Keith McCullough, CEO of Hedgeye Risk Management, discusses the market crash that China's DeepSeek triggered, his outlook for Fed monetary policy, the "Trump Trade", and growth sectors to watch in 2025. *This video was recorded on January 27, 2025 Subscribe to my free newsletter: https://davidlinreport.substack.com/ Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34s Listen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-report FOLLOW KEITH MCCULLOUGH: Hedgeye: https://app.hedgeye.com/? Hedgeye TV: https://hedgeyetv.com/ X (@KeithMcCullough): https://x.com/KeithMcCullough FOLLOW DAVID LIN: X (@davidlin_TV): https://x.com/davidlin_TV TikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tv Instagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/ For business inquiries, reach me at david@thedavidlinreport.com *This video is not financial advice. The channel is not responsible for the performance of sponsors and affiliates. 0:00 - DeepSeek and tech sell-off 7:37 - Fed monetary policy 11:00 - Bank of Japan 12:28 - Growth trade 17:07 - Trump Trade 19:00 - Yield steeper 20:30 - Currencies 22:00 - ‘Darkest hour’ for emerging markets 23:30 - Bitcoin and gold
