Hedgeye has been warning about Emerging Markets exposure since the beginning of the year. Markets like Argentina, Poland, Turkey, Indonesia and others have seen sharp declines in the last month and more markets are set to follow.
“The Old Wall is finally talking about this when we’ve been talking about it all year,” Hedgeye CEO Keith McCullough says in the above clip. “You do not want to be the guy or gal who just woke up to emerging market risks down here when you could have capitalized on the entire move.”
Wall Street is finally catching up. If you haven’t woken up to it yet, now would be a good time.
Watch the full clip above for more.