Finding Opportunities Late in the Cycle

Published on
May 9th, 2019
21 minutes

Finding Opportunities Late in the Cycle

Investment Ideas ·
Featuring Darius Dale

Published on: May 9th, 2019 • Duration: 21 minutes

In a follow-up interview to Real Vision's January talk with Hedgeye CEO Keith McCullough, Hedgeye managing director Darius Dale updates us on what their macro risk model is suggesting when it comes to asset allocation. Dale outlines positioning on economic sectors and style factors, and introduces one big currency play. Filmed on May 6, 2019.