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. Peterson: How to Trade Fear, Groupthink & Your Own Biases (10/9/2016)
In this excerpt from a broader “Real Conversations” interview with Hedgeye CEO Keith McCullough, Dr. Richard Peterson explains how “fear” filters into his mathematical model (“fear for a biotech stock is good, but fear for American Airlines is bad”) and how the algorithm helped his firm successfully trade fade Brexit groupthink. McCullough and Peterson also discuss their constant struggle to override their own biases.
Want more? Click here to watch the entire interview with Peterson.
2. ‘Macro Mentoring’ Session 5: Macro Factors, Asset Allocation, The Cycle & More (10/8/2016)
In this week’s edition of ‘Macro Mentoring’, Hedgeye CEO Keith McCullough highlights the outlook for the U.S. Dollar , walks you through his asset allocation model as well the importance of knowing where we are within the cycle.
3. McCullough: Why Mainstream Media Is Wrong About Today’s Jobs Report (10/7/2016)
In this no-punches pulled excerpt from The Macro Show, Hedgeye CEO Keith McCullough explains what the media missed about today’s jobs report.
4. Stockman: The Larry Summers ‘Jackass Scenario’ (10/7/2016)
In this excerpt from a “Real Conversations” interview with David Stockman, the former Reagan budget director discusses what the Federal Reserve would look like with Larry Summers at the helm. He explains to Hedgeye CEO Keith McCullough why “Summers is one of the greatest jackasses in the Western world” and how his appointment would lead to a long overdue examination of Fed politicization.
5. McCullough: An Update On Our Q3 Macro Themes (10/6/2016)
In this excerpt from The Macro Show this morning, Hedgeye CEO Keith McCullough reviews how our analysts’ Q3 macro themes fared, and offers a glimpse of what lies ahead in the current quarter.
6. The Fiscal ‘Boa Constrictor’ On U.S. Families (10/6/2016)
In this excerpt from a “Real Conversations” interview, industry veteran and portfolio manager Michael Aronstein, CIO of Marketfield Asset Management, sat down with private investor Buddy Carter and Hedgeye CEO Keith McCullough to discuss the growing fiscal drag on U.S. families.
7. David Stockman Unplugged: ‘Casino Capitalism Fueling Mutant Markets’ (10/5/2016)
Outspoken former Reagan budget director and bestselling author David Stockman chats with Hedgeye CEO Keith McCullough in this no-holds-barred discussion about his new book, “Trumped.” Stockman pulls no punches on what believes is an out-of-control Federal Reserve, mutant markets and a vulnerable economy. According to Stockman, “The Fed has fallen so far down the Keynesian rabbit hole, it can’t see daylight.”
8. McCullough: ‘One of the Best Books I’ve Read’ (10/4/16)
Hedgeye CEO Keith McCullough discusses why Wharton School of Business management professor Adam Grant’s new book “Originals: How Non-Conformists Move the World” is a must read during this excerpt from The Macro Show.
9. Steiner: Deutsche Bank’s $50 Trillion Problem (10/3/2016)
In this brief excerpt from The Macro Show earlier today, Hedgeye Financials analyst Josh Steiner explains why Deutsche Bank is a massive financial market risk that’s underappreciated by investors.
10. McCullough: Shame On You, Ben Bernanke (10/3/2016)
In this brief excerpt from The Macro Show earlier today, Hedgeye CEO Keith McCullough explains why “it’s not different this time” and former Fed head Ben Bernanke is to blame.
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