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