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. Aronstein: Here’s How Every Bull Market Always Ends (9/24/2016)
Industry veteran and portfolio manager Michael Aronstein, CIO of Marketfield Asset Management, has made a career out of making the big, contrarian macro calls that no one else saw coming. In this brief excerpt from a longer “Real Conversations” interview, Aronstein sat down with private investor Buddy Carter and Hedgeye CEO Keith McCullough to discuss why the markets and economy look increasingly vulnerable.
2. How Trump & Clinton Can Win Monday’s ‘Super Bowl’ Debate (9/23/2016)
In this video edition of the Capital Brief, Hedgeye Potomac Chief Political Strategist JT Taylor discuss Monday’s Presidential Debate between Donald Trump and Hillary Clinton.
3. Replay | About Everything with Neil Howe (9/22/2016)
In this complimentary edition of About Everything, Hedgeye Demography Sector Head Neil Howe discusses what he calls the Homeland Generation, America's youngest generation of kids coming after Millennials. Howe explains the investing implications of this new generation.
Click here to read Howe's associated About Everything written piece.
4. Real Conversations: Michael Aronstein ‘Unplugged’ on the Biggest Market Risks (9/22/2016)
Industry veteran and portfolio manager Michael Aronstein, CIO of Marketfield Asset Management, sits down with private investor Buddy Carter and Hedgeye CEO Keith McCullough in this edition of “Real Conversations.” The trio discusses critical developments facing investors right now and why the markets and economy look increasingly vulnerable.
5. Pandora: 2 Reasons Why We’re Now Bullish (But Still Dislike The Company) (9/21/2016)
Hedgeye Internet & Media analyst Hesham Shabaan recommended shorting Pandora Media (P) from December 2014 until earlier this year. Recently, he’s flipped to the long side. For now. Shabaan explains why in this excerpt from The Macro Show yesterday.
6. Best Idea Long: Why Expedia Holds All The Cards (9/20/16)
In this excerpt from The Macro Show, Hedgeye Internet & Media analyst Hesham Shaaban lays out our Best Idea Long call on Expedia and why the company’s HomeAway acquisition is a “considerable opportunity” relative to Wall Street’s expectations.
7. Beware of Fed’s ‘Blunt Instrument To The Face’ (9/19/2016)
In this excerpt from The Macro Show today, Hedgeye CEO Keith McCullough responds to a subscriber’s question on monetary policy and the investing impact of a Fed rate hike.
8. Emerging Markets: 4 Countries To Buy & 3 To Sell (9/19/2016)
In this brief excerpt from The Macro Show earlier today, Hedgeye CEO Keith McCullough and Senior Macro analyst Darius Dale discuss the emerging market countries they like and don’t like.
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