Superinvestors and the Art of Worldly Wisdom

#37: Keith McCullough On The Power Of Betting On Yourself

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