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.
