The View from Hedgeye's Perch

On what could be the most important week for investors in years, markets keep riding to higher highs, and meme stocks keep spinning into the silly-sphere as the shorts get squeezed, giving 2021 vibes all over again. Cameron Dawson of NewEdge Wealth helps us make sense of it all and stay on the right tracks to long term investing gains. Plus, what to expect from the Fed’s meeting on interest rates, the July jobs report, and the most important corporate earnings of the cycle. Learn more about your ad choices. Visit podcastchoices.com/adchoices

28 Juli 30min

From the passage of the “Big Beautiful Tax Bill”, to new laws around stablecoins, investors have been navigating one massive change after another as they chase the stock market to new record highs. Michael Townsend, the Managing Director of  Legislative and Regulatory Affairs for Charles Schwab tells us which policies will impact investors the most, and what new regulatory changes are looming on the horizon. Plus, private equity and capital are clawing their way into retail investors portfolios as the number of public companies continues to decrease. What could go wrong? Learn more about your ad choices. Visit podcastchoices.com/adchoices

21 Juli 31min

As yet another new wave of tariff threats come out of the White House, investors have yet to bail out of the U.S. stock market like they did in April. Is their bet on American Exceptionalism about to unwind, or is this new bull market unfazed by the upending of the global economy? Callie Cox, Chief Market Strategist for Ritholtz Wealth joins The Express for her take on our unbridled enthusiasm, and lessons for long-term investors. Plus, new 50% tariffs on Copper set to go into effect August 1st will be felt across nearly every major industrial and electronic category. If those don’t cause an inflationary charge, nothing will. Learn more about your ad choices. Visit podcastchoices.com/adchoices

14 Juli 31min

Markets are steaming into the summer at all-time highs as the July 9th reciprocal tariff deadline approaches and the Big Beautiful Tax bill has been signed into law, and investors’ animal spirits are howling as meme stocks are back in fashion. We go inside the rally with Ryan Detrick of The Carson Group, and stare into the horizon in search of more momentum. Plus, public companies are bingeing on Bitcoin, driving cryptocurrencies back to the Moon. What could go wrong? Learn more about your ad choices. Visit podcastchoices.com/adchoices

7 Juli 32min

Everyone from corporate executives to Wall Street’s top strategists feared the worst for the stock market and the U.S. economy as the new administration tried to turn economic policy upside down at the beginning of the year, but we are ending the first half of the year at new record highs. Sam Ro of TKer clubs back aboard the Express to talk about the biggest surprises from the first half of 2025, the disconnect between feelings and returns, and second half predictions. Plus, who wants to be a millionaire? About 54 million people can now claim that milestone. Learn more about your ad choices. Visit podcastchoices.com/adchoices

30 Juni 31min

As the U.S. attacks Iran, tensions in the Middle East tighten as the one of the key chokepoints for global oil is at risk. The Federal Reserve held interest rates steady last week, as expected, but the divide inside the central bank deepens as policy hawks and doves take sides. Plus, why the A.I. revolution might just be getting started, and which companies will be driving the next wave of hyper-growth, according to Dan Ives of Wedbush Securities. Dan is so convinced that he helped create an A.I. focused ETF with his own name on it. Learn more about your ad choices. Visit podcastchoices.com/adchoices

23 Juni 36min

As Israel and Iran exchange missile attacks, the new bull market faces its first real challenge as ‘Event Risk’ takes over and oil prices spike. JC Parets of TrendLabs joins The Express to share the only charts that really matter right now, and the key indicators to watch this summer. Plus, the Fed will deliver its decision on interest rates this week and while no change is expected, it will be the first time we’ve seen the Dot Plot since the tariff war began. Where are the dots heading, and how to prepare your portfolio. Learn more about your ad choices. Visit podcastchoices.com/adchoices

16 Juni 34min

As trade tensions ease and the headline economic data eases recession fears, a new bull market is picking up speed led by what Bank of America Securities calls the "Bro Billionaire Basket of Stocks", including Palantir, Nvidia, Coinbase and Bitcoin. Proximity to power is everything under this administration and in this stock market, and offenders like Tesla get punished when they cross the lines at Pennsylvania Ave. Plus, Silver prices hit a 13-year high as the Gold to Silver ratio narrows, signaling a new bull market in commodities, especially if the tariff truces stick. LINKS for show notes:https://www.carsongroup.com/insights/blog/author/rdetrick/https://www.investopedia.com/what-to-expect-in-markets-this-week-may-inflation-data-apple-conference-gamestop-earnings-11749224https://www.investopedia.com/terms/g/gold-silver-ratio.asphttps://www.vandaresearch.com/news/https://www.investopedia.com/u-s-china-to-meet-for-trade-talks-monday-11749945https://www.investopedia.com/apple-big-developers-event-kicks-off-monday-what-you-need-to-know-11747463 Learn more about your ad choices. Visit podcastchoices.com/adchoices

8 Juni 14min