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. Subscribe now for more videos like this one:
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Hedgeye's Darius Dale on US Economy Slowdown & Rising Inflation Pressures
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