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. Strong Dollar? Investors Better Be Aware of the Implications (11/17/2016)
“If the US dollar breaks out above its 2015 high, won't that be uber deflationary? That’s a great question, and largely lost on establishment media, says Hedgeye CEO Keith McCullough in response to a subscriber’s question on The Macro Show today. “If you get the dollar right, you get the rate of change in inflation right, and you get deflationary risks right.”
2. The Iran-Trump Oil Risk? It's Real (11/17/2016)
Donald Trump has vowed to tear up the "disastrous" Iran nuclear agreement early in his term and would seek to renegotiate a better deal." Is this toothless campaign rhetoric … or a significant risk to the oil market? Hedgeye Senior Energy Policy analyst Joe McMonigle thinks it’s the latter.
3. McCullough: Is The Market’s Optimistic ‘Trump Narrative’ Warranted? (11/16/2016)
“At what point do rising rates become a headwind for U.S. equity markets? That’s what one subscriber asked on The Macro Show today to which Hedgeye CEO Keith McCullough replied:
“What happens if interest rates go up and that deflates everything going up right now, especially in the energy patch and related crappy securities like MLPs. It could be a disaster. This is why I won’t give in to the yellow brick road and white picket fence narratives about Trump. It may not manifest.”
4. 3 Reasons To Sell Deere & Why It’s A Value Trap (11/16/2016)
“The problem you have with cyclicals is that they look really, really, really look expensive at the trough and they really, really, really look cheap just past the peak,” Hedgeye Industrials analyst Jay Van Sciver said on a recent institutional research call. “That’s why they’re such easy value traps to fall into.”
5. McCullough: This Is The ‘Ultimate Question’ For Investors Right Now (11/15/2016)
“The ultimate question here is whether Trump-induced expectations of growth accelerating can trump the cycle itself,” McCullough said on The Macro Show today.
6. 3 Reasons Why Carter’s Has 25% Downside | $CRI (11/15/2016)
In the video excerpt above (from a recent institutional research call), Retail analyst Brian McGough explains his three reasons why Carter’s (CRI) is a short.
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