Neal Berger's strategy is clear: make money when stocks go down, and don't lose money when they go up. And the chief investment officer of Eagle's View Capital Management thinks we're in for profound change defined by a multi-year downtrend for equity valuations. Eagle’s View’s new Contrarian Macro Fund is designed to take advantage of "an inevitable, sustained, and material negative impact upon certain security prices for the foreseeable horizon." In conversation with Real Vision’s Ash Bennington, Berger details his approach to shorting and hedging, shares his inflation forecast, and explains why markets might welcome a 100-basis-point rate hike by the Federal Reserve. Recorded on April 23, 2022.