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. Tobin: Shorting Healthcare Is A ‘Layup’ (8/12/2016)
In this brief excerpt from our “Healthcare Earnings Recap” call earlier this week, Hedgeye’s Tom Tobin explains why Healthcare earnings trends don’t bode well for the industry’s stocks.
2. Van Sciver: I’m Pretty Excited About The CAT Short Call (8/11/2016)
In this excerpt from our Short Caterpillar Black Book presentation held on August 4, 2016, Hedgeye Industrials analyst Jay Van Sciver discusses where CAT ranks on his list of short calls.
3. McMonigle: An OPEC Meeting Spoiler Alert (8/11/16)
In this brief HedgeyeTV video, Hedgeye Potomac Senior Energy Policy analyst Joe McMonigle explains why Saudi Arabia and Iran will once again dash OPEC oil production “freeze” discussions.
4. About Everything | Q&A with Neil Howe: The Gig Economy is Alive and Growing (8/9/2016)
In this complimentary edition of About Everything, Hedgeye Demography Sector Head Neil Howe discusses the so-called "gig economy." A broad measure of the gig economy shows that it accounted for as much as 40% of the workforce in 2010, up from 30.6% in 2005. Howe dissects what this means for the U.S. economy and the broader implications for investors.
Click here to access the associated About Everything slides.
Click here to read Howe’s associated About Everything piece.
5. What Wall Street Missed About Friday’s Jobs Report (8/8/2016)
In this brief excerpt from The Macro Show earlier today, Hedgeye CEO Keith McCullough and Senior Macro analyst Darius Dale discuss Friday’s Jobs Report. Spoiler alert: #EmploymentSlowing.
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