Astoria Advisors – Group CIO Call – Tariff Special Edition
In this week’s CIO Group Call, John Davi hosted Neil Azous, Founder and Chief Investment Officer of Rareview Capital, and Darren Hinshaw, CFA from NBC Securities to discuss the current market environment, which is showing signs of transitioning from a normal to a stressed regime. Neil highlighted indicators such as elevated VIX levels, underperformance in equities, and outperformance in gold, suggesting increased volatility and the potential for stagflation. He emphasized the importance of using long/short strategies and flexible trading approaches.
Click this LINK to watch the interview.