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REPLAY | The Macro Show with Darius Dale

Here is the replay of Senior Macro Analyst Darius Dale on the Wednesday May 6 edition of The Macro Show.

 

 

 

 

The Macro Show is Hedgeye's dynamic pre-market rundown highlighting the most important global macro developments. The Macro Team shares 15 minutes or less of prepared market analysis and commentary and then answers your questions in a live Q&A session.



McCullough: Get. Out. Of. The. Way.

 

In this brief excerpt from today’s edition of RTA Live, Hedgeye CEO Keith McCullough tells subscribers that he’s raising cash and reducing U.S. and international equity exposure.

 

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Cartoon of the Day: Sheepish

Cartoon of the Day: Sheepish - Sheepish bull cartoon 05.05.2015

"So, that’s what I think you should be doing again – taking down some of your gross exposure to the long side of US Equities." -Hedgeye CEO Keith McCullough to subscribers in this past weekend's Investing Ideas.


Replay: Thought Leader Roundtable - A Detailed Look at the Cereal Category

Takeaway: Below please find a replay of our discussion with David Sprinkle on the cereal category.

Thank you for those you were able to make the call today.  We wanted to provide those who did not have a chance to tune in, to listen to what we learned about the cereal category today. Please click on links at the bottom of the page to listen or view the presentation.

 

Key Takeaways:

  • The cereal category is not in decline, it is merely at a point of maturity
  • Manufacturers have to lead in innovation to lead in the category
  • Cold breakfast cereal has the second highest household usage rate for breakfast, eggs are #1
  • Opportunities for additional growth are in niche markets, such as ancient grains and muesli
  • Breakfast is the most important meal in the eyes of the consumer

 

Audio Replay: Click Here

 

Presentation: Click Here

 


Macro Minute: What's The Next Stop For Oil?

Hedgeye Director of Research Daryl Jones recaps the results of today's Poll of the Day and outlines some of the key bullish and bearish elements in this “battleground commodity.”

 

 


the macro show

what smart investors watch to win

Hosted by Hedgeye CEO Keith McCullough at 9:00am ET, this special online broadcast offers smart investors and traders of all stripes the sharpest insights and clearest market analysis available on Wall Street.

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