Hugh Meyer

@KeithMcCullough Bill Ackman 7 days a week, and twice on Sunday $HHH crushed $HTZ $META, should I keep going??

Give our community some examples of some weak handed hedgies vs. The (Hedgeye) Way Best example gets a free month of Macro Pro (that's worth a lot) on me

@MollySOShea Well done, look forward to future podcasts

BREAKING: Inside Marc & Ben's Multi-Family Office — a16z Perennial Chief Investment Officer, Michel Del Buono Why wealth management is broken & how to financially prepare for a SpaceX IPO This is a closer look at how $50M–$1B+ personal portfolios are actually constructed & managed Important: Michel also explains why many founders make critical mistakes immediately after their first liquidity event, & how to avoid them. We cover: • The “no man’s land” between wealth managers & asset managers • How founders should handle liquidity events ($50M–$1B+) • Diversifying concentrated stock without killing upside • Venture returns & why manager selection matters more than exposure • Real estate, taxes, & after-tax alpha • Why volatility is an opportunity, not a risk • How to actually choose (and not get trapped by) a wealth manager Special thank you to Dave Maloney 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Michel Del Buono, CIO @a16z Perennial (01:25) The idea behind a16z Perennial (03:38) What’s broken in wealth management (09:05) How wealth has changed over time (11:57) How fee structures shape portfolios (15:26) Why single family offices are hard to run (19:47) Who wealth management is really for (23:26) What makes Perennial different (22:21) Preparing for massive liquidity events: SpaceX, OpenAI... (24:01) How to choose the right wealth manager (26:39) Why switching firms is so hard (28:01) How portfolios are actually built (31:29) Why volatility is an opportunity (32:47) Why real estate is so powerful (34:55) Taxes and the Billionaire Tax debate (38:46) Should you move to save taxes? (40:59) Chamath : SPAC losses & how they affect taxes (42:21) Secondary deals, fake Anduril SPVs & the risks (46:16) What drives returns in Venture Capital (49:42) Biggest Lesson from Marc Andreessen & Ben Horowitz (51:27) The biggest mistake founders make with money (52:53) How to invest after a big exit (54:16) Concerns around private credit (56:38) What big IPOs mean for markets (58:08) Keeping up with markets (59:35) What’s the focus this year at a16z

@SJCapitalInvest Comps for Mag 7 stock earnings only climb from here. This was not the case in 2025

I don’t think we will have a V shaped recovery (I think it’s just too hard to unwind the energy situation) but this is a very interesting data point…

@DariusDale42 @DeItaone You as well DD

@HMoneyTalks1 @DeItaone 🤣Ha! NEVER gets old. Hope all is well, my friend!

RUBIO: HORMUZ COULD BE OPENED TOMORROW IF IRAN ALLOWED IT

@KeithMcCullough Incredible opportunity each week to increase our acumen. Grateful

Watch today's HAM Lunch

@KeithMcCullough $QQQD working like a charm as well

BREAKING: Hedgeye's #MOAB Tech Short $XLK gets bombed to new YTD lows

@Meta boosts investment in West Texas AI data center by over sixfold to $10B @CNBC cnbc.com/2026/03/26/met…

@LeonMensbridge Great catch my friend! @SJCapitalInvest

@ChaminadeLax vs @bham_lax 📅3/26/26 ⏰7:00 📍Deep Blue C @Chaminadesports @EliavAppelbaum @latsondheimer @Tarek_Fattal @JLA_Sports

@CogginToboggan @CrossingBroad Well done

"I'm pleased and happy to report the news that the 76ers are all the way back and primed for a deep playoff run. But as you see it's a beautiful day, the XFinity Mobile Arena is open, and everyone is having a wonderful time. The 76ers, as you know, build together.”

@mamboitaliano__ Thank you! We are headed to Rome next week

If you’re visiting Rome and like the idea of escaping the super touristy, crowded areas for a bit And wandering aimlessly with your head up, taking in beauty and atmosphere, the “Coppedè district” is perfect for you ✨ Italy 🇮🇹

More Money, Same Friction - mailchi.mp/2f86ddcb543c/4…

⁦@Chaminadesports⁩ instagram.com/stories/jonahm…

@KeithMcCullough Nice little pullback yesterday to reallocate Mucker!

BREAKING: $XOP and $OIH ramping to new highs for Hedgeye Diversified Portfolios

@KeithMcCullough I pick the process and community here.

The Hoodie CNBC type picks peaked in October and is hitting new lows here today #MOAB

@SJCapitalInvest Volatility structure says otherwise, cash is king

Makes me feel like we are closer to bottom than I thought. I still don’t feel like the energy issues are fully baked but this is an interesting data point.

@LeonMensbridge Grateful you could share ! @SJCapitalInvest

@SJCapitalInvest LFG!

$IBRX with a delayed approval response again (+10%) Not sure why it takes 1-2 business days for the market to respond to news on this stock. Second time this has happened. I took advantage of this one last week. I will do it again if the market lets me on the next approval. 🔹