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Some of the best long-short portfolio managers in Financials didn’t see issues inside the banking sector before the crisis.

A generalist portfolio manager told CEO Keith McCullough that four of the best Financials portfolio managers he knows all missed the bank collapse entirely. Macro/Financials analyst Josh Steiner heard a similar story from a friend.

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Episode description

The Call @ Hedgeye: Bonus Content | Keith McCullough & Josh Steiner

Episode description