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Hedgeye CEO Keith McCullough recently presented an update on his Macro Theme #GLOBALDEFLATION at Asset Allocation 2015: Liquidity,  a conference hosted by The Boston Security Analysts Society in Boston, MA.

Above is the Q&A portion in which Keith discusses risk managing what the Fed should do vs. what they could do, Emerging Markets sensitivity to a strengthening USD and the 3 main factors currently influencing the market.