30:45

EssentialInvestment Ideas

No Growth, No Problem

Featuring Darius Dale

Nov 07, 2019 • 30 minutes

Essential

Investment Ideas

No Growth, No Problem

Darius Dale of Hedgeye Risk Management revisits Real Vision to detail his macro framework and explain how it shapes his investing outlook.

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Featuring Darius Dale

Nov 07, 2019 • 30 minutes

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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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.

More Episodes

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.

More Episodes

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