Podcasts about hedgeye

In this episode of WealthVest: The Weekly Bull&Bear, Drew and Tim interviewed Rob Simone, former Head of REIT Research at Hedgeye. They discussed Rob's career path, independent research vs sell-side research, the office space and back to the office initiatives, multi-family reits and hospital reits. WealthVest – based in Bozeman, MT– is a financial services marketing and distribution firm specializing in fixed and fixed index annuities from many high-quality insurance companies. WealthVest provides the tools, resources, practice management support, and products that financial professionals need to provide their clients a predictable retirement that has their best interest in mind.Hosts: Drew Dokken, Tim PierottiAlbum Artwork: Sam YarboroughShow Editing and Production: Tavin DavisDisclosure: The information covered and posted represents the views and opinions of the hosts and does not necessarily represent the views or opinions of WealthVest. The mere appearance of Content on the Site does not constitute an endorsement by WealthVest. The Content has been made available for informational and educational purposes only. WealthVest does not make any representation or warranties with respect to the accuracy, applicability, fitness, or completeness of the Content.WealthVest does not warrant the performance, effectiveness or applicability of any sites listed or linked to in any Content. The content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning. Investment and investing involves risk, including possible loss of principal. Hosted on Acast. See acast.com/privacy for more information.

Andrew and David discussed the financial industry, focusing on timeless topics and the role of Jeremy Grantham. In this episode, we also explored the challenges of valuing private equity investments, the importance of having a clear investment strategy, and the impact of government intervention in capital markets. A spirited discussion followed about our contrasting views on China and Japan, and discussed the current state of the economy, particularly focusing on inflation and the actions of the Federal Reserve. Guest: David Salem - HedgeEye David Salem, Managing Director – Capital Allocation @ Hedgeye Prior to joining Hedgeye in early 2023, David served as founding President and Chief Investment Officer of The Investment Fund for Foundations (TIFF) and as a partner at GMO, working closely with Jeremy Grantham on investment solutions for large institutional funds. David received a JD cum laude from Harvard Law School and an MBA with high distinction from Harvard Business School, where he was elected a Baker Scholar. A member of the District of Columbia Bar, David has held adjunct faculty positions at Middlebury College, from which he earned his undergraduate degree summa cum laude, and the University of Virginia, and served in the White House Counsel's office while enrolled at Harvard. David's has given talks at many colleges and universities, including Dartmouth, Duke, Harvard, MIT, Middlebury, Northwestern, and Oxford, and at conferences organized by the Association of Governing Boards, the CFA Institute, the Council on Foundations, the Foundation Financial Officers Group and NACUBO among other organizations.   Check this out and find out more at: http://www.interactivebrokers.com/ CHARTS DISCUSSED IN THIS EPISODE Follow @andrewhorowitz Looking for style diversification? More information on the TDI Managed Growth Strategy - HERE Stocks mentioned in this episode: (META), (AAPL), (NVDA), (MSFT)

Show Notes:Bloomberg article – Goldman Sees ‘Wall of Money' Fueling Stock Market's Summer Partyhttps://www.bloomberg.com/news/articles/2024-06-05/goldman-sees-wall-of-money-fueling-stock-market-s-summer-party?srnd=homepage-americas&sref=KaV2wJ0vCharlie Bilello post from 6/5/24https://x.com/charliebilello/status/1798184430126944732Tweet from Hedgeeye on inflationhttps://x.com/Hedgeye/status/1798435967579120063Example of a “heat map” – this one is from the website www.finviz.com/map

Jim Bianco joins the 2024 Hedgeye Investing Summit hosted by Hedgeye Founder Keith McCullough.

In this episode, Kathy Jones and Liz Ann Sonders discuss their outlooks for 2024 in light of recent events and share what investors should be watching for in the next few weeks. Liz Ann also interviews Keith McCullough, founder and CEO of Hedgeye Risk Management. Keith explains the evolution of hedge funds and how he views the changing investment landscape. He emphasizes the importance of transparency and accountability in investing and explains his unique approach to financial markets, which he calls "quantimental." McCullough also shares his insights on market cycles and the current economic outlook, including the possibility of a recession. He discusses the Federal Reserve's response to recessions and the risks associated with market concentration. Finally, he highlights opportunities in the market and shares his favorite investment areas.On Investing is an original podcast from Charles Schwab. For more on the show, visit Schwab.com/OnInvesting.If you enjoy the show, please leave a rating or review on Apple Podcasts. Important DisclosuresThe information provided here is for general informational purposes only and should not be considered an individualized recommendation or personalized investment advice. The investment strategies mentioned here may not be suitable for everyone. Each investor needs to review an investment strategy for his or her own particular situation before making any investment decision. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third-party providers is obtained from what are considered reliable sources. However, its accuracy, completeness, or reliability cannot be guaranteed. Examples provided are for illustrative purposes only and not intended to be reflective of results you can expect to achieve.Past performance is no guarantee of future results and the opinions presented cannot be viewed as an indicator of future performance.All corporate names and market data shown above are for illustrative purposes only and are not a recommendation, offer to sell, or a solicitation of an offer to buy any security. Supporting documentation for any claims or statistical information is available upon request. The comments, views, and opinions expressed in the presentation are those of the speakers and do not necessarily represent the views of Charles Schwab.Investing involves risk, including loss of principal.The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party.International investments involve additional risks, which include differences in financial accounting standards, currency fluctuations, geopolitical risk, foreign taxes and regulations, and the potential for illiquid markets. Investing in emerging markets may accentuate these risks.Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Lower rated securities are subject to greater credit risk, default risk, and liquidity risk.Schwab does not recommend the use of technical analysis as a sole means of investment research.Small cap investments are subject to greater volatility than those in other asset categories. Investments in securities of MLPs involve risks that differ from an investment in common stock. MLPs are controlled by their general partners, which generally have conflicts of interest and limited fiduciary duties to the MLP, which may permit the general partner to favor its own interests over the MLPs.Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument.Diversification strategies do not ensure a profit and do not protect against losses in declining markets.Commodity-related products, including futures, carry a high level of risk and are not suitable for all investors. Commodity-related products may be extremely volatile, illiquid and can be significantly affected by underlying commodity prices, world events, import controls, worldwide competition, government regulations, and economic conditions, regardless of the length of time shares are held. Investments in commodity-related products may subject the fund to significantly greater volatility than investments in traditional securities and involve substantial risks, including risk of loss of a significant portion of their principal value. Commodity-related products are also subject to unique tax implications such as additional tax forms and potentially higher tax rates on certain ETFs.The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, individualized tax, legal, or investment advice. Tax laws are subject to change, either prospectively or retroactively. Where specific advice is necessary or appropriate, individuals should contact their own professional tax and investment advisors or other professionals (CPA, Financial Planner, Investment Manager) to help answer questions about specific situations or needs prior to taking any action based upon this information.Forecasts contained herein are for illustrative purposes only, may be based upon proprietary research and are developed through analysis of historical public data.(1223-30CE)

The Biden Administration continues to tout its economic policy achievements, hailing "Bidenomics" as a success for the nation. Director of Research at Hedgeye, Daryl Jones explains how record government spending has accelerated inflation, and what families can do to protect themselves from a potential recession.  Later, Daryl shares his assessment of the housing market and his thoughts on why "stagflation" may be the country's largest issue.  Follow Sean & Rachel on Twitter: @SeanDuffyWI & @RCamposDuffy Learn more about your ad choices. Visit megaphone.fm/adchoices

This is an exclusive "Hedgeye Investing Summit" interview between Jim Bianco, President of Bianco Research, and Hedgeye CEO Keith McCullough.

Daniel Biolsi, Head of Consumer Staples sector at Hedgeye, shares his thoughts on current state of the Consumer Staples sector in 2023. For more information about Hedgeye, please visit: https://app.hedgeye.com/insights Chapters: [0:00] Introduction + Episode sponsor: Hedgeye [0:56] State of the Consumer Staples sector [4:04] $COST and BJ's thesis [8:24] Why long Albertson's $ACI + thoughts on acquisition proposed by Kroger [21:14] $KVUE Kenvue thesis [28:04] Hershey $HSY, international expansion, response to short report and GLP-1 drugs [38:39] International Flavors & Fragrances $IFF negative sentiment Today's episode is sponsored by: Hedgeye This podcast is sponsored by Hedgeye. Hedgeye does fantastic work, and I think that shines through in the conversation we have today. If you like the conversation and are interested in learning more, please check out hedgeye at hedgeye.com

Brian McGough, head of retail at Hedgeye, joins the podcast to discuss the state of the retail sector, hit a wide variety of names, and explain why he's so bearish on the sector currently. You can find Brian on twitter here: https://twitter.com/HedgeyeRetail This podcast is sponsored by Hedgeye. Hedgeye is an investment research firm that delivers high-conviction investment ideas through fundamental, quantitative, and Macro analysis. If you'd like access to Hedgeye's favorite long and short stock ideas, check out The Call @ Hedgeye, their daily stock investing webcast featuring Brian and the entire stock analyst team. Go to Hedgeye.com/Value and you'll get a special introductory price of just $6 for the first 6 months. Chapters 0:00 Intro 2:15 What is Brian seeing in the retail sector now? 7:15 What retail companies look undervalued? 13:40 Discussing ASO's growth story 20:50 Is Hibbett cheap enough to consider? 25:20 Being bullish RH and buying their stock when they're not buying back 29:15 Comping WSM to RH 32:00 Brian's bearishness on Pelton 37:00 Can Nike really generate alpha from current prices? 42:10 CPRI's valuation and possible SOTP 45:00 Helen of Troy could be in for tough sledding 47:50 What's Brian's crystal ball telling him about the next six months?

Jay Van Sciver, Head of Industrials and Materials at Hedgeye, shares his thoughts on industrials and materials in 2023. Automobiles, Elon Musk, rails, Norfolk Southern, geopolitical commodities landscape - this podcast runs the gamut; tune in to hear Jay's takes on it all. For more information about Hedgeye, please visit: https://app.hedgeye.com/insights Chapters: [0:00] Introduction + Episode sponsor: Hedgeye [1:07] Industrial Sector overview: quick takes on VW, Porsche and other auto makers [5:31] Additional thoughts on Volkswagen and Lucid [7:53] Corporate governance issues: specifically referring to Jay's take on Elon Musk [13:27] Brand awareness of Tesla vs other EV brands [19:40] Is now the right time to short Tesla? [25:32] Why does the Porsche short trade exist? [30:55] Jay's bearish case for Uber [38:25] Additional thoughts on industrials, specifically, Jay's thoughts on rails [44:20] Understanding Rails' valuations [48:05] Opportunity in Norfolk Southern? [48:59] Materials Jay is looking at [52:52] Closing remarks Today's episode is sponsored by: Hedgeye This podcast is sponsored by Hedgeye. Hedgeye does fantastic work, and I think that shines through in the conversation we have today. If you like the conversation and are interested in learning more, please check out hedgeye at hedgeye.com

We continue our series A Smarter Way with Keith McCullough, the Founder & CEO of Hedgeye. SmarterMarkets™ host David Greely sits down with Keith to discuss the lessons of FTX and the state of financial advice on traditional and social media.

Which is not to say it couldn't be better. Tom Tobin, friend of the pod and head of healthcare at Hedgeye, joins the Tuesday episode for a check-up on the industry Americans love to hate. Plus, Bradley picks the one important takeaway from the Kevin McCarthy circus.

Partner, Managing Director and China Sector Head at Hedgeye. Before joining Hedgeye, he worked at an asset management firm where he focused on China equities. A CFA® charter holder and graduated cum laude from the Wharton School. He has been featured on Bloomberg, Barron's, Fast Money and many more. Confessions of a Market Maker Presents Felix Wang---------------------------------------------------------------------------------------------***Any listener of this podcast that has the skills to pass an evaluation can become a prop trader fully funded by either APEX Trader or Topstep Funding. Our own microefutures trading community has many members who are now fully funded. No need to trade with your own money and keep 90% of your profits. To learn more, visit our website at microefutures.com***---------------------------------------------------------------------------------------------Felix on Twitter: https://twitter.com/HedgeyeChina?s=20&t=6QYDwwq8WOsYUlumcBobQAHedgeye China Pro: https://accounts.hedgeye.com/products/china_pro/659!660?utm_source=twitter&utm_medium=social&utm_content=%2Fchina-pro-save-700-tweet&utm_campaign=twitter-organicJJ on Twitter: https://twitter.com/vwaptrader1?s=20&t=6QYDwwq8WOsYUlumcBobQARay on Twitter: https://twitter.com/AllxDayxRayx

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**This Real Conversation originally aired live on Hedgeye.com on September 8, 2022**Outspoken hedge fund manager Mike Taylor joined forces with Hedgeye CEO Keith McCullough for a new Real Conversation this week. No punches were pulled between these two market veterans during their deep-dive discussion filled with actionable investing ideas and insight.Watch Real Conversations LIVE and get other great video investing content here

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Hello everyone, I'm Ed Gotham, and welcome to Opto Sessions where we interview the top investors from around the world uncovering their secrets to success.Today I'm delighted to welcome Darius Dale, Founder of 42 Macro. 42 Macro is an investment research firm offering institutional-grade macro risk management frameworks and processes priced for the retail investor.Prior to 42 Macro, Darius was a Managing Director and Partner at Hedgeye Risk Management. Here Darius focused among other things on the firm's economic outlook and associated investment strategy views as the Sector Head of the Macro team. Darius joined Hedgeye after graduating from Yale and worked there for ~12 years.In this interview, you'll hear Darius's strategic updates post the FED fund rate meeting last week. We'll cover his views on global growth, inflation, the US dollar, interest rates, and how these macro variables are likely to affect assets such as equities, bonds, crypto, and more. We also wrap up the session by digging into Darius' data-driven 42 macro models that he uses to assess the markets.Enjoy42macro.com@42macroDDaleThanks to Cofruition for consulting on and producing the podcast. Want further Opto insights? Check out our daily newsletter: https://www.cmcmarkets.com/en-gb/opto/newsletter------------------Past performance is not a reliable indicator of future results.CMC Markets is an execution-only service provider. The material (whether or not it states any opinions) is for general information purposes only and does not take into account your personal circumstances or objectives. Nothing in this material is (or should be considered to be) financial, investment, or other advice on which reliance should be placed. No opinion given in the material constitutes a recommendation by CMC Markets or the author that any particular investment, security, transaction, or investment strategy is suitable for any specific person.The material has not been prepared in accordance with legal requirements designed to promote the independence of investment research. Although we are not specifically prevented from dealing before providing this material, we do not seek to take advantage of the material prior to its dissemination.CMC Markets does not endorse or offer opinions on the trading strategies used by the author. Their trading strategies do not guarantee any return and CMC Markets shall not be held responsible for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein for any loss that you may incur, either directly or indirectly, arising from any investment based on any information contained herein.

*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 13, 2022*This is an exclusive "Hedgeye Investing Summit" interview between Pippa Malmgren, Economist & Tech Entrepreneur, and Hedgeye CEO Keith McCullough.To watch other "Hedgeye Investing Summit" interviews, click here.Watch Real Conversations LIVE and get other great video investing content here

*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 13, 2022*This is an exclusive "Hedgeye Investing Summit" interview between Jim Bianco, President of Bianco Research, and Hedgeye CEO Keith McCullough.To watch other "Hedgeye Investing Summit" interviews, click here.Watch Real Conversations LIVE and get other great video investing content here

*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 13, 2022*This is an exclusive "Hedgeye Investing Summit" interview between Carson Block, Founder of Muddy Waters Research, and Hedgeye CEO Keith McCullough.To watch other "Hedgeye Investing Summit" interviews, click here.Watch Real Conversations LIVE and get other great video investing content here

*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 12, 2022*This is an exclusive "Hedgeye Investing Summit" interview between Buddy Carter, Private Investor & Former Proprietary Trader (Goldman Sachs), and Hedgeye CEO Keith McCullough.To watch other "Hedgeye Investing Summit" interviews, click here.Watch Real Conversations LIVE and get other great video investing content here

*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 12, 2022*This is an exclusive "Hedgeye Investing Summit" interview between Jim Chanos, Founder of Kynikos Associates, and Hedgeye CEO Keith McCullough.To watch other "Hedgeye Investing Summit" interviews, click here.Watch Real Conversations LIVE and get other great video investing content here

*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 12, 2022*This is an exclusive "Hedgeye Investing Summit" interview between Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, and Hedgeye CEO Keith McCullough.To watch other "Hedgeye Investing Summit" interviews, click here.Watch Real Conversations LIVE and get other great video investing content here

*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 11, 2022*This is an exclusive "Hedgeye Investing Summit" interview between Michael Taylor, Hedge Fund Manager & PM of Pink Shares For The Cure, and Hedgeye CEO Keith McCullough.To watch other "Hedgeye Investing Summit" interviews, click here.Watch Real Conversations LIVE and get other great video investing content here

*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 11, 2022*This is an exclusive "Hedgeye Investing Summit" interview between Kyle Bass, Founder & Chief Investment Officer of Hayman Capital, and Hedgeye CEO Keith McCullough.To watch other "Hedgeye Investing Summit" interviews, click here.Watch Real Conversations LIVE and get other great video investing content here

*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 11, 2022*This is an exclusive "Hedgeye Investing Summit" interview between Michael Green, Portfolio Manager at Simplify Asset Management, and Hedgeye CEO Keith McCullough.To watch other "Hedgeye Investing Summit" interviews, click here.Watch Real Conversations LIVE and get other great video investing content here

Darius Dale is the Founder & CEO of 42 Macro, an investment research firm that aims to disrupt the financial services industry by democratizing institutional-grade macro risk management frameworks and processes. Prior to founding 42 Macro, Darius was a Managing Director and Partner at Hedgeye and joined the firm after graduating from Yale. In this episode we talk about the Current Macro Headwinds affecting Markets and Risk Assets and how Darius uses a GRID Regime to navigate a never ending flow of Economic and Geopolitical Data. Follow Scott on Twitter: http://www.twitter.com/scottrades Support the show: http://www.hotwallet.shop Swing Trading For Consistent Profitability: https://stockmarketmentor.com/products/swing-trading-consistent-profitability/ ----------------------------------------------- Darius Dale on Twitter https://twitter.com/42macroDDale 42 Macro: https://42macro.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

*This Real Conversation originally aired as a webcast live on Hedgeye.com on February 10, 2022*We hosted a new Real Conversation between two of Wall Street's best macro minds; Hedgeye Founder & CEO Keith McCullough and James Davolos, Portfolio Manager of the Horizon Kinetics Inflation Beneficiaries ETF (INFL). Their conversation was LIVE on HedgeyeTV on Thursday, February 10, 2022You can either listen to "intellectual" inflation debates on Mainstream Financial Media, or you can learn from two pros on where inflation is headed based on the data, and how to risk manage your portfolio with proper (and actionable) investment strategies.They'll discuss how Fed policy and inflation base effects will converge in a deep #Quad4 in Q2 of 2022, whether inflation will stay sticky-high for longer than expected or roll over hard, how to invest in a variety of inflationary outcomes, and more.Watch Real Conversations LIVE and get other great video investing content here

*This is an audio-only version of The Macro Show that was broadcast on Hedgeye.com on January 27, 2022*Click this link to get access to the Macro Show every dayGet 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.

*This is an audio-only version of our daily live video webcast of The Call @ Hedgeye, as broadcast on January 27, 2022*We are pulling back the curtain on our morning research conference call. Get deep-dive investing analysis, our favorite stock ideas and CEO Keith McCullough's macro overlay with The Call @ Hedgeye.Get access to The Call @ Hedgeye every weekday morning at 7:45am ET

*This Real Conversation originally aired as a video webcast on Hedgeye.com on January 26, 2022*HedgeyeTV is beyond excited to bring you one of our most eclectic and unique Real Conversation guests yet: former MLB All-Star Pitcher, professional (championship) racing team owner and driver himself, entrepreneur and Bitcoin investor (and Hedgeye Subscriber!) C.J. Wilson. Watch Real Conversations LIVE and get other great video investing content here

WRU Jan 5 4th Week of January, 2022 ------

Andrew Freedman stops by The Business Brew for a discussion about the ever changing media landscape.  In this discussion, Andrew articulates how he views valuation, what makes stocks good “long” and “short” candidates, and how his process has evolved over time.  There's a lot of company specific discussion here.  We hope it is beneficial, educational, and entertaining.   Andrew's official bio reads as follows:   Andrew Freedman, CFA, is a Managing Director and Communications Sector Head at Hedgeye. In addition, he holds Senior Analyst responsibilities on the Health Care Team where he specializes in Information Technology. Before joining Hedgeye in 2014, Andrew worked for an institutional consulting firm where he was responsible for client asset allocation and investment manager due-diligence. Andrew is a CFA® charterholder and holds a Bachelor of Science degree from Marquette University in Finance and Business Economics.   Hedgeye is an independent investment research firm covering 10 fundamental/industry sectors, macro and policy. We provide actionable long/short ideas to institutions (hedge funds, mutual funds, and family offices) and RIAs/Individuals. Institutional research includes access to deep dive fundamental reports (black books) on individual stocks, thematic/industry analysis, proprietary and third party datasets, industry thought leader calls, company models, one-on-one analyst access and more. We do not have a broker dealer and don't do banking. Please contact sales@hedgeye.com if you are interested in learning more about Hedgeye's research offerings.   Detailed show notes below the Stream by Mosiac sponsor copy and thank yous.   Please leave us a rating in your favorite podcast player!   This episode is brought to you by Stream by Mosaic, a product that is integral to any fundamental research process.  Stream has developed an extensive library of expert interviews that cover a variety of industries.  StreamRG.com features over 300 expert interviews.  70% of Stream's experts are found exclusively on StreamRG.com.  Visit StreamRG.com and use promo code BREW for a 14 day trial.   Album art photo taken by Mike Ando.  Please see https://www.mikeando.com/   Thank you to @mathewpassy (on Twitter) for the show production.   Detailed Show Notes   5:40 – What Andrew offers at Hedgeye   8:50 – How “scuttlebutt” helps Andrew   9:50 – What are Hedgeye's “Quads”   16:35 – How Andrew thinks about long/short recommendations/allocations   17:50 – What Andre's business looks like (and how Hedgeye is like Formula One)   23:50 – Why Andrew recommended short SNAP long TWTR   35:50 – How Andrew thinks about his business and what his incentives are   41:40 – A discussion on cable   43:25 – Roku discussion with a good valuation component   47:20 – Why cheap gets cheaper when growth is slowing and expensive gets more expensive when growth accelerates   53:50 – Why Andrew called the Altice short correctly   1:02:50 – Roku's international roll out followed by a discussion about their distribution strategy   1:15:20 – What will Comcast do in this changing world?   1:22:50 – Back to Roku   1:33:50 – Closing discussion

Get access to the Macro Show every day: https://info.hedgeye.com/l/764243/2021-02-26/dcysv1Get 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.

*This Real Conversation originally aired as a video webcast on Hedgeye.com on Dec. 10, 2021*Join Hedgeye CEO Keith McCullough & Retail analyst Jeremy McLean and Metaverse thought leader, gmoney, for a special discussion NFT's.Watch Real Conversations LIVE and get other great video investing content here

Andrew Freedman, managing director at Hedgeye, walks through the TMT landscape post earnings. Key topics include how he looks at legacy media company, why he's bearish PINS and SNAP but long TWTR, and his wories that the economics of streaming simply don't work.Andrew's Twitter account: https://twitter.com/HedgeyeCommChapters0:00 Intro1:15 Andrew's Process5:15 Discussing long TWTR vs short SNAP / PINS9:35 Does the strategic interest around PINS worry you?15:20 What's going on with TWTR right now?32:30 Discussing legacy media (starting with VIAC)37:10 Comping VIAC's valuation versus NXST41:10 Why does Andrew have a buy rating on NFLX?45:35 What should Disney do with ESPN?47:30 Does the MGM / Amazon deal suggest all of legacy media is undervalued?51:00 How Andrew looks at the Discovery / Warner merger1:00:40 Valuing VIAC's Pluto asset1:04:15 Closing thoughts and Andrew's favorite pick

*This Real Conversation originally aired as a video webcast on Hedgeye.com on Nov. 18, 2021*Real Vision co-founder Raoul Pal joins Keith McCullough to discuss where the Macro environment may be heading as the market and economic data evolves. In particular, Keith digs into Raoul's investment process in crypto.Watch Real Conversations LIVE and get other great video investing content here

*This Real Conversation originally aired as a video webcast on Hedgeye.com on Nov. 8, 2021*Jeff Booth, Entrepreneur/Tech Leader/Author of "The Price Of Tomorrow" joins Hedgeye Founder & CEO Keith McCullough to discuss crypto, the inevitable rise of Bitcoin, and the role it may play as the global status of the U.S. Dollar faces headwinds.Watch Real Conversations LIVE and get other great video investing content here

This is an exclusive "Hedgeye Investing Summit" interview between Ben Hunt, Founder of Second Foundation Partners & lead author of the Epsilon Theory blog, and Hedgeye CEO Keith McCullough.***This content aired as a video webcast live on Monday, October 4, 2021***Want access to our 8 other webcast in this series? Click HERE to get free access:Register for our new Simulated Trading Tournament HedgEye On The Prize for the chance to win cash prizes and Hedgeye product subscriptions!

This is an exclusive "Hedgeye Investing Summit" interview between Josh Crumb, Founder of Abaxx Tech, and Hedgeye CEO Keith McCullough.***This content aired as a video webcast live on Wednesday, October 6, 2021***Want access to our 8 other webcast in this series? Click HERE to get free access:Register for our new Simulated Trading Tournament HedgEye On The Prize for the chance to win cash prizes and Hedgeye product subscriptions!

This is an exclusive "Hedgeye Investing Summit" interview between Grant Williams, Founder of Things That Make You Go Hmmm... and Hedgeye CEO Keith McCullough.***This content aired as a video webcast live on Tuesday, October 5, 2021***Want access to our 8 other webcast in this series? Click HERE to get free access:Register for our new Simulated Trading Tournament HedgEye On The Prize for the chance to win cash prizes and Hedgeye product subscriptions!

This is an exclusive "Hedgeye Investing Summit" interview between Joe Calhoun, Founder & CEO of Alhambra Investments, and Hedgeye CEO Keith McCullough.***This content aired as a video webcast live on Wednesday, October 6, 2021***Want access to our 8 other webcast in this series? Click HERE to get free access:Register for our new Simulated Trading Tournament HedgEye On The Prize for the chance to win cash prizes and Hedgeye product subscriptions!

Keith McCullough, the co-founder and CEO of Hedgeye Risk Management, joins the show to lay out his multi-factor approach to identifying market and economic cycles. Numbers don't lie, and Keith shares his take on why the consensus views may be way off. Plus, SPACs snap back as risk rises across the capital markets again. And Big Tech steps into the spotlight with earnings reports this week. We'll tell you what you need to know along with the Investing term of the week. See acast.com/privacy for privacy and opt-out information.

Episode 57 of “The THCB Gang” will be live on Thursday, June 10, 1pm PT 4pm ET. Matthew Holt (@boltyboy) will joined by regulars: medical historian Mike Magee (@drmikemagee), THCB regular writer Kim Bellard (@kimbbellard) and futurist Ian Morrison (@seccurve). And we have a special guest, health care equity analyst at Hedgeye, Emily Evans (@HedgeyeEEvans) You might guess that the latest meme stock Clover Health (CLOV) might make an appearance! But that won't be all!

One of our regular areas of focus on the Razor's Edge is the streaming space, and there are few people who are following that space as closely as Andrew Freedman of Hedgeye. To the point where his name has come up on our episodes more than once. So it was long overdue to have him join the Razor's Edge to share what he's seeing. We focus on what's going on in streaming and whether all the new entrants will have the endurance to make it in the long-term. We then drill into the story around FuBo, a company that Andrew has been vocally bearish about. We wrap up streaming with a look at Netflix's next act, and then look into the new emergence of live audio as a competitive opportunity, and wrap up with a few questions sourced from Twitter followers. Topics Covered 3:00 minute mark – What's interesting about streaming right now, and the rise of the laggards 13:00 – Is the streaming winnowing coming? 22:00 – The pace and rhythm of great content 27:30 – The FuBo bear case 33:30 – FuBo's target audience and other bull case points 43:00 – The direction of sports programming and why this won't be a replay of Netflix circa 2011 or Roku circa 2019 48:30 – Netflix's next act 56:30 – The audio space, and/or “Spaces” – Twitter, Spotify, Clubhouse, Facebook 1:08:00 – Listener questions – Pinterest in a reopening environment; ROKU vs. TWTR in 10 years; Square buying Tidal; MTCH vs. BMBL Andrew's work at Hedgeye: https://accounts.hedgeye.com/products/communications_pro/558!559 Hedgeye's Terms of Service: https://www.hedgeye.com/terms_of_service Definition of some terms: SVOD – Subscription Video on Demand AVOD – Advertising based Video on Demand OTT – Over the Top, TV delivered over the internet rather than through traditional cable (also an ‘80s movie) RSN – Regional Sports Networks VMPVD - Virtual Multichannel Video Programming Distributor

This episode features Darius Dale who is a Managing Director at Hedgeye Risk Management. Darius attended Yale University where he was a first-team all-Ivy selection at offensive tackle. We talk about Darius's upbringing and the value of great mentorship, as well as learning how to say no & make time for your physical & mental health and the things that are most important to you. Darius is a great story-teller and top-notch guy, so I'm sure you all will greatly enjoy. I highly recommend following Darius and his colleagues at Hedgeye if you have interests in investing or economics. This is not investment advice. You can find Darius at the links below: Twitter - @HedgeyeDDale LinkedIn - https://www.linkedin.com/in/dariusdale/ Hedgeye - https://app.hedgeye.com/

The Fed is showing no sign of taking the training wheels off of the economy. In his Jackson Hole speech, Fed Chair Jerome Powell said the central bank is ditching its policy of preemptively raising rates to slow down inflation. What does the Fed taking the leash off of inflation mean for your money and the economy? Darius Dale, Managing Director and Partner at Hedgeye, joined to discuss his view that the economy is transitioning to a recession from a depression, why the dollar should be shorted, and how the capitalist system is keeping too many Americans on the outside looking in. --- Send in a voice message: https://anchor.fm/market-banter/message

Healthcare is complicated. We talk about trying to rebuild it, make a more patient-centric environment, do more with value based care, improve outcomes, make sustainable business, get to a world of interoperability...and more. With all of those conversations going on, we decided it would be good to step back and look at the macro view of the current healthcare landscape today. Money and politics ultimately dictate a lot of where we can go with so much of what we talk about on the podcast, from health entrepreneurship to healthcare technology to how the healthcare system can better engage patients and improve outcomes. Here, Emily Evans and Tom Tobin of Hedgeye Risk Management give an overview of the current healthcare policy and economics to help us understand what we're up against.