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. 5 Reasons To Sell Starbucks Now | $SBUX (10/16/2016)
During a recent HedgeyeTV presentation to institutional subscribers, Hedgeye Restaurants analyst Howard Penney laid out his sell call on Starbucks. In the excerpt above, Penney gives the five reasons the company isn’t, as one of his competitors recently claimed, “the greatest growth company in all of retail.”
2. ‘Macro Mentoring’ Session 6: How We Analyze Economic Cycles (10/15/2016)
In this week’s edition of ‘Macro Mentoring’, Hedgeye CEO Keith McCullough shows viewers how he uses the sine curve when analyzing the Non-Farm Payrolls and why he is predicting a slowdown in the broader economy. He also explains what’s driving global bond yields.
3. Howe: Why U.S. Election ‘Venom’ = Indictments & Gridlock (10/14/2016)
In this excerpt from The Macro Show earlier today, Hedgeye Demography Sector Head Neil Howe discusses his post-election outlook. It’s pretty grim.
4. What The Media Missed: ‘It’s Literally A Lie’ To Say US Growth Isn’t Slowing (10/12/2016)
In this brief excerpt from The Macro Show, Hedgeye CEO Keith McCullough explains what mainstream media networks missed about U.S. economic growth and the broader implications for investors.
5. President Trump Catalyst? Bad Jobs Report (10/10/2016)
In this brief excerpt from The Macro Show, Hedgeye CEO Keith McCullough explains why the upcoming non-farm payroll reports could tip the presidential election in Donald Trump’s favor.