In the world of asset allocation, there is one rule that trumps all: always make decisions in accordance with facts and evidence as they become available. In other words, markets are not static, and so you must continuously study developments in order to achieve the only goal that exists in financial markets - profit. In this segment of Real Vision Live, Max Wiethe sits down with Naufal Sanaullah, chief macro strategist at EIA All Weather Alpha Partners, to understand the seemingly interminable list of factors that contribute to the formulation of an investment thesis. Additionally, Sanaullah will provide viewers with an update on his shift from bullish to bearish and why he believes markets are at a turning point.