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: Is The Fed Dumb Enough To Hike On Today’s Jobs Report? (4/1/2016)
In this brief excerpt from The Macro Show earlier today, Hedgeye CEO Keith McCullough discussed how the Fed will interpret today’s late cycle non-farm payroll numbers and its implications for investors.
2. McCullough: Shame On You Mark Zandi (3/31/2016)
In this animated excerpt from The Macro Show, Hedgeye CEO Keith McCullough pulls no punches on establishment economist Mark Zandi and establishment financial media which is failing America.
3. McCullough: S&P Earnings Confront ‘Toughest Comps In U.S. History’ (3/31/2016)
Hedgeye CEO Keith McCullough crystalizes an enormous risk facing the U.S. stock market right now in this brief excerpt from The Macro Show today.
4. One Of Our Best Calls YTD (3/30/2016)
In this brief excerpt from The Macro Show today, Hedgeye Senior Macro analyst Darius Dale discusses our macro team’s call to remove the Industrials and Energy sector as top short ideas while adding short Financials.
5. Millennials Gone Mild: The Investing Implications (3/30/2016)
https://www.youtube.com/watch?v=p_AMTqVSaFY
In this complimentary edition of “About Everything,” Hedgeye Demography Sector Head Neil Howe discusses the sweeping behavioral changes of Millennials (“Generation Yawn”) compared to prior generations, and spells out what it all means for investors and companies around the globe.
6. The Airbnb Impact On Hotels & Timeshare (3/30/2016)
Hedgeye’s Gaming, Lodging, and Leisure team hosted a presentation recently to introduce our proprietary Airbnb listings/price tracker and discuss the Airbnb impact on the lodging and timeshare space.
7. McCullough: Short Rich People? (3/28/2016)
In this recent clip from The Macro Show, Hedgeye Demography Sector Neil Howe and CEO Keith McCullough discuss the income gulf between America’s “haves” and “have-nots” and why that gap may narrow in the years to come.