The Meb Faber Show
Welcome to The Meb Faber Show, where the focus is on helping you grow and preserve your wealth. Join us as we discuss the craft of investing and uncover new and profitable ideas, all to help you grow wealthier and wiser. Better investing starts here.
Hedgeye’s Keith McCullough on Market Opportunities and Risks | #598
Today’s guest is Keith McCullough, Founder and CEO of Hedgeye, a premier online financial media company that provides real-time investment research. In today’s episode, Keith discusses his journey in the financial world, the importance of market signals, and the innovative quad framework he uses to navigate economic scenarios. He emphasizes the significance of understanding the U.S. dollar’s impact on global markets, the psychology behind investing decisions, and the necessity of position sizing. McCullough also shares insights into Hedgeye's new venture into asset management and the future of ETFs, highlighting the evolving landscape of investing.
Key Points
- Keith McCullough emphasizes the importance of understanding macroeconomic factors and market signals, particularly the role of the US dollar, to guide investment decisions effectively.
- He advocates for a disciplined, rules-based approach to portfolio management, including position sizing and risk management, to avoid emotional and impulsive investment decisions.
- Hedgeye has launched new ETFs and aims to provide accessible, effective investment strategies, leveraging McCullough's extensive experience and research in navigating market cycles and macroeconomic trends.
Chapters
| 0:00 | |
| 1:28 | |
| 2:48 | |
| 14:19 | |
| 24:10 | |
| 40:10 | |
| 47:51 |
Transcript
Loading transcript...
- / -