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Click the play button below to listen to a conversation between hedge fund manager and MacroVoices podcast host Erik Townsend and Hedgeye CEO Keith McCullough. 

Erik and Keith discussed:

  • Outlook on the US Dollar
  • Is the reflation trade narrative rolling over
  • Bullish outlook on the US markets and the Nasdaq
  • Where are bond yields going?
  • Are the secular lows in bond yields in?
  • Outlook on Europe and the Euro
  • Bitcoins and cryptocurrencies
  • Outlook on the emerging markets
  • Is there more upside in precious metals?
  • Outlook on China’s debt and economy

Click here for a very special deal we offered to all listeners.