Video yükleniyor...

Video Yüklenemedi

Ana Sayfaya Dön

Inflation is +21% Higher Than Three Years Ago 😵‍💫 🔊 Despite recent headlines from mainstream financial media claiming inflation was “cooler than expected,” Hedgeye CEO Keith McCullough set the record straight on "The Macro Show" this morning. He emphasized that inflation remains persistently high and continues to negatively impact...

Hedgeye's profile picture

Hedgeye

393,974 subscribers

58,427 görüntüleme • 1 yıl önce •via X (Twitter)

Sağlık & İyilikFinansHaberler & Politika
LIVE

Anya Rossi• Live Now

Private livecam show

10 Yorum

WOLF profil fotoğrafı
WOLF1 yıl önce

@KeithMcCullough Really good explanation about inflation, people don't really understand what these numbers mean

brian mcgrath profil fotoğrafı
brian mcgrath1 yıl önce

@mablum @KeithMcCullough Stop with the facts.

Steven Bradford profil fotoğrafı
Steven Bradford1 yıl önce

@KeithMcCullough Therefore it's not enough to simply slow the rate of inflation to an acceptable level, inflation must be reversed. Deflation.

Thus Spake Jay profil fotoğrafı
Thus Spake Jay1 yıl önce

@KeithMcCullough You kidding? Everything is almost double.

Data Driven Stocks profil fotoğrafı
Data Driven Stocks1 yıl önce

@KeithMcCullough With so expensive gas and oil, the inflation is going to be much higher, than today's 0.4% Month-to-Month increase

BLOCKXS.COM profil fotoğrafı
BLOCKXS.COM1 yıl önce

@KeithMcCullough Seriously? Prices are nearly double.

Jim1625 profil fotoğrafı
Jim16251 yıl önce

@KeithMcCullough _Prices_are 21% higher.

sofhia_fx profil fotoğrafı
sofhia_fx1 yıl önce

@KeithMcCullough Inflation trends can be tricky to navigate. It'll be interesting to see how this reshapes investment strategies moving forward. Staying informed is key!

Ram Mohammed Singh Azad Anthony profil fotoğrafı
Ram Mohammed Singh Azad Anthony1 yıl önce

@KeithMcCullough Stuck like a dead clock .. where will inflation come from ? What will trigger that? Covid was a supply shock which is now done

rupesh.eth 🇮🇪🇪🇸🇳🇴 profil fotoğrafı
rupesh.eth 🇮🇪🇪🇸🇳🇴1 yıl önce

@KeithMcCullough Was it leaked again?

Benzer Videolar

McCullough: Fed’s Powell Remains ‘Full of Sh*t’ 🔊 "How about them eggs? You been paying a lot for eggs?" 🍳 asks Hedgeye CEO Keith McCullough in this clip from “The Macro Show” this morning. It's become blatantly obvious that the Fed is either ignorant or outright lying about inflation. "[Powell] is full of sh*t," McCullough says. "It's getting worse. It's more of a clown show than it's ever been. And we know what to do with it: front-run the next print." * * * * * If you're new to Hedgeye, make sure to download our Founder & CEO Keith McCullough's new eBook "Master The Market: A Hedge Fund Manager’s Guide to Process and Profit" It's free here:
2:15

McCullough: Fed’s Powell Remains ‘Full of Sh*t’ 🔊 "How about them eggs? You been paying a lot for eggs?" 🍳 asks Hedgeye CEO Keith McCullough in this clip from “The Macro Show” this morning. It's become blatantly obvious that the Fed is either ignorant or outright lying about inflation. "[Powell] is full of sh*t," McCullough says. "It's getting worse. It's more of a clown show than it's ever been. And we know what to do with it: front-run the next print." * * * * * If you're new to Hedgeye, make sure to download our Founder & CEO Keith McCullough's new eBook "Master The Market: A Hedge Fund Manager’s Guide to Process and Profit" It's free here:

Hedgeye

43,065 görüntüleme • 1 yıl önce

McCullough: U.S. Dollar Weakness Could Trigger Market Correlation Risk 💰 Hedgeye CEO Keith McCullough flagged a growing divide between the U.S. Dollar and the S&P 500, gold, and more in this important clip from Thursday’s edition of "The Macro Show." 🔊 With Hedgeye forecasts calling for a renewed rise in inflation starting in March, McCullough reminds investors to keep a close eye on how the dollar behaves in relation to markets and other assets. “If you thought we had inflation accelerating before with a strong dollar, wait until you see what happens when the dollar breaks down and continues to break down,” McCullough says. “It shouldn’t be unnoticed or unsaid that my signal got me out of the U.S. dollar weeks ago and got me into the [Japanese] Yen.” * * * * * Unlock Keith McCullough’s ultimate guide to investing with "Master The Market: A Hedge Fund Manager’s Guide to Process and Profit." Download this FREE 52-page eBook now 👉
2:31

McCullough: U.S. Dollar Weakness Could Trigger Market Correlation Risk 💰 Hedgeye CEO Keith McCullough flagged a growing divide between the U.S. Dollar and the S&P 500, gold, and more in this important clip from Thursday’s edition of "The Macro Show." 🔊 With Hedgeye forecasts calling for a renewed rise in inflation starting in March, McCullough reminds investors to keep a close eye on how the dollar behaves in relation to markets and other assets. “If you thought we had inflation accelerating before with a strong dollar, wait until you see what happens when the dollar breaks down and continues to break down,” McCullough says. “It shouldn’t be unnoticed or unsaid that my signal got me out of the U.S. dollar weeks ago and got me into the [Japanese] Yen.” * * * * * Unlock Keith McCullough’s ultimate guide to investing with "Master The Market: A Hedge Fund Manager’s Guide to Process and Profit." Download this FREE 52-page eBook now 👉

Hedgeye

46,133 görüntüleme • 1 yıl önce

Squeezed: How Surging Inflation is Affecting the Lives of Everyday Americans 😬 🔊 Inflation is no longer just an economic term—it’s a painful reality affecting the lives of millions of Americans, from soaring grocery bills to sky-high restaurant tabs. In a lively discussion on "The Call @ Hedgeye" today, Macro analyst Josh Steiner Joshua Steiner and Hedgeye CEO Keith McCullough brought the numbers to life with real-world examples of inflation’s impact. Steiner highlighted a recent Reddit post that spotlighted a jaw-dropping 32% price hike at a Texas restaurant in just three months, emphasizing the rapid pace of cost increases faced by everyday consumers. McCullough then turned the spotlight to global commodities, where inflation’s fingerprints are unmistakable. “Cocoa and coffee prices are on an epic tear,” he explained, before joking, “Pretty soon, instead of stacking gold coins, I might have to find a way to store coffee.” * * * New to Hedgeye? Download Keith McCullough’s new eBook, "Master The Market," and discover the proven investing strategies that have helped thousands of investors successfully navigate today’s changing markets. Get your free copy now!
2:47

Squeezed: How Surging Inflation is Affecting the Lives of Everyday Americans 😬 🔊 Inflation is no longer just an economic term—it’s a painful reality affecting the lives of millions of Americans, from soaring grocery bills to sky-high restaurant tabs. In a lively discussion on "The Call @ Hedgeye" today, Macro analyst Josh Steiner Joshua Steiner and Hedgeye CEO Keith McCullough brought the numbers to life with real-world examples of inflation’s impact. Steiner highlighted a recent Reddit post that spotlighted a jaw-dropping 32% price hike at a Texas restaurant in just three months, emphasizing the rapid pace of cost increases faced by everyday consumers. McCullough then turned the spotlight to global commodities, where inflation’s fingerprints are unmistakable. “Cocoa and coffee prices are on an epic tear,” he explained, before joking, “Pretty soon, instead of stacking gold coins, I might have to find a way to store coffee.” * * * New to Hedgeye? Download Keith McCullough’s new eBook, "Master The Market," and discover the proven investing strategies that have helped thousands of investors successfully navigate today’s changing markets. Get your free copy now!

Hedgeye

94,335 görüntüleme • 1 yıl önce

Avoid The Pain Trade ☠️ Every hedge fund (and trader) obviously wants to avoid the "pain trade." In this clip from The Macro Show, Hedgeye CEO Keith McCullough explains how his unique portfolio construction rules can accomplish that. "Generally speaking, with the Hedgeye longs and shorts, you're not [going to take the pain trade]," McCullough says. "How many hedge funds are going on CNBC or talking to the Wall Street Journal about getting long the United Arab Emirates, corn, and IVOL?” “Zero." * * * * * Ditch consensus and start building your portfolio like a pro by subscribing to The Macro Show: Download Keith's free 52-page eBook "Master the Market: A Hedge Fund Manager’s Guide to Process and Profit" ➡️
3:14

Avoid The Pain Trade ☠️ Every hedge fund (and trader) obviously wants to avoid the "pain trade." In this clip from The Macro Show, Hedgeye CEO Keith McCullough explains how his unique portfolio construction rules can accomplish that. "Generally speaking, with the Hedgeye longs and shorts, you're not [going to take the pain trade]," McCullough says. "How many hedge funds are going on CNBC or talking to the Wall Street Journal about getting long the United Arab Emirates, corn, and IVOL?” “Zero." * * * * * Ditch consensus and start building your portfolio like a pro by subscribing to The Macro Show: Download Keith's free 52-page eBook "Master the Market: A Hedge Fund Manager’s Guide to Process and Profit" ➡️

Hedgeye

68,473 görüntüleme • 1 yıl önce

When Will MSM Tell the Truth on Food Inflation? 🍳 🔊 Prices for U.S. consumers continue to rise, with the cost of eggs in particular skyrocketing over 7% in the last day alone and 12% over the last month. While the mainstream media was quick to report on (imaginary) improved prices for the cost of Thanksgiving dinner, they're predictably silent on this topic. "When people go to the store, they actually notice these things," Hedgeye CEO Keith McCullough explains in the clip below from "The Macro Show." * * * * * Tired of the MSM BS? We are too. Stay ahead of market moves with "The Macro Show" hosted weekday mornings by Keith McCullough. Get daily, actionable insights from a top Wall Street veteran, guiding you through important macro trends and portfolio risk management. Your edge starts here:
0:21

When Will MSM Tell the Truth on Food Inflation? 🍳 🔊 Prices for U.S. consumers continue to rise, with the cost of eggs in particular skyrocketing over 7% in the last day alone and 12% over the last month. While the mainstream media was quick to report on (imaginary) improved prices for the cost of Thanksgiving dinner, they're predictably silent on this topic. "When people go to the store, they actually notice these things," Hedgeye CEO Keith McCullough explains in the clip below from "The Macro Show." * * * * * Tired of the MSM BS? We are too. Stay ahead of market moves with "The Macro Show" hosted weekday mornings by Keith McCullough. Get daily, actionable insights from a top Wall Street veteran, guiding you through important macro trends and portfolio risk management. Your edge starts here:

Hedgeye

37,917 görüntüleme • 1 yıl önce

‘Gargantuan’ Turn In US Small Business Data 📊🚀 The pulse of the U.S. economy just delivered a jolt of optimism. NFIB Small Business data released on Tuesday surged to its highest level in more than three years, marking a dramatic turnaround that has analysts and investors taking notice. In this clip from "The Macro Show," Hedgeye CEO Keith McCullough breaks down the implications of this significant move and its potential to fuel an extended market bull run. "This is a very good leading indicator when you come out of the bottom," McCullough explains. "This is a gargantuan turn in small business. I can only go back so many times in my career and find something like this." * * * Get a free copy of Keith's new 52-page eBook "Master The Market: A Hedge Fund Manager's Guide to Process and Profit":
4:17

‘Gargantuan’ Turn In US Small Business Data 📊🚀 The pulse of the U.S. economy just delivered a jolt of optimism. NFIB Small Business data released on Tuesday surged to its highest level in more than three years, marking a dramatic turnaround that has analysts and investors taking notice. In this clip from "The Macro Show," Hedgeye CEO Keith McCullough breaks down the implications of this significant move and its potential to fuel an extended market bull run. "This is a very good leading indicator when you come out of the bottom," McCullough explains. "This is a gargantuan turn in small business. I can only go back so many times in my career and find something like this." * * * Get a free copy of Keith's new 52-page eBook "Master The Market: A Hedge Fund Manager's Guide to Process and Profit":

Hedgeye

102,594 görüntüleme • 1 yıl önce

McCullough: Bitcoin Doesn’t Care About Your Cost Basis 🔊 Hedgeye CEO Keith McCullough made it clear this week: when downside accelerates, the market isn’t debating your cost basis or favorite “support level.” In fact, “the situation is accelerating at an accelerating rate,” explains McCullough. That’s why we focus on the rate of change, especially the volatility of volatility. “The volatility of volatility is going to get you to the right answer faster than the crowd.” Get Keith's quantitative Risk Range™ Signals and daily analysis on Bitcoin, Ethereum, Solana, and more, with our $BTC Trend Tracker: And for risk management insights you won’t get anywhere else, subscribe to The Macro Show:
3:39

McCullough: Bitcoin Doesn’t Care About Your Cost Basis 🔊 Hedgeye CEO Keith McCullough made it clear this week: when downside accelerates, the market isn’t debating your cost basis or favorite “support level.” In fact, “the situation is accelerating at an accelerating rate,” explains McCullough. That’s why we focus on the rate of change, especially the volatility of volatility. “The volatility of volatility is going to get you to the right answer faster than the crowd.” Get Keith's quantitative Risk Range™ Signals and daily analysis on Bitcoin, Ethereum, Solana, and more, with our $BTC Trend Tracker: And for risk management insights you won’t get anywhere else, subscribe to The Macro Show:

Hedgeye

13,872 görüntüleme • 8 ay önce

Gold vs. Bitcoin: Navigating The Risk Divergence 📈 A reminder that you don't need to wear a drawdown in Bitcoin (or any asset for that matter) just because someone with "laser eyes" says to buy and hold at all times. At Hedgeye we manage risk, and if you did that properly, you would have handled the 1700 basis points divergence between gold $GLD and Bitcoin $BTC in February. That difference was fueled by a #Quad4 environment - but one that could soon be reversing. "Bitcoin is trying to make up its mind. It's got 3 or 4 days left of that. So what do you do? You wait and you watch," Hedgeye CEO Keith McCullough explains in this clip from "The Macro Show." "Everything is a number. The question is, do you see it?" * * * * * You can download Keith's new, 52-page eBook "Master The Market: A Hedge Fund Manager's Guide to Process and Profit" for FREE here:
1:58

Gold vs. Bitcoin: Navigating The Risk Divergence 📈 A reminder that you don't need to wear a drawdown in Bitcoin (or any asset for that matter) just because someone with "laser eyes" says to buy and hold at all times. At Hedgeye we manage risk, and if you did that properly, you would have handled the 1700 basis points divergence between gold $GLD and Bitcoin $BTC in February. That difference was fueled by a #Quad4 environment - but one that could soon be reversing. "Bitcoin is trying to make up its mind. It's got 3 or 4 days left of that. So what do you do? You wait and you watch," Hedgeye CEO Keith McCullough explains in this clip from "The Macro Show." "Everything is a number. The question is, do you see it?" * * * * * You can download Keith's new, 52-page eBook "Master The Market: A Hedge Fund Manager's Guide to Process and Profit" for FREE here:

Hedgeye

107,534 görüntüleme • 1 yıl önce

The Market’s Most Bearish Signal Right Now ⚠️ A key Hedgeye Risk Range Signal™ just flipped: Nvidia $NVDA is now in a Bearish trend. 🔊 In this clip from "The Macro Show," Hedgeye CEO Keith McCullough breaks down why this shift matters. NVDA’s massive weighting in the market drives major moves—on Tuesday alone, it traded 254 million shares, accounting for nearly 12% of the S&P 500’s total upside. Yet, despite recent gains, NVDA remains in a Bearish trend. "In fractal math, we call these emergent properties—developments that set up the next pattern," McCullough explains. "What’s the next pattern? The stock market blowing up? Nvidia has already blown up." * * * * * * * Stay ahead of market shifts. Download Keith's new, 52-page eBook for FREE and see for yourself that there's a better way to protect and grow your money:
5:14

The Market’s Most Bearish Signal Right Now ⚠️ A key Hedgeye Risk Range Signal™ just flipped: Nvidia $NVDA is now in a Bearish trend. 🔊 In this clip from "The Macro Show," Hedgeye CEO Keith McCullough breaks down why this shift matters. NVDA’s massive weighting in the market drives major moves—on Tuesday alone, it traded 254 million shares, accounting for nearly 12% of the S&P 500’s total upside. Yet, despite recent gains, NVDA remains in a Bearish trend. "In fractal math, we call these emergent properties—developments that set up the next pattern," McCullough explains. "What’s the next pattern? The stock market blowing up? Nvidia has already blown up." * * * * * * * Stay ahead of market shifts. Download Keith's new, 52-page eBook for FREE and see for yourself that there's a better way to protect and grow your money:

Hedgeye

114,324 görüntüleme • 1 yıl önce

Pension triple lock: what's REALLY happening. There’s a huge amount of misunderstanding out there. My must-watch mini-briefing I hope keeps it as simple as possible, so you can see how it’d likely roughly really work. As for is it good or bad… that’s your decision, not mine. NB Read this after you’ve watched & understood the video… For belt & braces, it’s worth noting, in some situations, a year of average earnings higher than inflation (or 2.5%) wouldn’t increase the State Pension by more than inflation (or 2.5%). E.g. If inflation was 4%, and average earnings growth 2% in each of the first two years then in year three inflation was 2.5% and average earnings 5%. The State Pension over the three years would rise 10.5% just due to the inflation link – higher than the 9% total growth in average earnings since the start. So in the third year the pension would just increase by the 2.5% inflation (not the 5% growth of average earnings)
3:46

Pension triple lock: what's REALLY happening. There’s a huge amount of misunderstanding out there. My must-watch mini-briefing I hope keeps it as simple as possible, so you can see how it’d likely roughly really work. As for is it good or bad… that’s your decision, not mine. NB Read this after you’ve watched & understood the video… For belt & braces, it’s worth noting, in some situations, a year of average earnings higher than inflation (or 2.5%) wouldn’t increase the State Pension by more than inflation (or 2.5%). E.g. If inflation was 4%, and average earnings growth 2% in each of the first two years then in year three inflation was 2.5% and average earnings 5%. The State Pension over the three years would rise 10.5% just due to the inflation link – higher than the 9% total growth in average earnings since the start. So in the third year the pension would just increase by the 2.5% inflation (not the 5% growth of average earnings)

Martin Lewis

140,585 görüntüleme • 4 gün önce

McCullough: Embrace Uncertainty—The Key to Investing in the 'Fourth Turning' 🌎 In this exclusive clip from Hedgeye’s Q1 2025 Mid-Quarter Macro Themes Update, Hedgeye CEO Keith McCullough answers a critical question from an institutional client: 🔊 How should investors navigate the uncertainty of the Fourth Turning? The Fourth Turning is a historical theory developed by Hedgeye Demography analyst Neil Howe Neil Howe and his late partner William Strauss. It suggests that history moves in cycles of four generational eras, or “turnings,” with the Fourth Turning being a period of crisis—marked by upheaval, conflict, and transformative change. These moments often reshape society through war, revolution, or economic and political realignment. McCullough delivers a blunt reality check: anyone claiming to have a precise, certain answer for investing in this environment is likely full of $#!t. Instead of chasing false certainty, he argues, investors should embrace uncertainty and adapt to the evolving landscape. In volatile times, flexibility and an open mind aren’t just advantages—they’re necessities. "Why would I act on anything other than what the market is doing? Yes, the Fourth Turning is a thing. Yes, it just happened in the U.S. election. It happened in Argentina. It's going to happen in other countries. Is it going to create volatility? The answer is very clear: I don't know. And if you think you know I'm probably going to do better risk managing it. Some of the most thoughtful questions just don't have answers. I think the future is going to be much more Gen X types or a generation younger than me that uses math and rules-based processes because that's where the world's already gone. We're not going to use some crusty old bureaucrat from the Old Wall to tell me where inflation is going next." * * * * * Keith McCullough’s new, 52-page eBook "Master The Market" distills the investing process he’s honed over decades on Wall Street. Get the insights, risk management tools, and market strategies you need to navigate today’s volatility—download it for FREE now:
4:06

McCullough: Embrace Uncertainty—The Key to Investing in the 'Fourth Turning' 🌎 In this exclusive clip from Hedgeye’s Q1 2025 Mid-Quarter Macro Themes Update, Hedgeye CEO Keith McCullough answers a critical question from an institutional client: 🔊 How should investors navigate the uncertainty of the Fourth Turning? The Fourth Turning is a historical theory developed by Hedgeye Demography analyst Neil Howe Neil Howe and his late partner William Strauss. It suggests that history moves in cycles of four generational eras, or “turnings,” with the Fourth Turning being a period of crisis—marked by upheaval, conflict, and transformative change. These moments often reshape society through war, revolution, or economic and political realignment. McCullough delivers a blunt reality check: anyone claiming to have a precise, certain answer for investing in this environment is likely full of $#!t. Instead of chasing false certainty, he argues, investors should embrace uncertainty and adapt to the evolving landscape. In volatile times, flexibility and an open mind aren’t just advantages—they’re necessities. "Why would I act on anything other than what the market is doing? Yes, the Fourth Turning is a thing. Yes, it just happened in the U.S. election. It happened in Argentina. It's going to happen in other countries. Is it going to create volatility? The answer is very clear: I don't know. And if you think you know I'm probably going to do better risk managing it. Some of the most thoughtful questions just don't have answers. I think the future is going to be much more Gen X types or a generation younger than me that uses math and rules-based processes because that's where the world's already gone. We're not going to use some crusty old bureaucrat from the Old Wall to tell me where inflation is going next." * * * * * Keith McCullough’s new, 52-page eBook "Master The Market" distills the investing process he’s honed over decades on Wall Street. Get the insights, risk management tools, and market strategies you need to navigate today’s volatility—download it for FREE now:

Hedgeye

78,094 görüntüleme • 1 yıl önce

Three Reasons To Buy Bitcoin (Right Now) In this clip from The Call, Macro & Digital Assets analyst Joshua Steiner provides the basis for why Hedgeye has pivoted to a Bullish position on Bitcoin. 🔊 Among the reasons is a shift to Monthly Quad 2 - when growth and inflation are accelerating at the same time. "The only quad that Bitcoin backtests really poorly in is Quad 4 [when growth and inflation slow together]," Steiner explains. "The best is in Quad 3 [when growth slows, but inflation accelerates]. And interestingly we have a May Quad 3 and a June Quad 2." Steiner also highlights Hedgeye’s current Bullish trend signal on Bitcoin, noting that the cryptocurrency is in a pivotal stage of its quadrennial halving cycle—a period that has historically marked some of its most explosive return phases. Make no mistake, Hedgeye views Bitcoin as just another asset to be bought and sold in the appropriate economic environments. We don't blindly hold it in perpetuity - we buy it when it's appropriate and short it when the data tells us to. Hedgeye CEO Keith McCullough also summarized the three reasons to buy Bitcoin: "The [bullish] signal says buy it. The Quad says buy it. And the fundamental backdrop on the supply side that Steiner walked through says buy it. I don't have to spend the rest of my life telling you how smart I am about Bitcoin." ****** Subscribe to The Call for more daily investment insights 👇
6:23

Three Reasons To Buy Bitcoin (Right Now) In this clip from The Call, Macro & Digital Assets analyst Joshua Steiner provides the basis for why Hedgeye has pivoted to a Bullish position on Bitcoin. 🔊 Among the reasons is a shift to Monthly Quad 2 - when growth and inflation are accelerating at the same time. "The only quad that Bitcoin backtests really poorly in is Quad 4 [when growth and inflation slow together]," Steiner explains. "The best is in Quad 3 [when growth slows, but inflation accelerates]. And interestingly we have a May Quad 3 and a June Quad 2." Steiner also highlights Hedgeye’s current Bullish trend signal on Bitcoin, noting that the cryptocurrency is in a pivotal stage of its quadrennial halving cycle—a period that has historically marked some of its most explosive return phases. Make no mistake, Hedgeye views Bitcoin as just another asset to be bought and sold in the appropriate economic environments. We don't blindly hold it in perpetuity - we buy it when it's appropriate and short it when the data tells us to. Hedgeye CEO Keith McCullough also summarized the three reasons to buy Bitcoin: "The [bullish] signal says buy it. The Quad says buy it. And the fundamental backdrop on the supply side that Steiner walked through says buy it. I don't have to spend the rest of my life telling you how smart I am about Bitcoin." ****** Subscribe to The Call for more daily investment insights 👇

Hedgeye

72,721 görüntüleme • 1 yıl önce