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In this clip from today’s edition of The Macro Show, Hedgeye CEO Keith McCullough discusses the ways in which the broader Hedge Fund community has been forced to de-gross month-after-month this year.

“In March it was rate-sensitivity. ‘Oh my god, interest rates are going up, what do we do with that?’” explains McCullough, as he walks through the pain points Hedge Funds felt each month.

“You have to have a process. Let them do what they do, and we’re going to do what we do. The more people that do what we do, the better for them, the better for us.”

McCullough: Hedge Funds Have Puked Every Month This Year - market brief