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Hedgeye CEO Keith McCullough appeared on Opening Bell with Maria Bartiromo this morning.

In the segment below, he talks about the better than expected retail sales numbers, where the economy is now, and what to expect from the Fed moving into 2015. 

Regarding cost of living, Keith reiterates that despite some savings at the gas pump, two thirds of the U.S. is not feeling the economic recovery thanks to central planning.

Speaking of central planning, Keith talks about the impact of ECB President Mario Draghi's behavior on U.S. equities and what's next for European markets.

Lastly, Keith discusses the regulation of the financials sector, and why it's important to stay long the long bond: