
Hedgeye
@Hedgeye • 277,458 subscribers
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What Happens When the World Stops Using Your Money? 🔊 Watch the full conversation here 👇 Keith McCullough Daniel Lacalle
Hedgeye1,298,275 Aufrufe • vor 11 Monaten

"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 →
Hedgeye444,489 Aufrufe • vor 4 Monaten

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
Hedgeye3,376,506 Aufrufe • vor 3 Jahren

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)
Hedgeye2,554,285 Aufrufe • vor 2 Jahren

WATCH 📺 Trump Tariffs Scorched in Court → Hedgeye Called It Weeks Early
Hedgeye898,037 Aufrufe • vor 1 Jahr

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).
Hedgeye2,524,437 Aufrufe • vor 3 Jahren

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."
Hedgeye1,504,976 Aufrufe • vor 2 Jahren

🚨 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.
Hedgeye1,376,573 Aufrufe • vor 2 Jahren

Bianco: The U.S. Military Has Made A Mistake 🔊 Jim Bianco Jim Bianco says the U.S. is facing a crisis it isn't built to solve. The war in Ukraine proved that wars are now "fought with unmanned drones... and very cheap weapons in mass abundance." Iran has hundreds of them. The U.S. has expensive interceptors. The math doesn't favor the defender. Bianco points to the recent Qatar gas field strike as the template, nearly every drone was knocked down, but the one that got through sent natural gas prices up +50%. "We don't have a defensive shield against these kind of attacks," he warns. Watch the full conversation:
Hedgeye64,240 Aufrufe • vor 1 Monat

🚨 MUST-WATCH | Judy Shelton on HedgeyeTV 🔊 Renowned monetary economist and author Judy Shelton discussed US dollar destruction, the ongoing erosion of Americans' purchasing power, the Fed's terrible history on inflation, and other critical economic issues in a new conversation with Hedgeye CEO Keith McCullough packed with powerful insights and truth bombs. "I view money as a moral contract between citizens and the government. And I think it's incumbent on the government to provide a meaningful unit of account and a dependable store of value," said Shelton. Her latest book, "Good as Gold: How to Unleash the Power of Sound Money," lays out her vision for restoring economic stability. You can watch their full conversation below.
Hedgeye667,853 Aufrufe • vor 1 Jahr

Jim Bianco Jim Bianco on Why Defense Stocks Are Breaking Their 35-Year Pattern
Hedgeye47,516 Aufrufe • vor 1 Monat

Jeff Currie explains the fundamental difference between commodity and equity market volatility. 🔊
Hedgeye40,996 Aufrufe • vor 1 Monat

McCullough: No Recession—Rates Don’t Lie Markets can’t hide from the signals embedded in interest rates. 🔊 In this clip from The Macro Show, Hedgeye CEO Keith McCullough unpacks critical signals across the curve—each pointing to the same conclusion: the U.S. economy is accelerating. There’s no recession in sight. "We positioned for Quad 4 from February all the way to April. The Street started talking about a U.S. recession pending, which we did not," McCullough says. "Instead of entering a recession...credit risk continued to go down." That’s the key. While headlines warned of a slowdown, rates told a different story of acceleration, not recession. The yield curve steepened, credit spreads tightened—clear signals of a shifting market structure aligned with a strengthening economy. “We have a process to signal a recession…that is not it,” McCullough explains. “Paying attention to interest rates not only across the curve, inside of the shape of the curve—we’re long a steepener. I was adding to that on Friday too." Stay on top of the real macro signals by subscribing to "The Macro Show".
Hedgeye227,055 Aufrufe • vor 1 Jahr

When it comes to stock picking, are you going to follow a narrative or the data? 🔊 In this clip from The Call @ Hedgeye, Health Care analyst Tom Tobin Tom Tobin discusses why the Hedgeye signaling process overcomes the temptation to follow flimsy narratives on why to buy a stock. He discusses his own personal struggle with deciding whether or not to go long on Hims & Hers Health $HIMS. “Each time that I looked at this thing, I really waffled. I was super full of conviction then looked again and said, ‘This thing is so dodgy,’” Tobin says. “But here’s the deal: I’ve got a better mousetrap because I’ve got deep fundamentals and I’ve got quad factor score, which backs in to the macro process and our signal strength.” Stop following narratives and follow Hedgeye’s data by subscribing to The Call @ Hedgeye. Interested in tuning into Tom’s presentation on $HIMS?
Hedgeye180,365 Aufrufe • vor 11 Monaten