Billy Zegras

Hedgeye Communications Analyst (Internet, Media & Cable/Telco).

UCLA Alum

Not investment advice.

For access to research contact [email protected]

[Philadelphia Flyers @NHLFlyers]

No. 46 in the right Orange & Black.

[Zach Cavanagh @ZachCav]

Trevor Zegras approves.

Chris Kreider and him train together and participate in the Shoulder Check charity event in the offseason, and Zegras, a New York native, looked up to Kreider as a young player.

@SportingTrib | #FlyTogether

[Billy Zegras @HedgeyeCommBZ]

@Dkarbowitz @THunt07 @Hedgeye @HedgeyeComm @Roblox Hey man, that's cool, I don't know who you are, and I don't cover $RBLX

thx

[Jonesy @HedgeyeDJ]

Freebird @HedgeyeComm is now live on his webcast outlining the short thesis on $RBLX . . .

Ping [email protected] for access. Institutional rates apply.

@KeithMcCullough

[Billy Zegras @HedgeyeCommBZ]

The average ticket price for the premiere of #WizardofOz at $SPHR is $153.21 right now. Only seats in the 400s open currently. Significant rise in tickets compared to #Postcard and #VU2 as expected. @HedgeyeComm

[Hedgeye @Hedgeye]

👇🏽 $RBLX

[Netflix @netflix]

Two boxing legends. One legacy on the line.

Canelo Alvarez vs. Terence Crawford. Saturday September 13. LIVE globally on Netflix.

[Hedgeye @Hedgeye]

McCullough: No Recession—Rates Don’t Lie

Markets can’t hide from the signals embedded in interest rates.

🔊

In this clip from The Macro Show, Hedgeye CEO @KeithMcCullough unpacks critical signals across the curve—each pointing to the same conclusion: the U.S. economy is accelerating. There’s no recession in sight.

"We positioned for Quad 4 from February all the way to April. The Street started talking about a U.S. recession pending, which we did not," McCullough says. "Instead of entering a recession...credit risk continued to go down."

That’s the key. While headlines warned of a slowdown, rates told a different story of acceleration, not recession.

The yield curve steepened, credit spreads tightened—clear signals of a shifting market structure aligned with a strengthening economy.

“We have a process to signal a recession…that is not it,” McCullough explains. “Paying attention to interest rates not only across the curve, inside of the shape of the curve—we’re long a steepener. I was adding to that on Friday too."

Stay on top of the real macro signals by subscribing to "The Macro Show".
https://t.co/QvAzO1dDn4

[Hedgeye Asset Management @HedgeyeAM]

Big news: We are excited to announce two veteran portfolio managers David Salem (@dsaleminvestor) and Sam Rahman (@SamofAmerica) are joining Hedgeye Asset Management (HAM), a subsidiary of @Hedgeye. Salem oversaw $8B at TIFF and partnered with Jeremy Grantham at GMO. Rahman managed billions at the Fidelity family office for Ned Johnson. Their strategies are coming soon to all investors—available through our ETFs. For more information please email [email protected].

https://t.co/7O9dEj1nI1

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

$RBLX Call 6/10 @ 2pm ET

Click below for access👇

https://t.co/YdwSm72VYl

[Billy Zegras @HedgeyeCommBZ]

@HedgeyeComm @Dkarbowitz @HedgeyeCommOR 😂

[Billy Zegras @HedgeyeCommBZ]

SHORT $RBLX - 40% Downside

Call next week - link below for access:

https://t.co/SwF5Akbcei

@HedgeyeComm @HedgeyeCommOR

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

*SHORT $RBLX 40% DOWNSIDE

[Bill Brewster @BillBrewsterTBB]

@HedgeyeComm discussing how he researched AI and sharing best practices.

Another good one if I do say so myself!

https://t.co/w7fXP0n8PW

https://t.co/aT5rKeyVpk

[Matt Cooper @HedgeyeFins]

The boys in the studio this morning for the Macro Show! Given the quad shift we are in the midst of, we talked asset allocation/positioning for this change, and some crypto with @HEDigitalAssets!

@HedgeyeDJ @Hedgeye #MacroShow

[Hedgeye Digital Assets @HEDigitalAssets]

LIVE IN-PERSON CONVERSATION WITH GREGG BELL, CBO @ THE HEDERA FOUNDATION - Next Wednesday, June 4th‼️

Crypto is moving on from hype and memes to real-world use cases. Hedera (HBAR), the 20th largest crypto by market cap, is a public-permissioned Layer 1 blockchain designed for enterprise applications.

We'll be exploring RWA tokenization and institutional adoption trends for Hedera, and blockchain beyond.

@hedera @HederaFndn @GregoryLBell

#Crypto #RWA #Tokenizaton #Hedera #HBAR #L1

[Anaheim Ducks @AnaheimDucks]

Our man @tzegras11 made an appearance on Good Morning America for a cause close to his heart. https://t.co/VxpZsdiyM5

[WOLF Trading @WOLF_TradingX]

https://t.co/6bcJw5c7aQ

[Billy Zegras @HedgeyeCommBZ]

The replies are very revealing as to who has actually done the work ... it's easy to be a keyboard warrior! $RDDT

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

I certainly get my fair share of things wrong... but our batting average on $RDDT as an active short is certainly better than bad!

[Andrew Freedman, CFA 🦅 @HedgeyeComm]

I certainly get my fair share of things wrong... but our batting average on $RDDT as an active short is certainly better than bad!