Michael Taylor & Keith McCullough | Hedgeye Investing Summit Spring 2022
Автор: Hedgeye
Загружено: 2022-04-27
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This is an exclusive "Hedgeye Investing Summit" interview between Michael Taylor, Hedge Fund Manager & PM of Pink Shares For The Cure, and Hedgeye CEO Keith McCullough.
To watch other "Hedgeye Investing Summit" interviews, click here: https://landing.hedgeye.com/summit-2022/
Mike came back to HedgeyeTV (for the umpteenth time) for yet another amazing conversation. Hitting on the brutal comps and margin compression facing public companies, Fed policy, his two favorite #MaxPainTrades for Q2, and more... if (for some reason) you missed this, watch it now.
"This is probably the worst setup I've seen in 20 years, in all my years in investing."
"Everyone has to remember what the Fed's job is; it's not the Dual Mandate, that's just verbal diarrhea for the masses. The Fed's job is to make the US Treasury look solvent...
Watch what the Fed does, not what they say."
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