Takeaway: McGough is hosting Hedgey's Macro Show today: Key Topic - Underappreciated themes in Retail + refreshed idea list. Here's the link to watch.

Tune-in today at 9:00AM ET

Watch a replay below.

Retail Sector Head Brian McGough and Macro analyst Darius Dale will be hosting The Macro Show this morning! 

Topics will include:

  • Retail sales, and why the headline does not matter – at least w/o context.
  • The biggest trend in retail that no one knows.
  • Why that leads to the biggest financial headwind in a generation for bad management teams.
  • Winners vs Losers