
Inside The Process with Keith McCullough & Robert McGroarty
Hedgeye Podcasts
Don't Start With Valuation
The starting point really matters. You have to almost dispassionately execute without overthinking it. All of it, understand that there's a deep complexity to the system and non-linearity to it. This time is different. We're going to rally because Tom Lee said so.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.