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.

How SPAC's Fit Into The Hedgeye #Process - real time alerts