The Call @ Hedgeye | August 10, 2022

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