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

25:55 - Identifying bullish & bearish trends

28:20 - Fractals

#economy #investing #stocks