In this brief clip from The Macro Show, Hedgeye CEO Keith McCullough discusses our Macro team’s top asset allocation in #Quad4—the U.S. Dollar.
“The dollar was up 6 of the last 7 weeks, it’s up 13% YTD, it’s our top asset allocation, we’re gonna buy the damn dip in it this morning,” explains McCullough.
“No, you’re not gonna have anxiety with that. You’re going to short things that are inversely correlated against it which includes commodities.”
