Comments
Transcript
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RDI have nothing against Darius Dale personally, but any interview with a Hedgeye representative needs to begin and end with the only question that matters: why did Hedgeye take $1.5 million in PPP loans while their CEO (Keith McCullough) brags on his show about flying around in a private jet and "never having big drawdowns"? That is $1.5 million Hedgeye took from U.S. taxpayers. https://www.washingtonpost.com/graphics/2020/business/sba-ppp-data/
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PDDoes anyone know if Raoul has sold some of his March 19 TLT calls at $170? I took a small position following him mentioning it, but I am currently down 77%. Is he expecting a reversal of the curve steepening trend in the next couple of months?
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APDoes this guy work for the arrogant ex macro hedge fund manager who said to short bitcoin at US$15,000? I know: not his fault! The worst is that very subtly Raoul tried to persuade Keith to go easy on an interview but... the rest is history...
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DBI find that the Hedgeye process & Real Vision framework works best! Darius is top notch!
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lfCan't understand the hate for Hedegeye on this thread (granted the PPP loan is pretty despicable). Darius is excellent. They execute on a high quality, probability / quant based process. It is not perfect and does not claim to be. Ok I sort of get it with Keith's polarizing personality and the PPP loan. But good investors have to listen to the best minds available and sometimes - often - that means listening to douchebags, people you don't like and people you may disagree with on many levels!
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AAI have subscribed to Hedgeye for a couple of years. It has great content and it provides a great forecasting view of the macro themes, demographic trends, etc. In respect to trading, it depends what is your timeline. If you are a day trader it might work for you. The biggest problem that I found is that once you learn their "unique" blackbox "machine" 4quadrant methodology to spit out the numbers, then you are stuck buying their subscription forever. It is not teach them how to fish kind of thing...but the thinking is great if you are a macro trader to complement your own thesis. I'm also an options trader and the difference once you learn an understand the probabilities and mechanics of trading options you can "fish" all the time! .....also there is a big different following a narrative (Raoul, Kiril, Julian, etc) versus following a quant style hedgeye nation (the ladder needs the black box!) BTW....I stopped watching the Macro Show...but prefer reading the Early Outlook....for some reason is too early for me to listen to Keith give his Master Classes....Darius is different and should go independent and not get the bad "mockering" habits! ...
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AKLove them or hate them. It doesn't matter. The fact remains that Hedgeeye is the only game in town offering institutional quality investment and risk management ideas for retail audience. Their time stamped trade ideas as well as important turning points in the macroeconomic cycle is for everyone to see. Having subscribed to hedgeye both as an institutional investor as well as a retail investor, I would say its very important to understand their methodology and figure out how to fit it in your investment process and time horizon. Investors who go by 'feelings' and the 'narrative cycle', which sadly is how traditional media potrays investing, will never appreciate what they do. However, having been on the institutional side of investing, the only way to have sustained success in macro investing is having a process. The very fact that they survived for the past 10 years when big famous macro hedge funds were closing left, right and center provides a testament to their process. This game is about numbers. Whether you love or hate the personalities involved doesn't matter. The numbers speak for themselves. Darius stands out in his data driven methodology unlike the macro talking heads who just 'feel' things.
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JMNice interview. Keith exited gold miners and gold in October (I believe) which was a good short term call. BUT gold is now back above $1.900 & miners are now doing very nicely. I wonder if they got back in? Very short term perspective - I have trouble following them. Very little said about gold (just Bitcoin! as a store of value).
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SWWithout constant new, novice investors Hedgeye would dry up and blow away
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ATUsually enjoy reading the comments section after videos to pick up on nuances I missed in the talk. Everything below is all bullshit; hit the back button now and look to the next video, you'll learn nothing by scrolling down. Real Vision customer commentary starting to resemble Twitter IMHO.
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OMI am a hedgeeye sub. for some time now. But also listening to Raouls longer term Macro views. People often see the approaches as either/or. I think they can be applied in tandem. Great interview from Ed and Darius, good overview of 2021, especially as it also contained Darius personal views! 👍
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DATo those people who have posted glowing comments about this interview, make sure you also watch Lyn Alden. She makes similar points, but more clearly, and backs them up with facts and evidence.
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MDWhen the Quadzilla speaks, best to listen! Well done Darius.
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ppthey change their pitch too much, seems more like a noise than a signal. I regret subscribing to hedgeye, you cannot tell or judge the quality of their idea, except their enthusiasm
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JNTwo real pros at work here. Happy subscriber to hedgeye and real vision
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IVDarius conveys where we are really clearly especially what is unique to now and what is not, the substance of the moment. Very helpful.
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DSWell done. It would be nice to see Mr. Dale quarterly, or after any quadrant change. Thanks. DLS
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FSThank you for bringing Darius Dale on your show. I believe he is one of the best, if not the best, macro strategists/analysts in the world. He and Keith have built a robust data platform and their mkt timing of the four key economic cycles has been spot on. Get the cycles right ahead of time, position accordingly and prosper. Between the Real Vision and Hedgeye Investment research platforms, I have everything I need. Thank you!!! Filo
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LSDidn't McCullough just repackage the work of an earlier economist regarding the axes of growth and inflation/deflation - and call them "quads" instread?
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API counted 27 "the reality is".
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SF#HedgeyeNation
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WSmuch prefer listening to...Darius vs his boss
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WSGreat interview - much listening to Darius than his boss.
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MBthe FED tightening? I wish they had the balls to do so but miserably failed in the past because that would imply to take away the punch bowl from WallSt., they are too afraid to do so...so many times proven especially since Bernanke took over
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sgso good
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BKThanks Ed & Darius!
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MTFantastic interview. One of my favorite RV guests.
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DDthanks for this
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GPExceptional