***This webcast originally aired live on Hedgeye.com on February 11, 2020***

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The U.S. economy is undergoing a significant phase transition—understanding the market implications is critical.

We discussed this development during a free webcast with Merk Investments portfolio manager Nick Reece and Senior Macro analyst Darius Dale.

In case you missed it, this was the inaugural episode in our new webcast series, In the Trenches. Darius is the host and he’s opening up his rolodex, selecting the sharpest minds in finance to interview.

In The Trenches with Darius Dale: Financial Market Outlook → Is A Big Rotation Underway?

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The Hedgeye Investing Summit is filled with actionable ideas and insight from 9 incredibly smart and successful money managers and strategists. You can watch all of them live or on-demand.

The stage is set and we're excited to host one of our best lineups to date. These thought-provoking and actionable investing conversations will open your eyes and make you a better investor. You don't want to miss these investing veterans' insight as we head deeper into Q4.

This special event is hosted twice a year by Hedgeye Founder and CEO Keith McCullough. Each discussion takes a deep dive into critical market and economic trends which will drive returns in the coming weeks and months. There are no commercials. There is no bullsh*t. It’s just straight up the middle, impactful and entertaining discussions which will make you a better investor.

You’re not getting this level of quality insight anywhere else. Certainly not on CNBC, or any of the other fluff financial news and pundits out there.

The Hedgeye Investing Summit was designed to help you reclaim your financial sanity. It was designed to help you sober up and gain investing insights from 9 true market pros. It’s not to be missed. 
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page. 
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. 
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page. 
Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A.; 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. CLICK HERE to check out our product page.

Hedgeye Investing Summit Spring 2024 | Marc Cohodes, Veteran Short Seller

The Hedgeye Investing Summit is filled with actionable ideas and insight from 9 incredibly smart and successful money managers and strategists. You can watch all of them live or on-demand.

The stage is set and we're excited to host one of our best lineups to date. These thought-provoking and actionable investing conversations will open your eyes and make you a better investor. You don't want to miss these investing veterans' insight as we head deeper into Q4.

This special event is hosted twice a year by Hedgeye Founder and CEO Keith McCullough. Each discussion takes a deep dive into critical market and economic trends which will drive returns in the coming weeks and months. There are no commercials. There is no bullsh*t. It’s just straight up the middle, impactful and entertaining discussions which will make you a better investor.

You’re not getting this level of quality insight anywhere else. Certainly not on CNBC, or any of the other fluff financial news and pundits out there.

The Hedgeye Investing Summit was designed to help you reclaim your financial sanity. It was designed to help you sober up and gain investing insights from 9 true market pros. It’s not to be missed. 
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page. 
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. 
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.

Hedgeye Investing Summit Spring 2024 | Jim Bianco, President of Bianco Research

Hedgeye Investing Summit Spring 2024 | Liz Ann Sonders, Chief Investment Strategist, Charles Schwab

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
Signal Strength Stocks
Sector Pro Products
Risk Ranges
Early Look 
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page. 
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. 
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page. 
Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A.; 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. CLICK HERE to check out our product page.

Weekly Notebook Review | Write it down & #Compound! | March 21, 2024

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
Signal Strength Stocks
Sector Pro Products
Risk Ranges
Early Look 
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page. 
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. 
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.

In The Trenches with Darius Dale: Financial Market Outlook → Is A Big Rotation Underway?

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