Our deep bench of analysts take to HedgeyeTV every weekday to update subscribers on Hedgeye's high conviction stock ideas and evolving macro trends. Whether it's on The Macro Show, Real-Time Alerts Live or other exclusive live events, HedgeyeTV is always chock full of insight.
Below is a taste of the most recent week in HedgeyeTV. (Like what you see? Click here to subscribe for free to our YouTube channel.)
1. Demographer Neil Howe On The “New Normal” In Housing (3/5/2016)
Hedgeye Demography Sector Head Neil Howe discusses how demographics impact the housing market and why the rise of multi-generational households isn’t a sign of pent-up demand in this excerpt from a recent institutional presentation.
2. The Last Commodity Bubble Still Standing (3/4/2016)
Blue Pacific Partners founder Chris Sommers sits down with Hedgeye CEO Keith McCullough to discuss the huge risk embedded in agricultural commodities. According to Sommers, excessive investment has caused overcapacity, while global demand growth projections have been reduced. Meanwhile, major agricultural commodities are still trading 50-75% higher than their long-term average levels … before the commodity boom.
3. The (Compelling) Short Case on Deere and Monsanto | $DE $MON (3/4/2016)
In this second installment of his conversation with Hedgeye CEO Keith McCullough, Blue Pacific Partners founder Chris Sommers lays out his high-conviction bear case in granular detail.
4. McCullough: Do Not Buy This Market (3/3/2016)
In this brief excerpt from The Macro Show this morning, Hedgeye CEO Keith McCullough cautions subscribers against buying stocks right now and offers a contrarian alternative which continues to reward investors. If you like this clip, you’ll love our research.
5. SPECIAL INSIGHT | Demographer Neil Howe Discusses Key 2016 Election Trends (3/3/2016)
Neil Howe, best-selling author of "The Fourth Turning" and Demography Sector Head at Hedgeye, discusses important generational shifts, the role of millennials and boomers at the polls and many more key developments to keep a close eye on during this heated election. He is joined by Director of Research Daryl Jones.
6. Washington on Wall Street: Super Tuesday Preview with JT Taylor and Daryl Jones (2/29/2016)
Potomac Research Group's Chief Political Strategist JT Taylor joins Hedgeye Director of Research Daryl Jones for a Super Tuesday preview. The Republican establishment hopes that Rubio or Cruz can capture some delegates in the face of Donald Trump's seemingly insurmountable leads in nearly every Super Tuesday state. Meanwhile, Hillary Clinton seeks to build on her momentum from a big South Carolina win to effectively seal the deal on the Democratic side.
7. McCullough: Listen Closely to the Bond Market’s Message (2/29/2016)
In this brief excerpt from The Macro Show this morning, Hedgeye CEO Keith McCullough explains why we “remain right and contrarian” on the bond market and why investors should be buying Utilities (XLU), Gold (GLD) and Long Bonds (TLT). If you like this excerpt, you’ll love The Macro Show.
8. REPLAY: The Macro Show *SPECIAL FREE EDITION* (2/29/2016)
You don't want to miss this. Earlier this week we hosted a special *FREE* edition of The Macro Show with Hedgeye CEO Keith McCullough and Senior Macro analyst Darius Dale. You'll get a front-row distillation of all the key global market and economic developments and how to position yourself accordingly. In addition ... Keith answers viewer questions during our interactive Q&A.