The Gist - Trump’s Foundation Is Crumbling

On the Gist, the Beirut blast.

In the interview, we’ve got the second half of Jesse Eisenberg’s interview on his new Audible original, When You Finish Saving the World. He and Mike continue discussing the creative process and Jesse’s personal connection to the project, and the difficulty of creating things like future slang.

In the spiel, Trump’s lies are pushing voters into the arms of Democrats.

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Podcast production by Daniel Schroeder and Margaret Kelley.

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Consider This from NPR - The Patchwork Pandemic Continues As New States Approach A ‘Danger Point’

First New York, then the Sun Belt. Now, new states like Illinois and Mississippi are urging residents to wear masks and take the virus more seriously.

Bars remain one of the most dangerous places to be during the pandemic. Reporter Will Stone explains why, from Seattle.

While Michigan and New York saw similar spikes in cases near the beginning of the pandemic, New York has flattened the curve. Michigan hasn't. Reporters Kate Wells and Fred Mogul discuss what lessons can be learned from the disparity.

Find and support your local public radio station.

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Reset with Sasha-Ann Simons - CPS Switches Gears, Will Start School Year With Remote Learning Only

WBEZ education reporter Sarah Karp brings us all the info, plus we get reaction from parents, teachers, students, and the teacher’s union president on today’s announcement that Chicago Public Schools will do remote learning for at least the 1st quarter of the year.

CoinDesk Podcast Network - BREAKDOWN: Hedgeye CEO Keith McCullough on Stagflation, Bitcoin and the Devalued Dollar

One of the realest people in financial media joins for a conversation about where the economy really is and where it’s headed.

This episode is sponsored by Crypto.comBitstamp and Nexo.io.

Today on the Brief:

  • Robinhood doubles quarterly trading revenue
  • Square did $875 billion in bitcoin revenue in Q2 - up 600% YoY
  • ADP report: 167,000 jobs added in July (instead of expected 1.2 million) 


Our main conversation is with Hedgeye CEO Keith McCullough. 

Before building Hedgeye into a “no-excuses provider of real-time investment research and a premier online financial media company,” Keith worked at hedge funds including Carlyle Blue Wave Partners hedge fund, Magnetar Capital, Falconhenge Partners and Dawson Herman Capital Management.

In this conversation, he and NLW discuss:

  • Hedgeye’s “Full Cycle Investing” approach and GIP (Growth, Inflation, Policy) methodology 
  • How the economy was in a period of slowing growth and slowing inflation before COVID-19
  • How we’ve moved into a stagflation period in response to the money printing prompted by the crisis
  • Why bitcoin, gold, emerging market stocks and commodities are likely to thrive in this environment 
  • Why most narratives are BS 
  • Why the “Old Wall” media distracts rather than educates


Check out our guest online:

Website: Hedgeye.com 

Twitter: @KeithMcCullough


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Everything Everywhere Daily - Lloyd Burke: American Badass

The highest and most prestigious award in the United States military is the Medal of Honor. It is awarded for only acts of extreme valor and bravery. Established during the Civil War in 1863, it has been awarded 3,506 times. If you read through the list of Medal of Honor recipients, you will read stories of heroism, honor, and sacrifice. Of all of the Medal of Honor winners, there was one recipient’s story that really stood out to me. It went beyond bravery and valor to just genuine badassery.

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Stuff They Don't Want You To Know - What is ‘Antifa?’

If you've been watching the news, you've probably heard journalists and pundits throwing around the word "antifa," often in relation to protests. The phrase, a portmanteau of "anti-fascist," has been used to describe multiple groups and individuals. It's become the subject of several conspiracy theories as well - but what exactly is "antifa"? Tune in to learn more.

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CBS News Roundup - CBS World News Roundup: 08/05

At least 100 people are now confirmed dead in a titanic blast in Beirut. Picking up the pieces after Isaias -- the storm kills at least six and knocks out power to millions. The nation's midsection is its new center of the coronavirus pandemic. Correspondent Matt Pieper has the CBS World News Roundup for Wednesday, August 5, 2020.


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The Intelligence from The Economist - One nation, under gods? India’s divisive temple

Consecration at Ayodhya, the country’s most contested holy site, is another tick box in Prime Minister Narendra Modi’s Hindu-nationalist agenda. Is India’s foundational secularism at risk? The pandemic has been particularly cruel for those with dementia and Alzheimer’s; we examine new research that gives them a ray of hope. And the massive, wheel-terms growth in e-bike sales. For full access to print, digital and audio editions of The Economist, subscribe here www.economist.com/intelligenceoffer