A lot of investors claim they're focused on the big picture. Others give lip service to their focus on "the long term". James Juliano, partner and portfolio manager at Kairos Capital Advisors, walks the walk. He and founder of the firm, Russell Redenbaugh, use economic and government policy as a guide for their investment decisions. James joins us on Tradestreaming Radio to talk about how he deciphers the policy tea leaves and how those big ideas get implemented tactically int their portfolio.