The Macro Show [FREE Podcast Edition] | January 11, 2022
Hedgeye Podcasts
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Introduction
Darrell Jones, director research at hedga.com: China has been in quad three stagflation for quite some time. We're the first firm to go bearish after being bullish on china at this time last year. The big horses we have are or france and switzerland. Finel a francet ond bullish trade in trent eh mucker,. ye, good. You got that? So if your portfolio includes long france, long switzerland, long melasia, now we're talking about a portfolio on the equity side that, at a bermim looks like a lot better than your traditional 60, forty usa Thing.
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