June 16, 2026
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ADDS Interview with Brooks Cutright
Hedgeye CEO Keith McCullough and $ADDS Portfolio Manager Brooks Cutright on the market plumbing behind SpaceX, Marvell, and the freight train nobody sees.
0:00 Welcoming Brooks Cutright: 20 Years on the ETF Desk From Deutsche to Exodus Point
5:08 Why "Front Running" Is a Bad Word (And What Brooks Actually Does)
9:00 The Hardest Thing in Finance Is Knowing When to Sell
11:53 The Basket of Stocks Waiting for the Call-Up
15:20 If the S&P 500 Were Reconstituted Today, 140 Companies Wouldn't Be In It
18:47 Why the ETF Wrapper Beats the 2-and-20 Hedge Fund
25:51 Momentum Is the Only Factor That Matters
28:53 $25 Billion a Day in Triple-Levered Semis and SOXL's $9B Rebalance
33:52 Marvell, Jensen's Blessing, and the Second-Biggest S&P Add Ever Behind Tesla
44:05 SpaceX at 10x Marvell's Market Cap and the $3 Trillion Freight Train
46:04 "The S&P 500 Is Active. It's Just Slow."
50:41 "It Always Ends. The Question Is When."
Disclosure:
Hedgeye Asset Management, LLC ("HAM") is a registered investment adviser and controlled subsidiary of Hedgeye Risk Management, LLC ("HRM"). HAM is compensated, in part, on the asset size of the funds it manages and therefore benefits directly from investments in those funds. HAM is a subsidiary of HRM. HRM holds an ownership interest in HAM and provides research and other services to HAM under a revenue share agreement. As such, HRM benefits indirectly from investments in the funds managed by HAM. For full disclosures, review HAM's Form ADV at https://adviserinfo.sec.gov/