McCullough: Big Alpha Opportunities In China

07/25/22 02:02PM EDT

https://youtu.be/pvRxi_flcjg

In this brief clip from The Macro Show, Hedgeye CEO Keith McCullough explains how to navigate the recent breakdown in the Shanghai Composite Index (SHCOMP) alongside Hedgeye China analyst Felix Wang’s successful long positions.

“Felix Wang’s longs have not broken trend. In fact, every single one of his longs are still bullish trend, despite the index being bearish trend. So, there’s a lot of different ways that you can play this,” explains McCullough.

“It’s not because of the #Quad data,” McCullough adds. “It’s never just the Quads, the signal front runs the Quads.”

McCullough: Big Alpha Opportunities In China - Hedgeye University

© 2024 Hedgeye Risk Management, LLC. The information contained herein is the property of Hedgeye, which reserves all rights thereto. Redistribution of any part of this information is prohibited without the express written consent of Hedgeye. Hedgeye is not responsible for any errors in or omissions to this information, or for any consequences that may result from the use of this information.