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. Airbnb Is an Existential Threat to the Hotel Industry (6/11/2016)
In this brief excerpt from The Macro Show, our Gaming, Lodging & Leisure Sector Head Todd Jordan explains why Airbnb is a significant threat to the hotel industry.
2. This Is One of the Top-3 Stock Market Bubbles in History (6/10/2016)
In this excerpt from The Macro Show this morning, Hedgeye CEO Keith McCullough and Demographics Sector Head Neil Howe discuss why “the stock market is one gigantic emotional rollercoaster” perched perilously at its peak.
3. The Bullish Case for Life Insurance | Q&A with Neil Howe (6/9/2016)
Hedgeye Managing Director Neil Howe held a live Q&A on Thursday June 9 in which he discussed why life insurance company shares have been beaten down since the Great Recession, and makes the case for their comeback.
Click here to read Howe’s associated About Everything piece.
Click here to access the associated slides.
4. Benn Steil: Donald Trump Is a Clear and Present Market Danger (6/8/2016)
Would a Trump presidency be bad news for the global economy and markets? Benn Steil, director of international economics at the Council on Foreign Relations and author of "The Battle of Bretton Woods" thinks so. He discusses the disconcerting and adverse consequences a Trump presidency may have with Hedgeye CEO Keith McCullough.
5. Drake: Contextualizing the Biggest Deceleration in Credit Growth Since 2010 (6/7/2016)
In this brief discussion, Hedgeye U.S. Macro analyst Christian Drake analyzes the trend in consumer credit growth, which has been supporting consumption in the face of slowing income growth.
6. Yikes: Yellen’s Favorite Market Indicator Hits 7-Year Low (6/6/2016)
Hedgeye U.S. macro analyst Christian Drake takes a look at the “Labor Market Conditions Index” which just posted its 5th consecutive month of negative reading (worse since 2009) and what it portends for Fed policy.
7. McCullough: The Most Asymmetric US Corporate Profit Risk (Ever) (6/6/2016)
In this brief excerpt from The Macro Show this morning, Hedgeye CEO Keith McCullough reviews the “Fantasy Island” earnings risk blinding many investors and why second and third quarter earnings for most sectors will be “awful.”