In this clip from today’s edition of The Macro Show, Hedgeye CEO Keith McCullough fields a question on how SPAC names should trade and lever names within the Hedgeye process.
“SPAC’s are not an asset class. An asset is fixed income, commodities and equities. A SPAC is a bunch of stocks,” McCullough informs, as he educates how you must model SPAC’s and determine sector style to fully understand how the positioning factors fit within the Hedgeye Quad model.
