In this clip from today’s edition of The Macro Show, Hedgeye CEO Keith McCullough discusses the top macro signals in his notebook today, including: NASDAQ all-time highs, Natural Gas #inflating, cross-asset volatility, and more.
"You can call out Used Car Prices not going up for a month or two, Mr. Powell, but other things that are consequential not only to our model, but to the cost of American living, went up a lot more. The notion that inflation is transitory is complete B.S. What you have is TRENDING inflation," explains McCullough, highlighting the Fed’s garbage narratives on inflation, and how to take advantage of the Trending inflation in your portfolio.
