 2021 and has net assets exceeding $500 million.... ( read more ) LEARN ABOUT: Investing During Inflation REVEALED: ...

**This webcast aired on Wednesday June 16th, 2021** Get access to Hedgeye's FREE Market Brief newsletter: Throughout June, Hedgeye CEO Keith McCullough is hosting a special Real Conversations series with four leading market strategists: Inflation Tsunami: Investing During A Rising Inflationary Tide. Follow this link to get access to our other webcasts: MORE INSIGHT WITH STEVE HANKE Steve Hanke is the founder and co-director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise at Johns Hopkins. Hanke served as a senior economist in the Reagan White House and as an advisor to several nations' governments. Currently, he is a senior fellow at the Cato Institute, chairman of a metallurgical supervisory board in Amsterdam and chairman emeritus of the Friedberg Mercantile Group Inc. Watch last year's "Real Conversation" between Hanke and McCullough: "COVID-19, Panicky Markets & The Economic Implications...

For more information on subscribing to The Call @ Hedgeye: For more FREE investing videos: Get access to Hedgeye's FREE Market Brief newsletter: Sign up for Hedgeye University FOR FREE: For more information on subscribing to Financials Pro: First Citizens Bank received a $16.5 billion discount in its acquisition of Silicon Valley Bank’s loan book. Call it what you want, Keith McCullough says, but this is a government bailout. “It’s a good deal if you can get it,” explains Hedgeye’s CEO in this clip from The Call @ Hedgeye. “The FDIC is underwriting First Citizens’ deal. I hope anybody who doesn’t call this a bailout really feels smart about it.” The discount comes at the expense of taxpayers, and will presumably lead other banks to seek similar bargains in the future. “Now that the market has seen the deal First Citizens got, it might make it more of a challenge for First Republic than it already was,” explains Financials analyst Josh Steiner. “Everybody’s go...