'Stagflation' Crisis: The Best & Worst Assets In High Inflation, Low Growth | Keith McCullough
Description
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Keith McCullough, CEO of Hedgeye Risk Management, discusses the "stagflationary" environment that the economy is about to enter, and the best and worst assets in this situation.
*This video was recorded on October 28, 2024
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0:00 - Intro
0:30 - Are markets pricing in inflation?
3:15 - Bond yields outlook
6:45 - Gold
7:55 - Stagflation
9:40 - Why is inflation returning?
11:35 - Best and worst assets in stagflation
13:10 - Economic growth outlook
15:41 - Fiscal policies
18:55 - Geopolitics
21:00 - Automated trading “factors”
23:25 - Crowded trades
24:15 - Can funds beat the market?
25:55 - Identifying bullish & bearish trends
28:20 - Fractals
#economy #investing #stocks
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