In this clip from today’s edition of The Macro Show, Hedgeye CEO Keith McCullough discusses the difference between Full Cycle Investing and one-way narratives.

“We don’t care what we’re long. We’re going to be long what the process says to be long off given the economic outlook, so that on a trending basis we aren’t getting our asses kicked like Gold has,” explains McCullough, as he highlights how several assets have performed relative to each other on a Trending (3 months or more) basis.

McCullough: Full Cycle Investing Gets It Right Over Multiple Durations - real time alerts