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.
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“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.
