If you're only going to react to Thursday's GDP news after the fact—and aren't properly positioned beforehand—you're playing the game wrong, explains Hedgeye CEO Keith McCullough.
In this clip from The Macro Show, McCullough reviews the current market setup and how the #HedgeyeNation portfolio is structured in advance of that important data release.
"We're not rookies on the job. We don't think that the whole book moves on that day," McCullough says. "We understand it's not just discounting this week. We understand that it's 16 months of discounts."
Watch the full clip for more.
