Hedgeye CEO Keith McCullough joins the show to discuss his "quads" framework for navigating markets, arguing that investors should focus on the rate of change in growth and inflation as conditions shift.
Though the tech-heavy Nasdaq is down 4% this week, market breadth keeps improving amid strength in other sectors. Consumer sentiment arrives today, and jobs data come next week.
A historical look at so-called "bitcoin halving cycles," digital asset performance, and the risks and limits investors should consider across the bitcoin cycle.
Kevin Warsh leads his first FOMC meeting, affordable housing bill poised to pass Congress, and Trump's BLS head nominee vows to protect independence of government economic data.
Fed chair Warsh’s first meeting kept rates steady but struck a hawkish tone on inflation while signaling less transparency, driving market uncertainty.
The Federal Reserve left rates unchanged in Kevin Warsh's first meeting as chair, but a hawkish policy statement and economic projections raise the odds of a rate hike this year.
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Sector Views: Monthly Stock Sector Outlook
What Happens After Peak Inflation? (With Keith McCullough)
As Tech Struggles, Other Sectors Pick up the Pace
Will the Bitcoin Halving Cycle Persist?
Washington: What to Watch Now
2 Minutes on the Markets | U.S. Insights
Reading the Markets After Fed Chair Warsh’s Debut
Schwab Market Insights
Fed Shifts to Hawkish Tune, But Keeps Rates Steady