In this clip from today’s edition of The Macro Show, Hedgeye CEO Keith McCullough describes his process for raising cash in #Quad4, including currency allocations (and equity reallocations.)
"When equity markets are overbought in #Quad4, you raise a bunch of cash by buying the currency you want to own the most. For me, it’s been US Dollars against Yen & Euros in particular… then when the market goes straight down (like it did) for 2 days, I sell the cash back and I buy $h*t."
McCullough then goes into his Top 6 equity longs… subscribe to The Macro Show for the full clip.
