BREAKDOWN: Hedgeye CEO Keith McCullough on Stagflation, Bitcoin and the Devalued Dollar

One of the realest people in financial media joins for a conversation about where the economy really is and where it’s headed.
This episode is sponsored by Crypto.com, Bitstamp and Nexo.io.
Today on the Brief:

Robinhood doubles quarterly trading revenue

Square did $875 billion in bitcoin revenue in Q2 - up 600% YoY

ADP report: 167,000 jobs added in July (instead of expected 1.2 million) 

Our main conversation is with Hedgeye CEO Keith McCullough. 
Before building Hedgeye into a “no-excuses provider of real-time investment research and a premier online financial media company,” Keith worked at hedge funds including Carlyle Blue Wave Partners hedge fund, Magnetar Capital, Falconhenge Partners and Dawson Herman Capital Management.
In this conversation, he and NLW discuss:

Hedgeye’s “Full Cycle Investing” approach and GIP (Growth, Inflation, Policy) methodology 

How the economy was in a period of slowing growth and slowing inflation before COVID-19

How we’ve moved into a stagflation period in response to the money printing prompted by the crisis

Why bitcoin, gold, emerging market stocks and commodities are likely to thrive in this environment 

Why most narratives are BS 

Why the “Old Wall” media distracts rather than educates

Check out our guest online:
Website: Hedgeye.com 
Twitter: @KeithMcCullough

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