On a recent edition of The Call @ Hedgeye, Hedgeye CEO Keith McCullough explained how investors should utilize a repeatable investing process to combat “Macro Tourist” headlines/narratives dominating mainstream media.
"It's totally inconsistent to make a call on the 'Dot Plot' today and to not have made a call on the CPI number just over a week ago," explains McCullough.
"You don't come into Fed Day after the market's been crushed and then start to say, 'Well, now I expect the dots to be hawkish. The dots went hawkish as soon as the CPI was printed."
Watch the full clip above for more insight.
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