The Hedgeye Macro Playbook is a periodic, deep-dive update to our active Macro Themes and Thematic Investment Conclusions.
Watch Darius Dale walk through the latest updates below.
CLICK HERE to download the associated presentation in PDF format (25 slides).
CLICK HERE to download the latest refresh of our Tactical Asset Class Rotation Model (32 slides).
As always, feel free to ping us with any follow-up questions.
Enjoy the rest of your respective days,