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. ‘Macro Mentoring’ With Hedgeye’s Keith McCullough : Session 4 (10/1/2016)
In this week’s edition of ‘Macro Mentoring’, Hedgeye CEO Keith McCullough details where we are in the U.S. economic cycle, describes how he uses rate of change to analyze macro data and explains how his process allows him to front-run the emotion of crowds.
2. An Animated Healthcare Outlook (3 Shorts, 1 Long) (9/30/2016)
In this animated video, Hedgeye Healthcare analyst Andrew Freedman walks through our outlook for the Hospital EHR (“electronic health record”) market with insights on companies such as Epic Systems Corporation, athenahealth (ATHN), Cerner Corp (CERN), Allscripts Healthcare Solutions (MDRX), and Computer Programs & Systems (CPSI).
3. Keith McCullough Reveals One Of Our Favorite Market Calls! (9/30/2016)
In case you missed it. Hedgeye Risk-Manager-In-Chief Keith McCullough really likes this… like a lot. Like a lot, a lot.
4. Peterson: How Investor Emotion Influences Oil Prices (9/30/2016)
Dr. Richard Peterson, a board-certified psychiatrist and CEO of MarketPsych, is among the foremost leaders in the area of applied behavioral finance. In this excerpt from that broader interview with Hedgeye CEO Keith McCullough, Peterson explains how his algorithm has been “almost 100% accurate in catching every major monthly move.” He explains why “people talking their book” and “investor chatter” influences where oil prices are headed in the future.
5. McMonigle: OPEC’s ‘Risky Gambit’ (What The Media Totally Missed) (9/29/2016)
In this brief HedgeyeTV video presentation, Hedgeye Potomac Senior Energy Policy analyst Joe McMonigle discusses the underappreciated risks embedded in recent OPEC oil production speculation.
6. REPLAY: Demographer Neil Howe & Daryl Jones on The End of Monetary Policy? (9/29/2016)
In this complimentary edition of About Everything, Hedgeye Demography Sector Head Neil Howe discusses whether central bank monetary policy has finally reached its limits. Howe explains the broader implications for investors.
Click here to read Howe's associated About Everything written piece.
7. Peterson: How to Successfully Trade Sentiment (9/28/2016)
Behavioral finance expert Dr. Richard Peterson, a board-certified psychiatrist and CEO of MarketPsych, sits down with Hedgeye CEO Keith McCullough in this edition of Real Conversations. An expert on financial market psychology, Peterson discusses how to potentially time stock market turns by analyzing investor behavior and social media. His firm produces sentiment and macroeconomic indices derived from language analysis of global news and social media. His latest book Trading on Sentiment digs underneath technicals and fundamentals to explain the primary mover of market prices - the global information flow and how investors react to it.
8. UberPOOL: The Future Of Public Transportation (& WAB Short Call Catalyst)? (9/27/2016)
Is uberPOOL a major technological event that will alter public transportation forever? And did Wabtec (WAB) just pay a premium to acquire Faiveley ahead of this revolutionary new change? Below is a brief excerpt from an institutional research note written by Hedgeye Industrials analyst Jay Van Sciver discussing uberPOOL and its implications for his WAB short call.
Click here to read it.
9. Understanding ‘The Biggest Number In All Of Retail’ (In 30 Seconds Or Less) (9/27/16)
In this brief excerpt from The Macro Show earlier today, Hedgeye Retail analyst Alec Richards explains the investing implications behind “the biggest number in all of retail.”
10. Nike: What Investors Are Missing & Why We’re Bullish (9/26/2016)
In this brief excerpt from a HedgeyeTV video presentation, our Retail team explains why Nike remains a Best Idea Long heading into tomorrow’s earnings report. Analysts Brian McGough and Alexander Richards discuss an underappreciated bullish catalyst.
11. Van Sciver: My Favorite Short Right Now Is… (9/26/2016)
In this brief excerpt from The Macro Show, Hedgeye Industrials analyst Jay Van Sciver responds to a subscriber’s question about his favorite short in the sector.
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