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Podcast: Hedgeye Podcasts
Episode: Stagflation to Goldilocks: 7 ETFs to Front-Run the Move & Profit
Description: Wall Street consensus is behind the curve—again. Markets are pivoting fast from Stagflation to Goldilocks. If you're not positioned for the shift, you're already at risk of missing the most bullish Macro setup since 2020. In this special 45-minute webcast, Hedgeye CEO (and former hedge fund manager) Keith McCullough reveals a high-conviction allocation for each major asset class heading into year-end and early 2026—plus the strategy behind each position. You’ll also discover: ✅ The economic forces driving the Stagflation to Goldilocks shift ✅ Why most investors will...