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. An Animated History Of U.S. #GrowthSlowing (5/6/2016)
In this animated video, Hedgeye CEO Keith McCullough walks through the recent history of the #LateCycleU.S. economy, exploring peak corporate profits in 2014 to today’s lackluster growth.
2. MUST-SEE REPLAY | Key Trends in the Restaurant Industry: Speaker Series (5/6/2016)
https://cdn.jwplayer.com/players/UGXZg55o-KY3o17gg.jsClick here to access the associated slides.
Friday, May 6th at 11:00AM ET our Restaurants analysts Howard Penney and Shayne Laidlaw hosted the second installment of our speaker series. On the call, we had Phil Mangieri and Wally Butkus of Restaurant Research, Phil Hofmann BDO USA, LLP and other industry thought leaders who discussed industry trends with key implications for high-conviction companies our Restaurants team covers, like McDonald's (MCD), Wendy's (WEN), Darden Restaurants (DRI) and Yum! Brands (YUM). Click here for speaker bios and more information about the call.
3. Trump’s Path To The Presidency (5/6/2016)
https://www.youtube.com/watch?v=nJnBo1dYTL0
Hedgeye Director of Research Daryl Jones sits down with Hedgeye Potomac Chief Political Strategist JT Taylor to discuss the path forward for the presumptive Republican and Democratic nominees.
4. McCullough Denounces Trump On Dollar (5/6/2016)
In this brief excerpt from The Macro Show yesterday, Hedgeye CEO Keith McCullough denounces Donald Trump who reportedly said that a strong dollar is a big problem. “If you think a strong dollar is a problem, you’re a jackass,” McCullough said. “Strengthening the purchasing power of the people is the answer.”
5. Gundlach vs. McCullough on Utilities | $XLU (5/5/2016)
In this brief excerpt from The Macro Show, Hedgeye CEO Keith McCullough discusses why he disagrees with DoubleLine Capital founder Jeffrey Gundlach’s call to short Utilities.
6. About Everything: The Great Productivity Slowdown (5/5/2016)
In this complimentary edition of About Everything, Hedgeye Demography Sector Head Neil Howe explains why the much-debated productivity shortfall – amounting to $3 trillion – is "simply far too vast to pin on mismeasurement." Howe suggests, "It’s time to take the productivity slowdown seriously" and explains the broader implications for investors.
Click here to read Howe’s associated About Everything piece.
7. McCullough: Why Our GDP Forecasts Are So Accurate (5/4/2016)
In this special excerpt from The Macro Show this morning, Hedgeye CEO Keith McCullough takes subscribers “behind the curtain” on our quantitative forecasting model and how we interpret and debate evolving economic data.
8. Will the Stock Buyback Boom Go Bust? (5/3/2016)
In this brief excerpt from The Macro Show, Hedgeye Senior Macro analyst Darius Dale responds to a subscriber question about whether “financial engineering” can continue to prop up the stock market.
9. McCullough: The Most Important Point I’ll Make Today (5/2/2016)
In this brief excerpt from The Macro Show this morning, Hedgeye CEO Keith McCullough explains why he’s not going to be the “crazy one” buying U.S. stocks at this point.