McCullough: How To Think About Recession and #Quad4

03/12/20 11:39AM EDT

https://youtu.be/zKCTNGwXF0I

As Hedgeye CEO Keith McCullough explains in the clip above, if you have the correct asset allocation in your portfolio, it doesn’t matter if the economy goes into a recession or not.

“I don’t need a recession to get paid. I just did,” McCullough explains.

“When you know it’s a specific recession, it’s like a year after the fact. So get that out of your head. That’s an Old Wall, lazy thing to think about. I know it’s scary. But what’s scarier is not being prepared for Quad 4.”

Watch the full clip above for more.

McCullough: How To Think About Recession and #Quad4 - early look

© 2024 Hedgeye Risk Management, LLC. The information contained herein is the property of Hedgeye, which reserves all rights thereto. Redistribution of any part of this information is prohibited without the express written consent of Hedgeye. Hedgeye is not responsible for any errors in or omissions to this information, or for any consequences that may result from the use of this information.