Darius Dale, managing director of Hedgeye Risk Management, revisits Real Vision to detail his macro framework and explain how it shapes his investing outlook. He points to a series of economic indicators as evidence of a protracted growth slowdown and argues that widening credit spreads and a stock market pullback will likely elicit an aggressive policy pivot out of the Fed. Dale presents long term Treasurys and utilities stocks as a prudent hedge against a growth slowdown and recommends making room for TIPS and Gold in case the Fed's ultra-dovishness causes inflationary ripples. You don't want to miss his rigorous analysis. Filmed on October 25, 2019 in New York.
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