(Below is a brief clip from Keith's interview on Real Vision with Raoul Pal.)
In his inaugural appearance on Real Vision, Keith McCullough, founder and CEO of Hedgeye, explains why now is the time to pay special attention to macro risk.
In his opinion, factor-based index investing and the growth of market-neutral hedge fund strategies have made financial markets more sensitive to macro risks than ever before.
With growth slowing globally and volatility rising, investors need to find ways to marry bottoms-up analysis with top-down risk assessments in one holistic approach. Keith speaks specifically to fixed income, currency, and industry sector strategies.
He and host Raoul Pal also discuss issues with the mainstream financial media landscape.
Watch the full video here.