Keith McCullough
CEO of Hedgeye Risk Management, an investment research and financial media company. Hosts Hedgeye's 'Real Conversations' series and 'The Macro Show'.
Top 3 podcasts with Keith McCullough
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Nov 27, 2024 • 1h 3min
GM75: Macro Mastery: The Hedgeye Approach ft. Keith McCullough
Keith McCullough, Founder and CEO of Hedgeye Risk Management, shares his deep insights into global macro analysis. He discusses his four-quadrant framework that helps identify economic positions and underscores the significance of market signals in confirming macro views. The conversation covers the rise of zero days to expiration options and how they influence market dynamics, emphasizing a disciplined and adaptable approach to investing. McCullough also delves into the impact of political influences on market behavior, particularly with the strong dollar and K-shaped recovery.
Mar 1, 2024 • 49min
The Macro Show [FREE ALL ACCESS WEEK] | March 1, 2024
Explore how options activity affects investments and investment themes like rising oil demand. Delve into trading strategies for corn, natural gas, and Bitcoin with insights on AI signals. Analyze market trends, stock analysis, and portfolio adjustments for efficient growth.
Dec 12, 2023 • 1h 8min
Ep.108 Real Conversations: Market Risks + Opportunities | Mike Green & Mike Taylor w/ Keith McCullough
Credit card delinquency and national debt are increasing. The economy is due for a correction. Keith McCullough is joined by Mike Green and Mike Taylor to discuss market risks and opportunities for 2023. They explore the lack of buying protection by institutional investors and the significance of liquidity in the market. They also analyze the impact of fund flows on market dynamics and discuss early signs of a recession and hedging strategies.
