• Our Favorite ETF Ideas: Get 30-Days Free

    Get 1-month of completely free access to “ETF Pro Plus” – our Macro team’s monthly strategy note distilling our macro investment research down to our favorite ETF exposures.

In this clip from today’s edition of The Macro Show, Hedgeye CEO Keith McCullough discusses his outlook for China within his Quad framework.

“There’s one Quad where the Chinese consumer doesn’t do well: Quad 3. A major fund was long a lot of Chinese equities as they were entering Quad 3,” explains McCullough, as he breaks down how he thinks about his process from a high level.

“All you have to do is listen a little bit, and you realize no one has an effing clue what they’re talking about.”

Keith McCullough’s Outlook For Chinese Equities - market brief