Below you find this week’s highlight reel featuring some of the best excerpts from The Macro Show last week.
Keith and the team covered:
- Being long GROWTH
- Our 3 Favorite Sectors (buying at the low-end of the range)
- Buying Municipal Bonds in Quad 1
- #Reflation’sRollover impacting Oil
- Hedgeye’s take on the GDP report (using rate of change)
Below is the lineup for The Macro Show this week. If you are unable to tune-in live and have a question for the team you can submit it HERE. And make sure to listen back later to hear our team’s response to your question.
- Monday May 1st - Financials Co-Sector Head Jonathan Casteleyn and Macro analyst Ben Ryan
- Tuesday May 2nd - Macro and Housing analyst Christian Drake and Macro analyst Ben Ryan
- Wednesday May 3rd - Healthcare Sector Head Tom Tobin and Healthcare analyst Andrew Freedman
- Thursday May 4th - Financials Co-Sector Head and Housing analyst Josh Steiner and Macro analyst Ben Ryan
- Friday May 5th - Gaming, Lodging and Leisure Sector Head Todd Jordan and Macro analyst Ben Ryan