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: Gold Loves Blowup of Central Planning Belief System (7/1/2016)
In this excerpt from The Macro Show today, Hedgeye CEO Keith McCullough lays out the bullish case for gold and highlights some disconcerting central planning statistics in Europe.
2. McCullough: Shameful Big Bank ‘Buybacks’ (6/30/2016)
In this brief excerpt from The Macro Show this morning, Hedgeye CEO Keith McCullough exposes the ridiculousness of big bank stock buybacks and enablers at the Fed.
3. A Brief Primer On Our Bull Case For Long Bonds (6/29/2016)
In this excerpt from The Macro Show earlier today, Hedgeye Senior Macro analyst Darius Dale lays out the bull case for Long Bonds (TLT) and explains why consensus has completely missed it.
4. Global Brexplosion | About Everything with Neil Howe (6/29/2016)
In this complimentary edition of About Everything, Hedgeye Demography Sector Head Neil Howe discusses last Thursday's Brexit vote and the broader implications for investors. "By failing to tear down and rebuild such hapless and dysfunctional institutions as the European Union, political leaders have left electorates few options other than total disruption," Howe writes.
Click here to read Howe’s associated About Everything piece.
5. Fantasy Land! A Look at This “Final” GDP Report (6/28/2016)
In this brief excerpt from The Macro Show this morning, Hedgeye CEO Keith McCullough rips apart the government’s latest GDP calculation. “You couldn’t make this up if you tried,” said McCullough. “And you wonder why people are getting upset with the establishment and the making up of numbers.”
6. McCullough: Crash Goes The Pound (6/27/2016)
In this brief excerpt from The Macro Show this morning, Hedgeye CEO Keith McCullough weighs in with his unique take on the beleagured U.K. currency.