Macro Voices Podcast

MacroVoices #192 Keith McCullough : Inflation Accelerating

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Macro Voices Podcast

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Erik Townsend and Patrick Ceresna welcome Keith McCullough to MacroVoices. Erik and Keith discuss:

  • Q4 2019 Macro themesWhat is next? 
  • Inflation or stagflation – is time to own gold?
  • What is next for the Chinese economy?
  • Outlook on US dollar
  • Equity markets – FOMO vs. deteriorating earnings expectations
  • Perspective on the market melt up
  • Labor share of income and corporate margins
  • Long short pairs trade in software industry

Download the podcast transcript: [Click Here]

We strongly recommend that you download the chart book that accompanies this episode, as Erik and Keith will refer to it throughout the interview. If you are already registered at MacroVoices.com, just login and the download link will appear here once you’re logged in. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, you will see the download link(s) and will be able to download the PDF document(s).

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Prior to founding the independent investment research firm Hedgeye Risk Management in 2008 during the global financial crisis, Keith McCullough built a successful track record as a hedge fund manager at the Carlyle-Blue Wave Partners hedge fund, Magnetar Capital, Falconhenge Partners, and Dawson-Herman Capital Management.

Keith was a regular market guest on financial television for many years before launching his own online program, “The Macro Show” which he hosts weekday mornings on HedgeyeTV. He was featured in a Huffington Post story, “Meet The Man Who Wants To Build The ESPN Of Finance.”

He is the author of the popular book, “Diary of a Hedge Fund Manager.”

He began his career as an institutional equity sales analyst after earning an economics degree from Yale University. While at Yale, he captained the men’s ice hockey team to a Division I Ivy League Championship

 


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