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Hedgeye CEO Keith McCullough recently spoke with The Money Show about how global growth has been slowing since March of 2012. From an earnings perspective, we’ve also seen earnings slowing across all sectors. As we come off peak margins at many corporations, we’re going to see several quarters of weak earnings. Keith discusses what sectors you don’t want to be exposed to and which have been inflated courtesy of the policies of the Federal Reserve. 

Watch the video for Keith’s full take on the global growth slowdown.