In this clip from The Macro Show on 5/2/22, Hedgeye CEO Keith McCullough rehashes on his Hedgeye Investing Summit interview with Mike Green, describing the institutional (and foreign) shorting & selling of U.S. Treasuries to hedge against inflation (and how we’re positioning ourselves on the other side.)

“They’re all concerned about the same thing. It’s the opposite of last year; they were all saying inflation is transitory, now they’re saying it’s permanent, therefore they have to hedge against it.”

Watch Mike Green’s Recent Interview with Keith McCullough at the Hedgeye Investing Summit Here

McCullough: The Inflation Hedge Is Overcrowded - HIS Michael G   Generic S2022