"Macro is Back, Baby"
Teddy Vallee, founder and chief investment officer of Pervalle Global, returns to Real Vision to discuss why he believes we are at the precipice of a new dawn for macro investing. He explains the different models he uses to estimate the profound economic deterioration occurring in the U.S., and he explains how this data is shaping his macro outlook. Vallee reveals his long-term view for U.S. equities and explains why he thinks bitcoin is the macro asset class that offers the most opportunity. He also makes the case for gold mining stocks, as well as certain emerging markets equities. Filmed on May 29, 2020.