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GM75: Macro Mastery: The HedgeEye Approach ft. Keith McCullough
01:02:42
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2024/11/27
Top Traders Unplugged
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Chapters
Who is Keith McCullough?
From Hedge Fund to Research: Keith's Journey
Why Being a Retail Investor is an Insult?
How Has Keith Reacted to the Rise of 0DTE Options?
Have Stocks Become More Macro Driven?
Where Are We Currently in the 4 Quads?
The Challenge of Lag in Macro Signals
McCullough's Framework for Monitoring Signals
When Can Herding Be a Distraction?
The Current Market from a Quad Perspective
Reassessing the Narrative of the Deficits
The Outlook of the Dollar
The (Un?)Importance of Valuations
How the State of China Influences McCullough's Model and Framework
Getting on the Right Side of the K
The Market from the 3 Pots Perspective
Developing a Respect for the Markets
McCullough's Advice for Preserving Your Wealth
McCullough's Philosophy to Investing
McCullough's Perspective on Systematic Trend Following
Advice for Other Investors
Shownotes
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