Editor's Note: Click the play button to listen to a new conversation between hedge fund manager and MacroVoices podcast host Erik Townsend and Hedgeye Founder & CEO Keith McCullough. (Keith's interview begins around the 21 minute mark.)
Erik and Keith discuss our Macro team’s top 3 themes for 4Q 2019: #Quad4, Then #Quad2 Or #Quad3?; EPS #Slowing; and #InflationAccelerating.
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Erik Townsend and Patrick Ceresna welcome Keith McCullough to MacroVoices. Erik and Keith discuss:
- Q4 2019 Macro themes–What is next?
- Inflation or stagflation – is time to own gold?
- What is next for the Chinese economy?
- Outlook on US dollar
- Equity markets – FOMO vs. deteriorating earnings expectations
- Perspective on the market melt up
- Labor share of income and corporate margins
- Long short pairs trade in software industry