• Global ‘Black Hole’ Risk Rising: A Discussion With Danielle DiMartino Booth

    Former Fed advisor Danielle DiMartino Booth discusses key economic developments and the outlook for Fed rate cuts with Hedgeye CEO Keith McCullough.

Are you wondering if you missed the boat on one of our best, non-consensus calls that worked in Q4 of 2018?

In this clip from The Macro Show, Hedgeye CEO Keith McCullough explains that while you may have missed some of the big move in bonds (one of our best-performing contrarian calls of the quarter) there is still time to get in on some of that action with the way the U.S. bond and equity markets are trending.

“I bought SHY on October 19th and said, ‘This position carries well,’” McCullough explains in the clip above. “I could hold that for this entire part of the cycle and be quite confident in that low-volatility position. You would have to get above 2.74 [percent] to not have tail risk to the downside on the two-year yield.”

Watch the full clip above for more.

McCullough: It’s Not Too Late to Get on Bond Wagon - etf pro