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'Stagflation' Crisis: The Best & Worst Assets In High Inflation, Low Growth | Keith McCullough
Manage episode 449215803 series 3614106
Το περιεχόμενο παρέχεται από το The David Lin Report. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον The David Lin Report ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Sign up to Kalshi http://kalshi.com/davidlin, the first 500 traders to deposit $100 get a $20 credit Keith McCullough, CEO of Hedgeye Risk Management, discusses the "stagflationary" environment that the economy is about to enter, and the best and worst assets in this situation. *This video was recorded on October 28, 2024 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW KEITH MCCULLOUGH: Hedgeye: https://app.hedgeye.com/? Hedgeye TV: https://hedgeyetv.com/ X (@KeithMcCullough): https://x.com/KeithMcCullough FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - Intro 0:30 - Are markets pricing in inflation? 3:15 - Bond yields outlook 6:45 - Gold 7:55 - Stagflation 9:40 - Why is inflation returning? 11:35 - Best and worst assets in stagflation 13:10 - Economic growth outlook 15:41 - Fiscal policies 18:55 - Geopolitics 21:00 - Automated trading “factors” 23:25 - Crowded trades
24:15 - Can funds beat the market? 25:55 - Identifying bullish & bearish trends 28:20 - Fractals #economy #investing #stocks
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