What Happens After Peak Inflation? (With Keith McCullough)
About this episode
Keith McCullough discusses his framework for navigating markets in the context of changing inflation and growth rates.
Hedgeye CEO Keith McCullough joins the show to discuss his “quads” framework for navigating markets, arguing that investors should focus on the rate of change in growth and inflation as conditions shift.
People in this episode
Host: Charles Schwab
Guest: Keith McCullough
Topics covered
- inflation
- market analysis
- investment strategy
- economic growth
- financial commentary
Keywords
- peak inflation
- quads framework
- market conditions
- investing
- economic indicators
Mentioned in this episode
Organizations: Hedgeye
More episodes of On Investing
- A Sigh of Relief on Inflation
- Welcome to the Next Temperamental Era
- Reading the Markets After Fed Chair Warsh’s Debut
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