The recession is upon us. Smart investors need a strong offense and solid defense strategy in their portfolios.
In this clip from The Call @ Hedgeye, CEO Keith McCullough and Industrials analyst Jay Van Sciver are pleasantly surprised by the opportunity to buy protection in the Industrials sector.
“If you were ever going to buy protection going into a recession, you’d buy it on Industrials, and you’d buy it today,” McCullough explains.
“There might be some ambiguity about some other sectors about what’s going on in the macro environment, but in The Industrials Show last Friday, we went through all of the things that make it incredibly clear: there is an industrials contraction underway.”
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