Month: May 2018

TDI Podcast: Hedgeye’s Keith McCullough (#561)

Guest Keith McCullough digs deep into some of the more important market moving information that is available. We discuss macro tourism, moving average monkeys, key macro models that Hedgeye uses in their analysis.

Plus, a look back on the week and what is ahead.

AND, a quick update on Andrew’s recent trip...

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DHUnplugged #408: Live From NY – It’s DH Night!

Markets appeared to be back in bull mode. Earnings season wraps up with very impressive results. Buybacks are massive and buyers like what they see. There has also been a noticeable lack of headline risk as little mention of tariffs or other negative tones are heard into the mid-term elections....

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TDI Podcast: PJ Gorynski – The Survey Master (#560)

Guest PJ Gorynski of Bespoke Market Intelligence explains how specialized surveys are used to better understand investor and market sentiment. We take a look at some of his findings related to the newly announce Facebook (FB) dating service that was recently announced. How will that impact Match (MTCH) and other...

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DHUnplugged #407: Apple Love Returns

Even with an average quarter, big bets are being made on the bright prospects for Apple (AAPL). HUGE buybacks and a dividend hike are the darling of Wall Street – the love affair is rekindled. Unemployment dips below 4% and important inflation data is due this week. Of course we...

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TDI Podcast: The Height of Hubris (#559)

After listening to the latest conference call from Tesla (TSLA), many questions need to be answered. It seems that there is a good amount of protesting going on with a short temper toward analysts and little patience. Is this the height of hubris?

Markets still in a consolidation in a...

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