In this insightful clip above from Thursday’s edition of “The Macro Show,” Hedgeye CEO Keith McCullough responds to a subscriber’s question on Bitcoin and shares of MicroStrategy (MSTR) and explains his asset allocation approach to sizing these particular positions within his portfolio.

 “Under no circumstances would we lack the discipline to take advantage of all this work we are doing in all these different opportunities across the full investing cycle, just to take one position in Bitcoin. That’s just dumb,” says McCullough.

McCullough: How I Approach Bitcoin And MicroStrategy $MSTR - market brief