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. Why I Remain An Unrepentant Bear (7/23/2016)
https://www.youtube.com/watch?v=eUhKP12c_T4
This is an excerpt from a special presentation Mike O’Rourke, Chief Market Strategist at Jones Trading gave to Hedgeye’s 2016 summer intern class. In this clip, O’Rourke discusses current market and economic conditions, and why he believes myriad market risks are conspiring against a continued bull market run.
2. 4 Stocks Hurt By The Retail Slowdown (7/22/2016)
In this excerpt from The Macro Show, Hedgeye Retail analyst Alec Richards and Macro analyst Ben Ryan discuss the companies most vulnerable to the ongoing retail slowdown.
3. About Everything: The Decline of the Film Industry & Its Investing Implications (7/21/2016)
In this complimentary edition of About Everything, Hedgeye Demography Sector Head Neil Howe discusses why the movie industry is in decline and breaks down the broader implications for investors.
Click here to read the associated About Everything writeup.
4. Macro Meets Micro: Behind The Bursting Biotech Bubble (7/21/2016)
In this excerpt from The Macro Show earlier today, Hedgeye CEO Keith McCullough and Healthcare analyst Andrew Freedman discuss the macro and micro fundamentals behind the bursting biotech bubble.
5. REPLAY | Q&A with Tom Tobin - What to Expect in Healthcare (7/18/16)
CLICK HERE TO ACCESS THE ASSOCIATED SLIDES.
**Johnson & Johnson (JNJ) reported this morning and set the quarter's tone for the rest of Healthcare.
Hedgeye Healthcare Sector Head Tom Tobin and analyst Andrew Freedman were the studio today to discuss specific implications for ATHN, AHS, MDRX, ILMN, ZBH, HOLXand MD. Tom and Andrew recapped last week's Themes Presentation, which included a comprehensive overview of our #ACATaper and Healthcare Deflation themes with new datasets and analysis.
6. McCullough: Buy The All-Time High? (7/18/2016)
In this excerpt from The Macro Show this morning, Hedgeye CEO Keith McCullough cautions subscribers and advises what investors should consider as U.S. equities hit an all-time high.