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.
