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Podcast: Opto Sessions – Invest in the Next Big Idea
Episode: Keith McCullough - Forecasting Using Growth and Inflation, Quads & Debunking 'Old Wall' Misinformation
Description: 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 se...