Welcome to Hedgeye: In The Arena.Our Director of Sales Daryl Jones will be your personal tour guide into the world of Hedgeye and the investing world beyond.President Theodore Roosevelt once said: “The credit belongs to the man in the arena. Whose face is marred by dust and sweat and blood, who knows the great enthusiasms the great devotions and spends himself in a worthy cause; who at best knows the thrills of high achievement and if he fails at least fails daring greatly so that his place shall never be with those cold and timid souls who neither know victory nor defeat.”We can relate to Teddy’s sentiment in that quote as we grind day in and day out to produce the best analysis possible. We don’t pretend to be the smartest people in the room but we damn sure work the hardest. This podcast will give you a glimpse inside our locker room, to really get to know our team, our failures, our wins, our process and our goals.
Episode 28: JT Taylor, Hedgeye Macro Policy Analyst
James (JT) Taylor Hedgeye's Macro Policy Senior analyst joins Hedgeye's Daryl Jones in this 28th episode of Hedeye | In The Arena.
Taylor has extensive experience in both government and business in Washington, DC, with a career spanning the legislative and executive branches as well as the financial services industry. Taylor and Jones dive in on a number of vital topics that will be very impactful on the economy and financial industry in the near future.
Donald Trump Impeachment: It is a partisan exercise like with Bill Clinton but a much nastier climateIndustries most impacted by policy: Healthcare, Defense and Financial Services Presidential Election 2020Major changes aheadIt will come down to Super Tuesday You can't discount Mike BloombergU.S. - China Trade Deal
Episode 27: Andrew Left, Founder, Citron Research
Andrew Left, the colorful and engaging founder of Citron Research, joins Hedgeye's Daryl Jones in this 27th episode of Hedeye | In The Arena.
Left opened up to Jones with honestly, humility and some great insights for trading and having a fruitful career in the industry. He shared many real life examples of his process, when and why he got things wrong, and some of his current ideas. Stocks the two discussed included:
Wayfair (W)Tesla (TSLA)McKesson (MCK)Grand Canyon Education (LOPE)Netflix (NFLX)Restoration Hardware (RH)
Episode 26: Daryl Jones, Hedgeye Director of Research & Sales
Veteran Hedgeye Director of Research "Big Alberta" Daryl Jones gets interviewed in the 26th episode of Hedeye | In The Arena by Media VP Dan Holland.
Daryl gets candid and shares his journey from a small town in Canada (with one stop sign and one bar) to playing hockey at Yale University with Hedgeye CEO Keith McCullough. This engaging talk hits on a wide ranging array of topics including:
Hedgeye's beginning and research edgePolicy and fundamental researchOwning a NHL hockey team Favorite stock and macro ideasBest and worst investing decision(s)
Episode 25: Mike "Mish" Shedlock, RIA, Author, "MishTalk"
Registered investment advisor and author of MishTalk Mike "Mish" Shedlock joined Daryl Jones for the 25th episode of Hedgeye | In The Arena.
In this wide ranging conversation Mish shares his seasoned views on many topical items including:
Good Reason to Expect Recession: Greenspan doesn'tRate Cut or Hike What's Next: It's clear what they want to doCentral Bank Independence: I would abolish the Fed in a second Inflation or Deflation Debate: There is a lot of hidden inflation Favorite Asset Classes: Gold and treasuries
Episode 24: Andrew Freedman, Hedgeye Communications Analyst
Hedgeye Communications analyst Andrew Freedman sat down with Daryl Jones for the 24th episode of Hedgeye | In The Arena.
Freedman storied his unprecedented path to research analyst, discussed his passion for stock picking, his ever-evolving research process and where he stands on his short Netflix (NFLX) thesis.
Episode 23: Charlie Gasparino, Senior Correspondent, FOX Business Network
Charlie Gasparino, Senior Correspondent at Fox Business Network joined Hedgeye's Daryl Jones for the 23rd episode of Hedgeye: In The Arena.
Gasparino pulls no punches on a number of important subjects in this wide-ranging interview including the changing landscape of media, controversial stock stories, consequences of the presidential election and much more.