Keith McCullough, CEO of Hedgeye Risk Management, shares his macro perspective with Real Vision founder and CEO Raoul Pal in this wide-ranging discussion on investing in a perplexing market environment. They try to make sense of a buoyant stock market that seemingly contradicts the ominous economic indicators that ought to be curbing the market's growth. Keith explains his bearish outlook on China, while Raoul contends that widening credit spreads in the U.S. indicate that a market correction could be in order. You don't want to miss this interview. Filmed on November 12, 2019 in New York.