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. McGough: Behind The Massive Spike In Retail Bankruptcies (5/13/2016)
In this brief excerpt from The Macro Show earlier today, Hedgeye Retail analyst Brian McGough explains why we’ve already seen more retail bankruptcies this year than in any full year in the last six.
2. As Neil Howe Predicted In March … ‘Trump Will Run To Left Of Clinton’ (5/10/2016)
Renowned Demographer and Hedgeye Sector Head Neil Howe is always one step ahead of the crowd. Case in point: A popular Washington Post article today lays out how presidential hopeful Donald Trump is “running to the left of Hillary Clinton.” In a then controversial video on HedgeyeTV, Howe predicted this would happen … back in March. Watch as Howe and Hedgeye CEO Keith McCullough review and update his prescient call in this brief excerpt of The Macro Show.
3. McCullough: Expensive? ‘I Love Expensive’ (5/9/2016)
In this brief excerpt from The Macro Show today, Hedgeye CEO Keith McCullough responds to a subscriber’s question about why he’s still bullish on McDonald’s (MCD), Utilities (XLU), and Long Bonds (TLT) even though they are “getting expensive.”