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In the clip above from Monday’s edition of “The Macro Show,” Hedgeye CEO Keith McCullough and Director of Research Daryl Jones discuss the COVID case resurgence, while explaining how to position your portfolio amid vaccine headlines.

“How we should think about it is, ‘What is the market signal, and what is the economic Quad?’ We don’t just overweight a topic because it is overweighting your mind. You don’t want to invest that way, ” says McCullough.

COVID Accelerating? Vaccines? Here’s How You Should Be Positioning - market brief