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#82 - Keith McCullough - Forecasting Using Growth and Inflation, Quads & Debunking 'Old Wall' Misinformation
Manage episode 302927084 series 2715815
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!
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