In this clip from today’s edition of The Macro Show, Hedgeye CEO Keith McCullough discusses how he identifies high performing SPACs using the Hedgeye #process.

"You need an independent research team to do the work on SPACs for you. Independent, hardcore research. You don't need some guy posing with his shirt off telling you a story," explains McCullough, as he highlights how he’s managed SPAC positions within his portfolio on the back of a drawdown in the Russell 2000.

McCullough’s Thoughts on Fortress vs. Social Capital Hedosophia - real time alerts