The Macro Show: Prepare Your Portfolio For Quad 4 Summer Scare

ARE YOU PREPARED FOR A QUAD 4 SCARE THIS SUMMER?

The S&P 500 just posted its worst May in seven years—its second worst May since the 1960s.
(Quad 4 is an environment where U.S. growth and inflation are slowing)

Quad 4 is a nasty environment for the U.S. stock market.

This is a free replay edition of The Macro Show with Hedgeye CEO Keith McCullough as he discusses where investors should be looking to allocate their capital.

UNDERSTAND HOW TO BEST POSITION YOUR PORTFOLIO THIS SUMMER.
While Wall Street whines about the S&P 500 losing $4 trillion in market cap in May, Hedgeye subscribers have been benefiting from the Quad 4 Scare by being properly positioned.

You don’t want to miss this free replay edition of The Macro Show with CEO Keith McCullough.

[kingcountyband]

the morning "data dump", as always, while i'm drinking my morning coffee. I fucking LOVE Hedgeye

[Supergecko]

Thanks for giving so much free value guys

[rookiemurphy]

Your overview is just excellent.  Maybe put a little distance between yourself and that coffee mug for a few hours.

[patrickfeeney]

THANK YOU SO MUCH!!! FOR THE FREE ONE!!! LOVE IT

[NerdMinion]

This is a wealth of info. Thanks guys!

[davidgregg]

Keith... wearing that same blue blazer with a commitment to the process. Do what works. Wear it out. Stay away from cognitive bias'- read Think Twice by Maubaussin. It will change your life and it's probably 1/3 the length of Thinking Fast and Slow.

[pch]

These guys are the best! If you don't believe me, they will tell you.

[Eduardoquol]

Awesome... got the TLT/HYG spread on. Loved the way you depicted the info on the Credit Cycle chart. Waiting for the right moment to add to that spread

[Radnally]

Bought a lot of '10 years' about two months ago. Thank you

[collenk]

Great content. Is there any relation between risk ranges and 25 delta risk reversals ?

[nslcap]

cool.... plz once a week you guys should throw these freebeez up...? cause I learned something... good stuff

[petergonzalez]

Great commentary and I like it fast. My brain can consume faster then your speech. Good stuff..shorting the Russell.

[richardchua]

Bro, did that go to Yale ? I wasn’t sure

[KP-ddci]

12 grade math? More like 8th grade math.

[Omegablade]

what happened between heydge and doubleline? Keith said that they stop doing business with them