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.)
Enjoy!
1. McCullough: The Beginning of the End (3/10/2016)
In this excerpt from The Macro Show this morning, Hedgeye CEO Keith McCullough discusses the latest “Viagra” monetary policy moment, and why central planners’ days are numbered.
2. Washington on Wall Street: The Very Real Possibility Of A Contested GOP Convention (3/9/2016)
Following Tuesday’s presidential primary contests, Hedgeye Director of Research Daryl Jones walks through the key takeaways, including the historical context around previous contested conventions and potential stock market implications.
3. Why We’re Keeping a Close Eye on Wynn (3/9/2016)
In this brief excerpt from The Macro Show this morning, Hedgeye Gaming, Lodging & Leisure analyst Todd Jordan distills what’s going on with Wynn Resorts (WYNN) right now, why it matters to Macau, and what to expect going forward.
4. Howe: The Biggest Change In Immigration Since The Great Recession (3/9/2016)
In this excerpt from a recent institutional presentation, Hedgeye Demography Sector Head Neil Howe explains why the fertility rate is the biggest leading indicator of immigration trends.
5. An Update On Retail Earnings: 'This Is Not Just Weather' (3/8/2016)
In this brief excerpt from The Macro Show earlier today, Hedgeye Retail analyst Alec Richards discusses earnings in the sector and why "every single company, with the exception of three, have guided down" this quarter.
6. Howe: ‘Trump Will Run To The Left Of Clinton’ (3/11/2016)
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Hedgeye's Demography Sector Head Neil Howe made a bold prediction on today's edition of The Macro Show. According to Howe, in the general election, Donald Trump will pivot to the left of Hillary Clinton to scoop up the Bernie Sanders crowd.