Full-Cycle Investing In Global Markets

10/14/20 01:55PM EDT


In this clip from today’s edition of The Macro Show, Hedgeye CEO Keith McCullough gives an explanation of our full-cycle investing model when transitioning between Quads and trading global equities. As McCullough explains, “Using any country that you are in, I would look for the factor exposures. Not every market is like the U.S., where five stocks can make up a massive component of the index.”

Full-Cycle Investing In Global Markets  - market brief

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