Finding Opportunities Late in the Cycle

Nov 14, 2019 • Duration: 00:20:23 • Topic: Equities, Macro, Risk Management

In 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.

Guest Name

Darius Dale

Anchor Name

Ed Harrison

Keywords Name

Equities, Macro, Risk Management

Show Name

Real Vision Classics