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. Stock Alert: Applebee’s Parent Company May Cut Its Dividend (12/11/2016)
Hedgeye Restaurants analyst Howard Penney is bearish on the DineEquity (DIN) and recently hosted a conference call laying out his short thesis. “There’s just not a lot of money for them to spend to fix the business,” Penney says.
2. HedgeyeTV Exclusive: Italy’s Banking Crisis & What it Means for Europe (12/10/2016)
In this video excerpt from The Macro Show, economist and author Daniel Lacalle and Hedgeye CEO Keith McCullough discuss a wide-range of topics from why Europe is in deep trouble to the fallacy of mainstream economic thinking.
3. This Central Banker ‘Straw Man’ Argument Needs to Stop ASAP (12/9/2016)
“There is an entire generation of traders out there who have only lived through expansionary monetary policy,” said economist and author Daniel Lacalle during a candid discussion with Hedgeye CEO Keith McCullough on The Macro Show today. These traders think “central banks can create magic out of unicorns,” he says.
4. A Brief Primer on the Republican Plan to Replace Obamacare (12/9/2016)
“Since March of 2010, the American people have had to suffer under the incredible economic burden of the Affordable Care Act—Obamacare,” writes President-elect Donald Trump on his website. House Speaker Paul Ryan recently said repealing the Affordable Care Act will be the GOP-led Congress’ first order of business.
Clearly, Republicans are motivated to roll back President Obama’s landmark, legacy healthcare law. And they have a plan.
5. Why Many “Convenient Wisdoms” on Wall Street Don't Work (12/8/2016)
Among Wall Street’s many trite maxims is the idea that an asset’s valuation (its price-to-earnings ratio) matters in macro. “That is not true,” explains Hedgeye CEO Keith McCullough in the video above.
6. U.S. Dollar: ‘Buy the Damn Dip!’ (12/7/2016)
So, what’s our process saying now about the dollar? Buy it.
7. McCullough: Get the U.S. Economic Cycle Right and Get Paid (12/6/2016)
If you get the U.S. economic cycle right, you're going to get the big market moves in macro right. And that's where the big money is made.
8. Here’s Why America’s ‘Rust Belt’ Voted for Trump… Industrial Recession (12/5/2016)
Did the U.S. industrial economy bottom in 2016? That’s the current bull versus bear debate raging on Wall Street (and one that currently favors the bulls).
9. The “Original” Bull on McDonald’s? Here’s What He's Saying Now | $MCD (12/5/2016)
“Do you have any thoughts on McDonald's and when you would like to revisit this one?" That’s the question a subscriber recently asked Hedgeye Restaurants analyst (andoriginal McDonald’s bull) Howard Penney on The Macro Show. Here’s Howard’s response
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