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: How I Built My Wealth Without Huge Drawdowns (8/26/2016)
In this candid excerpt from The Macro Show, Hedgeye CEO Keith McCullough walks through his own process and history of how he approaches risk managing volatile global markets. “I’m not trying to wax philosophically,” says McCullough. “I’m just telling you there’s a huge difference in volatility adjusted returns, and building your wealth without huge drawdowns.” He’s joined by Senior Macro Analyst Darius Dale who offers additional perspective on the subject.
2. Taylor: Heat Rising In ‘Historic’ Trump vs. Clinton Slugfest (8/26/2016)
https://www.youtube.com/watch?v=OC1V90RKV3M
Hedgeye Chief Political Strategist JT Taylor walks through some of the key factors and developments in the fiery 2016 Election battle between Hillary Clinton and Donald Trump.
3. The Big Joke: Animated Cartoon Nails Squirrely Fed (8/25/2016)
In this excerpt from The Macro Show, Hedgeye CEO Keith McCullough explains why Fed policy is a joke (with a little help from our incomparable cartoonist Bob Rich).
4. McCullough: Here's What Happens If The Fed Raises Rates (8/25/2016)
In this brief excerpt from The Macro Show earlier today, Hedgeye CEO Keith McCullough explains what will happen to bond, stock and commodity markets if the Fed raises interest rates.
5. McCullough: ‘Don’t Short Balls Underwater’ (8/24/2016)
In this brief excerpt from The Macro Show today, Hedgeye CEO Keith McCullough shares some practical investing advice he learned early in his career.
6. REPLAY: About Everything | Q&A with Neil Howe - Credit Cards Lose Their Charge (8/24/2016)
https://cdn.jwplayer.com/players/kUHrXuYt-KY3o17gg.js
In this complimentary edition of About Everything, Hedgeye Demography Sector Head Neil Howe discusses the future of the credit card industry. 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.
7. McMonigle: Sell the OPEC Oil Production Freeze Nonsense (8/24/16)
Does the OPEC rumormongering have you confused? Hedgeye Energy Policy analyst Joe McMonigle sifts through the rumors and speculation on The Macro Show today. He provides clarity on what's really going on and what likely lies ahead for oil prices.
8. McCullough: The Yield Spread Doesn't Lie - People Do (8/23/2016)
In this excerpt from the Macro Show earlier today, Hedgeye CEO Keith McCullough explains why the coming quarter will be "the best time to short the Financials."
9. Does Stock Market Volume Still Matter? (8/22/2016)
In this brief excerpt from The Macro Show today, Hedgeye CEO Keith McCullough responds to a subscriber's question about whether trading volume is still relevant.
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