McCullough on Fox Business: "The Most Contrarian Thing I've Ever Heard!"

12/19/14 12:03PM EST

Hedgeye CEO Keith McCullough appeared on Fox Business' Opening Bell with Maria Bartiromo this morning with Jeff Kleintop of Charles Schwab and Jones Trading Chief Market Strategist Mike O’Rourke. During a heated discussion on what will drive stocks in 2015, Kleintop claimed the new year will be brighter for global growth and Keith fired back that this is the most contrarian view he has ever heard.

http://video.foxbusiness.com/v/3952565059001/are-the-markets-in-bubble-territory/?playlist_id=3166411554001#sp=show-clips

Next, Keith and Mike O’Rourke sounded off on the state of the markets. Keith highlighted his view that the rest of the world is an ongoing "train wreck" and discussed risks associated with rising volatility. 

http://video.foxbusiness.com/v/3952475715001/whats-behind-the-markets-wild-swings/?playlist_id=3166411554001#sp=show-clips

In this final clip, Keith and Mike O’Rourke discussed the economic implications of low oil prices. Keith reiterated his call to buy the long bond (TLT) as growth will surprise on the down side.

http://video.foxbusiness.com/v/3952475716001/low-oil-prices-causing-deflation/?playlist_id=3166411554001#sp=show-clips

© 2024 Hedgeye Risk Management, LLC. The information contained herein is the property of Hedgeye, which reserves all rights thereto. Redistribution of any part of this information is prohibited without the express written consent of Hedgeye. Hedgeye is not responsible for any errors in or omissions to this information, or for any consequences that may result from the use of this information.