'I never fight the Fed; I just try to front-run it.' This market strategist has a master plan to profit from higher inflation.

Hedgeye's Keith McCullough is long gold, utilities, real estate and emerging markets. 'There's been a bottom for inflation and probably a high for expectations of Fed rate cuts.' What the Fed gives, the Fed can take away. Nowadays that means interest-rate cuts. The U.S. Federal Reserve's half-point rate cut...