Quad 3 (growth slowing as inflation accelerates) can be a very challenging environment for investors.
Hedgeye Senior Macro analyst Darius Dale explains why right now is a great opportunity for “stock pickers” to make the most capital out of just about any other market scenario.
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“The market doesn’t do anything in Quad 3 from an absolute perspective. The dispersion is happening beneath the hood,” Dale explains in the clip above from The Macro Show. “If you’re a fundamental-oriented, alpha-seeking investor who’s picking stocks, picking stocks and doing the work on the company, you have not had a better period to make money since going back to 2015-16, 2011-12 and 2000-01.” |
Watch the clip above for more.
