Hedgeye, Released on 6/19/20

Despite what you may have heard from the “Old Wall,” there’s actually more to inflation than simply supply and demand. Hedgeye CEO Keith McCullough explains in the clip above from The Macro Show why he expects inflation to rise, despite sky-high U.S. unemployment and falling demand in the economy.

Mr. Keith R. McCullough is the Founder and CEO of Hedgeye Risk Management LLC. He covers the strategy sector at the firm. Prior to founding the firm, Mr. McCullough was a Partner, Portfolio Manager, and Managing Director at the Carlyle-Bluewave Partners hedge fund. Prior to that, he was a Portfolio Manager at Magnetar Capital; a Founder, Managing Partner and Co-Portfolio Manager at Falconhenge Partners, LLC; and Partner, Executive Vice President and Portfolio Manager at Dawson Herman Capital Management. Mr. McCullough got his start as an Institutional Equity Sales Analyst at Credit Suisse First Boston. He is currently co-chair of the NYC Bipartisan Policy Center; he writes regularly for Fortune and Forbes and is the author of the popular book, Diary of a Hedge Fund Manager.

  commodities, dollar crash, economy, inflation, Keith McCullough, stagflation, stocks