Mark Ritchie II, CIO of RTM Capital Advisors, sits down with Real Vision's Ed Harrison to discuss how he has re-positioned his investments after going 100% cash in December. With the Powell Pivot in January and the recent Fed rate cut painting a different macro picture, Ritchie has become more bullish. At the same time, he believes that the reaction to the Fed's cut over these next few weeks are crucial to market tone for the next six to nine months. Filmed on July 30, 2019 in New York.