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

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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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