

#37: Keith McCullough On The Power Of Betting On Yourself
Dec 2, 2020
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24
Introduction
00:00 • 2min
The Power of Confrontation
02:00 • 2min
The Rise of Tribalism in the Markets
03:42 • 4min
The Power of Participation in Markets
07:46 • 2min
The Pros and Cons of Trading on Wall Street
09:56 • 2min
How I Got From Intern to Hedge Eye
12:19 • 4min
The Impetus for Hedge Eye
16:29 • 3min
How Hedge Eyes Has Changed Over the Past 10 Years
18:59 • 2min
The Importance of Trading Overlays
20:49 • 2min
The Three Pound Process
23:02 • 3min
How to Front Run the Fed
26:29 • 2min
The Four Quadrants of Growth and Inflation
28:30 • 3min
The Cycle of Economic Growth
31:28 • 2min
How to Invest in a Quad One Economy
33:32 • 2min
How to Timing a Stock Right on the Short Side
35:08 • 2min
The Risk Range Process
36:55 • 2min
How to Appraise Momentum
38:49 • 3min
How to Catch Volatility and Understand Where You Are in the Trend
42:01 • 3min
How to Short Apple Volatility
45:06 • 4min
Zoom's Revenue Growth Rate Tilts to the Downside
48:54 • 3min
The Impact of Benoit Mandelbrot on My Thinking
51:29 • 4min
How to Build a Technical Signal
55:17 • 2min
The Margin of Safety
56:59 • 3min
The Art of Worldly Wisdom
59:34 • 2min