Episode Details

Click the link http://kalshi.com/r/LIN or download the Kalshi App and use code LIN to sign up and trade today!Keith McCullough, CEO of Hedgeye, discusses rising bond yields, inflation, oil, the Fed, market positioning, currencies, gold, Bitcoin, and how investors should think about changing economic regimes.*This video was recorded on September 24, 2026.To get 5% off of your CoolWallet purchase, use my link: https://www.coolwallet.io/discount/davidcwSubscribe to my clips channel: https://www.youtube.com/@DavidLinReportClipsSubscribe to my free newsletter: https://davidlinreport.substack.com/Listen on Spotify: https://open.spotify.com/show/510WZMFaqeh90Xk4jcE34sListen on Apple Podcasts: https://podcasters.spotify.com/pod/show/the-david-lin-reportFOLLOW KEITH MCCULLOUGH:Hedgeye: https://app.hedgeye.com/Hedgeye Asset Management: https://www.hedgeyeam.com/Hedgeye TV: https://hedgeyetv.com/X (@KeithMcCullough): https://x.com/KeithMcCulloughFOLLOW DAVID LIN:X (@davidlin_TV): https://x.com/davidlin_TVTikTok (@davidlin_TV): https://www.tiktok.com/@davidlin_tvInstagram (@davidlin_TV): https://www.instagram.com/davidlin_tv/For business inquiries, reach me at david@thedavidlinreport.comDISCLAIMER: This video is for informational and educational purposes only and does not constitute financial, investment, legal, or tax advice. Always conduct your own research and consult a licensed financial professional before making any investment decisions.The views and opinions expressed by guests are solely their own and do not represent the views of this channel. Any forecasts or forward-looking statements are based on personal opinions and are not guarantees of future performance.This channel may include sponsors or affiliates. Their inclusion does not constitute an endorsement, and the channel is not responsible for the performance, claims, or actions of any sponsor, affiliate, or third party.No content in this video should be interpreted as a solicitation to buy or sell any securities or assets. Investments carry risk, including the potential loss of principal.0:00 - Intro.2:28 - Quad 2: Growth and Inflation Accelerate6:44 - Why Global Bond Yields Are Surging10:48 - Oil Rally, Inflation & Rising Yields14:22 - How 2027 Could Echo the 2022 Downturn18:49 - U.S. Dollar vs. Canadian Dollar24:57 - Gold, Silver & Inflation Hedges27:52 - Bitcoin, Liquidity & Fed Policy32:02 - Preparing for Quad 4 & the Next Market Rotation#stocks #investing #economy