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Hedgeye CEO Keith McCullough appeared on CNBC's Fast Money this evening to discuss stocks and earnings season.

Earnings Season truly begins with JP Morgan reporting on Friday. We have both earnings slowing and growth slowing right now. We're currently in a stock picking environment right now. Chevron (CVX) reported after the close today and offered caution on guidance, in line with our stance on earnings slowing.

Apple remains an emotional stock. It could see margin compression going forward if it comes out with new products in its iPhone line. Buyers want to see expansion in EBIT.

Check out the clip above to see Keith and the Fast Money team in action.