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. McGough: 8 Retail Stocks With Credit Cycle Risk (6/17/2016)
In this excerpt from The Macro Show earlier today, Hedgeye Retail analyst Brian McGough explains why certain retailers are overexposed to a rollover in the credit cycle.
2. REPLAY: Healthcare Q&A with Tom Tobin | $AHS $HCA $HOLX $MD $ZBH (6/16/2016)
Our Healthcare analysts Tom Tobin and Andrew Freedman hosted a live Q&A earlier today to discuss their top ideas and the latest trends in the Healthcare space.
Topics include:
- Employment, JOLTS and #ACATaper Update related to AHS, HCA, HOLX, MD and ZBH
- ATHN Tracker Update and Latest Thoughts
Click here to access the associated slides.
3. About Everything | Q&A with Neil Howe & Tom Tobin: Demographic Warning Shots Fired In America (6/16/2016)
In this complimentary edition of About Everything, Hedgeye Demography Sector Head Neil Howe explores the troubling rise in the U.S. mortality rate that's coincided with declining fertility rates. Howe walks through the myriad demographic and social trends which have conspired to cause this development.
Click here to read Howe’s associated About Everything piece.
Click here to access the associated slides.
4. Drake: Why The Central Planning #BeliefSystem Is Breaking Down (6/16/2016)
In this excerpt from The Macro Show, Hedgeye Senior Macro analyst Christian Drake gives subscribers a brief tutorial on one of our top three Macro Themes.
5. McCullough: My Response To Today’s Fed Statement (6/15/2016)
In this special HedgeyeTV presentation, Hedgeye CEO Keith McCullough explains why “the Fed is not trying to protect the American people and their cost of living. It wants to keep the financial market bubbles that they created intact.”
6. Credit Cycle: The Beginning Of The End? (6/15/2016)
In this excerpt from The Macro Show this morning, Hedgeye Financials analyst Josh Steiner joins CEO Keith McCullough to discuss why the #CreditCycle is just beginning to wreak havoc on financial markets. Steiner cites the recent blowup in Synchrony Financial (SYF) as a prime example.
7. Drake: Keep An Eye On (Decelerating) Income Growth (6/14/2016)
In this excerpt from The Macro Show earlier today, Hedgeye U.S. Macro analyst Christian Drake explains why income growth continues to slow and what it means for the U.S. economy.
8. The Clock Is Ticking: Will Trump Bring The GOP Together? (6/14/2016)
Much is being made of Donald Trump’s inability to unite Republicans at this stage of the campaign. Hedgeye Potomac Chief Political Strategist JT Taylor takes a look and offers some key thoughts on the subject, as well how Hillary Clinton stacks up on the Democratic side.
