Finding Opportunities Late in the Cycle
Featuring Darius Dale
Published on: May 9th, 2019 • Duration: 21 minutes • Topic: Risk Management, Macro, EquitiesIn 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.