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.”