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.