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Dear Investing Ideas Subscriber,

We are excited to present to you the inaugural edition of our new Macro Overlay video series. This new addition is exclusively for Investing Ideas subscribers. When conditions warrant, Hedgeye CEO Keith McCullough will distill and contextualize current global macro and market developments and the key takeaways you can apply to the names on our Investing Ideas list.  

In today’s Macro Overlay, Keith ranks the current names on our list from a broader, macro perspective, explains what “style factors” are,  and walks through specific, risk management tactics he employed as a hedge fund manager.

We hope you enjoy this new feature. If you have a minute, let us know what you think!

Finally, always feel free to contact with any questions or feedback you might have.

Thank you for your business.

All Best,

Team Hedgeye