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Hedgeye CEO Keith McCullough appeared a guest host on CNBC's The Kudlow Report this evening. Among the topics discussed was the ongoing currency wars and how a strong US dollar helps deflate the commodity bubble created by the Federal Reserve's quantitative easing programs. If you look at the dollar on a 40-year basis, the all-time low was in 2011 and coincidentally, commodity prices hit an all time high in 2011. If we get the Federal Reserve out of the way or introduce spending cuts, we'll drive down inflation which in turn will drive stocks higher as consumption increases through lower food and gas prices, etc. Get the dollar right and you get a lot of other things right.

Watch Keith's full appearance on Kudlow Report on the video above.