In this morning’s edition of The Macro Show, Hedgeye CEO Keith McCullough explains to subscribers how he thinks about inflation.

“Once everyone thinks there’s hyperinflation, you fade them. There’s only one firm that made the call in Q3 of 2018 that Growth and Inflation had PEAKED. That’s when we were long Gold, Treasuries, Utilities,” highlights McCullough, as he explains how getting the direction and rate of change right is far more important than the specific number.

McCullough: A Primer On Inflation - RR