McCullough: How To Manage Your Portfolio Over The Full Investing Cycle

04/29/21 10:45AM EDT

https://youtu.be/W3nkgJrcp4g

In this clip from today’s edition of The Macro Show, Hedgeye CEO Keith McCullough discusses how he invests over a Full Cycle, including how to incrementally manage position sizing.

“If you’re the best investor ever, you nail every bottom and top of the sine curve; that’s it. I don’t give a sh*t about your theories or your narratives; all I care about is getting this right,” explains McCullough, as he goes on to discuss the most important aspects of managing a portfolio over the long-term.

McCullough: How To Manage Your Portfolio Over The Full Investing Cycle - real time alerts

© 2021 Hedgeye Risk Management, LLC. The information contained herein is the property of Hedgeye, which reserves all rights thereto. Redistribution of any part of this information is prohibited without the express written consent of Hedgeye. Hedgeye is not responsible for any errors in or omissions to this information, or for any consequences that may result from the use of this information.