Keith McCullough headshotErik Townsend and Patrick Ceresna welcome Keith McCullough to MacroVoices. Erik and Keith discuss:

  • How the investment landscape has evolved?
  • Marginal rates of change in growth and inflation
  • Why are deflationary pressures on the horizon? 
  • Global economic landscape
  • Staying ahead of the curve with the study of rates of change
  • U.S. real GDP and CPI forecasts
  • Key macro themes into the year-end
  • Closer look at the underlying drivers going into 2019
  • Are companies likely to experience a margin squeeze
  • Trouble for China in 2019

TD/TMX Options Education Day - Free to attend - November 21, 2018

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BONUS: Beyond Blockchain, The Death of the Dollar and the Rise of Digital Currency - Chapter 1 Preview

by Erik Townsend

The cryptocurrency trend of the past few years has continued to grow despite widespread predictions that it would just be a flash in the pan. Blockchain is suddenly everyone's favorite buzzword. But what if there's more to this story than meets the eye? What if Digital Currency is about to change the world in ways beyond our imagination? And what if geopolitical forces our politicians don't even understand have already inspired China and Russia to use Digital Currency to attack the U.S. Dollar's dominance over the global financial system?

Erik covers these subjects and more in his recently published book.Listen to a preview of Chapter 1 here.

For more information and to order the paperback, Kindle, or audiobook Click Here

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Get embed code for this episode | For other embed code options click here | Download the audio MP3 File (67.40 MB) | Download the podcast transcript:   pdf Here (173 KB)

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.