Steiner: The Signal Is Our North Star

In this clip from The Call, Hedgeye analyst Josh Steiner breaks down why today’s market chaos is exactly what the cycle predicted. With a sharp divergence between hard and soft data—and D.C. headlines only adding to the noise—he emphasizes the power of real-time signals over long-range forecasts. This is where Hedgeye’s process shines: cutting through volatility to keep you on the right side of the trade.

"The level of change happening on a day-to-day basis is creating this extraordinarily wide dispersion of outcomes," Steiner noted. 
“The signal is extremely helpful, as a rudder and a north star in keeping us on the right side.”

"What it lends to is ultimately relying more heavily on the nowcasting framework and on the signaling framework, and less so on the forecasting element."

The takeaway? In environments like this, forecasting plays a far lesser role in shaping an effective investment thesis. That’s why Hedgeye’s nowcasting model and proprietary signals remain front and center.

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