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.”
