CwA: Bloomberg Television Interview!

Happy Saturday-

I have been very much looking forward to our coffee today as I have wanted to share an exciting pinnacle from the week! As you may know, our firm had its first debut on Bloomberg TV on Wednesday evening to talk about the financial markets and economic outlook. We are very fortunate to be able to present our ideas, and I humbled to represent Delos Capital Advisors, on one of the worlds leading financial news providers. If you were unable to attend, below is a snapshot of the screen and a link for you to watch! My segment of the interview starts at 8:38.


(Click here to watch)

For quick context, we discussed the continued evidence of a renewed business cycle thus leading to improving economic conditions. The macro barometers we are following that provide significant clues to economic conditions have unanimously pointed to increased economic output; lumber, housing, freight shipments, copper, aluminum, and PMIs. With the building of sustained tailwinds for economic activity, we’ve begun tilting the portfolio towards cyclical sectors and factors that fare well during this reflationary environment.

Best,
Andrew H. Smith
Chief Investment Strategist

Andrew H. Smith
Chief Investment Strategist
Delos Capital Advisors | Managing Partner

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