In case you missed it, Hedgeye CEO Keith McCullough hosted our highly anticipated Mid-Quarter 2Q24 Themes update earlier this week. Among other things, he addressed important implications of “higher-for-longer” inflation and related risks and opportunities facing investors.
This clip is an excerpt from the final portion of the hour plus, deep-dive presentation where Keith responded to a subscriber’s question.
“I don’t wake up every morning trying to say, ‘where can your entire process be wrong?’” said McCullough. “We try to find how we can improve the process.”
“When I get up in the morning, I’m trying to find the answers that are changing,” explained McCullough. “If something changes that surprises us, our job is to highlight it… you’re gonna hear about it.”
Do you have an investing process that automatically adapts to ever changing economic conditions and market scenarios? Well, we do—and we invite you to join us!
CLICK HERE or email support@hedgeye.com to get access to the full presentation and 150+ slide deck.
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