Keith McCullough - Forecasting Using Growth and Inflation, Quads & Debunking 'Old Wall' Misinformation

Today we welcomed back Keith McCullough, CEO of the renowned market insights outfit, Hedgeye.

With over 200,000 followers on Twitter, Keith has garnered a global reputation for his transparent, data-led approach.

We kick off the interview by discussing how Keith and his team of over 40 analysts use their proprietary Growth/Inflation/Policy (GIP) model, to paint an illuminating picture of the macroeconomic environment.

We also cover current markets, where I highlight the erroneous recession narrative being pedalled by some mainstream media, before we unravel it using Hedgeye’s unique top-down approach. Keith also makes sense of inflation, identifying the Fed’s baffling position before explaining how Hedgeye went long inflation acceleration well over a year ago. Enjoy!

Thanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter
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The content in this podcast is for informational purposes only. Opto Markets LLC does not recommend any specific securities or investment strategies. Investing involves risk & investments may lose value, including the loss of principal. Past performance does not guarantee future results. Investors should consider their investment objectives and risks carefully before investing. The information provided is not an endorsement of this product and is for information and/or educational purposes only.