Never seen somebody so passionate about QUADS. I didn't understand him in the beginning, but now I see that he's trying to make you a better investor. That being said Keith McCullough is the QUADFather
A veritable treasure trove of market experience and wisdom; “process” is my new favorite word! I’m buckled in and ready to be nimble as the quad 4 chaos ensues! Peace
Quads are drawn wrong. - 3 should be in lower right; 4 in lower left .... can’t believe they haven’t corrected this! Maybe coach is trying to make us THINK? Yes!
you definitely don't want your wealth trend to look like that blue line, that thing went back in time! (Back to the Future????)! great video and I just finished watching the conversation w/ Diego Parrilla. really appreciate your thoughts on protecting wealth! Also, Darius is awesome, that kind of humility is only achieved when you have the brains to back it up. A force to be reckoned with.
the recent surprise was that tech rallied and value slumped amidst subdued demand. so factors were the inverse of what you might expect in a "normal" recession because this wasn't irrational exuberance, but rather pandemic lowering demand and exacerbating credit issues in capital intensive industry. but bonds were a good call.
I saw him look at it mins later. He either didn’t wanna confuse or he just hoped no1 noticed. I thought maybe he switched it around in the las5 2 years
A powerful point is made on the whole dollar devaluation narrative its something that i definetly bought into and would base my trading on hence why i lost money. Now that im a bit older its easier to look at things without a bias
I think everyone knows the tax related gdp stimulus peaked in 3q. Could the lower q4 data could cause the fed to pause hiking, which could provide some breathing room for risk assets?
I feel like I came in in the middle of a conversation. Way too much jargon, assumes too much prior knowledge. I played the “don’t lose money” game... badly. That advice did not work for me, doesn't work for most people, translates into sell on every dip.
How can I learn how to do this? Seriously a step by step guide on what material I need to understand and use this? Any resources would be great. thanks for the webcast!
I think I’m close. I pay for risk manager and that’s helped. 13 months in up 26 k total $ deposited 40 k, 66k today. Quad 2 was easy. I fkd up much shyte, just lost 7 k two weeks back over allocated XLE tryna avg down into a hole. Still, tho not wildly successful, I list my job as daytrader and file taxes as such. So I’m one of the 3 % no acct blown up first year. Hopefully next three mos I’ll still be sayin that, hope cus practicall all my $ has been made in last six mos,,so the key is volatility. Understand when to add or sell bc of it, volume confirms, and does any one know the math how to figure vol. for individual ticker? Is it impl /realized?
Not impressed, he talks a lot but says nothing very insightful and gave classic vanilla stock/industry picks that would totally underperform in this current market. Market is forward looking but his datas are all from lagging indicators. His analysis would lead investors to totally miss out on the recent market rebound in 2019Q1. And he has the 2019Q1 GDP at 2.7, which is below other estimates and the actual 2019Q1 GDP was 3.2.
You are on point, however, that is only one piece of the puzzle. This data is from 2018's viewpoint, and it only deals with the Quads, which is a Fundamental view... he did say that, there is the "Technical" or the Quantitative signals which is another part of the process, and this has to align with the fundamental view. In other words, This model gives you an "opinion" on fundamental analysis, but his signals are confirmed by Technical analysis ( Quantitative). If those two are not aligned, you don't pull the trigger full on. If you actually follow the Quad model, you would have updated your Quadrant in Q1, and the Technical signals would have been triggered to participate in that rally in Q1.... It's dynamic data, you change with change....
Never seen somebody so passionate about QUADS.
I didn't understand him in the beginning, but now I see that he's trying to make you a better investor.
That being said Keith McCullough is the QUADFather
He can’t have read that he woulda stole it. We wud be callin em quad daddy instead of coach right now
Thank you Keith, appreciate your knowledge and teaching. More seminars are a great idea!
"God knows, I'm not going back to school, to write a white paper on what I already know." - Keith McCullough 😂
A veritable treasure trove of market experience and wisdom; “process” is my new favorite word! I’m buckled in and ready to be nimble as the quad 4 chaos ensues! Peace
Excellent presentation and very enlightening. I’ve known about Keith and Hedgeye for years. Didn’t know you were into educating average investors
17:57 to 19:40 watching you explain the big whammo while staying at home due to the big whammo.
I wish we could have more educational videos like this....
YOU learned that in the 10th grade Sir, I for one grew up in America!
I like this video much more the usual short version, as it gives enough context about the talks.
love ya style and it was fun and I learned a little too keep up the work
Is quad 4 lower left or lower right?? You drew the numbers wrong if its lower left
Yeah, noticed that immediately as well...kinda funny with the pontificating...still, some useful data and framework.
Quads are drawn wrong. - 3 should be in lower right; 4 in lower left .... can’t believe they haven’t corrected this! Maybe coach is trying to make us THINK? Yes!
you definitely don't want your wealth trend to look like that blue line, that thing went back in time! (Back to the Future????)! great video and I just finished watching the conversation w/ Diego Parrilla. really appreciate your thoughts on protecting wealth! Also, Darius is awesome, that kind of humility is only achieved when you have the brains to back it up. A force to be reckoned with.
the recent surprise was that tech rallied and value slumped amidst subdued demand. so factors were the inverse of what you might expect in a "normal" recession because this wasn't irrational exuberance, but rather pandemic lowering demand and exacerbating credit issues in capital intensive industry. but bonds were a good call.
Keith, you swapped Quad4 and Quad3. Check 6 minutes in.
I saw him look at it mins later. He either didn’t wanna confuse or he just hoped no1 noticed. I thought maybe he switched it around in the las5 2 years
A powerful point is made on the whole dollar devaluation narrative its something that i definetly bought into and would base my trading on hence why i lost money. Now that im a bit older its easier to look at things without a bias
It’s true that long hedgeye recommendation do won’t lose that much on the last pullback. But it didn’t make much during 2017 or pre oct 2018.
Great videos guys thanks.
Awesome insight. loved the presentation. Would appreciate if you do a session on EM forecast for next quarter or two especially India and china.
Pay them $10,000 and they will
@@jew9774 ha for 2250 they will berate you on the macro show…yet my sub is already paid lol
I think everyone knows the tax related gdp stimulus peaked in 3q. Could the lower q4 data could cause the fed to pause hiking, which could provide some breathing room for risk assets?
That was truly helpful thx so much!
Just in KC??!! Why couldn't I have discovered you three days ago?
Real deal
I feel like I came in in the middle of a conversation. Way too much jargon, assumes too much prior knowledge.
I played the “don’t lose money” game... badly. That advice did not work for me, doesn't work for most people, translates into sell on every dip.
You make your money when you buy.
How can I learn how to do this? Seriously a step by step guide on what material I need to understand and use this? Any resources would be great. thanks for the webcast!
It is a riddle, inside an enigma, wrapped in a mystery. Run.
I think I’m close. I pay for risk manager and that’s helped. 13 months in up 26 k total $ deposited 40 k, 66k today. Quad 2 was easy. I fkd up much shyte, just lost 7 k two weeks back over allocated XLE tryna avg down into a hole. Still, tho not wildly successful, I list my job as daytrader and file taxes as such. So I’m one of the 3 % no acct blown up first year. Hopefully next three mos I’ll still be sayin that, hope cus practicall all my $ has been made in last six mos,,so the key is volatility. Understand when to add or sell bc of it, volume confirms, and does any one know the math how to figure vol. for individual ticker? Is it impl /realized?
And that’s after fees and margin apr
But I work more hours than I did at 40/wk job, and make less , so there’s that lol
Does this model work for Indian market as well ?
Thanks for the long video.
>gold underperforms in quad 2 (high growth, high inflation)
What about 2003-2006?
This aged well. Quad 4 is here now.
"This is how you make money " **draws green line on a board** "be smart like me" gunna need some more information.
Try tastytrade instead imo
Look at the TLT chart and bonds skyrocket for 3 years after he says he's moving into bonds!
As far as i can tell you nailed it!
None of your numbers for the quads match the actual data from the Fed. Why?
This guys inflation numbers are off...
Question: how can you compound interest if you constantly buy the dip and then sell the top and repeat?
Buy them men a beer! 🇬🇧🇺🇸
Kieth .... never mind - I found it
Not impressed, he talks a lot but says nothing very insightful and gave classic vanilla stock/industry picks that would totally underperform in this current market.
Market is forward looking but his datas are all from lagging indicators. His analysis would lead investors to totally miss out on the recent market rebound in 2019Q1. And he has the 2019Q1 GDP at 2.7, which is below other estimates and the actual 2019Q1 GDP was 3.2.
You are on point, however, that is only one piece of the puzzle. This data is from 2018's viewpoint, and it only deals with the Quads, which is a Fundamental view... he did say that, there is the "Technical" or the Quantitative signals which is another part of the process, and this has to align with the fundamental view. In other words, This model gives you an "opinion" on fundamental analysis, but his signals are confirmed by Technical analysis ( Quantitative). If those two are not aligned, you don't pull the trigger full on. If you actually follow the Quad model, you would have updated your Quadrant in Q1, and the Technical signals would have been triggered to participate in that rally in Q1.... It's dynamic data, you change with change....
hate to say it but keith right tho