Where's the Economy Headed: Soft Landing or Recession?

December 22, 2023 Liz Ann SondersKathy Jones
Liz Ann Sonders and Kathy Jones recalibrate some of their 2024 forecasts, and Liz Ann interviews Hedgeye CEO Keith McCullough.
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    In this episode, Kathy Jones and Liz Ann Sonders discuss their outlooks for 2024 in light of recent events and share what investors should be watching for in the next few weeks. 

    Liz Ann also interviews Keith McCullough, founder and CEO of Hedgeye Risk Management. Keith explains the evolution of hedge funds and how he views the changing investment landscape. He emphasizes the importance of transparency and accountability in investing and explains his unique approach to financial markets, which he calls "quantimental." McCullough also shares his insights on market cycles and the current economic outlook, including the possibility of a recession. He discusses the Federal Reserve's response to recessions and the risks associated with market concentration. Finally, he highlights opportunities in the market and shares his favorite investment areas.

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