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For 17 years, Hedgeye has helped investors stay ahead—calling every U.S. market crash and delivering over 6,200 winning trade signals. Join our free market newsletter—your first step toward smarter, data-driven investing.

For 17 years, Hedgeye has helped investors stay ahead—calling every U.S. market crash and delivering over 6,200 winning trade signals. Join our free market newsletter—your first step toward smarter, data-driven investing.

1,180,682 次观看

A friendly reminder 🔊

A friendly reminder 🔊

28,565 次观看

Powell stuttering on "weakness in the labor market"

Powell stuttering on "weakness in the labor market"

62,729 次观看

Videos

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The AI Bubble. Sticky Inflation. Rising Rates. Stop reacting to the news. Position ahead of it with The Macro Show, hosted by former hedge fund manager Keith McCullough. New Member Offer: The Macro Show, 1 Year for $99 90-day, 100% money-back guarantee.

The AI Bubble. Sticky Inflation. Rising Rates. Stop reacting to the news. Position ahead of it with The Macro Show, hosted by former hedge fund manager Keith McCullough. New Member Offer: The Macro Show, 1 Year for $99 90-day, 100% money-back guarantee.

409,466 次观看 • 1 个月前

ICYMI: Powell, Trump & the Future of U.S. Markets

ICYMI: Powell, Trump & the Future of U.S. Markets

5,915,555 次观看 • 1 年前

Thinking about subscribing to Hedgeye? Don’t take our word for it. Listen to portfolio manager Michael Taylor—one of the best in the game—on why Hedgeye is a must-have for investors. 🔊

Thinking about subscribing to Hedgeye? Don’t take our word for it. Listen to portfolio manager Michael Taylor—one of the best in the game—on why Hedgeye is a must-have for investors. 🔊

3,572,932 次观看 • 1 年前

Why Hedge Funds Are Getting Blindsided By This Market 🔊 On The Macro Show this morning, Hedgeye CEO Keith McCullough and Director of Research Daryl Jones Jonesy covered why factors are wreaking havoc on hedge funds. The spark was Citadel’s head of global equities, Justin Lobell, noting that even though the S&P hasn’t moved much, it’s the factor moves getting people offsides and blowing up books. One of the first charts Hedgeye ever built 18 years ago was factors, and those moves have crushed people. For Keith, it’s non-negotiable. As he put it, “if you don’t have factors on your screens,” rather than something like the Dow and points, “you should not be gainfully employed.” No NHL player uses a wooden stick and nobody takes a horse and buggy to work, yet in markets people still lean on moving averages and valuation models instead of factors, flows, and gamma. The managers who wouldn’t evolve are effectively extinct, and however this AI bubble ends, loaded with levered ETFs and short-dated options, factors will be the defining feature of it. Subscribe to The Macro Show for daily macro insights you won’t find anywhere else:

Why Hedge Funds Are Getting Blindsided By This Market 🔊 On The Macro Show this morning, Hedgeye CEO Keith McCullough and Director of Research Daryl Jones Jonesy covered why factors are wreaking havoc on hedge funds. The spark was Citadel’s head of global equities, Justin Lobell, noting that even though the S&P hasn’t moved much, it’s the factor moves getting people offsides and blowing up books. One of the first charts Hedgeye ever built 18 years ago was factors, and those moves have crushed people. For Keith, it’s non-negotiable. As he put it, “if you don’t have factors on your screens,” rather than something like the Dow and points, “you should not be gainfully employed.” No NHL player uses a wooden stick and nobody takes a horse and buggy to work, yet in markets people still lean on moving averages and valuation models instead of factors, flows, and gamma. The managers who wouldn’t evolve are effectively extinct, and however this AI bubble ends, loaded with levered ETFs and short-dated options, factors will be the defining feature of it. Subscribe to The Macro Show for daily macro insights you won’t find anywhere else:

20,652 次观看 • 3 天前

Hedgeye has called just about every major market event since 2008: 🏦2008 Financial Crisis 📈2009 Market Rally 🚨 2018 Short Call 💸Runaway Inflation 📉 2022 Market Crash📉 2023 Q4 Collapse Get our best deals of the year. Starting at just $6.

Hedgeye has called just about every major market event since 2008: 🏦2008 Financial Crisis 📈2009 Market Rally 🚨 2018 Short Call 💸Runaway Inflation 📉 2022 Market Crash📉 2023 Q4 Collapse Get our best deals of the year. Starting at just $6.

2,769,978 次观看 • 2 年前

Get daily (buy low, sell high) signals 📈 for the most actively traded U.S. stocks with "Momentum Stock Tracker" Identify risks & opportunities trading: Microsoft (MSFT), Apple (AAPL), Google (GOOGL), Meta (META), Amazon (AMZN), Nvidia (NVDA), Tesla (TSLA) and Netflix (NFLX)

Get daily (buy low, sell high) signals 📈 for the most actively traded U.S. stocks with "Momentum Stock Tracker" Identify risks & opportunities trading: Microsoft (MSFT), Apple (AAPL), Google (GOOGL), Meta (META), Amazon (AMZN), Nvidia (NVDA), Tesla (TSLA) and Netflix (NFLX)

2,554,292 次观看 • 3 年前

Dave Collum: "We have a generational bear market coming." "I think we have one coming that will be worse than any bear market we've seen."

Dave Collum: "We have a generational bear market coming." "I think we have one coming that will be worse than any bear market we've seen."

45,054 次观看 • 16 天前

Markets crashed in 2022. Millions of investors lost 25% or more. There’s a better way to invest. Our proven, repeatable market-timing process helped Hedgeye Nation avoid the crash. Learn & execute our process by watching "The Macro Show" New Member Flash Sale: $6 For 6 Months

Markets crashed in 2022. Millions of investors lost 25% or more. There’s a better way to invest. Our proven, repeatable market-timing process helped Hedgeye Nation avoid the crash. Learn & execute our process by watching "The Macro Show" New Member Flash Sale: $6 For 6 Months

3,053,251 次观看 • 3 年前

GET FREE ACCESS | Top ETF Ideas to Start 2023, Market Forecast, and Alpha-Generating Macro Insight It's all included inside our essential Macro investing package—Hedge:IQ Only $299/year (55% savings) after your free 30-day trial (no credit card required, no strings attached).

GET FREE ACCESS | Top ETF Ideas to Start 2023, Market Forecast, and Alpha-Generating Macro Insight It's all included inside our essential Macro investing package—Hedge:IQ Only $299/year (55% savings) after your free 30-day trial (no credit card required, no strings attached).

2,524,437 次观看 • 3 年前

Leyla Kunimoto Leyla, Founder of Accredited Investor Insights, says private credit valuations rest on numbers investors can’t verify. Most private loans are Level 3 assets with no market price, so funds value them using their own models. “Valuations are determined based on internal models and nobody knows what inputs go into internal models,” Kunimoto told Hedgeye CEO Keith McCullough at the Hedgeye Investing Summit. She points to the loan behind Medallia, a software company taken private by a large private equity firm and financed by a group of private credit managers. After the loan became impaired, she says, “marks on that one loan were diverging by a good margin between the different people who held it.” “How can I have faith in those marks at all,” Kunimoto says, if “on the very same thing, our marks are so very different.”

Leyla Kunimoto Leyla, Founder of Accredited Investor Insights, says private credit valuations rest on numbers investors can’t verify. Most private loans are Level 3 assets with no market price, so funds value them using their own models. “Valuations are determined based on internal models and nobody knows what inputs go into internal models,” Kunimoto told Hedgeye CEO Keith McCullough at the Hedgeye Investing Summit. She points to the loan behind Medallia, a software company taken private by a large private equity firm and financed by a group of private credit managers. After the loan became impaired, she says, “marks on that one loan were diverging by a good margin between the different people who held it.” “How can I have faith in those marks at all,” Kunimoto says, if “on the very same thing, our marks are so very different.”

33,870 次观看 • 15 天前

"There's fortunes to be made this year" 🔊 Mike Taylor Michael Taylor in conversation with Hedgeye CEO Keith McCullough. A differentiated perspective, clear thinking, and a track record of getting things early and right. There’s a reason Mike T is a fan favorite inside Hedgeye Nation. From single-stock setups to the reshaping of the global order, this conversation goes where others won’t. If you want to see what’s coming before it hits headlines, this is it. Replay now live →

"There's fortunes to be made this year" 🔊 Mike Taylor Michael Taylor in conversation with Hedgeye CEO Keith McCullough. A differentiated perspective, clear thinking, and a track record of getting things early and right. There’s a reason Mike T is a fan favorite inside Hedgeye Nation. From single-stock setups to the reshaping of the global order, this conversation goes where others won’t. If you want to see what’s coming before it hits headlines, this is it. Replay now live →

444,489 次观看 • 9 个月前

See inside Hedgeye CEO Keith McCullough’s ETF portfolio with “Portfolio Solutions.” Get a weekly list of ETF tickers in Keith's personal trading account, ranked by position size, with insights on Keith's moves each week. Get access today and SAVE 50% on "Portfolio Solutions."

See inside Hedgeye CEO Keith McCullough’s ETF portfolio with “Portfolio Solutions.” Get a weekly list of ETF tickers in Keith's personal trading account, ranked by position size, with insights on Keith's moves each week. Get access today and SAVE 50% on "Portfolio Solutions."

1,504,979 次观看 • 3 年前

🚨 New Product Alert: "Momentum Stock Tracker" Identifying risks & opportunities trading $MSFT, $AAPL, $GOOGL, $META, $AMZN, $NVDA, $TSLA & $NFLX 📈 (Buy Low, Sell High) Signals 📊 Key data to make informed trades 🔍 Analyst ratings, trends & insider activity Get access today.

🚨 New Product Alert: "Momentum Stock Tracker" Identifying risks & opportunities trading $MSFT, $AAPL, $GOOGL, $META, $AMZN, $NVDA, $TSLA & $NFLX 📈 (Buy Low, Sell High) Signals 📊 Key data to make informed trades 🔍 Analyst ratings, trends & insider activity Get access today.

1,376,698 次观看 • 3 年前

🔔 Hedgeye Asset Management Hedgeye Asset Management rings the opening bell

🔔 Hedgeye Asset Management Hedgeye Asset Management rings the opening bell

14,467 次观看 • 7 天前

Jim Bianco Jim Bianco says the rise of zero-day options "is outright gambling. And it's no longer investing." "Nobody wants to go public early in the process and have their stock gyrate around like a Kalshi betting market."

Jim Bianco Jim Bianco says the rise of zero-day options "is outright gambling. And it's no longer investing." "Nobody wants to go public early in the process and have their stock gyrate around like a Kalshi betting market."

26,133 次观看 • 17 天前

MCCULLOUGH: ‘This Is Not 2008, This Is Far More Dangerous’⚠️ 🔊 “2008 was a story about Wall Street leverage, bad behavior, frauds. This one is far more dangerous. This one is about Main Street 🏡 It’s about 50%, going on 60% - 70% of Americans not having any money left and needing government handouts increasingly to offset that pressure. Needing more credit cards 💳 more leverage. If you’re paying 22% on a credit card, think about where you must be financially. "Buy Now, Pay Later" (BNPL)? This is far more dangerous for far more people. This is a Main Street recession that we’re just entering. I don’t know how that’s going to end. I just know that Wall Street all agreeing to agree that this is going to be some 'soft' and beautiful landing because of 10 stocks is dead wrong.” -Keith McCullough on "The Macro Show" this morning Watch the full clip:

MCCULLOUGH: ‘This Is Not 2008, This Is Far More Dangerous’⚠️ 🔊 “2008 was a story about Wall Street leverage, bad behavior, frauds. This one is far more dangerous. This one is about Main Street 🏡 It’s about 50%, going on 60% - 70% of Americans not having any money left and needing government handouts increasingly to offset that pressure. Needing more credit cards 💳 more leverage. If you’re paying 22% on a credit card, think about where you must be financially. "Buy Now, Pay Later" (BNPL)? This is far more dangerous for far more people. This is a Main Street recession that we’re just entering. I don’t know how that’s going to end. I just know that Wall Street all agreeing to agree that this is going to be some 'soft' and beautiful landing because of 10 stocks is dead wrong.” -Keith McCullough on "The Macro Show" this morning Watch the full clip:

1,057,311 次观看 • 2 年前