McCullough & Jonesy: The Pods vs. The Quads
To learn more about Macro Pro: https://info.hedgeye.com/l/764243/2021-06-22/fz3cww
Keith McCullough and our Macro team will be hosting our “Q3 Macro Themes” call today live at 11:00am ET for institutional and Macro Pro subscribers.
In this edition of The Macro Show, Hedgeye CEO Keith McCullough and Director of Research Daryl Jones discuss the fundamental components of stocks and the relationship between the “Pods” and the “Quads”.
"The Pods came before the Quads. Instead of GDP growth, we have revenue growth. Instead of inflation, we have EBITDA. Once you have Pod 1 ripping, and Pod 2 ripping, you get Pod 3, Free Cash Flow (FCF) ripping," explains McCullough as he jumps into how companies will be using their balance sheets in the upcoming quarter.
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Видео McCullough & Jonesy: The Pods vs. The Quads канала Hedgeye
Keith McCullough and our Macro team will be hosting our “Q3 Macro Themes” call today live at 11:00am ET for institutional and Macro Pro subscribers.
In this edition of The Macro Show, Hedgeye CEO Keith McCullough and Director of Research Daryl Jones discuss the fundamental components of stocks and the relationship between the “Pods” and the “Quads”.
"The Pods came before the Quads. Instead of GDP growth, we have revenue growth. Instead of inflation, we have EBITDA. Once you have Pod 1 ripping, and Pod 2 ripping, you get Pod 3, Free Cash Flow (FCF) ripping," explains McCullough as he jumps into how companies will be using their balance sheets in the upcoming quarter.
Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief
To subscribe to the Hedgeye #Process - https://accounts.hedgeye.com/products
Видео McCullough & Jonesy: The Pods vs. The Quads канала Hedgeye
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