A Tactical Approach to Macro - Live with Dan Russo
Macro is about understanding the big picture — how things interact with one another across long periods of time, and more importantly, what those interactions reveal about the future. Generally speaking, investors in the macro space concern themselves with multi-year and sometimes even multi-decade long plays. What if, however, you could leverage your macro “know-how” into a much shorter time-frame and combine it with technical analysis to generate a profit? That is exactly what our guest this week does. Dan Russo, chief market strategist at Chaikin Analytics, focuses on cross-asset technicals and macro to formulate tactical 3-6 month outlooks. After his stellar appearance on Real Vision’s Daily Briefing last week, he is back to show us what his unique approach is telling him about everything from equity markets and rates to currencies and sentiment.