In this clip from The Macro Show this morning, Hedgeye CEO Keith McCullough walks subscribers through the first item on his “Top-3 Things” list today. During this specific discussion on India, he offers investors valuable guidance on how to thoughtfully construct a portfolio.
“If you don’t have a portfolio that has asymmetry, you don’t have a portfolio. You have a bet. That’s why people who don’t do as well over time, they bet on one or two themes, one or two stocks—that’s not what we’re trying to coach you.
We’re trying to coach you to have a Full Investing Cycle portfolio that goes everywhere from India to Europe.”
If you’re an investor interested in learning more about our unique process (and how to turn the odds in your favor) we encourage you to visit our free Hedgeye University.
And it’s certainly not a bad idea to subscribe to “The Macro Show” where we offer special introductory deals to new subscribers
