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Why DeepSeek Triggered $1 Trillion Market Crash Today | Keith McCullough
Keith McCullough, CEO of Hedgeye Risk Management, discusses the market crash that China's DeepSeek triggered, his outlook for Fed monetary policy, the "Trump Trade", and growth sectors to watch in 2025.
*This video was recorded on January 27, 2025
Subscribe to my free newsletter: https://davidlinreport.substack.com/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW KEITH MCCULLOUGH:
Hedgeye: https://app.hedgeye.com/?
Hedgeye TV: https://hedgeyetv.com/
X (@KeithMcCullough): https://x.com/KeithMcCullough
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
For business inquiries, reach me at [email protected]
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - DeepSeek and tech sell-off
7:37 - Fed monetary policy
11:00 - Bank of Japan
12:28 - Growth trade
17:07 - Trump Trade
19:00 - Yield steeper
20:30 - Currencies
22:00 - ‘Darkest hour’ for emerging markets
23:30 - Bitcoin and gold
View all episodes
By The David Lin Report
4.4
3838 ratings
Keith McCullough, CEO of Hedgeye Risk Management, discusses the market crash that China's DeepSeek triggered, his outlook for Fed monetary policy, the "Trump Trade", and growth sectors to watch in 2025.
*This video was recorded on January 27, 2025
Subscribe to my free newsletter: https://davidlinreport.substack.com/
Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s
Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report
FOLLOW KEITH MCCULLOUGH:
Hedgeye: https://app.hedgeye.com/?
Hedgeye TV: https://hedgeyetv.com/
X (@KeithMcCullough): https://x.com/KeithMcCullough
FOLLOW DAVID LIN:
X (@davidlin_TV): https://x.com/davidlin_TV
TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv
Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/
For business inquiries, reach me at [email protected]
*This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates.
0:00 - DeepSeek and tech sell-off
7:37 - Fed monetary policy
11:00 - Bank of Japan
12:28 - Growth trade
17:07 - Trump Trade
19:00 - Yield steeper
20:30 - Currencies
22:00 - ‘Darkest hour’ for emerging markets
23:30 - Bitcoin and gold
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