GOLD: Clueless FED Pushing Stocks & Metals Higher | Keith McCullough
Keith McCullough, Founder & CEO of Hedgeye Risk Management, joins Soar Financially just hours before a critical Fed decision to break down the macro forces driving today’s markets.
From the inverse correlation between gold and the U.S. dollar to stagflation, bond yields, and political pressure on the Fed, Keith explains why inflation is re-accelerating and what investors should do heading into Q4. He also shares insights on China-U.S. trade tensions, AI disruption, and where gold, silver, and stocks could go next.
#gold #inflation #ai
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Thank you to our #sponsor MONEY METALS. Make sure to pay them a visit: https://bit.ly/BUYGoldSilver
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👨💼 Guest: Keith McCullough
🏢 Company: Founder & CEO Hedgeye Risk Management
🌎 https://app.hedgeye.com/
𝕏 @KeithMcCullough
📅 Recording date: September 17th, 2025
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📆 Save the Date 📆
DEUTSCHE GOLDMESSE
November 14 & 15, 2025 in Frankfurt, Germany
www.deutschegoldmesse.com
FREE Registration for Investors!
Keynotes: Rick Rule, Alex Krainer, Markus Bussler, Keith Neumeyer, David Finch, John Forwood
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Time stamps (AI generated)
00:00 – Intro & Fed Decision Countdown
01:01 – Quad 3 Stagflation Explained
04:05 – Inflation & Labor Data
09:02 – Bond Market & Fed Policy
14:15 – Gold vs. U.S. Dollar
16:15 – All-Time Highs & Asset Inflation
20:20 – Market Sentiment & Corrections
24:16 – U.S.–China Tensions & AI Chip Ban
27:55 – Chinese Stimulus & Stock Surge
28:18 – Investment Strategy: Gold, Silver, Platinum
29:38 – Signals for Gold’s Next Move
30:14 – Closing Thoughts & Resources
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