Erik Townsend is a retired software entrepreneur turned hedge fund manager. Throughout his career, Erik has capitalized on his ability to understand complex systems and anticipate paradigm shifts far in advance of the mainstream. Read More...
Erik Townsend welcomes Keith McCullough to MacroVoices. Erik and Keith discuss:
Bullish narrative on equities
Valuation is not a catalyst
Trends in growth and inflation
Where are we in the economic cycle
Global economic divergences
Growth acceleration puts a lid on market multiples
Considerations on technology valuations
We strongly recommend that you download thechart book that accompanies this interview, and Erik and Keith will refer to it throughout the interview. Registered users here at MacroVoices.com already received the download link in your research roundup e-mail. If you haven’t already registered, click the red “Subscribe for FREE” button on the top right side of the home page, and register. Once logged in, click “Research Library” and Guest Publications near the top of the page. From there you can download the PDF.
Prior to founding Hedgeye Risk Management, Keith built a successful track record as a hedge fund manager at the Carlyle-Blue Wave Partners hedge fund, Magnetar Capital, Falconhenge Partners, and Dawson-Herman Capital Management.
Keith has been a regular market guest on financial TV and radio for many years including CNN and Fox Business, as well as a contributor for CNBC and Bloomberg. He now hosts The Macro Show weekday mornings on HedgeyeTV which was featured in a Huffington Post story, "Meet The Man Who Wants To Build The ESPN Of Finance."
He is the author of the popular book, Diary of a Hedge Fund Manager and regularly shares his market and economic commentary on Fortune, Investopedia and other financial websites.
He began his career as an institutional equity sales analyst after earning an economics degree from Yale University. While at Yale, he captained the men's ice hockey team to a Division I Ivy League Championship.
MACRO VOICES is presented for informational and entertainment purposes only. The information presented in MACRO VOICES should NOT be construed as investment advice. Always consult a licensed investment professional before making important investment decisions. The opinions expressed on MACRO VOICES are those of the participants. MACRO VOICES, its producers, and hosts Erik Townsend and Nathan Egger shall NOT be liable for losses resulting from investment decisions based on information or viewpoints presented on MACRO VOICES.