CLICK HERE to watch the full webcast. Johns Hopkins Economics professor Steve Hanke joins Hedgeye CEO Keith McCullough live on Tuesday, March 5th at 11:00am ET . Their conversation will cover a lot of ground with an emphasis on Fed monetary policy, inflation, whether a recession is still in the cards, and probable outcomes for the U.S. economy and markets in the year ahead. As Professor Hanke says, "95% of what you read in the press is either WRONG or IRRELEVANT." Join us for a transpa...
Mar 05, 2024•1 hr 3 min
Try our hedge fund-quality research, investment ideas, and risk management tools FREE during ALL ACCESS WEEK! CLICK HERE for FREE access. Ever wonder what it's like behind the scenes of a hedge fund? Hedgeye pulls back the curtain with a deep-dive in our stock picking process with The Call @ Hedgeye. Weekdays at 7:45 AM ET. CLICK HERE for more info. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Prod...
Mar 01, 2024•1 hr 8 min
Try our hedge fund-quality research, investment ideas, and risk management tools FREE during ALL ACCESS WEEK! CLICK HERE for FREE access. " RISK HAPPENS SLOWLY AT FIRST, THEN ALL AT ONCE.” - @KeithMcCullough Here is the full, uncut edition of “The Macro Show” hosted this morning by our Founder/CEO @KeithMcCullough. This is valuable content. We’re doing this to prove to openminded people there really is a better way to look at (and navigate) the markets/economy, then letting them judge for t...
Mar 01, 2024•49 min
Visit Hedgeye.com for more great investing content. 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. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of...
Feb 29, 2024•1 hr 9 min
Try our hedge fund-quality research, investment ideas, and risk management tools FREE during ALL ACCESS WEEK! CLICK HERE for FREE access. " RISK HAPPENS SLOWLY AT FIRST, THEN ALL AT ONCE.” - @KeithMcCullough Here is the full, uncut edition of “The Macro Show” hosted this morning by our Founder/CEO @KeithMcCullough. This is valuable content. We’re doing this to prove to openminded people there really is a better way to look at (and navigate) the markets/economy, then letting them judge for t...
Feb 29, 2024•36 min
Try our hedge fund-quality research, investment ideas, and risk management tools FREE during ALL ACCESS WEEK! CLICK HERE for FREE access. Ever wonder what it's like behind the scenes of a hedge fund? Hedgeye pulls back the curtain with a deep-dive in our stock picking process with The Call @ Hedgeye. Weekdays at 7:45 AM ET. CLICK HERE for more info. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Prod...
Feb 29, 2024•1 hr 9 min
CLICK HERE to watch the full free webcast. Join us for a special investing conversation between Enrique Abeyta , founder and CEO of HX Research and Hedgeye's Director of Research Daryl Jones . They will discuss what lies ahead for the markets, economy and what investors should be focusing most on right now. Like Hedgeye CEO Keith McCullough, Abeyta listens to data-based signals to inform his market outlooks. In this free webcast, Jones and Abeyta will provide investors insights on how to na...
Feb 28, 2024•50 min
Try our hedge fund-quality research, investment ideas, and risk management tools FREE during ALL ACCESS WEEK! CLICK HERE for FREE access. " RISK HAPPENS SLOWLY AT FIRST, THEN ALL AT ONCE.” - @KeithMcCullough Here is the full, uncut edition of “The Macro Show” hosted this morning by our Founder/CEO @KeithMcCullough. This is valuable content. We’re doing this to prove to openminded people there really is a better way to look at (and navigate) the markets/economy, then letting them judge for t...
Feb 28, 2024•42 min
Try our hedge fund-quality research, investment ideas, and risk management tools FREE during ALL ACCESS WEEK! CLICK HERE for FREE access. Ever wonder what it's like behind the scenes of a hedge fund? Hedgeye pulls back the curtain with a deep-dive in our stock picking process with The Call @ Hedgeye. Weekdays at 7:45 AM ET. CLICK HERE for more info. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Prod...
Feb 28, 2024•1 hr 11 min
Try our hedge fund-quality research, investment ideas, and risk management tools FREE during ALL ACCESS WEEK! CLICK HERE for FREE access. " RISK HAPPENS SLOWLY AT FIRST, THEN ALL AT ONCE.” - @KeithMcCullough Here is the full, uncut edition of “The Macro Show” hosted this morning by our Founder/CEO @KeithMcCullough. This is valuable content. We’re doing this to prove to openminded people there really is a better way to look at (and navigate) the markets/economy, then letting them judge for t...
Feb 27, 2024•34 min
Try our hedge fund-quality research, investment ideas, and risk management tools FREE during ALL ACCESS WEEK! CLICK HERE for FREE access. Ever wonder what it's like behind the scenes of a hedge fund? Hedgeye pulls back the curtain with a deep-dive in our stock picking process with The Call @ Hedgeye. Weekdays at 7:45 AM ET. CLICK HERE for more info. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Prod...
Feb 27, 2024•1 hr 15 min
Try our hedge fund-quality research, investment ideas, and risk management tools FREE during ALL ACCESS WEEK! CLICK HERE for FREE access. " RISK HAPPENS SLOWLY AT FIRST, THEN ALL AT ONCE.” - @KeithMcCullough Here is the full, uncut edition of “The Macro Show” hosted this morning by our Founder/CEO @KeithMcCullough. This is valuable content. We’re doing this to prove to openminded people there really is a better way to look at (and navigate) the markets/economy, then letting them judge for t...
Feb 26, 2024•36 min
Try our hedge fund-quality research, investment ideas, and risk management tools FREE during ALL ACCESS WEEK! CLICK HERE for FREE access. Ever wonder what it's like behind the scenes of a hedge fund? Hedgeye pulls back the curtain with a deep-dive in our stock picking process with The Call @ Hedgeye. Weekdays at 7:45 AM ET. CLICK HERE for more info. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Prod...
Feb 26, 2024•1 hr 7 min
CLICK HERE to watch the full webcast. Bestselling author and iconoclastic macro strategist Jim Rickards is back by popular demand for another Real Conversation webcast with Keith McCullough . In addition to his previous appearances on HedgeyeTV and Hedgeye Live, Rickards is a sought-after economic veteran. With 40+ years of experience working in capital markets, his insights have been shared in major publications nationwide. Visit Hedgeye.com for more great investing content. Subscribe to other ...
Feb 15, 2024•1 hr 8 min
Visit Hedgeye.com for more great investing content. 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. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of...
Feb 15, 2024•48 min
CLICK HERE to watch the full free webcast. Doug Kass , founder and president of Seabreeze Partners Management, will join Hedgeye Director of Research Daryl Jones "In The Arena" at 11:00am ET Tuesday, February 13 . This webcast will cover what Kass is watching in the markets right now and how investors can capitalize on various economic developments. Visit Hedgeye.com for more great investing content. Helpful Links: WATCH | Get 10 Stock Picks on The Call @ Hedgeye Join New Subscriber Or...
Feb 13, 2024•42 min
CLICK HERE to watch the full webcast. Join QI Research CEO & Chief Strategist Danielle DiMartino Booth as she discusses the dynamics of the looming 2024 Election with renowned Hedgeye Demography analyst and Fourth Turning author Neil Howe and Macro Policy analyst JT Taylor . Amid ever shifting campaign dynamics within both parties, there is no better time to review the possible outcomes the country faces come November. Get up to speed on all of the conflicting viewpoints and interwoven story...
Jan 30, 2024•1 hr 4 min
CLICK HERE to watch the full webcast. You are invited to join us for this special options focused webcast featuring Tier1 Alpha Co-Founders David Pegler and Craig Peterson and NEOS Co-Founders Garrett Paolella and Troy Cates. This in-depth investing discussion will focus on how systematic flows and ETF Based Options Strategies interact and ways in which investors can take advantage of this dynamic ecosystem to protect and grow their portfolio. Visit Hedgeye.com for more great investing content. ...
Jan 30, 2024•56 min
Join us for a no-punches-pulled interview hosted by Hedgeye Director of Research Daryl Jones with Bill Pulte , philanthropist and CEO of Pulte Capital Partners. Watch live at 11:10am ET or on-demand. They will discuss Pulte's new stock communities, shenanigans going on at Pulte Group (PHM), CEO malfeasance, America's housing market, and much more. You don't want to miss this conversation. Visit Hedgeye.com for more great investing content. HELPFUL LINKS: Join New Subscriber Orient...
Jan 25, 2024•44 min
Visit Hedgeye.com for more great investing content. 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. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of...
Jan 25, 2024•56 min
CLICK HERE to watch the full conversation. Join us for an insightful conversation between renowned economist Daniel Lacalle , Chief Economist at Tressis SV, and Hedgeye CEO Keith McCullough , as we embark on 2024. They will discuss the big risks (and opportunities) investors face this year, centering their discussion on the looming recession and the catalysts fueling differing perspectives. Don't miss this opportunity to gain valuable insights and prepare for a successful year ahead. Visit ...
Jan 23, 2024•1 hr 12 min
Visit Hedgeye.com for more great investing content. 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. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of...
Jan 11, 2024•1 hr 21 min
" RISK HAPPENS SLOWLY AT FIRST, THEN ALL AT ONCE.” - @KeithMcCullough Here is the full, uncut edition of “The Macro Show” hosted this morning by our Founder/CEO @KeithMcCullough. This is valuable content. We’re doing this to prove to openminded people there really is a better way to look at (and navigate) the markets/economy, then letting them judge for themselves. Make no mistake—there is a tremendous amount of bullsh*t being spewed every single day on Establishment Media like CNBC. Hedgey...
Jan 09, 2024•33 min
Visit Hedgeye.com for more great investing content. 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 Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and inves...
Jan 05, 2024•2 hr 32 min
Credit card delinquency and interest rates are soaring. The national debt has surpassed $33.7 trillion. The S&P 500 remains afloat only because of a handful of mega-cap tech stocks. When Apple, Google and the rest of the Magnificently Manipulated 7 falter, the Mother of All Bubbles is bound to burst. Nearly all underlying economic data suggests the economy is due for a correction. As we've seen in recessions past, investors who aren't proactively prepared are in for a world of hurt...
Dec 12, 2023•1 hr 8 min
Visit Hedgeye.com for more great investing content. 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 Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and inves...
Dec 08, 2023•1 hr 1 min
Visit Hedgeye.com for more great investing content. You're invited to join us for a thought-provoking investing webcast on strategies for effective capital allocation featuring David Salem and Ted Oakley , Managing Partner & Founder of Oxbow Advisors. This deep-dive discussion featuring two industry heavyweights will include actionable insights and strategies that could reshape your investment perspective. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The M...
Nov 28, 2023•1 hr 1 min
EXCLUSIVE WEBCAST EVENT: World renowned Demographer/ Thinker/ Bestselling author Neil Howe teamed up with Hedgeye CEO Keith McCullough on November 14th for a compelling exploration of our current position in the Fourth Turning and the trajectory that lies ahead. Gain invaluable insights as Howe navigates the complex terrain of our present generational cycle, unraveling the crises and transformative shifts that characterize this pivotal era. If you're interested in understanding where we are...
Nov 14, 2023•1 hr 4 min
Get the best deal all year on our investment research products: https://info.hedgeye.com/yt-cyberdeals-2023 Veteran short-seller Marc Cohodes joins Hedgeye Retail analysts Brian McGough and Jeremy McLean in this special investing webcast. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid...
Nov 09, 2023•1 hr 6 min
Visit Hedgeye.com for more great investing content. 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 Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and inves...
Nov 09, 2023•56 min
