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.
In "Investment Ideas," Real Vision seeks out the market's best medium- and longer-term opportunities. The show is designed to provide actionable takeaways for investors with longer time horizons.