Macro/AI @Hedgeye. Not Investment Advice. Research available for subscription at https://xitter.cf/t.co/Ps9iqLNB7l Hedgeye NexGen Podca https://xitter.cf/t.co/kLgdCt37pR
CT/NY
Joined October 2023
- Tweets2.9K
- Following22
- Followers4.3K
- Likes1.3K
Ryan Ricci retweeted
🚨 We're going live in 15 minutes
The Prediction Market Desk | Final Election Preview
Hedgeye’s Chief Political Strategist JT Taylor @HedgeyeDC and Macro analyst Ryan Ricci @HedgeyeAI will read American politics through the lens of prediction markets ahead of the 2026 U.S. midterm elections.
Ryan Ricci retweeted
"There are no mistakes, only learning." The Macro Show Dashboard Summary today was excellent. The content via the Hedgeye Dashboard just keeps improving and helping me generate alpha. So big thank u! @KeithMcCullough @HedgeyeDJ @HedgeyeAI @Hedgeye
Ryan Ricci retweeted
Do Podcasts Predict Elections? A Data-Driven Study
🔊
On the latest episode of The Prediction Market Desk, Macro analyst Ryan Ricci @HedgeyeAI walked through a study testing whether podcast sentiment predicts where prediction markets move.
The premise is that people vote with their ears long before they get to the booth, so Ricci collected 976 episodes from the top podcasters with full YouTube shows over the past year, transcribed them, and ran them through an algorithm to score sentiment back to December.
The finding is that those sentiment scores lead Kalshi and the betting markets, with Trump criticism rising sharply in early January around the Iran war and leading the odds of Democrats taking the Senate at a 0.74 correlation.
Betrayal sentiment, podcasters who were active in electing Trump now saying they felt betrayed, spiked in that same January window and again in September.
One tell for the midterms, Ricci noted, is that the races barely came up in recent weeks, which may point to independents being unmotivated heading into the vote.
To watch the full episode, click here: app.hedgeye.com/events/18853…
Ryan Ricci retweeted
Wall Street is paid to sell you stock, not to sell you risk management.
Subscribe to The Big Theme to navigate the AI Bubble, manage risk, and position for what’s next: accounts.hedgeye.com/product…
Here is a question that you can only receive from @Hedgeye Macro Theme presentation or updated weekly in our Big Theme product.
What happens when the funding layer turns bearish trend?
What breaks first?
Answer: The bottom layers start going bearish trend, sub for that update
Ryan Ricci retweeted
Ryan burned through a LOT of Claude credits to help create this data series 😆 Seriously, you should check it out. You won't find this angle on the U.S. midterms anywhere else. Watch for FREE now! app.hedgeye.com/events/18853…
The Prediction Market Desk will be live with @HedgeyeDC at 11am today.
I built a new data set for the people. Ever wonder what sentiment was like for your top podcasts and how that front runs elections?
People vote with their listening hours long before they get to any booth.
Ryan Ricci retweeted
Join us live now for the latest on the moves in the U.S. midterm races with JT Taylor and @HedgeyeAI
app.hedgeye.com/events/18853…
Ryan Ricci retweeted
The NYSE welcomes @HedgeyeAM to highlight its NYSE-Listed funds!
$HBIT | $HECA | $HEFT | $HGRO xitter.cf/i/broadcasts/1vJpPNmke…
Ryan Ricci retweeted
🔔 Hedgeye Asset Management @HedgeyeAM rings the opening bell
Ryan Ricci retweeted
@KeithMcCullough @HedgeyeAI 2 things
1 This am on the Macro Show you guys were talking about how much you enjoyed your work. Let me tell you - I'm 72 years old and have been a registered advisor since 1988 and I've seen a lot. I have never enjoyed my work life (and I don't consider this work) than I do now since I became a Macro Pro subscriber in 2018. I have no plans to retire. This "work" is not work and I'll keep going as long as this old brain functions or until life retires me. THIS IS REALLY FUN!!
2 Does @hedgeye primarily use Claude or ChatGPT?
OJinAZ
😎
Ryan Ricci retweeted
When we have big Macro winners like this, we will talk and tweet about them $BWET
