Video wird geladen...

Video konnte nicht geladen werden

Zur Startseite

McCullough: ‘Unadulterated #Quad4’ 🌎 During this morning’s “Top-3 Things” on The Macro Show, Hedgeye CEO Keith McCullough highlighted what’s happening inside the current Global #Quad4 environment. “For commodities, copper, oil, the broad CRB Index, this has been an unadulterated Quad 4,” McCullough explained. “Tech has had a big rally,...

Hedgeye's profile picture

Hedgeye

210,052 subscribers

144,778 Aufrufe • vor 1 Jahr •via X (Twitter)

BildungFinanzenNachrichten & Politik#Quad4#Quad4
LIVE

Anya Rossi• Live Now

Private livecam show

6 Kommentare

Profilbild von SilkySmoov
SilkySmoovvor 1 Jahr

@KeithMcCullough Your product is garbage

Profilbild von long_short_trader1
long_short_trader1vor 1 Jahr

@KeithMcCullough Will this #QUAD4 be like last years #QUAD4? And 2022? One of these years you'll be right. 🤡

Profilbild von Halle Hayes
Halle Hayesvor 1 Jahr

@KeithMcCullough Hello..

Profilbild von empty_cup
empty_cupvor 1 Jahr

@KeithMcCullough I posted same findings last night That makes me happy about my positioning

Profilbild von Pray_for_your_Salvation
Pray_for_your_Salvationvor 1 Jahr

@KeithMcCullough DOOM! DOOM, I TELL YOU!! DOOOOOOOM!!!

Profilbild von Pray_for_your_Salvation
Pray_for_your_Salvationvor 1 Jahr

@KeithMcCullough Markets are cyclical. They always have been. People like this are grifters and snake oil salesmen. Avoid anyone trying to sell you their miracle cure for market woes.

Ähnliche Videos

McCullough: ‘Bitcoin May Be Bottoming’ 📉 In this clip from "The Macro Show," Hedgeye CEO Keith McCullough breaks down the latest market signals pointing to a potential bottom in Bitcoin after its drawdown from $125,000. Keith explains how Hedgeye’s quantitative risk management process has navigated every major move along the way – the drawdowns, the reversals, and the emerging signs of a regime shift. “So, if you want to go through how things stop signaling Quad 4, look at the worst place it's been Quad 4, which is of course Bitcoin,” McCullough says. Stay ahead of the next big move. Follow all of Keith’s signals with a subscription to "The Macro Show." ➡️
3:32

McCullough: ‘Bitcoin May Be Bottoming’ 📉 In this clip from "The Macro Show," Hedgeye CEO Keith McCullough breaks down the latest market signals pointing to a potential bottom in Bitcoin after its drawdown from $125,000. Keith explains how Hedgeye’s quantitative risk management process has navigated every major move along the way – the drawdowns, the reversals, and the emerging signs of a regime shift. “So, if you want to go through how things stop signaling Quad 4, look at the worst place it's been Quad 4, which is of course Bitcoin,” McCullough says. Stay ahead of the next big move. Follow all of Keith’s signals with a subscription to "The Macro Show." ➡️

Hedgeye

57,397 Aufrufe • vor 7 Monaten

McCullough: No Recession—Rates Don’t Lie Markets can’t hide from the signals embedded in interest rates. 🔊 In this clip from The Macro Show, Hedgeye CEO Keith McCullough unpacks critical signals across the curve—each pointing to the same conclusion: the U.S. economy is accelerating. There’s no recession in sight. "We positioned for Quad 4 from February all the way to April. The Street started talking about a U.S. recession pending, which we did not," McCullough says. "Instead of entering a recession...credit risk continued to go down." That’s the key. While headlines warned of a slowdown, rates told a different story of acceleration, not recession. The yield curve steepened, credit spreads tightened—clear signals of a shifting market structure aligned with a strengthening economy. “We have a process to signal a recession…that is not it,” McCullough explains. “Paying attention to interest rates not only across the curve, inside of the shape of the curve—we’re long a steepener. I was adding to that on Friday too." Stay on top of the real macro signals by subscribing to "The Macro Show".
1:23

McCullough: No Recession—Rates Don’t Lie Markets can’t hide from the signals embedded in interest rates. 🔊 In this clip from The Macro Show, Hedgeye CEO Keith McCullough unpacks critical signals across the curve—each pointing to the same conclusion: the U.S. economy is accelerating. There’s no recession in sight. "We positioned for Quad 4 from February all the way to April. The Street started talking about a U.S. recession pending, which we did not," McCullough says. "Instead of entering a recession...credit risk continued to go down." That’s the key. While headlines warned of a slowdown, rates told a different story of acceleration, not recession. The yield curve steepened, credit spreads tightened—clear signals of a shifting market structure aligned with a strengthening economy. “We have a process to signal a recession…that is not it,” McCullough explains. “Paying attention to interest rates not only across the curve, inside of the shape of the curve—we’re long a steepener. I was adding to that on Friday too." Stay on top of the real macro signals by subscribing to "The Macro Show".

Hedgeye

227,181 Aufrufe • vor 1 Jahr

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

37,851 Aufrufe • vor 1 Jahr

McCullough: The ‘Recession Mongers’ Have Been Dead Wrong 🚨 “The recession mongers of Twitter have been dead wrong since October,” Hedgeye CEO Keith McCullough posted on X Tuesday morning. 🔊 He expanded on that thought during "The Macro Show," warning investors not to follow perma-bears or perma-bulls pushing nonsense and half-baked narratives to sell newsletters. * * * * * * * Want to cut through the noisy narratives? Stick to a successful, data-driven process. Subscribe to “The Macro Show.” ***A special limited time offer for new subscribers:
2:11

McCullough: The ‘Recession Mongers’ Have Been Dead Wrong 🚨 “The recession mongers of Twitter have been dead wrong since October,” Hedgeye CEO Keith McCullough posted on X Tuesday morning. 🔊 He expanded on that thought during "The Macro Show," warning investors not to follow perma-bears or perma-bulls pushing nonsense and half-baked narratives to sell newsletters. * * * * * * * Want to cut through the noisy narratives? Stick to a successful, data-driven process. Subscribe to “The Macro Show.” ***A special limited time offer for new subscribers:

Hedgeye

26,516 Aufrufe • vor 1 Jahr

McCullough: Process > Predictions In this clip from "The Macro Show," Hedgeye CEO Keith McCullough explains a core truth about Wall Street—and what makes Hedgeye different. 🔊 While traditional Wall Street thrives on making predictions, flashy “calls” and selling narratives, Hedgeye is built around a repeatable, risk-managed process. Keith explains why theories, fads and predictions come and go, but a disciplined approach delivers consistent results—particularly when markets get tough. We’re not in the business of hype at Hedgeye. We’re in the business of helping investors protect and compound their capital. That’s the power of process. We invite you to join us:
1:51

McCullough: Process > Predictions In this clip from "The Macro Show," Hedgeye CEO Keith McCullough explains a core truth about Wall Street—and what makes Hedgeye different. 🔊 While traditional Wall Street thrives on making predictions, flashy “calls” and selling narratives, Hedgeye is built around a repeatable, risk-managed process. Keith explains why theories, fads and predictions come and go, but a disciplined approach delivers consistent results—particularly when markets get tough. We’re not in the business of hype at Hedgeye. We’re in the business of helping investors protect and compound their capital. That’s the power of process. We invite you to join us:

Hedgeye

144,107 Aufrufe • vor 1 Jahr

McCullough: 2025 Drawdown Is Nothing Compared to Historic Bear Markets ⚠️ Most investors underestimate bear markets. On Monday, Tier1 Alpha made that clear with a chart dating back to 1927, showing how long bear markets have lasted and how severe the drawdowns have been. 🔊 In this clip from "The Macro Show," Hedgeye CEO Keith McCullough lays out a critical warning: if the 2025 drawdown marks the beginning of a new bear market, "News flash: it just got started." “When you’re coming out of a bubble and into a bear market,” McCullough explains, "the next bull market is not the former bubble." Historically, bear markets don't last just three months — they unfold over time, often far longer and deeper than most investors expect. McCullough also highlights several names that are making our subscribers money by generating real alpha in the current market environment. * * * * * Unlock Keith McCullough’s proven risk management process with his free eBook, "Master The Market." Learn how to spot opportunities, avoid costly mistakes, and position your portfolio like a pro—download it now:
4:01

McCullough: 2025 Drawdown Is Nothing Compared to Historic Bear Markets ⚠️ Most investors underestimate bear markets. On Monday, Tier1 Alpha made that clear with a chart dating back to 1927, showing how long bear markets have lasted and how severe the drawdowns have been. 🔊 In this clip from "The Macro Show," Hedgeye CEO Keith McCullough lays out a critical warning: if the 2025 drawdown marks the beginning of a new bear market, "News flash: it just got started." “When you’re coming out of a bubble and into a bear market,” McCullough explains, "the next bull market is not the former bubble." Historically, bear markets don't last just three months — they unfold over time, often far longer and deeper than most investors expect. McCullough also highlights several names that are making our subscribers money by generating real alpha in the current market environment. * * * * * Unlock Keith McCullough’s proven risk management process with his free eBook, "Master The Market." Learn how to spot opportunities, avoid costly mistakes, and position your portfolio like a pro—download it now:

Hedgeye

33,275 Aufrufe • vor 1 Jahr

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

43,060 Aufrufe • vor 1 Jahr

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

46,128 Aufrufe • vor 1 Jahr

McCullough: The Most Bullish Pivot Since 2020 Is Already Underway 🔊 Babe, wake up...The Quad Countdown is in motion. “The most important thing is getting the direction right… This is the most bullish pivot — Quad 3, 2, 1," explains Hedgeye CEO Keith McCullough. "By the time you get to 1, you’ve already missed it" As the data keeps surprising to the upside, it’s reinforcing the self-feeding loop that drives Quad 1 momentum higher. All eyes are on Friday’s delayed CPI number— the next key print for Wall Street. Subscribe to The Macro Show for insights you won’t find anywhere else.
3:13

McCullough: The Most Bullish Pivot Since 2020 Is Already Underway 🔊 Babe, wake up...The Quad Countdown is in motion. “The most important thing is getting the direction right… This is the most bullish pivot — Quad 3, 2, 1," explains Hedgeye CEO Keith McCullough. "By the time you get to 1, you’ve already missed it" As the data keeps surprising to the upside, it’s reinforcing the self-feeding loop that drives Quad 1 momentum higher. All eyes are on Friday’s delayed CPI number— the next key print for Wall Street. Subscribe to The Macro Show for insights you won’t find anywhere else.

Hedgeye

17,691 Aufrufe • vor 8 Monaten

Shifts in Market Sentiment—Embrace The Uncertainty 🔊 In today’s episode of The Macro Show, Hedgeye CEO Keith McCullough discussed how Hedgeye’s market outlook has evolved since late April, shifting from a more bearish to a more bullish stance. “If it goes from bearish to bullish trend, you're out of it on the short side. If it goes from bearish to bullish trend, and you want to buy it, have at it, the machine’s buying it.” He also warned against emotionally driven investment decisions and the human desire for certainty “We, as a matter of process, embrace uncertainty.” “If you're coming from the old wall, or a CNBC type viewer, you're constantly being pushed into the same things that everyone else is chasing.” “Utilities went from bearish trend to bullish, right? So what did I do? I went from short utilities to long them. It's not that complicated.” ****** Stay ahead of the market—get the latest market/economic insights by subscribing to The Macro Show:
4:23

Shifts in Market Sentiment—Embrace The Uncertainty 🔊 In today’s episode of The Macro Show, Hedgeye CEO Keith McCullough discussed how Hedgeye’s market outlook has evolved since late April, shifting from a more bearish to a more bullish stance. “If it goes from bearish to bullish trend, you're out of it on the short side. If it goes from bearish to bullish trend, and you want to buy it, have at it, the machine’s buying it.” He also warned against emotionally driven investment decisions and the human desire for certainty “We, as a matter of process, embrace uncertainty.” “If you're coming from the old wall, or a CNBC type viewer, you're constantly being pushed into the same things that everyone else is chasing.” “Utilities went from bearish trend to bullish, right? So what did I do? I went from short utilities to long them. It's not that complicated.” ****** Stay ahead of the market—get the latest market/economic insights by subscribing to The Macro Show:

Hedgeye

26,442 Aufrufe • vor 1 Jahr

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

114,319 Aufrufe • vor 1 Jahr

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 Aufrufe • vor 5 Monaten

McCullough: How We Nailed Dr. Copper (And Why You Shouldn't Chase) The Hedgeye process had our subscribers prepared ahead of Copper's $CPER surge to all-time highs on Wednesday. "The AI signal, the fractal patterns, that we have embedded in our process certainly saw this coming," Hedgeye CEO Keith McCullough says. Now, what do we do with an all-time-high? A: You do NOT chase it. You sell SOME, lock in some gains, and use those funds to buy something else. "These aren't 'calls.' These are executions of the process." "And if you sell some, you could buy something like uranium. They're both things that are in the same inflation category. One is for sale, the other is overbought." Don't chase the rip after the headlines. Follow the Hedgeye process and subscribe to The Macro Show.
1:43

McCullough: How We Nailed Dr. Copper (And Why You Shouldn't Chase) The Hedgeye process had our subscribers prepared ahead of Copper's $CPER surge to all-time highs on Wednesday. "The AI signal, the fractal patterns, that we have embedded in our process certainly saw this coming," Hedgeye CEO Keith McCullough says. Now, what do we do with an all-time-high? A: You do NOT chase it. You sell SOME, lock in some gains, and use those funds to buy something else. "These aren't 'calls.' These are executions of the process." "And if you sell some, you could buy something like uranium. They're both things that are in the same inflation category. One is for sale, the other is overbought." Don't chase the rip after the headlines. Follow the Hedgeye process and subscribe to The Macro Show.

Hedgeye

41,316 Aufrufe • vor 1 Jahr

McCullough: WW3? The Numbers Say No Many investors got baited by "soundbite investing" over the weekend after the contentious Oval Office meeting between U.S. President Trump and Ukrainian President Zelensky. Instead of getting swept up in headlines like a "Macro Tourist," Hedgeye CEO Keith McCullough reminds investors to focus on the unemotional numbers. "I'm not here to make comments on Ukraine—the oil market is," McCullough explains in this clip from "The Macro Show." "Oil is the number one geopolitical risk factor, if you had to pick one. Or the UK 10-year bond yield is up 10 basis points today. If we were going into World War Three, that would not be happening." Hedgeye Director of Research Daryl Jones Jonesy adds, "If you look at specific soundbites, it looks really bad. Then if you make the analysis based on that limited information, you get it wrong." * * * * * * * The best way to steer clear of "soundbite investing" is to follow our unique, data-driven process. If you've read this far, you should take this opportunity to download Keith's new, 52-page eBook "Master The Market." It will give you the tools to succeed. Get the eBook FREE here:
2:14

McCullough: WW3? The Numbers Say No Many investors got baited by "soundbite investing" over the weekend after the contentious Oval Office meeting between U.S. President Trump and Ukrainian President Zelensky. Instead of getting swept up in headlines like a "Macro Tourist," Hedgeye CEO Keith McCullough reminds investors to focus on the unemotional numbers. "I'm not here to make comments on Ukraine—the oil market is," McCullough explains in this clip from "The Macro Show." "Oil is the number one geopolitical risk factor, if you had to pick one. Or the UK 10-year bond yield is up 10 basis points today. If we were going into World War Three, that would not be happening." Hedgeye Director of Research Daryl Jones Jonesy adds, "If you look at specific soundbites, it looks really bad. Then if you make the analysis based on that limited information, you get it wrong." * * * * * * * The best way to steer clear of "soundbite investing" is to follow our unique, data-driven process. If you've read this far, you should take this opportunity to download Keith's new, 52-page eBook "Master The Market." It will give you the tools to succeed. Get the eBook FREE here:

Hedgeye

143,117 Aufrufe • vor 1 Jahr

McCullough: Watch Volatility $VIX (Very) Closely 📈 The $VIX is at a critical tipping point as markets (once again) bounce after a big down day. 🔊 Will it be able to finally close below 29 and exit what we affectionately call "The F*$k Bucket?" It has stubbornly stayed above that line every trading day since April 3rd, causing wild swings in market prices. In this clip from "The Macro Show," Hedgeye CEO Keith McCullough explains why he is watching for that level so closely. "The biggest question for me is, 'Is the VIX going to make its first lower-high of the cycle?' and 'Will be above its prior closing low?'" McCullough says. "If it happens, it's less bearish for the next trade. It doesn't mean I wasn't ragingly bearish a week ago. It just means that's what would make me less bearish a week later." If the VIX stays above 29, however, Tuesday's bounce could be yet another one to fade, McCullough says. Stay disciplined in volatile times by subscribing to "The Macro Show":
2:06

McCullough: Watch Volatility $VIX (Very) Closely 📈 The $VIX is at a critical tipping point as markets (once again) bounce after a big down day. 🔊 Will it be able to finally close below 29 and exit what we affectionately call "The F*$k Bucket?" It has stubbornly stayed above that line every trading day since April 3rd, causing wild swings in market prices. In this clip from "The Macro Show," Hedgeye CEO Keith McCullough explains why he is watching for that level so closely. "The biggest question for me is, 'Is the VIX going to make its first lower-high of the cycle?' and 'Will be above its prior closing low?'" McCullough says. "If it happens, it's less bearish for the next trade. It doesn't mean I wasn't ragingly bearish a week ago. It just means that's what would make me less bearish a week later." If the VIX stays above 29, however, Tuesday's bounce could be yet another one to fade, McCullough says. Stay disciplined in volatile times by subscribing to "The Macro Show":

Hedgeye

36,605 Aufrufe • vor 1 Jahr

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

107,530 Aufrufe • vor 1 Jahr