This episode examines the growing case that investors have moved beyond the low-inflation, low-volatility "Great Moderation" Era and into a new "Temperamental" Era.
Active semi-transparent ETFs can offer a different way to invest, so it's important to understand how they work and how they compare with other fund types.
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.
Find Market Commentary content
Welcome to the Next Temperamental Era
Social Security Cuts? What Seniors Should Know
Market Snapshot | July 2026
Great Moderation Era: Drift(ing) Away
2 Minutes on the Markets | Global Equity Insights
Schwab Market Insights
Active Semi-Transparent ETFs: What's Under the Hood?
What Happens After Peak Inflation? (With Keith McCullough)
Sector Views: Monthly Stock Sector Outlook