In a follow-up interview to Real Vision’s January talk with Hedgeye CEO Keith McCullough, Hedgeye managing director Darius Dale offers an update on what the firm's 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.
This is a 5-minute clip from the interview. Click here to watch it in its entirety.
