No Growth, No Problem

Real VisionNovember 07, 2019
Darius Dale, managing director of Hedgeye Risk Management, revisits Real Vision to detail his macro framework and explain how it shapes his investing outlook. He points to a series of economic indicators as evidence of a protracted growth slowdown and argues that widening credit spreads and a stock market pullback will likely elicit an aggressive policy pivot out of the Fed. Dale presents long term Treasurys and utilities stocks as a prudent hedge against a growth slowdown and recommends making room for TIPS and Gold in case the Fed’s ultra-dovishness causes inflationary ripples. You don’t want to miss his rigorous analysis. Filmed on October 25, 2019 in New York.
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Other Real Vision Videos

Real VisionNovember 12, 2019
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Real VisionNovember 11, 2019
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Real VisionNovember 11, 2019
Is the VC Bubble Popping?
Filling in for AK, Real Vision’s Drew Bessette breaks down the recent collapse in value of Silicon Valley unicorns as their growth-at-all-cost business model is being actively challenged.

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