Inside The Process with Keith McCullough & Robert McGroarty
Hedgeye Podcasts
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The Full Investing Cycle Process
Right now we are in the best full investing cycle in terms of pivoting quickly when the signal tells you to get out. We were just like, let's get out at the beginning of the year and it didn't work. And then we've just said, no thank you. The TLT is not where we want to be until kind of the last two, three weeks.
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