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**?xml version="1.0" encoding="UTF-8"?> feed xmlns:yt="http://www.youtube.com/xml/schemas/2015" xmlns:media="http://search.yahoo.com/mrss/" xmlns="http://www.w3.org/2005/Atom"> link rel="self" href="http://www.youtube.com/feeds/videos.xml?channel_id=UCkDxvN-bcxsKkvJ3yyiGSVQ"/> id>yt:channel:kDxvN-bcxsKkvJ3yyiGSVQ/id> yt:channelId>kDxvN-bcxsKkvJ3yyiGSVQ/yt:channelId> title>Hedgeye/title> link rel="alternate" href="https://www.youtube.com/channel/UCkDxvN-bcxsKkvJ3yyiGSVQ"/> author> name>Hedgeye/name> uri>https://www.youtube.com/channel/UCkDxvN-bcxsKkvJ3yyiGSVQ/uri> /author> published>2009-01-11T13:44:27+00:00/published> entry> id>yt:video:CVAMq6oF0fM/id> yt:videoId>CVAMq6oF0fM/yt:videoId> yt:channelId>UCkDxvN-bcxsKkvJ3yyiGSVQ/yt:channelId> title>McCullough: Why PROCESS Keeps You Ahead of the Game/title> link rel="alternate" href="https://www.youtube.com/watch?v=CVAMq6oF0fM"/> author> name>Hedgeye/name> uri>https://www.youtube.com/channel/UCkDxvN-bcxsKkvJ3yyiGSVQ/uri> /author> published>2024-05-17T17:20:50+00:00/published> updated>2024-05-19T08:25:05+00:00/updated> media:group> media:title>McCullough: Why PROCESS Keeps You Ahead of the Game/media:title> media:content url="https://www.youtube.com/v/CVAMq6oF0fM?version=3" type="application/x-shockwave-flash" width="640" height="390"/> media:thumbnail url="https://i4.ytimg.com/vi/CVAMq6oF0fM/hqdefault.jpg" width="480" height="360"/> media:description>In case you missed it, Hedgeye CEO Keith McCullough hosted our highly anticipated Mid-Quarter 2Q24 Themes update earlier this week. Among other things, he addressed important implications of â€œhigher-for-longerâ€ inflation and related risks and opportunities facing investors. This clip is an excerpt from the final portion of the hour plus, deep-dive presentation where Keith responded to a subscriberâ€™s question. READ THE FULL ARTICLE: https://app.hedgeye.com/insights/150706-mccullough-why-process-keeps-you-ahead-of-the-game?with_category=17-insights #HedgeyeTV #Hedgeye View more FREE investing content: https://app.hedgeye.com/ - Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief - Enroll in FREE Hedgeye University: https://university.hedgeye.com/courses/university Choose the right Hedgeye subscription for you to gain actionable market research backed by a repeatable & data driven #process. The Macro Show: https://info.hedgeye.com/l/764243/2021-09-13/jj9wgv - The Call @ Hedgeye: https://info.hedgeye.com/TC1 - Macro Pro: https://info.hedgeye.com/l/764243/2022-02-03/trbh5w - Sector Pro: https://info.hedgeye.com/hedgeye-pro-products - Tier 1 Alpha: https://info.hedgeye.com/l/764243/2023-07-28/2scctzq - Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 - Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml - ETF Pro: https://info.hedgeye.com/l/764243/2021-09-13/jj9wll Check out Hedgeye on social media Hedgeye Twitter: https://info.hedgeye.com/hedgeye-twitter Hedgeye LinkedIn: https://info.hedgeye.com/hedeye-linked Hedgeye Facebook: https://info.hedgeye.com/hedgeye-fb Hedgeye Instagram: https://info.hedgeye.com/hedgeye-ig Hedgeye Podcasts: https://info.hedgeye.com/l/764243/2021-06-15/fxmpts Hedgeye Gear: https://info.hedgeye.com/l/764243/2021-06-15/fxmpwl/media:description> media:community> media:starRating count="26" average="5.00" min="1" max="5"/> media:statistics views="517"/> /media:community> /media:group> /entry> entry> id>yt:video:pab61X2U6I8/id> yt:videoId>pab61X2U6I8/yt:videoId> yt:channelId>UCkDxvN-bcxsKkvJ3yyiGSVQ/yt:channelId> title>Does US Debt Hit a Wall at Some Point?/title> link rel="alternate" href="https://www.youtube.com/watch?v=pab61X2U6I8"/> author> name>Hedgeye/name> uri>https://www.youtube.com/channel/UCkDxvN-bcxsKkvJ3yyiGSVQ/uri> /author> published>2024-05-16T17:20:09+00:00/published> updated>2024-05-18T11:16:24+00:00/updated> media:group> media:title>Does US Debt Hit a Wall at Some Point?/media:title> media:content url="https://www.youtube.com/v/pab61X2U6I8?version=3" type="application/x-shockwave-flash" width="640" height="390"/> media:thumbnail url="https://i1.ytimg.com/vi/pab61X2U6I8/hqdefault.jpg" width="480" height="360"/> media:description>Is the proverbial sh*t beginning to finally hit the fan? The debt-to-GDP ratio is simply a measure of a country's national debt compared to its gross domestic product (GDP). It indicates how much the country owes, relative to the size of its economy.In the few years since COVID, that ratio has skyrocketed to 100% and projected to reach 170% over the next three decades. #usdebt/media:description> media:community> media:starRating count="20" average="5.00" min="1" max="5"/> media:statistics views="2819"/> /media:community> /media:group> /entry> entry> id>yt:video:8i-elS-saSo/id> yt:videoId>8i-elS-saSo/yt:videoId> yt:channelId>UCkDxvN-bcxsKkvJ3yyiGSVQ/yt:channelId> title>Unsustainable: â€˜Does US Debt Hit a Wall at Some Point?â€™/title> link rel="alternate" href="https://www.youtube.com/watch?v=8i-elS-saSo"/> author> name>Hedgeye/name> uri>https://www.youtube.com/channel/UCkDxvN-bcxsKkvJ3yyiGSVQ/uri> /author> published>2024-05-16T17:16:53+00:00/published> updated>2024-05-18T07:57:13+00:00/updated> media:group> media:title>Unsustainable: â€˜Does US Debt Hit a Wall at Some Point?â€™/media:title> media:content url="https://www.youtube.com/v/8i-elS-saSo?version=3" type="application/x-shockwave-flash" width="640" height="390"/> media:thumbnail url="https://i1.ytimg.com/vi/8i-elS-saSo/hqdefault.jpg" width="480" height="360"/> media:description>Is the proverbial sh*t beginning to finally hit the fan? Hedgeye Macro/Financials analyst Josh Steiner is more than a little knowledgeable on this important topic. He discussed the rapidly ballooning, unsustainable level of US debt with Hedgeye CEO Keith McCullough this morning on The Call @ Hedgeye. READ THE FULL ARTICLE: https://app.hedgeye.com/insights/150623-unsustainable-does-us-debt-hit-a-wall-at-some-point?with_category=17-insights #HedgeyeTV #Hedgeye View more FREE investing content: https://app.hedgeye.com/ - Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief - Enroll in FREE Hedgeye University: https://university.hedgeye.com/courses/university Choose the right Hedgeye subscription for you to gain actionable market research backed by a repeatable & data driven #process. The Macro Show: https://info.hedgeye.com/l/764243/2021-09-13/jj9wgv - The Call @ Hedgeye: https://info.hedgeye.com/TC1 - Macro Pro: https://info.hedgeye.com/l/764243/2022-02-03/trbh5w - Sector Pro: https://info.hedgeye.com/hedgeye-pro-products - Tier 1 Alpha: https://info.hedgeye.com/l/764243/2023-07-28/2scctzq - Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 - Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml - ETF Pro: https://info.hedgeye.com/l/764243/2021-09-13/jj9wll Check out Hedgeye on social media Hedgeye Twitter: https://info.hedgeye.com/hedgeye-twitter Hedgeye LinkedIn: https://info.hedgeye.com/hedeye-linked Hedgeye Facebook: https://info.hedgeye.com/hedgeye-fb Hedgeye Instagram: https://info.hedgeye.com/hedgeye-ig Hedgeye Podcasts: https://info.hedgeye.com/l/764243/2021-06-15/fxmpts Hedgeye Gear: https://info.hedgeye.com/l/764243/2021-06-15/fxmpwl/media:description> media:community> media:starRating count="73" average="5.00" min="1" max="5"/> media:statistics views="1621"/> /media:community> /media:group> /entry> entry> id>yt:video:crc0_hKjs4M/id> yt:videoId>crc0_hKjs4M/yt:videoId> yt:channelId>UCkDxvN-bcxsKkvJ3yyiGSVQ/yt:channelId> title>Weekly Notebook Review | Higher for Longer! $SPY $QQQ $VGK $INDA $DBB | May 16, 2024/title> link rel="alternate" href="https://www.youtube.com/watch?v=crc0_hKjs4M"/> author> name>Hedgeye/name> uri>https://www.youtube.com/channel/UCkDxvN-bcxsKkvJ3yyiGSVQ/uri> /author> published>2024-05-16T15:22:16+00:00/published> updated>2024-05-18T08:49:33+00:00/updated> media:group> media:title>Weekly Notebook Review | Higher for Longer! $SPY $QQQ $VGK $INDA $DBB | May 16, 2024/media:title> media:content url="https://www.youtube.com/v/crc0_hKjs4M?version=3" type="application/x-shockwave-flash" width="640" height="390"/> media:thumbnail url="https://i4.ytimg.com/vi/crc0_hKjs4M/hqdefault.jpg" width="480" height="360"/> media:description>Each week, Hedgeyeâ€™s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. #hedgeye #hedgeyetv #investing #riskmanagement View more FREE investing content: https://app.hedgeye.com/ - Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief - Enroll in FREE Hedgeye University: https://university.hedgeye.com/courses/university Choose the right Hedgeye subscription for you to gain actionable market research backed by a repeatable & data driven #process. The Macro Show: https://info.hedgeye.com/l/764243/2021-09-13/jj9wgv - The Call @ Hedgeye: https://info.hedgeye.com/TC1 - Macro Pro: https://info.hedgeye.com/l/764243/2022-02-03/trbh5w - Sector Pro: https://info.hedgeye.com/hedgeye-pro-products - Tier 1 Alpha: https://info.hedgeye.com/l/764243/2023-07-28/2scctzq - Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 - Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml - ETF Pro: https://info.hedgeye.com/l/764243/2021-09-13/jj9wll Check out Hedgeye on social media Hedgeye Twitter: https://info.hedgeye.com/hedgeye-twitter Hedgeye LinkedIn: https://info.hedgeye.com/hedeye-linked Hedgeye Facebook: https://info.hedgeye.com/hedgeye-fb Hedgeye Instagram: https://info.hedgeye.com/hedgeye-ig Hedgeye Podcasts: https://info.hedgeye.com/l/764243/2021-06-15/fxmpts Hedgeye Gear: https://info.hedgeye.com/l/764243/2021-06-15/fxmpwl/media:description> media:community> media:starRating count="8" average="5.00" min="1" max="5"/> media:statistics views="271"/> /media:community> /media:group> /entry> entry> id>yt:video:PBtCw3vTRrY/id> yt:videoId>PBtCw3vTRrY/yt:videoId> yt:channelId>UCkDxvN-bcxsKkvJ3yyiGSVQ/yt:channelId> title>How to Avoid Getting Smoked: An 8-Minute Investing Masterclass/title> link rel="alternate" href="https://www.youtube.com/watch?v=PBtCw3vTRrY"/> author> name>Hedgeye/name> uri>https://www.youtube.com/channel/UCkDxvN-bcxsKkvJ3yyiGSVQ/uri> /author> published>2024-05-15T17:50:49+00:00/published> updated>2024-05-16T06:54:22+00:00/updated> media:group> media:title>How to Avoid Getting Smoked: An 8-Minute Investing Masterclass/media:title> media:content url="https://www.youtube.com/v/PBtCw3vTRrY?version=3" type="application/x-shockwave-flash" width="640" height="390"/> media:thumbnail url="https://i1.ytimg.com/vi/PBtCw3vTRrY/hqdefault.jpg" width="480" height="360"/> media:description>Letâ€™s be clear. The most recent rallies in GameStop (GME) and AMC Entertainment (AMC) have nothing to do with fundamentals. And with trading volumes greatly exceeding averages, most investors donâ€™t know how to approach this setup. Our proprietary signaling process is designed to help investors avoid getting blown up, while simultaneously generating returns. We go beyond simple moving averages and incorporate fractal mathematics in our â€œGo Anywhereâ€ process to position people for the most success with the least amount of risk. READ THE FULL ARTICLE: https://app.hedgeye.com/insights/150565-how-to-avoid-getting-smoked-an-8-minute-investing-masterclass?with_category=17-insights #HedgeyeTV #Hedgeye View more FREE investing content: https://app.hedgeye.com/ - Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief - Enroll in FREE Hedgeye University: https://university.hedgeye.com/courses/university Choose the right Hedgeye subscription for you to gain actionable market research backed by a repeatable & data driven #process. The Macro Show: https://info.hedgeye.com/l/764243/2021-09-13/jj9wgv - The Call @ Hedgeye: https://info.hedgeye.com/TC1 - Macro Pro: https://info.hedgeye.com/l/764243/2022-02-03/trbh5w - Sector Pro: https://info.hedgeye.com/hedgeye-pro-products - Tier 1 Alpha: https://info.hedgeye.com/l/764243/2023-07-28/2scctzq - Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 - Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml - ETF Pro: https://info.hedgeye.com/l/764243/2021-09-13/jj9wll Check out Hedgeye on social media Hedgeye Twitter: https://info.hedgeye.com/hedgeye-twitter Hedgeye LinkedIn: https://info.hedgeye.com/hedeye-linked Hedgeye Facebook: https://info.hedgeye.com/hedgeye-fb Hedgeye Instagram: https://info.hedgeye.com/hedgeye-ig Hedgeye Podcasts: https://info.hedgeye.com/l/764243/2021-06-15/fxmpts Hedgeye Gear: https://info.hedgeye.com/l/764243/2021-06-15/fxmpwl/media:description> media:community> media:starRating count="91" average="5.00" min="1" max="5"/> media:statistics views="2215"/> /media:community> /media:group> /entry> entry> id>yt:video:XmGD9zbRgII/id> yt:videoId>XmGD9zbRgII/yt:videoId> yt:channelId>UCkDxvN-bcxsKkvJ3yyiGSVQ/yt:channelId> title>How to Play the Meme Stock Frenzy $AMC/title> link rel="alternate" href="https://www.youtube.com/watch?v=XmGD9zbRgII"/> author> name>Hedgeye/name> uri>https://www.youtube.com/channel/UCkDxvN-bcxsKkvJ3yyiGSVQ/uri> /author> published>2024-05-14T20:29:20+00:00/published> updated>2024-05-16T00:22:44+00:00/updated> media:group> media:title>How to Play the Meme Stock Frenzy $AMC/media:title> media:content url="https://www.youtube.com/v/XmGD9zbRgII?version=3" type="application/x-shockwave-flash" width="640" height="390"/> media:thumbnail url="https://i1.ytimg.com/vi/XmGD9zbRgII/hqdefault.jpg" width="480" height="360"/> media:description>After successfully avoiding the first AMC short squeeze in 2021, Communications analyst Andrew Freedman shares his perspective and game plan for navigating the massive surge in AMC shares this morning on The Call @ Hedgeye with Hedgeye CEO Keith McCullough. READ THE FULL ARTICLE: https://app.hedgeye.com/insights/150497-how-to-play-the-meme-stock-frenzy-amc?with_category=17-insights #HedgeyeTV #Hedgeye View more FREE investing content: https://app.hedgeye.com/ - Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief - Enroll in FREE Hedgeye University: https://university.hedgeye.com/courses/university Choose the right Hedgeye subscription for you to gain actionable market research backed by a repeatable & data driven #process. The Macro Show: https://info.hedgeye.com/l/764243/2021-09-13/jj9wgv - The Call @ Hedgeye: https://info.hedgeye.com/TC1 - Macro Pro: https://info.hedgeye.com/l/764243/2022-02-03/trbh5w - Sector Pro: https://info.hedgeye.com/hedgeye-pro-products - Tier 1 Alpha: https://info.hedgeye.com/l/764243/2023-07-28/2scctzq - Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 - Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml - ETF Pro: https://info.hedgeye.com/l/764243/2021-09-13/jj9wll Check out Hedgeye on social media Hedgeye Twitter: https://info.hedgeye.com/hedgeye-twitter Hedgeye LinkedIn: https://info.hedgeye.com/hedeye-linked Hedgeye Facebook: https://info.hedgeye.com/hedgeye-fb Hedgeye Instagram: https://info.hedgeye.com/hedgeye-ig Hedgeye Podcasts: https://info.hedgeye.com/l/764243/2021-06-15/fxmpts Hedgeye Gear: https://info.hedgeye.com/l/764243/2021-06-15/fxmpwl/media:description> media:community> media:starRating count="29" average="5.00" min="1" max="5"/> media:statistics views="603"/> /media:community> /media:group> /entry> entry> id>yt:video:s_9BS4QYzDY/id> yt:videoId>s_9BS4QYzDY/yt:videoId> yt:channelId>UCkDxvN-bcxsKkvJ3yyiGSVQ/yt:channelId> title>GameStop: We Were Bulls For Last Rally, Weâ€™d Fade This One/title> link rel="alternate" href="https://www.youtube.com/watch?v=s_9BS4QYzDY"/> author> name>Hedgeye/name> uri>https://www.youtube.com/channel/UCkDxvN-bcxsKkvJ3yyiGSVQ/uri> /author> published>2024-05-13T17:20:48+00:00/published> updated>2024-05-19T01:10:17+00:00/updated> media:group> media:title>GameStop: We Were Bulls For Last Rally, Weâ€™d Fade This One/media:title> media:content url="https://www.youtube.com/v/s_9BS4QYzDY?version=3" type="application/x-shockwave-flash" width="640" height="390"/> media:thumbnail url="https://i4.ytimg.com/vi/s_9BS4QYzDY/hqdefault.jpg" width="480" height="360"/> media:description>The fundamental case today versus January 2021 is night and day. Read the full article HERE: https://app.hedgeye.com/insights/150432-gamestop-we-were-bulls-for-last-rally-we-d-fade-this-one?type=macro%2Chedgeye-tv #HedgeyeTV #Hedgeye View more FREE investing content: https://app.hedgeye.com/ - Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief - Enroll in FREE Hedgeye University: https://university.hedgeye.com/courses/university Choose the right Hedgeye subscription for you to gain actionable market research backed by a repeatable & data driven #process. The Macro Show: https://info.hedgeye.com/l/764243/2021-09-13/jj9wgv - The Call @ Hedgeye: https://info.hedgeye.com/TC1 - Macro Pro: https://info.hedgeye.com/l/764243/2022-02-03/trbh5w - Sector Pro: https://info.hedgeye.com/hedgeye-pro-products - Tier 1 Alpha: https://info.hedgeye.com/l/764243/2023-07-28/2scctzq - Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 - Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml - ETF Pro: https://info.hedgeye.com/l/764243/2021-09-13/jj9wll Check out Hedgeye on social media Hedgeye Twitter: https://info.hedgeye.com/hedgeye-twitter Hedgeye LinkedIn: https://info.hedgeye.com/hedeye-linked Hedgeye Facebook: https://info.hedgeye.com/hedgeye-fb Hedgeye Instagram: https://info.hedgeye.com/hedgeye-ig Hedgeye Podcasts: https://info.hedgeye.com/l/764243/2021-06-15/fxmpts Hedgeye Gear: https://info.hedgeye.com/l/764243/2021-06-15/fxmpwl/media:description> media:community> media:starRating count="40" average="5.00" min="1" max="5"/> media:statistics views="955"/> /media:community> /media:group> /entry> entry> id>yt:video:a13XwfV1uAk/id> yt:videoId>a13XwfV1uAk/yt:videoId> yt:channelId>UCkDxvN-bcxsKkvJ3yyiGSVQ/yt:channelId> title>WEBCAST | The Fastest Tortoise: Unpacking Ken Hershâ€™s Investment Mastery/title> link rel="alternate" href="https://www.youtube.com/watch?v=a13XwfV1uAk"/> author> name>Hedgeye/name> uri>https://www.youtube.com/channel/UCkDxvN-bcxsKkvJ3yyiGSVQ/uri> /author> published>2024-05-10T17:52:17+00:00/published> updated>2024-05-14T05:33:48+00:00/updated> media:group> media:title>WEBCAST | The Fastest Tortoise: Unpacking Ken Hershâ€™s Investment Mastery/media:title> media:content url="https://www.youtube.com/v/a13XwfV1uAk?version=3" type="application/x-shockwave-flash" width="640" height="390"/> media:thumbnail url="https://i2.ytimg.com/vi/a13XwfV1uAk/hqdefault.jpg" width="480" height="360"/> media:description>In this episode of the "CIO Corner" webcast series, host David Salem engages in a thought-provoking conversation with American businessman and financier Ken Hersh. Ken is the author of The Fastest Tortoise: Winning in Industries I Knew Nothing Aboutâ€•A Life Spent Figuring It Out. He is currently the President and CEO of the George W. Bush Presidential Center. During this compelling discussion, Ken shares his remarkable personal and professional journey. Though initially a novice in the energy sector, Ken boldly innovated an investment strategy that redefined private investment in energy. His firmâ€™s success established a benchmark, inspiring competitors and reshaping how capital flows into the U.S. energy industry. Kenâ€™s journey exemplifies a bold capitalist unafraid to seize opportunities. READ THE FULL ARTICLE: https://app.hedgeye.com/insights/150227-webcast-cio-corner-presidential-approach-to-investing?with_category=17-insights #HedgeyeTV #Hedgeye View more FREE investing content: https://app.hedgeye.com/ - Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief - Enroll in FREE Hedgeye University: https://university.hedgeye.com/courses/university Choose the right Hedgeye subscription for you to gain actionable market research backed by a repeatable & data driven #process. The Macro Show: https://info.hedgeye.com/l/764243/2021-09-13/jj9wgv - The Call @ Hedgeye: https://info.hedgeye.com/TC1 - Macro Pro: https://info.hedgeye.com/l/764243/2022-02-03/trbh5w - Sector Pro: https://info.hedgeye.com/hedgeye-pro-products - Tier 1 Alpha: https://info.hedgeye.com/l/764243/2023-07-28/2scctzq - Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 - Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml - ETF Pro: https://info.hedgeye.com/l/764243/2021-09-13/jj9wll Check out Hedgeye on social media Hedgeye Twitter: https://info.hedgeye.com/hedgeye-twitter Hedgeye LinkedIn: https://info.hedgeye.com/hedeye-linked Hedgeye Facebook: https://info.hedgeye.com/hedgeye-fb Hedgeye Instagram: https://info.hedgeye.com/hedgeye-ig Hedgeye Podcasts: https://info.hedgeye.com/l/764243/2021-06-15/fxmpts Hedgeye Gear: https://info.hedgeye.com/l/764243/2021-06-15/fxmpwl/media:description> media:community> media:starRating count="21" average="5.00" min="1" max="5"/> media:statistics views="589"/> /media:community> /media:group> /entry> entry> id>yt:video:kQUQxsPIZow/id> yt:videoId>kQUQxsPIZow/yt:videoId> yt:channelId>UCkDxvN-bcxsKkvJ3yyiGSVQ/yt:channelId> title>McCullough: I Donâ€™t Give a Ratâ€™s A** What Someone at Morgan Stanley Says About Inflation/title> link rel="alternate" href="https://www.youtube.com/watch?v=kQUQxsPIZow"/> author> name>Hedgeye/name> uri>https://www.youtube.com/channel/UCkDxvN-bcxsKkvJ3yyiGSVQ/uri> /author> published>2024-05-09T16:36:32+00:00/published> updated>2024-05-11T02:43:03+00:00/updated> media:group> media:title>McCullough: I Donâ€™t Give a Ratâ€™s A** What Someone at Morgan Stanley Says About Inflation/media:title> media:content url="https://www.youtube.com/v/kQUQxsPIZow?version=3" type="application/x-shockwave-flash" width="640" height="390"/> media:thumbnail url="https://i4.ytimg.com/vi/kQUQxsPIZow/hqdefault.jpg" width="480" height="360"/> media:description>An animated Keith McCullough discussed his data-driven investing process and why he couldnâ€™t care less what other people on Wall Street are saying on todayâ€™s edition of The Macro Show. READ THE FULL ARTICLE: https://app.hedgeye.com/insights/150291-mccullough-i-don-t-give-a-rat-s-a-what-someone-at-morgan-stanley-sa?with_category=17-insights #HedgeyeTV #Hedgeye View more FREE investing content: https://app.hedgeye.com/ - Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief - Enroll in FREE Hedgeye University: https://university.hedgeye.com/courses/university Choose the right Hedgeye subscription for you to gain actionable market research backed by a repeatable & data driven #process. The Macro Show: https://info.hedgeye.com/l/764243/2021-09-13/jj9wgv - The Call @ Hedgeye: https://info.hedgeye.com/TC1 - Macro Pro: https://info.hedgeye.com/l/764243/2022-02-03/trbh5w - Sector Pro: https://info.hedgeye.com/hedgeye-pro-products - Tier 1 Alpha: https://info.hedgeye.com/l/764243/2023-07-28/2scctzq - Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 - Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml - ETF Pro: https://info.hedgeye.com/l/764243/2021-09-13/jj9wll Check out Hedgeye on social media Hedgeye Twitter: https://info.hedgeye.com/hedgeye-twitter Hedgeye LinkedIn: https://info.hedgeye.com/hedeye-linked Hedgeye Facebook: https://info.hedgeye.com/hedgeye-fb Hedgeye Instagram: https://info.hedgeye.com/hedgeye-ig Hedgeye Podcasts: https://info.hedgeye.com/l/764243/2021-06-15/fxmpts Hedgeye Gear: https://info.hedgeye.com/l/764243/2021-06-15/fxmpwl/media:description> media:community> media:starRating count="105" average="5.00" min="1" max="5"/> media:statistics views="2971"/> /media:community> /media:group> /entry> entry> id>yt:video:muTU-a_NG0s/id> yt:videoId>muTU-a_NG0s/yt:videoId> yt:channelId>UCkDxvN-bcxsKkvJ3yyiGSVQ/yt:channelId> title>McCullough: This Stock Is a â€˜Massive Shortâ€™/title> link rel="alternate" href="https://www.youtube.com/watch?v=muTU-a_NG0s"/> author> name>Hedgeye/name> uri>https://www.youtube.com/channel/UCkDxvN-bcxsKkvJ3yyiGSVQ/uri> /author> published>2024-05-08T17:05:38+00:00/published> updated>2024-05-11T00:59:11+00:00/updated> media:group> media:title>McCullough: This Stock Is a â€˜Massive Shortâ€™/media:title> media:content url="https://www.youtube.com/v/muTU-a_NG0s?version=3" type="application/x-shockwave-flash" width="640" height="390"/> media:thumbnail url="https://i2.ytimg.com/vi/muTU-a_NG0s/hqdefault.jpg" width="480" height="360"/> media:description>Shares of software company ServiceNow are down over 8% since our research team added it as a short in January. Hedgeye Software analyst Nick Balch and Communications analyst Andrew Freedman discussed ServiceNowâ€™s (NOW) recent earnings report on The Call @ Hedgeye this morning with Hedgeye CEO Keith McCullough. READ THE FULL ARTICLE: https://app.hedgeye.com/insights/150226-mccullough-this-stock-is-a-massive-short?with_category=17-insights #HedgeyeTV #Hedgeye View more FREE investing content: https://app.hedgeye.com/ - Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief - Enroll in FREE Hedgeye University: https://university.hedgeye.com/courses/university Choose the right Hedgeye subscription for you to gain actionable market research backed by a repeatable & data driven #process. The Macro Show: https://info.hedgeye.com/l/764243/2021-09-13/jj9wgv - The Call @ Hedgeye: https://info.hedgeye.com/TC1 - Macro Pro: https://info.hedgeye.com/l/764243/2022-02-03/trbh5w - Sector Pro: https://info.hedgeye.com/hedgeye-pro-products - Tier 1 Alpha: https://info.hedgeye.com/l/764243/2023-07-28/2scctzq - Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 - Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml - ETF Pro: https://info.hedgeye.com/l/764243/2021-09-13/jj9wll Check out Hedgeye on social media Hedgeye Twitter: https://info.hedgeye.com/hedgeye-twitter Hedgeye LinkedIn: https://info.hedgeye.com/hedeye-linked Hedgeye Facebook: https://info.hedgeye.com/hedgeye-fb Hedgeye Instagram: https://info.hedgeye.com/hedgeye-ig Hedgeye Podcasts: https://info.hedgeye.com/l/764243/2021-06-15/fxmpts Hedgeye Gear: https://info.hedgeye.com/l/764243/2021-06-15/fxmpwl/media:description> media:community> media:starRating count="43" average="5.00" min="1" max="5"/> media:statistics views="1300"/> /media:community> /media:group> /entry> entry> id>yt:video:1qu-Bw6dhLE/id> yt:videoId>1qu-Bw6dhLE/yt:videoId> yt:channelId>UCkDxvN-bcxsKkvJ3yyiGSVQ/yt:channelId> title>$MPWâ€™s Biggest Tenant Files for Bankruptcy/title> link rel="alternate" href="https://www.youtube.com/watch?v=1qu-Bw6dhLE"/> author> name>Hedgeye/name> uri>https://www.youtube.com/channel/UCkDxvN-bcxsKkvJ3yyiGSVQ/uri> /author> published>2024-05-06T18:42:50+00:00/published> updated>2024-05-10T11:18:13+00:00/updated> media:group> media:title>$MPWâ€™s Biggest Tenant Files for Bankruptcy/media:title> media:content url="https://www.youtube.com/v/1qu-Bw6dhLE?version=3" type="application/x-shockwave-flash" width="640" height="390"/> media:thumbnail url="https://i2.ytimg.com/vi/1qu-Bw6dhLE/hqdefault.jpg" width="480" height="360"/> media:description>Outspoken REITs analyst Rob Simone discussed the big breaking news that Steward Health Care has filed for chapter 11 bankruptcy protection. #hedgeye #mpw #frauds/media:description> media:community> media:starRating count="12" average="5.00" min="1" max="5"/> media:statistics views="633"/> /media:community> /media:group> /entry> entry> id>yt:video:N4tooe3hHic/id> yt:videoId>N4tooe3hHic/yt:videoId> yt:channelId>UCkDxvN-bcxsKkvJ3yyiGSVQ/yt:channelId> title>Kaboom: $MPWâ€™s Biggest Tenant Files for Bankruptcy/title> link rel="alternate" href="https://www.youtube.com/watch?v=N4tooe3hHic"/> author> name>Hedgeye/name> uri>https://www.youtube.com/channel/UCkDxvN-bcxsKkvJ3yyiGSVQ/uri> /author> published>2024-05-06T18:27:08+00:00/published> updated>2024-05-14T07:32:21+00:00/updated> media:group> media:title>Kaboom: $MPWâ€™s Biggest Tenant Files for Bankruptcy/media:title> media:content url="https://www.youtube.com/v/N4tooe3hHic?version=3" type="application/x-shockwave-flash" width="640" height="390"/> media:thumbnail url="https://i3.ytimg.com/vi/N4tooe3hHic/hqdefault.jpg" width="480" height="360"/> media:description>Outspoken REITs analyst Rob Simone discussed the big breaking news that Steward Health Care has filed for chapter 11 bankruptcy protection on The Call @ Hedgeye this morning. READ THE FULL ARTICLE: https://app.hedgeye.com/insights/150105-kaboom-mpw-s-biggest-tenant-files-for-bankruptcy?with_category=17-insights #HedgeyeTV #Hedgeye View more FREE investing content: https://app.hedgeye.com/ - Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief - Enroll in FREE Hedgeye University: https://university.hedgeye.com/courses/university Choose the right Hedgeye subscription for you to gain actionable market research backed by a repeatable & data driven #process. The Macro Show: https://info.hedgeye.com/l/764243/2021-09-13/jj9wgv - The Call @ Hedgeye: https://info.hedgeye.com/TC1 - Macro Pro: https://info.hedgeye.com/l/764243/2022-02-03/trbh5w - Sector Pro: https://info.hedgeye.com/hedgeye-pro-products - Tier 1 Alpha: https://info.hedgeye.com/l/764243/2023-07-28/2scctzq - Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 - Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml - ETF Pro: https://info.hedgeye.com/l/764243/2021-09-13/jj9wll Check out Hedgeye on social media Hedgeye Twitter: https://info.hedgeye.com/hedgeye-twitter Hedgeye LinkedIn: https://info.hedgeye.com/hedeye-linked Hedgeye Facebook: https://info.hedgeye.com/hedgeye-fb Hedgeye Instagram: https://info.hedgeye.com/hedgeye-ig Hedgeye Podcasts: https://info.hedgeye.com/l/764243/2021-06-15/fxmpts Hedgeye Gear: https://info.hedgeye.com/l/764243/2021-06-15/fxmpwl/media:description> media:community> media:starRating count="67" average="5.00" min="1" max="5"/> media:statistics views="1896"/> /media:community> /media:group> /entry> entry> id>yt:video:3RaUnRDJkxM/id> yt:videoId>3RaUnRDJkxM/yt:videoId> yt:channelId>UCkDxvN-bcxsKkvJ3yyiGSVQ/yt:channelId> title>Real Conversations | Steph Pomboy 1-on-1 with Keith McCullough at Hedgeye Live/title> link rel="alternate" href="https://www.youtube.com/watch?v=3RaUnRDJkxM"/> author> name>Hedgeye/name> uri>https://www.youtube.com/channel/UCkDxvN-bcxsKkvJ3yyiGSVQ/uri> /author> published>2024-05-03T21:30:00+00:00/published> updated>2024-05-08T14:11:04+00:00/updated> media:group> media:title>Real Conversations | Steph Pomboy 1-on-1 with Keith McCullough at Hedgeye Live/media:title> media:content url="https://www.youtube.com/v/3RaUnRDJkxM?version=3" type="application/x-shockwave-flash" width="640" height="390"/> media:thumbnail url="https://i4.ytimg.com/vi/3RaUnRDJkxM/hqdefault.jpg" width="480" height="360"/> media:description>We are thrilled to announce that Steph Pomboy, the founder of Macro Mavens, will join Hedgeye CEO Keith McCullough for a special edition of Real Conversations. This event will take place in front of a live audience during our 3rd annual Investor Conference Hedgeye Live. Steph and Keith will explore the nuances of the current macroeconomic landscape. They'll offer their expert insights and forecast how these conditions might influence global markets (and your portfolio) throughout 2024. #HedgeyeTV #Hedgeye View more FREE investing content: https://app.hedgeye.com/ - Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief - Enroll in FREE Hedgeye University: https://university.hedgeye.com/courses/university Choose the right Hedgeye subscription for you to gain actionable market research backed by a repeatable & data driven #process. The Macro Show: https://info.hedgeye.com/l/764243/2021-09-13/jj9wgv - The Call @ Hedgeye: https://info.hedgeye.com/TC1 - Macro Pro: https://info.hedgeye.com/l/764243/2022-02-03/trbh5w - Sector Pro: https://info.hedgeye.com/hedgeye-pro-products - Tier 1 Alpha: https://info.hedgeye.com/l/764243/2023-07-28/2scctzq - Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 - Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml - ETF Pro: https://info.hedgeye.com/l/764243/2021-09-13/jj9wll Check out Hedgeye on social media Hedgeye Twitter: https://info.hedgeye.com/hedgeye-twitter Hedgeye LinkedIn: https://info.hedgeye.com/hedeye-linked Hedgeye Facebook: https://info.hedgeye.com/hedgeye-fb Hedgeye Instagram: https://info.hedgeye.com/hedgeye-ig Hedgeye Podcasts: https://info.hedgeye.com/l/764243/2021-06-15/fxmpts Hedgeye Gear: https://info.hedgeye.com/l/764243/2021-06-15/fxmpwl/media:description> media:community> media:starRating count="695" average="5.00" min="1" max="5"/> media:statistics views="17822"/> /media:community> /media:group> /entry> entry> id>yt:video:WUnpaze2cH4/id> yt:videoId>WUnpaze2cH4/yt:videoId> yt:channelId>UCkDxvN-bcxsKkvJ3yyiGSVQ/yt:channelId> title>Rooster Reacts | Parsing Powell's FOMC Commentary | May 2, 2024/title> link rel="alternate" href="https://www.youtube.com/watch?v=WUnpaze2cH4"/> author> name>Hedgeye/name> uri>https://www.youtube.com/channel/UCkDxvN-bcxsKkvJ3yyiGSVQ/uri> /author> published>2024-05-02T16:35:44+00:00/published> updated>2024-05-09T00:13:33+00:00/updated> media:group> media:title>Rooster Reacts | Parsing Powell's FOMC Commentary | May 2, 2024/media:title> media:content url="https://www.youtube.com/v/WUnpaze2cH4?version=3" type="application/x-shockwave-flash" width="640" height="390"/> media:thumbnail url="https://i4.ytimg.com/vi/WUnpaze2cH4/hqdefault.jpg" width="480" height="360"/> media:description>Tune in to our newest webcast series... Rooster Reacts! In this pilot episode, Macro analyst Ryan "Rooster" Ricci and co-host Ben Pirko break down and explain the true meaning behind Powell's comments during the most recent FOMC meeting./media:description> media:community> media:starRating count="60" average="5.00" min="1" max="5"/> media:statistics views="1083"/> /media:community> /media:group> /entry> entry> id>yt:video:jmywUE5cwyA/id> yt:videoId>jmywUE5cwyA/yt:videoId> yt:channelId>UCkDxvN-bcxsKkvJ3yyiGSVQ/yt:channelId> title>Winner Winner Chicken Dinner! Long $PINS, Short $SBUX/title> link rel="alternate" href="https://www.youtube.com/watch?v=jmywUE5cwyA"/> author> name>Hedgeye/name> uri>https://www.youtube.com/channel/UCkDxvN-bcxsKkvJ3yyiGSVQ/uri> /author> published>2024-05-01T17:22:40+00:00/published> updated>2024-05-06T13:11:08+00:00/updated> media:group> media:title>Winner Winner Chicken Dinner! Long $PINS, Short $SBUX/media:title> media:content url="https://www.youtube.com/v/jmywUE5cwyA?version=3" type="application/x-shockwave-flash" width="640" height="390"/> media:thumbnail url="https://i3.ytimg.com/vi/jmywUE5cwyA/hqdefault.jpg" width="480" height="360"/> media:description>It pays to listen to Hedgeyeâ€™s analysts. This morning on The Call @ Hedgeye, Hedgeye CEO Keith McCullough reviewed Consumables analyst Howard Penney and Communications analyst Andrew Freedmanâ€™s recent calls on the earnings of Starbucks (SBUX) and Pinterest (PINS). READ THE FULL ARTICLE: https://app.hedgeye.com/insights/149910-winner-winner-chicken-dinner-long-pins-short-sbux?with_category=17-insights #HedgeyeTV #Hedgeye View more FREE investing content: https://app.hedgeye.com/ - Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief - Enroll in FREE Hedgeye University: https://university.hedgeye.com/courses/university Choose the right Hedgeye subscription for you to gain actionable market research backed by a repeatable & data driven #process. The Macro Show: https://info.hedgeye.com/l/764243/2021-09-13/jj9wgv - The Call @ Hedgeye: https://info.hedgeye.com/TC1 - Macro Pro: https://info.hedgeye.com/l/764243/2022-02-03/trbh5w - Sector Pro: https://info.hedgeye.com/hedgeye-pro-products - Tier 1 Alpha: https://info.hedgeye.com/l/764243/2023-07-28/2scctzq - Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 - Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml - ETF Pro: https://info.hedgeye.com/l/764243/2021-09-13/jj9wll Check out Hedgeye on social media Hedgeye Twitter: https://info.hedgeye.com/hedgeye-twitter Hedgeye LinkedIn: https://info.hedgeye.com/hedeye-linked Hedgeye Facebook: https://info.hedgeye.com/hedgeye-fb Hedgeye Instagram: https://info.hedgeye.com/hedgeye-ig Hedgeye Podcasts: https://info.hedgeye.com/l/764243/2021-06-15/fxmpts Hedgeye Gear: https://info.hedgeye.com/l/764243/2021-06-15/fxmpwl/media:description> media:community> media:starRating count="20" average="5.00" min="1" max="5"/> media:statistics views="506"/> /media:community> /media:group> /entry> /feed>

Hedgeye

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25.05.2024 · 12:31:10 ···
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1:: McCullough: Why PROCESS Keeps You Ahead of the Game

01.01.1970 · 01:00:00 ··· 17.05.2024 · 17:20:50 ··· ···
··· ··· ··· ··· In case you missed it, Hedgeye CEO Keith McCullough hosted our highly anticipated Mid-Quarter 2Q24 Themes update earlier this week. Among other things, he addressed important implications of “higher-for-longer” inflation and related risks and opportunities facing investors. This clip is an excerpt from the final portion of the hour plus, deep-dive presentation where Keith responded to a subscriber’s question. READ THE FULL ARTICLE: https://app.hedgeye.com/insights/150706-mccullough-why-process-keeps-you-ahead-of-the-game?with_category=17-insights #HedgeyeTV #Hedgeye View more FREE investing content: https://app.hedgeye.com/ - Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief - Enroll in FREE Hedgeye University: https://university.hedgeye.com/courses/university Choose the right Hedgeye subscription for you to gain actionable market research backed by a repeatable & data driven #process. The Macro Show: https://info.hedgeye.com/l/764243/2021-09-13/jj9wgv - The Call @ Hedgeye: https://info.hedgeye.com/TC1 - Macro Pro: https://info.hedgeye.com/l/764243/2022-02-03/trbh5w - Sector Pro: https://info.hedgeye.com/hedgeye-pro-products - Tier 1 Alpha: https://info.hedgeye.com/l/764243/2023-07-28/2scctzq - Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 - Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml - ETF Pro: https://info.hedgeye.com/l/764243/2021-09-13/jj9wll Check out Hedgeye on social media Hedgeye Twitter: https://info.hedgeye.com/hedgeye-twitter Hedgeye LinkedIn: https://info.hedgeye.com/hedeye-linked Hedgeye Facebook: https://info.hedgeye.com/hedgeye-fb Hedgeye Instagram: https://info.hedgeye.com/hedgeye-ig Hedgeye Podcasts: https://info.hedgeye.com/l/764243/2021-06-15/fxmpts Hedgeye Gear: https://info.hedgeye.com/l/764243/2021-06-15/fxmpwl

2:: Does US Debt Hit a Wall at Some Point?

01.01.1970 · 01:00:00 ··· 16.05.2024 · 17:20:09 ··· ···
··· ··· ··· ··· Is the proverbial sh*t beginning to finally hit the fan? The debt-to-GDP ratio is simply a measure of a country's national debt compared to its gross domestic product (GDP). It indicates how much the country owes, relative to the size of its economy.In the few years since COVID, that ratio has skyrocketed to 100% and projected to reach 170% over the next three decades. #usdebt

3:: Unsustainable: ‘Does US Debt Hit a Wall at Some Point?’

01.01.1970 · 01:00:00 ··· 16.05.2024 · 17:16:53 ··· ···
··· ··· ··· ··· Is the proverbial sh*t beginning to finally hit the fan? Hedgeye Macro/Financials analyst Josh Steiner is more than a little knowledgeable on this important topic. He discussed the rapidly ballooning, unsustainable level of US debt with Hedgeye CEO Keith McCullough this morning on The Call @ Hedgeye. READ THE FULL ARTICLE: https://app.hedgeye.com/insights/150623-unsustainable-does-us-debt-hit-a-wall-at-some-point?with_category=17-insights #HedgeyeTV #Hedgeye View more FREE investing content: https://app.hedgeye.com/ - Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief - Enroll in FREE Hedgeye University: https://university.hedgeye.com/courses/university Choose the right Hedgeye subscription for you to gain actionable market research backed by a repeatable & data driven #process. The Macro Show: https://info.hedgeye.com/l/764243/2021-09-13/jj9wgv - The Call @ Hedgeye: https://info.hedgeye.com/TC1 - Macro Pro: https://info.hedgeye.com/l/764243/2022-02-03/trbh5w - Sector Pro: https://info.hedgeye.com/hedgeye-pro-products - Tier 1 Alpha: https://info.hedgeye.com/l/764243/2023-07-28/2scctzq - Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 - Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml - ETF Pro: https://info.hedgeye.com/l/764243/2021-09-13/jj9wll Check out Hedgeye on social media Hedgeye Twitter: https://info.hedgeye.com/hedgeye-twitter Hedgeye LinkedIn: https://info.hedgeye.com/hedeye-linked Hedgeye Facebook: https://info.hedgeye.com/hedgeye-fb Hedgeye Instagram: https://info.hedgeye.com/hedgeye-ig Hedgeye Podcasts: https://info.hedgeye.com/l/764243/2021-06-15/fxmpts Hedgeye Gear: https://info.hedgeye.com/l/764243/2021-06-15/fxmpwl

4:: Weekly Notebook Review | Higher for Longer! $SPY $QQQ $VGK $INDA $DBB | May 16, 2024

01.01.1970 · 01:00:00 ··· 16.05.2024 · 15:22:16 ··· ···
··· ··· ··· ··· Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. #hedgeye #hedgeyetv #investing #riskmanagement View more FREE investing content: https://app.hedgeye.com/ - Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief - Enroll in FREE Hedgeye University: https://university.hedgeye.com/courses/university Choose the right Hedgeye subscription for you to gain actionable market research backed by a repeatable & data driven #process. The Macro Show: https://info.hedgeye.com/l/764243/2021-09-13/jj9wgv - The Call @ Hedgeye: https://info.hedgeye.com/TC1 - Macro Pro: https://info.hedgeye.com/l/764243/2022-02-03/trbh5w - Sector Pro: https://info.hedgeye.com/hedgeye-pro-products - Tier 1 Alpha: https://info.hedgeye.com/l/764243/2023-07-28/2scctzq - Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 - Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml - ETF Pro: https://info.hedgeye.com/l/764243/2021-09-13/jj9wll Check out Hedgeye on social media Hedgeye Twitter: https://info.hedgeye.com/hedgeye-twitter Hedgeye LinkedIn: https://info.hedgeye.com/hedeye-linked Hedgeye Facebook: https://info.hedgeye.com/hedgeye-fb Hedgeye Instagram: https://info.hedgeye.com/hedgeye-ig Hedgeye Podcasts: https://info.hedgeye.com/l/764243/2021-06-15/fxmpts Hedgeye Gear: https://info.hedgeye.com/l/764243/2021-06-15/fxmpwl

5:: How to Avoid Getting Smoked: An 8-Minute Investing Masterclass

01.01.1970 · 01:00:00 ··· 15.05.2024 · 17:50:49 ··· ···
··· ··· ··· ··· Let’s be clear. The most recent rallies in GameStop (GME) and AMC Entertainment (AMC) have nothing to do with fundamentals. And with trading volumes greatly exceeding averages, most investors don’t know how to approach this setup. Our proprietary signaling process is designed to help investors avoid getting blown up, while simultaneously generating returns. We go beyond simple moving averages and incorporate fractal mathematics in our “Go Anywhere” process to position people for the most success with the least amount of risk. READ THE FULL ARTICLE: https://app.hedgeye.com/insights/150565-how-to-avoid-getting-smoked-an-8-minute-investing-masterclass?with_category=17-insights #HedgeyeTV #Hedgeye View more FREE investing content: https://app.hedgeye.com/ - Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief - Enroll in FREE Hedgeye University: https://university.hedgeye.com/courses/university Choose the right Hedgeye subscription for you to gain actionable market research backed by a repeatable & data driven #process. The Macro Show: https://info.hedgeye.com/l/764243/2021-09-13/jj9wgv - The Call @ Hedgeye: https://info.hedgeye.com/TC1 - Macro Pro: https://info.hedgeye.com/l/764243/2022-02-03/trbh5w - Sector Pro: https://info.hedgeye.com/hedgeye-pro-products - Tier 1 Alpha: https://info.hedgeye.com/l/764243/2023-07-28/2scctzq - Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 - Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml - ETF Pro: https://info.hedgeye.com/l/764243/2021-09-13/jj9wll Check out Hedgeye on social media Hedgeye Twitter: https://info.hedgeye.com/hedgeye-twitter Hedgeye LinkedIn: https://info.hedgeye.com/hedeye-linked Hedgeye Facebook: https://info.hedgeye.com/hedgeye-fb Hedgeye Instagram: https://info.hedgeye.com/hedgeye-ig Hedgeye Podcasts: https://info.hedgeye.com/l/764243/2021-06-15/fxmpts Hedgeye Gear: https://info.hedgeye.com/l/764243/2021-06-15/fxmpwl

6:: How to Play the Meme Stock Frenzy $AMC

01.01.1970 · 01:00:00 ··· 14.05.2024 · 20:29:20 ··· ···
··· ··· ··· ··· After successfully avoiding the first AMC short squeeze in 2021, Communications analyst Andrew Freedman shares his perspective and game plan for navigating the massive surge in AMC shares this morning on The Call @ Hedgeye with Hedgeye CEO Keith McCullough. READ THE FULL ARTICLE: https://app.hedgeye.com/insights/150497-how-to-play-the-meme-stock-frenzy-amc?with_category=17-insights #HedgeyeTV #Hedgeye View more FREE investing content: https://app.hedgeye.com/ - Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief - Enroll in FREE Hedgeye University: https://university.hedgeye.com/courses/university Choose the right Hedgeye subscription for you to gain actionable market research backed by a repeatable & data driven #process. The Macro Show: https://info.hedgeye.com/l/764243/2021-09-13/jj9wgv - The Call @ Hedgeye: https://info.hedgeye.com/TC1 - Macro Pro: https://info.hedgeye.com/l/764243/2022-02-03/trbh5w - Sector Pro: https://info.hedgeye.com/hedgeye-pro-products - Tier 1 Alpha: https://info.hedgeye.com/l/764243/2023-07-28/2scctzq - Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 - Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml - ETF Pro: https://info.hedgeye.com/l/764243/2021-09-13/jj9wll Check out Hedgeye on social media Hedgeye Twitter: https://info.hedgeye.com/hedgeye-twitter Hedgeye LinkedIn: https://info.hedgeye.com/hedeye-linked Hedgeye Facebook: https://info.hedgeye.com/hedgeye-fb Hedgeye Instagram: https://info.hedgeye.com/hedgeye-ig Hedgeye Podcasts: https://info.hedgeye.com/l/764243/2021-06-15/fxmpts Hedgeye Gear: https://info.hedgeye.com/l/764243/2021-06-15/fxmpwl

7:: GameStop: We Were Bulls For Last Rally, We’d Fade This One

01.01.1970 · 01:00:00 ··· 13.05.2024 · 17:20:48 ··· ···
··· ··· ··· ··· The fundamental case today versus January 2021 is night and day. Read the full article HERE: https://app.hedgeye.com/insights/150432-gamestop-we-were-bulls-for-last-rally-we-d-fade-this-one?type=macro%2Chedgeye-tv #HedgeyeTV #Hedgeye View more FREE investing content: https://app.hedgeye.com/ - Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief - Enroll in FREE Hedgeye University: https://university.hedgeye.com/courses/university Choose the right Hedgeye subscription for you to gain actionable market research backed by a repeatable & data driven #process. The Macro Show: https://info.hedgeye.com/l/764243/2021-09-13/jj9wgv - The Call @ Hedgeye: https://info.hedgeye.com/TC1 - Macro Pro: https://info.hedgeye.com/l/764243/2022-02-03/trbh5w - Sector Pro: https://info.hedgeye.com/hedgeye-pro-products - Tier 1 Alpha: https://info.hedgeye.com/l/764243/2023-07-28/2scctzq - Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 - Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml - ETF Pro: https://info.hedgeye.com/l/764243/2021-09-13/jj9wll Check out Hedgeye on social media Hedgeye Twitter: https://info.hedgeye.com/hedgeye-twitter Hedgeye LinkedIn: https://info.hedgeye.com/hedeye-linked Hedgeye Facebook: https://info.hedgeye.com/hedgeye-fb Hedgeye Instagram: https://info.hedgeye.com/hedgeye-ig Hedgeye Podcasts: https://info.hedgeye.com/l/764243/2021-06-15/fxmpts Hedgeye Gear: https://info.hedgeye.com/l/764243/2021-06-15/fxmpwl

8:: WEBCAST | The Fastest Tortoise: Unpacking Ken Hersh’s Investment Mastery

01.01.1970 · 01:00:00 ··· 10.05.2024 · 17:52:17 ··· ···
··· ··· ··· ··· In this episode of the "CIO Corner" webcast series, host David Salem engages in a thought-provoking conversation with American businessman and financier Ken Hersh. Ken is the author of The Fastest Tortoise: Winning in Industries I Knew Nothing About―A Life Spent Figuring It Out. He is currently the President and CEO of the George W. Bush Presidential Center. During this compelling discussion, Ken shares his remarkable personal and professional journey. Though initially a novice in the energy sector, Ken boldly innovated an investment strategy that redefined private investment in energy. His firm’s success established a benchmark, inspiring competitors and reshaping how capital flows into the U.S. energy industry. Ken’s journey exemplifies a bold capitalist unafraid to seize opportunities. READ THE FULL ARTICLE: https://app.hedgeye.com/insights/150227-webcast-cio-corner-presidential-approach-to-investing?with_category=17-insights #HedgeyeTV #Hedgeye View more FREE investing content: https://app.hedgeye.com/ - Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief - Enroll in FREE Hedgeye University: https://university.hedgeye.com/courses/university Choose the right Hedgeye subscription for you to gain actionable market research backed by a repeatable & data driven #process. The Macro Show: https://info.hedgeye.com/l/764243/2021-09-13/jj9wgv - The Call @ Hedgeye: https://info.hedgeye.com/TC1 - Macro Pro: https://info.hedgeye.com/l/764243/2022-02-03/trbh5w - Sector Pro: https://info.hedgeye.com/hedgeye-pro-products - Tier 1 Alpha: https://info.hedgeye.com/l/764243/2023-07-28/2scctzq - Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 - Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml - ETF Pro: https://info.hedgeye.com/l/764243/2021-09-13/jj9wll Check out Hedgeye on social media Hedgeye Twitter: https://info.hedgeye.com/hedgeye-twitter Hedgeye LinkedIn: https://info.hedgeye.com/hedeye-linked Hedgeye Facebook: https://info.hedgeye.com/hedgeye-fb Hedgeye Instagram: https://info.hedgeye.com/hedgeye-ig Hedgeye Podcasts: https://info.hedgeye.com/l/764243/2021-06-15/fxmpts Hedgeye Gear: https://info.hedgeye.com/l/764243/2021-06-15/fxmpwl

9:: McCullough: I Don’t Give a Rat’s A** What Someone at Morgan Stanley Says About Inflation

01.01.1970 · 01:00:00 ··· 09.05.2024 · 16:36:32 ··· ···
··· ··· ··· ··· An animated Keith McCullough discussed his data-driven investing process and why he couldn’t care less what other people on Wall Street are saying on today’s edition of The Macro Show. READ THE FULL ARTICLE: https://app.hedgeye.com/insights/150291-mccullough-i-don-t-give-a-rat-s-a-what-someone-at-morgan-stanley-sa?with_category=17-insights #HedgeyeTV #Hedgeye View more FREE investing content: https://app.hedgeye.com/ - Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief - Enroll in FREE Hedgeye University: https://university.hedgeye.com/courses/university Choose the right Hedgeye subscription for you to gain actionable market research backed by a repeatable & data driven #process. The Macro Show: https://info.hedgeye.com/l/764243/2021-09-13/jj9wgv - The Call @ Hedgeye: https://info.hedgeye.com/TC1 - Macro Pro: https://info.hedgeye.com/l/764243/2022-02-03/trbh5w - Sector Pro: https://info.hedgeye.com/hedgeye-pro-products - Tier 1 Alpha: https://info.hedgeye.com/l/764243/2023-07-28/2scctzq - Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 - Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml - ETF Pro: https://info.hedgeye.com/l/764243/2021-09-13/jj9wll Check out Hedgeye on social media Hedgeye Twitter: https://info.hedgeye.com/hedgeye-twitter Hedgeye LinkedIn: https://info.hedgeye.com/hedeye-linked Hedgeye Facebook: https://info.hedgeye.com/hedgeye-fb Hedgeye Instagram: https://info.hedgeye.com/hedgeye-ig Hedgeye Podcasts: https://info.hedgeye.com/l/764243/2021-06-15/fxmpts Hedgeye Gear: https://info.hedgeye.com/l/764243/2021-06-15/fxmpwl

10:: McCullough: This Stock Is a ‘Massive Short’

01.01.1970 · 01:00:00 ··· 08.05.2024 · 17:05:38 ··· ···
··· ··· ··· ··· Shares of software company ServiceNow are down over 8% since our research team added it as a short in January. Hedgeye Software analyst Nick Balch and Communications analyst Andrew Freedman discussed ServiceNow’s (NOW) recent earnings report on The Call @ Hedgeye this morning with Hedgeye CEO Keith McCullough. READ THE FULL ARTICLE: https://app.hedgeye.com/insights/150226-mccullough-this-stock-is-a-massive-short?with_category=17-insights #HedgeyeTV #Hedgeye View more FREE investing content: https://app.hedgeye.com/ - Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief - Enroll in FREE Hedgeye University: https://university.hedgeye.com/courses/university Choose the right Hedgeye subscription for you to gain actionable market research backed by a repeatable & data driven #process. The Macro Show: https://info.hedgeye.com/l/764243/2021-09-13/jj9wgv - The Call @ Hedgeye: https://info.hedgeye.com/TC1 - Macro Pro: https://info.hedgeye.com/l/764243/2022-02-03/trbh5w - Sector Pro: https://info.hedgeye.com/hedgeye-pro-products - Tier 1 Alpha: https://info.hedgeye.com/l/764243/2023-07-28/2scctzq - Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 - Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml - ETF Pro: https://info.hedgeye.com/l/764243/2021-09-13/jj9wll Check out Hedgeye on social media Hedgeye Twitter: https://info.hedgeye.com/hedgeye-twitter Hedgeye LinkedIn: https://info.hedgeye.com/hedeye-linked Hedgeye Facebook: https://info.hedgeye.com/hedgeye-fb Hedgeye Instagram: https://info.hedgeye.com/hedgeye-ig Hedgeye Podcasts: https://info.hedgeye.com/l/764243/2021-06-15/fxmpts Hedgeye Gear: https://info.hedgeye.com/l/764243/2021-06-15/fxmpwl

11:: $MPW’s Biggest Tenant Files for Bankruptcy

01.01.1970 · 01:00:00 ··· 06.05.2024 · 18:42:50 ··· ···
··· ··· ··· ··· Outspoken REITs analyst Rob Simone discussed the big breaking news that Steward Health Care has filed for chapter 11 bankruptcy protection. #hedgeye #mpw #frauds

12:: Kaboom: $MPW’s Biggest Tenant Files for Bankruptcy

01.01.1970 · 01:00:00 ··· 06.05.2024 · 18:27:08 ··· ···
··· ··· ··· ··· Outspoken REITs analyst Rob Simone discussed the big breaking news that Steward Health Care has filed for chapter 11 bankruptcy protection on The Call @ Hedgeye this morning. READ THE FULL ARTICLE: https://app.hedgeye.com/insights/150105-kaboom-mpw-s-biggest-tenant-files-for-bankruptcy?with_category=17-insights #HedgeyeTV #Hedgeye View more FREE investing content: https://app.hedgeye.com/ - Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief - Enroll in FREE Hedgeye University: https://university.hedgeye.com/courses/university Choose the right Hedgeye subscription for you to gain actionable market research backed by a repeatable & data driven #process. The Macro Show: https://info.hedgeye.com/l/764243/2021-09-13/jj9wgv - The Call @ Hedgeye: https://info.hedgeye.com/TC1 - Macro Pro: https://info.hedgeye.com/l/764243/2022-02-03/trbh5w - Sector Pro: https://info.hedgeye.com/hedgeye-pro-products - Tier 1 Alpha: https://info.hedgeye.com/l/764243/2023-07-28/2scctzq - Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 - Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml - ETF Pro: https://info.hedgeye.com/l/764243/2021-09-13/jj9wll Check out Hedgeye on social media Hedgeye Twitter: https://info.hedgeye.com/hedgeye-twitter Hedgeye LinkedIn: https://info.hedgeye.com/hedeye-linked Hedgeye Facebook: https://info.hedgeye.com/hedgeye-fb Hedgeye Instagram: https://info.hedgeye.com/hedgeye-ig Hedgeye Podcasts: https://info.hedgeye.com/l/764243/2021-06-15/fxmpts Hedgeye Gear: https://info.hedgeye.com/l/764243/2021-06-15/fxmpwl

13:: Real Conversations | Steph Pomboy 1-on-1 with Keith McCullough at Hedgeye Live

01.01.1970 · 01:00:00 ··· 03.05.2024 · 21:30:00 ··· ···
··· ··· ··· ··· We are thrilled to announce that Steph Pomboy, the founder of Macro Mavens, will join Hedgeye CEO Keith McCullough for a special edition of Real Conversations. This event will take place in front of a live audience during our 3rd annual Investor Conference Hedgeye Live. Steph and Keith will explore the nuances of the current macroeconomic landscape. They'll offer their expert insights and forecast how these conditions might influence global markets (and your portfolio) throughout 2024. #HedgeyeTV #Hedgeye View more FREE investing content: https://app.hedgeye.com/ - Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief - Enroll in FREE Hedgeye University: https://university.hedgeye.com/courses/university Choose the right Hedgeye subscription for you to gain actionable market research backed by a repeatable & data driven #process. The Macro Show: https://info.hedgeye.com/l/764243/2021-09-13/jj9wgv - The Call @ Hedgeye: https://info.hedgeye.com/TC1 - Macro Pro: https://info.hedgeye.com/l/764243/2022-02-03/trbh5w - Sector Pro: https://info.hedgeye.com/hedgeye-pro-products - Tier 1 Alpha: https://info.hedgeye.com/l/764243/2023-07-28/2scctzq - Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 - Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml - ETF Pro: https://info.hedgeye.com/l/764243/2021-09-13/jj9wll Check out Hedgeye on social media Hedgeye Twitter: https://info.hedgeye.com/hedgeye-twitter Hedgeye LinkedIn: https://info.hedgeye.com/hedeye-linked Hedgeye Facebook: https://info.hedgeye.com/hedgeye-fb Hedgeye Instagram: https://info.hedgeye.com/hedgeye-ig Hedgeye Podcasts: https://info.hedgeye.com/l/764243/2021-06-15/fxmpts Hedgeye Gear: https://info.hedgeye.com/l/764243/2021-06-15/fxmpwl

14:: Rooster Reacts | Parsing Powell's FOMC Commentary | May 2, 2024

01.01.1970 · 01:00:00 ··· 02.05.2024 · 16:35:44 ··· ···
··· ··· ··· ··· Tune in to our newest webcast series... Rooster Reacts! In this pilot episode, Macro analyst Ryan "Rooster" Ricci and co-host Ben Pirko break down and explain the true meaning behind Powell's comments during the most recent FOMC meeting.

15:: Winner Winner Chicken Dinner! Long $PINS, Short $SBUX

01.01.1970 · 01:00:00 ··· 01.05.2024 · 17:22:40 ··· ···
··· ··· ··· ··· It pays to listen to Hedgeye’s analysts. This morning on The Call @ Hedgeye, Hedgeye CEO Keith McCullough reviewed Consumables analyst Howard Penney and Communications analyst Andrew Freedman’s recent calls on the earnings of Starbucks (SBUX) and Pinterest (PINS). READ THE FULL ARTICLE: https://app.hedgeye.com/insights/149910-winner-winner-chicken-dinner-long-pins-short-sbux?with_category=17-insights #HedgeyeTV #Hedgeye View more FREE investing content: https://app.hedgeye.com/ - Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief - Enroll in FREE Hedgeye University: https://university.hedgeye.com/courses/university Choose the right Hedgeye subscription for you to gain actionable market research backed by a repeatable & data driven #process. The Macro Show: https://info.hedgeye.com/l/764243/2021-09-13/jj9wgv - The Call @ Hedgeye: https://info.hedgeye.com/TC1 - Macro Pro: https://info.hedgeye.com/l/764243/2022-02-03/trbh5w - Sector Pro: https://info.hedgeye.com/hedgeye-pro-products - Tier 1 Alpha: https://info.hedgeye.com/l/764243/2023-07-28/2scctzq - Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 - Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml - ETF Pro: https://info.hedgeye.com/l/764243/2021-09-13/jj9wll Check out Hedgeye on social media Hedgeye Twitter: https://info.hedgeye.com/hedgeye-twitter Hedgeye LinkedIn: https://info.hedgeye.com/hedeye-linked Hedgeye Facebook: https://info.hedgeye.com/hedgeye-fb Hedgeye Instagram: https://info.hedgeye.com/hedgeye-ig Hedgeye Podcasts: https://info.hedgeye.com/l/764243/2021-06-15/fxmpts Hedgeye Gear: https://info.hedgeye.com/l/764243/2021-06-15/fxmpwl

16:: Hedgeye Investing Summit | Matt Cole, CEO & Chief Investment Officer, Strive Asset Management

01.01.1970 · 01:00:00 ··· 29.10.2023 · 11:00:28 ··· ···
··· ··· ··· ··· Get access to more great Hedgeye investing content: https://info.hedgeye.com/his-replays-yt The Hedgeye Investing Summit is filled with actionable ideas and insight from 9 incredibly smart and successful money managers and strategists. You can watch all of them live or on-demand. The stage is set and we're excited to host one of our best lineups to date. These thought-provoking and actionable investing conversations will open your eyes and make you a better investor. You don't want to miss these investing veterans' insight as we head deeper into Q4. This special event is hosted twice a year by Hedgeye Founder and CEO Keith McCullough. Each discussion takes a deep dive into critical market and economic trends which will drive returns in the coming weeks and months. There are no commercials. There is no bullsh*t. It’s just straight up the middle, impactful and entertaining discussions which will make you a better investor. You’re not getting this level of quality insight anywhere else. Certainly not on CNBC, or any of the other fluff financial news and pundits out there. The Hedgeye Investing Summit was designed to help you reclaim your financial sanity. It was designed to help you sober up and gain investing insights from 9 true market pros. It’s not to be missed.

17:: Hedgeye Investing Summit | Ben Hunt, Co-Founder & CIO, Epsilon Theory

01.01.1970 · 01:00:00 ··· 28.10.2023 · 11:00:02 ··· ···
··· ··· ··· ··· Get access to more great Hedgeye investing content: https://info.hedgeye.com/his-replays-yt The Hedgeye Investing Summit is filled with actionable ideas and insight from 9 incredibly smart and successful money managers and strategists. You can watch all of them live or on-demand. The stage is set and we're excited to host one of our best lineups to date. These thought-provoking and actionable investing conversations will open your eyes and make you a better investor. You don't want to miss these investing veterans' insight as we head deeper into Q4. This special event is hosted twice a year by Hedgeye Founder and CEO Keith McCullough. Each discussion takes a deep dive into critical market and economic trends which will drive returns in the coming weeks and months. There are no commercials. There is no bullsh*t. It’s just straight up the middle, impactful and entertaining discussions which will make you a better investor. You’re not getting this level of quality insight anywhere else. Certainly not on CNBC, or any of the other fluff financial news and pundits out there. The Hedgeye Investing Summit was designed to help you reclaim your financial sanity. It was designed to help you sober up and gain investing insights from 9 true market pros. It’s not to be missed.

18:: FLASHBACK | Market Crashes Usher in “Phase 2 of Hedgeye”

01.01.1970 · 01:00:00 ··· 27.10.2023 · 18:41:33 ··· ···
··· ··· ··· ··· Subscribe to other Hedgeye Products Here: The Macro Show: https://info.hedgeye.com/l/764243/2021-02-26/dcysv1 Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml ETF Pro: https://info.hedgeye.com/l/764243/2021-09-13/jj9wgv While driving on the highway in June, Keith McCullough shared a vision for what he called Phase 2 of Hedgeye: Helping average people stay out of harm’s way. “This is the very beginning of us making a big difference in many of your lives. This is about every dollar you’ve ever made, preserving, protecting it and not having drawdowns. It’s not about chasing what everybody has to because they don’t have options … What I’ve seen for 15 years isn’t really well understood by many people at all. Not all of you, but certainly people on TV today, on my Twitter contra stream, they don’t get one bit of it. “That’s why, during the next collapse, that’ll be Phase 2.” This week, the stock market and bond downfall McCullough warned about four months ago has officially transpired. On The Macro Show today, Hedgeye’s CEO shared the harrowing data: Nasdaq is down -12.2% “with the generals (Nvidia, Tesla et al) being shot.” QQQ is down -20.2% from its peak. “That’s where the most pain is because it’s what everyone owns.” S&P 500 down -10% in July “when we slapped it as a short on ETF Pro.” Following the events of this week, those who stuck with the Hedgeye #process are being rewarded. For those who walked away only to return this week post-crash, welcome back. “Now you’re understand, right?” McCullough added. “Those of you who executed don’t have to work another 1.5 or 5 years. Unacceptable. Not funny.”

19:: Hedgeye Investing Summit | Danielle DiMartino Booth, CEO & Chief Strategist, QI Research

01.01.1970 · 01:00:00 ··· 27.10.2023 · 11:00:11 ··· ···
··· ··· ··· ··· Get access to more great Hedgeye investing content: https://info.hedgeye.com/his-replays-yt The Hedgeye Investing Summit is filled with actionable ideas and insight from 9 incredibly smart and successful money managers and strategists. You can watch all of them live or on-demand. The stage is set and we're excited to host one of our best lineups to date. These thought-provoking and actionable investing conversations will open your eyes and make you a better investor. You don't want to miss these investing veterans' insight as we head deeper into Q4. This special event is hosted twice a year by Hedgeye Founder and CEO Keith McCullough. Each discussion takes a deep dive into critical market and economic trends which will drive returns in the coming weeks and months. There are no commercials. There is no bullsh*t. It’s just straight up the middle, impactful and entertaining discussions which will make you a better investor. You’re not getting this level of quality insight anywhere else. Certainly not on CNBC, or any of the other fluff financial news and pundits out there. The Hedgeye Investing Summit was designed to help you reclaim your financial sanity. It was designed to help you sober up and gain investing insights from 9 true market pros. It’s not to be missed.

20:: Hedgeye Investing Summit | William Cohan, Bestselling Author, Journalist, Founding Partner of Puck

01.01.1970 · 01:00:00 ··· 26.10.2023 · 11:00:52 ··· ···
··· ··· ··· ··· Get access to more great Hedgeye investing content: https://info.hedgeye.com/his-replays-yt The Hedgeye Investing Summit is filled with actionable ideas and insight from 9 incredibly smart and successful money managers and strategists. You can watch all of them live or on-demand. The stage is set and we're excited to host one of our best lineups to date. These thought-provoking and actionable investing conversations will open your eyes and make you a better investor. You don't want to miss these investing veterans' insight as we head deeper into Q4. This special event is hosted twice a year by Hedgeye Founder and CEO Keith McCullough. Each discussion takes a deep dive into critical market and economic trends which will drive returns in the coming weeks and months. There are no commercials. There is no bullsh*t. It’s just straight up the middle, impactful and entertaining discussions which will make you a better investor. You’re not getting this level of quality insight anywhere else. Certainly not on CNBC, or any of the other fluff financial news and pundits out there. The Hedgeye Investing Summit was designed to help you reclaim your financial sanity. It was designed to help you sober up and gain investing insights from 9 true market pros. It’s not to be missed.

21:: Freedman: Google Price Is Driving Narrative $GOOGL

01.01.1970 · 01:00:00 ··· 25.10.2023 · 19:22:09 ··· ···
··· ··· ··· ··· For more information on subscribing to The Call @ Hedgeye: https://info.hedgeye.com/l/764243/2021-09-13/jj9wh8 For more FREE investing videos: https://info.hedgeye.com/l/764243/2021-08-11/h1lpc3 Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief Sign up for Hedgeye University FOR FREE: https://university.hedgeye.com Once again, Old Wall has its head in the “clouds.” Google’s stock price has historically been largely determined by ad revenue. Well, the tech behemoth reported a 3Q acceleration, but the stock is down nearly -10% since. The reason, Andrew Freedman explains, is because Wall Street has chosen to focus on the company’s decelerating cloud revenue. "I think the narrative point is really fascinating because it's somewhat of a reversal of last quarter,” Freedman says on The Call @ Hedgeye. “It's just price driving narrative." "Isn't it interesting that Google is going to go down on Remaining Performance Obligations (RPO) billing, and Microsoft isn't yet?” Keith McCullough asks. “Wall Street picks their narrative; I think that's fascinating." Watch the full clip above.

22:: McCullough: Don’t Buy Raging POS Levered in a Rising Interest Rate Environment

01.01.1970 · 01:00:00 ··· 25.10.2023 · 18:25:51 ··· ···
··· ··· ··· ··· Subscribe to other Hedgeye Products Here: The Macro Show: https://info.hedgeye.com/l/764243/2021-02-26/dcysv1 Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml ETF Pro: https://info.hedgeye.com/l/764243/2021-09-13/jj9wgv A rare up day for bear baskets drew a golf clap from Keith McCullough … and not much else. In this clip from The Macro Show, Hedgeye’s CEO explains why one-day and one-week performance doesn’t change his outlook for style factors experiencing months long declines. “That’s terrible,” McCullough says of High Short Interest (-12.4% 1-month and -14% 3-month). “They had an up day. That’s great. Nice job, High Short Interest.” “I won’t buy some raging POS that’s levered in a rising interest rate environment,” he adds. “(Shorting) these things has been phenomenal.” Watch the full clip above.

23:: Hedgeye Investing Summit | Jim Bianco, President of Bianco Research

01.01.1970 · 01:00:00 ··· 25.10.2023 · 11:00:19 ··· ···
··· ··· ··· ··· Get access to more great Hedgeye investing content: https://info.hedgeye.com/his-replays-yt The Hedgeye Investing Summit is filled with actionable ideas and insight from 9 incredibly smart and successful money managers and strategists. You can watch all of them live or on-demand. The stage is set and we're excited to host one of our best lineups to date. These thought-provoking and actionable investing conversations will open your eyes and make you a better investor. You don't want to miss these investing veterans' insight as we head deeper into Q4. This special event is hosted twice a year by Hedgeye Founder and CEO Keith McCullough. Each discussion takes a deep dive into critical market and economic trends which will drive returns in the coming weeks and months. There are no commercials. There is no bullsh*t. It’s just straight up the middle, impactful and entertaining discussions which will make you a better investor. You’re not getting this level of quality insight anywhere else. Certainly not on CNBC, or any of the other fluff financial news and pundits out there. The Hedgeye Investing Summit was designed to help you reclaim your financial sanity. It was designed to help you sober up and gain investing insights from 9 true market pros. It’s not to be missed.

24:: McCullough’s Data-Dependent Perspective on Bitcoin’s Recent Surge

01.01.1970 · 01:00:00 ··· 24.10.2023 · 18:22:32 ··· ···
··· ··· ··· ··· Subscribe to other Hedgeye Products Here: The Macro Show: https://info.hedgeye.com/l/764243/2021-02-26/dcysv1 Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml ETF Pro: https://info.hedgeye.com/l/764243/2021-09-13/jj9wgv In a Twitter exchange this morning, Keith McCullough addressed the assertion that “Bitcoin will be gold for young people and future generations.” “I just don’t do it that way,” Hedgeye’s CEO explains in this clip from The Macro Show. “I look at all assets that trade on a price, volume and volatility basis. I don’t look at all assets that trade after a price move and say, ‘How do I create a narrative to sell a newsletter that’s believable?’” McCullough allocates assets based on specific parameters, not narratives, and the fact is Bitcoin has a far wider volatility range than gold. “The reason gold is what it is to investors across a far longer long duration is because of its volatility profile and its relationship to real interest rates,” he adds. “It has nothing to do with Bitcoin.” To stay informed on the risk range of Bitcoin and other cryptocurrencies, check out Hedgeye’s Crypto Tracker.

25:: Hedgeye Investing Summit | Liz Ann Sonders, Chief Investment Strategist, Charles Schwab

01.01.1970 · 01:00:00 ··· 24.10.2023 · 11:00:46 ··· ···
··· ··· ··· ··· Get access to more great Hedgeye investing content: https://info.hedgeye.com/his-replays-yt The Hedgeye Investing Summit is filled with actionable ideas and insight from 9 incredibly smart and successful money managers and strategists. You can watch all of them live or on-demand. The stage is set and we're excited to host one of our best lineups to date. These thought-provoking and actionable investing conversations will open your eyes and make you a better investor. You don't want to miss these investing veterans' insight as we head deeper into Q4. This special event is hosted twice a year by Hedgeye Founder and CEO Keith McCullough. Each discussion takes a deep dive into critical market and economic trends which will drive returns in the coming weeks and months. There are no commercials. There is no bullsh*t. It’s just straight up the middle, impactful and entertaining discussions which will make you a better investor. You’re not getting this level of quality insight anywhere else. Certainly not on CNBC, or any of the other fluff financial news and pundits out there. The Hedgeye Investing Summit was designed to help you reclaim your financial sanity. It was designed to help you sober up and gain investing insights from 9 true market pros. It’s not to be missed.

26:: Steiner: Skyrocketing Rates a “Double Whammy” For Consumers

01.01.1970 · 01:00:00 ··· 23.10.2023 · 18:27:21 ··· ···
··· ··· ··· ··· For more information on subscribing to The Call @ Hedgeye: https://info.hedgeye.com/l/764243/2021-09-13/jj9wh8 For more FREE investing videos: https://info.hedgeye.com/l/764243/2021-08-11/h1lpc3 Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief Sign up for Hedgeye University FOR FREE: https://university.hedgeye.com Mortgage rates are continuing to surge higher. This morning, the UST 10-year yield briefly shot above 5%, a level unseen since 2007. On The Call @ Hedgeye, Financials analyst Josh Steiner explained how this combination of factors are dashing consumers' hopes of buying a home. “There’s an embedded expectation among consumers and investors that, at some point, we’ll get back to a low-rate environment and mortgages will go back down to 3%,” Steiner says. “If you understand this framework, that’s going to create a different environment than we’ve been in. As rates keep rising, that will be reflected in mortgage rates and keep pushing them higher on top of what’s happening in the Treasury market. You get a double whammy for sure.” Watch the full clip above for a comprehensive breakdown of this topic.

27:: Why a Stock Market ‘Smackdown’ May Be In the Cards After Q3 GDP Report

01.01.1970 · 01:00:00 ··· 23.10.2023 · 17:57:33 ··· ···
··· ··· ··· ··· Subscribe to other Hedgeye Products Here: The Macro Show: https://info.hedgeye.com/l/764243/2021-02-26/dcysv1 Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml ETF Pro: https://info.hedgeye.com/l/764243/2021-09-13/jj9wgv When 3Q GDP growth is reported Thursday, you’re bound to be bombarded by bullish headlines. Let this serve as your advance warning: Past performance is not indicative of future results. “Someone asked me, ‘What do you mean 3Q GDP could be 3.12%, and you’re bearish?” Keith McCullough says in this clip from The Macro Show. “Yeah, that’s part of reason why we’re bearish.” “What you really hear me saying is GDP will be negative for the quarter we’re in (4Q 2023) and where we’re going (Q1-Q2 2024). That doesn’t change the fact Thursday’s report will be a catalyst for macro tourists and chart monkeys alike.” The third quarter ended over three weeks ago. Those who confuse prior GDP growth for a healthy economy right now will pay the price. “The Fed believes they have a 2-3% GDP economy, and the bond market will read Thursday’s number as hawkish,” McCullough adds. “Friday, if I were to pick a day, if the stock market were to find its final smackdown into the end of this month, wouldn’t that be interesting?” Watch the full clip above.

28:: Unscripted Equity Curiosity S3E19: Daniel Biolsi Welcomes Us To The World of Consumer Staples

01.01.1970 · 01:00:00 ··· 21.10.2023 · 11:00:13 ··· ···
··· ··· ··· ··· Visit Hedgeye.com for more great investing content: https://app.hedgeye.com For more information on subscribing to our Sector Pro products (from Technology to China): https://accounts.hedgeye.com/products This is a Hedgeye podcast featuring sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm). Listen to more Hedgeye Podcasts on Spotify, Apple Podcasts or where you get your podcasts!

29:: McCullough: Position Sizing Is Paramount

01.01.1970 · 01:00:00 ··· 20.10.2023 · 17:55:27 ··· ···
··· ··· ··· ··· Subscribe to other Hedgeye Products Here: The Macro Show: https://info.hedgeye.com/l/764243/2021-02-26/dcysv1 Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml ETF Pro: https://info.hedgeye.com/l/764243/2021-09-13/jj9wgv With the VIX waking from its slumber, your top priority right now should be managing risk in your portfolio. On The Macro Show this morning, Keith McCullough discussed how his position sizing strategy (particularly on more volatile alternative holdings) can reduce your portfolio’s downside risk. “It depends on what you need to do for you,” McCullough explains. “Sizing is really challenging for people who don’t have discipline.” Our brand-new Portfolio Solutions product provides a direct window into Keith McCullough's personal, long-only ETF portfolio. Every Friday subscribers receive all the ideas and information needed to make better, more informed trades. Get 30 days free access (no strings attached) to Portfolio Solutions: https://landing.hedgeye.com/portfolio-solutions-30-day-auto-comp/?utm_source=twitter&utm_medium=organic&utm_campaign=comps

30:: Bullish or Bearish? Implied Volatility Helps Make the Call

01.01.1970 · 01:00:00 ··· 19.10.2023 · 19:21:16 ··· ···
··· ··· ··· ··· Subscribe to other Hedgeye Products Here: The Macro Show: https://info.hedgeye.com/l/764243/2021-02-26/dcysv1 Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml ETF Pro: https://info.hedgeye.com/l/764243/2021-09-13/jj9wgv In this clip from The Macro Show, Robert McGroarty explains how the implied volatility table can be a useful complement to other tools in the Hedgeye toolbox. For example, Utilities (XLU) had a higher low and a lower high in the Risk RangeTM Signals today, which could lead some to get less bearish. A look at the iVol table helps explain why we remain short. XLU’s implied volatility is currently -7%, with a negative Z-score (a measurement of a score's relationship to the mean in a group of scores). “That’s an indication for it being more bearish,” McGroarty explains. “You’ve got to combine it all: Risk Ranges, the iVol table, the volume and volatility of the underlying product, and paying attention in the Real-Time Alerts – has Keith McCullough gone in and hit the button on XLU – and he hasn’t, so that also tells you something.” “Don’t overfocus on the iVol table, but certainly use it to help leverage your decision making and timing,” McGroarty adds. “It’s all about timing and execution.” McGroarty hosts Subscriber Orientation weekly to explain Hedgeye’s resources and answer questions for new members of Hedgeye Nation.

31:: Steiner: Lower Rates Could Unlock Housing Inventory Stalemate

01.01.1970 · 01:00:00 ··· 23.06.2023 · 15:43:05 ··· ···
··· ··· ··· ··· Subscribe to other Hedgeye Products Here: The Macro Show: https://info.hedgeye.com/l/764243/2021-02-26/dcysv1 Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml In this clip from Friday's edition of The Macro Show, Hedgeye Housing analyst Josh Steiner discusses a recent FHFA/Redfin survey that revealed a large percentage of potential home sellers are waiting for interest rates to come down before potentially listing their home on the market. The punchline: there's still a long ways to go before a potential "unlocking" of the existing home market. "You're talking about a 2% drop just to get about a quarter of those thinking about listing off the fence," Steiner says. "Those are pretty big thresholds to improve the supply side."

32:: The Macro Show [FULL FREE EPISODE] | June 22, 2023

01.01.1970 · 01:00:00 ··· 22.06.2023 · 14:20:37 ··· ···
··· ··· ··· ··· *This edition of "The Macro Show" originally aired live on June 22, 2023* Get 30 Days Free Access: https://info.hedgeye.com/yt-tms-1mof Turn off that tired “Old Wall” TV and tune in to Hedgeye's no-BS market webcast: ✓ Everything you need to know before the market opens ✓ Contrarian insight to get you ahead of big market moves ✓ Live viewer Q&A with Hedgeye CEO Keith McCullough ✓ Replays available... access our archive of 1,000+ shows Start your free 30-day trial at: https://info.hedgeye.com/yt-tms-1mof

33:: Steiner: (Finally) An Inflection Point In Housing?

01.01.1970 · 01:00:00 ··· 21.06.2023 · 17:27:24 ··· ···
··· ··· ··· ··· For more information on subscribing to The Call @ Hedgeye: https://info.hedgeye.com/l/764243/2021-09-13/jj9wh8 For more FREE investing videos: https://info.hedgeye.com/l/764243/2021-08-11/h1lpc3 Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief Sign up for Hedgeye University FOR FREE: https://university.hedgeye.com In this clip from Wednesday’s edition of The Call @ Hedgeye, Macro, Financials & Housing analyst Josh Steiner highlights new data points suggesting the U.S. residential housing environment is – finally – getting less bad. He highlights builder confidence, single-family housing data, and home prices. “Don’t get me wrong, these numbers are still down significantly year-over-year,” Steiner says. “But the comps on just about every housing series out there are going to get much easier in the back half of this year.”

34:: WATCH | Important 5 Minute Investing Perspective From @KeithMcCullough

01.01.1970 · 01:00:00 ··· 21.06.2023 · 16:12:44 ··· ···
··· ··· ··· ··· Subscribe to other Hedgeye Products Here: The Macro Show: https://info.hedgeye.com/l/764243/2021-02-26/dcysv1 Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml At the conclusion of today’s Macro Show, Hedgeye CEO Keith McCullough spent five valuable minutes with subscribers conceptualizing the process/cycle relationship and where we are today. You can watch the full clip below. We’ve curated some of the more insightful key takeaways from Keith below as well. - The peak of the cycle for Commodities, Equities, Credit and Crypto was Q2 of 2021. All of it peaked. So, from the peak of the cycle, Phase I of this bear market is January to June 2022. We nailed that. In the meantime, everyone wanted their bubble back. - Currently, while you've had 7 stocks that have gone up (Apple, Microsoft, Nvidia, Amazon, Meta, Tesla and Alphabet), the Russell 2000, at its lows, was down -30%. It's bounced to -24%. That's a broad definition of U.S. stocks and takes out the 7 stocks that have gone up.I'm not saying the 7 stocks that went up didn't happen. The AI narrative alongside Nvidia's recently reported numbers did happen. But that's not the economic cycle. That's innovation at a company and we'll see if that plays out over time. - Meanwhile, the CRB Index of commodities didn't even bounce. It's right at the cycle lows. Same with U.S. Retailers and Regional Banks. - When I look at everything, I have this sine curve of the peak emblazoned in my head. Always have, always will. There is no way to do Macro better than that. - I have a long history of this because I'm the only one that called 2008 and the turn in 2009. When we made the bear call in 2008, you have Warren Buffett buying in October of 2008 and everyone yelling at me saying, 'Who are you?' - This is your opportunity, where we're taking on adversity and getting the next wave of success.

35:: What Amazon Tells Us About the Bear Market

01.01.1970 · 01:00:00 ··· 20.06.2023 · 18:25:30 ··· ···
··· ··· ··· ··· Subscribe to other Hedgeye Products Here: The Macro Show: https://info.hedgeye.com/l/764243/2021-02-26/dcysv1 Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml In this clip from Tuesday's edition of The Macro Show, Hedgeye CEO Keith McCullough discusses the series of lower highs that Amazon ($AMZN) has made over the full investing cycle since its peak in November 2021. "The consumer is now slowing at its fastest pace. GDP is going towards 1.0 and then sub-1.0," McCullough says. "So is Amazon the economy? Yeah."

36:: Unscripted Equity Curiosity S3 E12: "Turnings & Tech", w/ Hedgeye's Neil Howe

01.01.1970 · 01:00:00 ··· 17.06.2023 · 11:00:16 ··· ···
··· ··· ··· ··· Visit Hedgeye.com for more great investing content: https://app.hedgeye.com For more information on subscribing to our Sector Pro products (from Technology to China): https://accounts.hedgeye.com/products This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm) as they are joined by Hedgeye's Demography sector head and author Neil Howe (@HoweGeneration). They dig into the latest developments in A.I, the Asian markets and the impact of the writer's strike in the U.S. Neil gives his own unique perspective on these topics from a demographer's point of view. Neil's new book, The Fourth Turning Is Here, will be available July 2023. Pre-order your copy: https://t.co/84CpNtazL1 Listen to more Hedgeye Podcasts on Spotify, Apple Podcasts or where you get your podcasts!

37:: Keith McCullough Answers Thoughtful Questions on the Market Setup From Here

01.01.1970 · 01:00:00 ··· 16.06.2023 · 16:44:20 ··· ···
··· ··· ··· ··· Subscribe to other Hedgeye Products Here: The Macro Show: https://info.hedgeye.com/l/764243/2021-02-26/dcysv1 Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml "I am going on 30yrs as an RIA. The Q&A with Keith on today's Macro Show was without a doubt some of the best insight I've gotten out of [Hedgeye] to date. Outstanding." - Brian N., Hedgeye Subscriber The June 16th edition of The Macro Show went well into overtime as Hedgeye CEO Keith McCullough answered thoughtful and pressing questions in a Macro Pro-exclusive question-and-answer session. And we're letting you listen in to the entire thing - for free. Hedgeye's Risk Manager-In-Chief answered everything from how RIA's open a position to getting clients to focus on Cycle-To-Date returns to a host of international ETFs. No stone was left unturned. And to bring it home, Keith emphasized: Hedgeye - and our process - isn't going anywhere. "This is about far more than the last few months of a QQQ chart. Don't be silly. This is far more serious," McCullough says. "This is about every dollar you've ever made, preserving and protecting it and not having drawdowns."

38:: McCullough: This Signal is (Very) Bullish For Gold

01.01.1970 · 01:00:00 ··· 15.06.2023 · 19:08:03 ··· ···
··· ··· ··· ··· Subscribe to other Hedgeye Products Here: The Macro Show: https://info.hedgeye.com/l/764243/2021-02-26/dcysv1 Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml An eagle-eyed subscriber to The Macro Show noted the change in the correlation between the dollar and gold on Thursday's edition. Hedgeye CEO Keith McCullough provided three reasons why the data pointed towards bullish signals for gold. "That's the best thing you can buy on a volatility adjusted basis today," McCullough says. Watch the clip for more.

39:: Adobe Goes From Wall Street ‘Darling’ to Ugly Stepchild $ADBE

01.01.1970 · 01:00:00 ··· 15.06.2023 · 18:23:18 ··· ···
··· ··· ··· ··· For more information on subscribing to The Call @ Hedgeye: https://info.hedgeye.com/l/764243/2021-09-13/jj9wh8 For more FREE investing videos: https://info.hedgeye.com/l/764243/2021-08-11/h1lpc3 Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief Sign up for Hedgeye University FOR FREE: https://university.hedgeye.com In this clip from Thursday's edition of The Call @ Hedgeye, Tech analyst Ami Joseph explains why Adobe ($ADBE) has lost its luster on Wall Street. "The sell side has gone from loving this as a darling and almost slavishly attentive to Adobe, to now almost half the ratings of the street are on hold, which is like sell for the street. So, 45% of the street is on a hold rating," Joseph says. "That's the set up with Adobe. It's just comps."

40:: Beware of Bullish ‘AI’ Narrative B.S. In Tech

01.01.1970 · 01:00:00 ··· 14.06.2023 · 19:38:28 ··· ···
··· ··· ··· ··· For more information on subscribing to The Call @ Hedgeye: https://info.hedgeye.com/l/764243/2021-09-13/jj9wh8 For more FREE investing videos: https://info.hedgeye.com/l/764243/2021-08-11/h1lpc3 Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief Sign up for Hedgeye University FOR FREE: https://university.hedgeye.com In this clip from Wednesday's edition of The Call @ Hedgeye, Technology analyst Ami Joseph discusses a tech company that recently used "savvy Wall Street strategy" to take advantage of AI narratives and gain 30% after reporting earnings. Ami warns investors to recognize the difference between short-term narratives and long-term tail opportunities in Artificial Intelligence. "People will chase narrative right over an AI top some time in the next few months, and suddenly there will be a gaping maw underneath," Joseph says.

41:: New Old Wall Narrative → Rate Hikes Are Bullish. LOL

01.01.1970 · 01:00:00 ··· 14.06.2023 · 16:34:15 ··· ···
··· ··· ··· ··· Subscribe to other Hedgeye Products Here: The Macro Show: https://info.hedgeye.com/l/764243/2021-02-26/dcysv1 Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml In this clip from Wednesday's edition of The Macro Show, Hedgeye CEO Keith McCullough reiterates why the Fed raising rates into a slowdown is always bad for stocks - despite the latest (completely ridiculous) Old Wall narrative that it's a bullish catalyst. "You're starting to see priced into the short end that the Fed could, better than a coin toss, raise rates in July - right in the heart of the worst earnings season you're going to see." McCullough says. "Bullish? Good luck." Watch the clip for more.

42:: The Macro Show [FULL FREE EPISODE] w/ Guest Host David Salem | June 5, 2023

01.01.1970 · 01:00:00 ··· 13.06.2023 · 18:32:54 ··· ···
··· ··· ··· ··· Get access to The Macro Show every day: https://info.hedgeye.com/l/764243/2021-02-26/dcysv1 *This episode originally aired live on Hedgeye.com on June 5, 2023* Our Managing Director of Capital Allocation David Salem recently hosted The Macro Show. If you’re not already familiar with David, trust us when we tell you that despite his humble demeanor, he is an impressive market veteran who’s had a similarly impressive and successful career in finance spanning multiple decades. In addition to being the former founding CEO/CIO at TIFF, he was also a Partner at GMO where he and Jeremy Grantham worked very closely together. In other words, he’s seen a lot. Interesting fact—David was a subscriber and power user of Hedgeye before joining our team. We are thrilled he’s wearing the Hedgeye jersey now! Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. More often than not, the show is hosted by Hedgeye CEO Keith McCullough. On the occasions that Keith isn’t hosting, another Hedgeye analyst fills the spot. Each broadcast brings you our real-time global macro market analysis, tracking trends in stocks, commodities, currencies and interest rates across the globe.

43:: McCullough: Learn From Your Mistakes, Don’t Add to Them

01.01.1970 · 01:00:00 ··· 13.06.2023 · 17:58:16 ··· ···
··· ··· ··· ··· Subscribe to other Hedgeye Products Here: The Macro Show: https://info.hedgeye.com/l/764243/2021-02-26/dcysv1 Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml Everybody makes mistakes. The key is to learn from them and avoid making the same mistake over and over again. A subscriber who veered from Keith McCullough’s process asked if he should take his losses now that he’s down -12%. “You’ve made mistakes that aren’t the mistakes that I’ve made,” Hedgeye’s Risk Manager In Chief explains in this clip from The Macro Show. “Now your question is, ‘Do I make another mistake, Keith, and at the top end of the range, do I cover and capitulate?’” McCullough adds: “Your problem is not unique, that’s the problem. So many people can only focus on QQQs because that’s what the other teams and Old Wall focuses on. You’ve really lost your way here.” Watch the full clip above.

44:: Travel Trends Spell Trouble For U.S. Hotels

01.01.1970 · 01:00:00 ··· 13.06.2023 · 17:25:32 ··· ···
··· ··· ··· ··· For more information on subscribing to The Call @ Hedgeye: https://info.hedgeye.com/l/764243/2021-09-13/jj9wh8 For more FREE investing videos: https://info.hedgeye.com/l/764243/2021-08-11/h1lpc3 Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief Sign up for Hedgeye University FOR FREE: https://university.hedgeye.com Bullish on Hotel stocks? Be careful, explains Gaming, Lodging & Leisure analyst Sean Jenkins. An important trend is developing that isn’t positive for U.S. hotel operators. The amount of American travel volume abroad is up 8% over the past month, Jenkins explains. Meanwhile, inbound travel (i.e. international folks travelling to the U.S.) is down -20%, despite Covid protocols being scrapped for international visitors. “If you’re a U.S. hotel operator who over-earned from leisure customers because they couldn’t travel many places until late last summer, you’re facing really difficult comps this coming summer,” Jenkins explains in this clip from The Call @ Hedgeye. “And you’re not getting the commiserate inbound visitation to offset the folks looking to travel outbound.” Keith McCullough adds: “Like I needed another fundamental and independent research data point that’s empirical as opposed to narrative-driven to get more negative on the U.S. retail and consumer environment.” Watch the full clip above.

45:: McCullough: U.S. Retail Slowdown Is One For The Ages

01.01.1970 · 01:00:00 ··· 12.06.2023 · 17:51:16 ··· ···
··· ··· ··· ··· Subscribe to other Hedgeye Products Here: The Macro Show: https://info.hedgeye.com/l/764243/2021-02-26/dcysv1 Risk Ranges: https://info.hedgeye.com/l/764243/2021-09-13/jj9wm2 Early Look: https://info.hedgeye.com/l/764243/2021-09-13/jj9wml The latest cover of Barron’s claims “the bull is back.” Keith McCullough isn’t buying it. He says it’s getting harder and harder to find any meaningful data points supporting that statement. “Very few things don’t look like everything else,” McCullough explains in this clip from The Macro Show. “Where could you be wrong? It’s like, where are you still right?” Headline retail sales’ year-over-year growth slowed from 7.4% in January to 1.6% in April and 0.6% in June, which McCullough says is “one of the biggest growth slowdowns ever.” “You see it. You may not feel it,” adds Hedgeye’s CEO. “Unless you were short Retail (XRT) the entire month of May, you killed that. But did you? Or were you stuck with the same old three or five positions? All I can do is try to help you with what I do.” Watch the full clip above.

46:: McCullough: Careful, Odds Of Fed Tightening Just Went Up

01.01.1970 · 01:00:00 ··· 28.04.2023 · 18:31:23 ··· ···
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47:: Liz Ann Sonders & Keith McCullough | Hedgeye Investing Summit Spring 2023

01.01.1970 · 01:00:00 ··· 28.04.2023 · 14:58:30 ··· ···
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48:: Andrew Freedman’s Bullish Bet On $META Pays Off

01.01.1970 · 01:00:00 ··· 27.04.2023 · 19:21:32 ··· ···
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49:: McCullough: U.S. GDP Is Going Toward Zero

01.01.1970 · 01:00:00 ··· 27.04.2023 · 17:42:13 ··· ···
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50:: Ben Hunt & Keith McCullough | Hedgeye Investing Summit Spring 2023

01.01.1970 · 01:00:00 ··· 27.04.2023 · 14:01:17 ··· ···
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51:: Google Will Pay a Price During AI Arms Race | $GOOGL

01.01.1970 · 01:00:00 ··· 26.04.2023 · 18:21:57 ··· ···
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52:: McCullough: Only Rookies Are Unprepared Ahead Of GDP Print

01.01.1970 · 01:00:00 ··· 25.04.2023 · 19:30:03 ··· ···
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53:: Ayesha Tariq & Keith McCullough | Hedgeye Investing Summit Spring 2023

01.01.1970 · 01:00:00 ··· 25.04.2023 · 16:41:41 ··· ···
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54:: McCullough & McGough: Amazon.com → The State Of U.S. Consumer

01.01.1970 · 01:00:00 ··· 24.04.2023 · 18:31:56 ··· ···
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55:: Will Negative GDP Print Scare the Fed?

01.01.1970 · 01:00:00 ··· 24.04.2023 · 11:47:08 ··· ···
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56:: David Rosenberg & Keith McCullough | Hedgeye Investing Summit Spring 2023

01.01.1970 · 01:00:00 ··· 20.04.2023 · 19:04:26 ··· ···
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57:: Lyn Alden & Keith McCullough | Hedgeye Investing Summit Spring 2023

01.01.1970 · 01:00:00 ··· 19.04.2023 · 17:11:15 ··· ···
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58:: Steph Pomboy & Keith McCullough | Hedgeye Investing Summit Spring 2023

01.01.1970 · 01:00:00 ··· 18.04.2023 · 15:59:28 ··· ···
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59:: McCullough: Are You Buying Energy Stocks? Tread Carefully.

01.01.1970 · 01:00:00 ··· 17.04.2023 · 19:11:13 ··· ···
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60:: McCullough: ‘Narrative Donkeys’ Making an Ass of Investors

01.01.1970 · 01:00:00 ··· 17.04.2023 · 18:52:22 ··· ···
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61:: WNR Bonus Episode | Hedgeye + Friends w/The Muni Guy (Brian Nurick) | March 30, 2023

01.01.1970 · 01:00:00 ··· 01.04.2023 · 11:00:06 ··· ···
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62:: McCullough: Enormous Market & Economic Risk Remains

01.01.1970 · 01:00:00 ··· 31.03.2023 · 18:26:11 ··· ···
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63:: Weekly Notebook Review | Fade The FOMO get Long Gold China and Duration! | March 29, 2023

01.01.1970 · 01:00:00 ··· 30.03.2023 · 18:15:56 ··· ···
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64:: McCullough: The Signal Trumps The Quads (On This #Quad4 Long)

01.01.1970 · 01:00:00 ··· 30.03.2023 · 18:15:08 ··· ···
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65:: “Banking Industry Has Been Structurally Impaired”

01.01.1970 · 01:00:00 ··· 30.03.2023 · 17:58:09 ··· ···
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66:: Sector Head Spotlight | Daryl Jones | March 30, 2023

01.01.1970 · 01:00:00 ··· 30.03.2023 · 16:10:18 ··· ···
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67:: McCullough: Why The Atlanta Fed’s GDP # Is Different Than Ours

01.01.1970 · 01:00:00 ··· 29.03.2023 · 18:28:39 ··· ···
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68:: McCullough: Why The Best Investors ‘Completely Missed’ The Banking Crisis

01.01.1970 · 01:00:00 ··· 29.03.2023 · 17:52:52 ··· ···
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69:: McCullough: Buying Physical Gold VS. Paper Gold

01.01.1970 · 01:00:00 ··· 28.03.2023 · 19:11:36 ··· ···
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70:: McCullough: GameStop Rally is ‘Bubble Inside the Bubble’ $GME

01.01.1970 · 01:00:00 ··· 28.03.2023 · 19:10:29 ··· ···
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71:: The Pitch: 6 Analysts. 6 Stock Ideas. 60 Minutes

01.01.1970 · 01:00:00 ··· 28.03.2023 · 16:22:13 ··· ···
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72:: How to Better Manage Emotions and Translate to Better Returns?

01.01.1970 · 01:00:00 ··· 27.03.2023 · 19:26:39 ··· ···
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73:: What to do with an ETF with Low Volume?

01.01.1970 · 01:00:00 ··· 27.03.2023 · 19:26:14 ··· ···
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74:: How to Manage Positions Leveraging the Risk Ranges?

01.01.1970 · 01:00:00 ··· 27.03.2023 · 19:25:50 ··· ···
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75:: Clip of the Week: USD vs Gold Correlation: Breaking down = Very Bullish for Gold

01.01.1970 · 01:00:00 ··· 27.03.2023 · 19:25:00 ··· ···
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76:: Weekly Notebook Review | 2.15.2023

01.01.1970 · 01:00:00 ··· 16.02.2023 · 22:11:46 ··· ···
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77:: Real Conversations | Big Macro Risks & Rewards: David Dorr & Keith McCullough

01.01.1970 · 01:00:00 ··· 16.02.2023 · 20:17:05 ··· ···
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78:: Free All Access Week | February 21 - 27

01.01.1970 · 01:00:00 ··· 16.02.2023 · 18:50:35 ··· ···
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79:: Penney: Why I’m Sticking With Chipotle Best Idea Short $CMG

01.01.1970 · 01:00:00 ··· 13.02.2023 · 20:32:24 ··· ···
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80:: Sector Head Spotlight | Rob Simone | February 9, 2023

01.01.1970 · 01:00:00 ··· 10.02.2023 · 18:05:02 ··· ···
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81:: Weekly Notebook Review | 2.8.2023

01.01.1970 · 01:00:00 ··· 09.02.2023 · 20:46:45 ··· ···
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82:: Sector Head Spotlight | Tom Tobin | December 20, 2022

01.01.1970 · 01:00:00 ··· 08.02.2023 · 18:41:10 ··· ···
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83:: Sector Head Spotlight | Andrew Freedman | January 12, 2023

01.01.1970 · 01:00:00 ··· 08.02.2023 · 18:38:26 ··· ···
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84:: Sector Head Spotlight | Howard Penney & Daniel Biolsi | February 2, 2023

01.01.1970 · 01:00:00 ··· 08.02.2023 · 18:37:58 ··· ···
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85:: Real Conversations | Making Money In Chaotic Markets: Diego Parrilla & Keith McCullough

01.01.1970 · 01:00:00 ··· 06.02.2023 · 19:08:36 ··· ···
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86:: McCullough: Hawkish Fed = Most Inverted Yield Curve Since Paul Volcker

01.01.1970 · 01:00:00 ··· 06.02.2023 · 19:07:03 ··· ···
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87:: Deep Dive: Katie Stockton 1-on-1 w/ Danielle DiMartino Booth

01.01.1970 · 01:00:00 ··· 02.02.2023 · 20:39:12 ··· ···
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88:: Weekly Notebook Review | 2.1.2023

01.01.1970 · 01:00:00 ··· 02.02.2023 · 18:58:37 ··· ···
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89:: McCullough: 'There Is No Fed Pivot' For Real Estate

01.01.1970 · 01:00:00 ··· 01.02.2023 · 19:47:31 ··· ···
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90:: The Pitch: 6 Analysts. 6 Stock Ideas. 60 Minutes (Jan 31, 2023)

01.01.1970 · 01:00:00 ··· 31.01.2023 · 17:19:10 ··· ···
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91:: Wisdom From A World-Class Money Manager: David Salem 1-on-1 with Keith McCullough

01.01.1970 · 01:00:00 ··· 13.12.2022 · 00:00:00 ··· ···
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92:: The Great Energy Transition | David Greely 1-on-1 with Keith McCullough

01.01.1970 · 01:00:00 ··· 15.11.2022 · 00:00:00 ··· ···
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93:: McCullough: How To Prepare A Portfolio For #Quad4 Volatility

01.01.1970 · 01:00:00 ··· 15.09.2022 · 00:00:00 ··· ···
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