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. Why Target Shares Have 20% Downside From Here (8/20/2016)
In this excerpt from The Macro Show on Friday, Hedgeye Retail analyst Alec Richards explains why Target shares have significant downside from today’s levels.
2. Can The ‘Let Trump, Be Trump’ Strategy Beat Clinton In Election 2016? (8/19/2016)
In this Capital Brief video Q&A, Hedgeye Potomac Chief Political Strategist JT Taylor the recent shakeup in Donald Trump’s campaign team and a shift in strategy for Hillary Clinton.
3. Is The Healthcare Bubble About To Burst? (8/18/2016)
In this brief excerpt from The Macro Show, Hedgeye CEO Keith McCullough and Demography Sector Head Neil Howe respond to a subscriber’s question about whether the healthcare sector is a bubble that’s about to pop.
4. About Everything | Augmented Reality: Better Than Virtual? (8/17/2016)
In this complimentary edition of About Everything, Hedgeye Demography Sector Head Neil Howe discusses the media hype surrounding virtual reality versus "the next big thing [that] may already be sitting in your pocket: augmented reality." Howe breaks down the key takeaways and explains 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. McCullough: Don’t Hyperventilate, Buy Protection (8/16/16)
In this brief excerpt from The Macro Show, Hedgeye CEO Keith McCullough explains how to trade an environment in which volatility continues “shocking people to the upside.”
6. Intel: This Is As Good As It Gets In The Hardware Space (8/16/2016)
Introducing Hedgeye Technology Sector head Ami Joseph. In this excerpt from a recent HedgeyeTV video presentation, Joseph lays out why Intel (INTC) is his first Hedgeye Best Idea on the long side.
7. Australia’s Housing Bubble Is A Massive Powder Keg (8/15/2016)
In this brief excerpt from The Macro Show, Hedgeye Financials analyst Josh Steiner discusses some disconcerting new developments related to Australia’s housing bubble.
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