Hedgeye Podcasts
Episodes
Hedgeye Investing Summit | Jim Bianco, President of Bianco Research
25 Oct 2023
Contributed by Lukas
CLICK HERE to get access to more great Hedgeye investing content.The Hedgeye Investing Summit is filled with actionable ideas and insight from 9 incre...
Hedgeye Investing Summit | Liz Ann Sonders, Chief Investment Strategist, Charles Schwab
24 Oct 2023
Contributed by Lukas
CLICK HERE to get access to more great Hedgeye investing content.The Hedgeye Investing Summit is filled with actionable ideas and insight from 9 incre...
Unscripted Equity Curiosity Season 3 Episode 19: Daniel Biolsi Welcomes Unscripted To The World of Consumer Staples
21 Oct 2023
Contributed by Lukas
This is a Hedgeye podcast featuring sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm).Visit Hedgey...
Unscripted Equity Curiosity Season 3 Episode 18: Investing in GLL - House Rules with Todd Jordan and Sean Jenkins
14 Oct 2023
Contributed by Lukas
This is a Hedgeye podcast featuring sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm).Visit Hedgey...
Weekly Notebook Review | Navigating Market Signals and Risks in Financial Investment Management | October 12, 2023
12 Oct 2023
Contributed by Lukas
Visit Hedgeye.com for more great investing content.Join us as we delve into the latest market signals and risks in the financial investment management...
Unscripted Equity Curiosity Season 3 Episode 17: Beginners Menu: Howard Penney Teaches Us How to Invest In The Restaurant Sector
07 Oct 2023
Contributed by Lukas
This is a Hedgeye podcast featuring sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm).Visit Hedgey...
Unscripted Equity Curiosity Season 3 Episode 16: Felix Discusses Disruptor MNSO, Former & Potential Disruptor BILI, & Gives a Quick Intro To China Internet
30 Sep 2023
Contributed by Lukas
This is a Hedgeye podcast featuring sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm).Visit Hedgey...
Weekly Notebook Review | Growth↘️, Inflation↗️…stick with the Signal! | September 27, 2023
27 Sep 2023
Contributed by Lukas
Visit Hedgeye.com for more great investing content.Introduction:Welcome back, savvy investors! In today's video, we'll dive into an exclusiv...
'Deep Dive' With Danielle DiMartino Booth and Lacy Hunt - Navigating Turbulent Markets
22 Sep 2023
Contributed by Lukas
BOOM! Free 'All Access Week' Is HERE, featuring 8 high performance investing products FREE each day from 9/18 to 9/24A MUST-SEE CONVERSATION...
The Macro Show [FREE EDITION] | September 21, 2023
21 Sep 2023
Contributed by Lukas
BOOM! Free 'All Access Week' Is HERE, featuring 8 high performance investing products FREE each day from 9/18 to 9/24"RISK HAPPENS SLOW...
Weekly Notebook Review | Not Hyper Focused on FOMC…the Data Rules All! | September 21, 2023
21 Sep 2023
Contributed by Lukas
BOOM! Free 'All Access Week' Is HERE, featuring 8 high performance investing products FREE each day from 9/18 to 9/24Each week, Hedgeye’s ...
Ep.106 Real Conversations: Mike Taylor, Hedge Fund/Portfolio Manager at Pink Shares For The Cure
19 Sep 2023
Contributed by Lukas
Fan-favorite Mike Taylor joins Hedgeye CEO Keith McCullough for a new Real Conversation. The two will discuss implications of inflation's reaccel...
Unscripted Equity Curiosity Season 3 Episode 15: Brian McGough Shares The Process
09 Sep 2023
Contributed by Lukas
This is a Hedgeye podcast featuring sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm), with specia...
Weekly Notebook Review | Navigating the Stagflation Storm | September 6, 2023
06 Sep 2023
Contributed by Lukas
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of the...
Ep.105 Real Conversations: Tier 1 Alpha's co-founders Craig Peterson, David Pegler and Senior Executive Advisor Mike Green
05 Sep 2023
Contributed by Lukas
If you haven't read Tier 1 Alpha's daily investing insights, you're missing out.From the Market Situation Report to videos filled with ...
Weekly Notebook Review | Raising Some Cash $SPY $QQQ $IWM $USO $GLD $VIX | August 16, 2023
17 Aug 2023
Contributed by Lukas
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of the...
Weekly Notebook Review | Looking Past CPI $SPY $QQQ $USO $TLT $EEM | August 9, 2023
10 Aug 2023
Contributed by Lukas
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of the...
Weekly Notebook Review | Vol Up, USD Up, Rates Up $SPY $QQQ $USO $GLD | August 2, 2023
03 Aug 2023
Contributed by Lukas
With a special guest appearance by Mike Taylor (@Mike_Taylor1972).Visit Hedgeye.com for more great investing content.Each week, Hedgeye’s Robert McG...
Ep.104 Real Conversations: Alternative Investments with Anthony Zhang, Cormac Kinney & Artem Milinchuk
01 Aug 2023
Contributed by Lukas
There's no shortage of disconcerting economic data in the current #Quad4 macro environment. But if you know where to look, there are still plenty...
Unscripted Equity Curiosity Season 3 Episode 14: Mid Earnings Check In: Hints Of Optimism In US Ad Recovery, China Stimulus Ahead
29 Jul 2023
Contributed by Lukas
This is a Hedgeye podcast featuring sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm). Visit Hedg...
Weekly Notebook Review | July Inflation Re-Accelerating $SPY $QQQ $USO | July 27, 2023
27 Jul 2023
Contributed by Lukas
With special guest appearances by Hedgeye CEO Keith McCullough (@KeithMcCullough) and Mike Taylor (@Mike_Taylor1972).Visit Hedgeye.com for more great ...
The Pitch: 6 Hedgeye Analysts. 6 Stock Ideas. 60 Minutes. | July 26, 2023
26 Jul 2023
Contributed by Lukas
During this special HedgeyeTV webcast, six Hedgeye analysts will pitch one of their high-conviction stock ideas (Long or Short) to our Risk-Manager-In...
Ep.103 Real Conversations: Dan Rasmussen, Founder and CIO of Verdad Advisers
18 Jul 2023
Contributed by Lukas
In this new Real Conversation, Hedgeye CEO Keith McCullough will be joined by Dan Rasmussen, Founder and CIO of Verdad Advisers. One of the topics of ...
Weekly Notebook Review | Earnings Season Is Upon Us! $SPY $QQQ $USO $GLD | July 13, 2023
13 Jul 2023
Contributed by Lukas
Visit Hedgeye.com for more great investing content.Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key...
"Capitalizing on Japan" with David Salem & Andrew McDermott
11 Jul 2023
Contributed by Lukas
Hedgeye's Managing Director of Capital Allocation David Salem sits down with Andrew McDermott, Founder and President of Mission Value Partners, f...
Unscripted Equity Curiosity Season 3 Episode 13: “Is today’s A.I climate similar to 1999’s Internet Boom" (Plus China Trade War Impact on Semiconductor Multiples)
08 Jul 2023
Contributed by Lukas
This is a Hedgeye podcast featuring sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm). On today&ap...
Weekly Notebook Review | June 27, 2023
05 Jul 2023
Contributed by Lukas
Visit Hedgeye.com for more great investing content.Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key...
Weekly Notebook Review | June 21, 2023
05 Jul 2023
Contributed by Lukas
Visit Hedgeye.com for more great investing content.Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key...
Ep.102 Real Conversations: Mike Green, Portfolio Manager at Simplify Asset Management
28 Jun 2023
Contributed by Lukas
Join Hedgeye CEO Keith McCullough for a new Real Conversation with Mike Green, Portfolio Manager at Simplify Asset Management.Mike is a thought leader...
The Macro Show [FULL FREE EPISODE] | June 22, 2023
22 Jun 2023
Contributed by Lukas
*This is an audio-only version of The Macro Show that was broadcast on Hedgeye.com on June 22, 2023*Click this link to get access to the Macro Show ev...
Unscripted Equity Curiosity Season 3 Episode 12: "Turnings & Tech", Neil Howe Decodes China's Demographic Dance and A.I.
17 Jun 2023
Contributed by Lukas
This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm) as they are joined...
The Macro Show | Dir. of Capital Allocation David Salem & Dir. of Research Daryl Jones | June 5, 2023
13 Jun 2023
Contributed by Lukas
*This is an audio-only version of The Macro Show that was broadcast on Hedgeye.com on June 5, 2023*Click this link to get access to the Macro Show eve...
Weekly Notebook Review | Navigating the Seasons $SPY $QQQ $GLD $USD $TLT | June 7, 2023
08 Jun 2023
Contributed by Lukas
We open our notebooks to touch on everything from Europe to commodities as we navigate into the summer months. $SPY $QQQ $GLD $USD $TLTVisit Hedgeye.c...
Sector Head Spotlight | Director of Research Daryl Jones
04 Jun 2023
Contributed by Lukas
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, c...
Unscripted Equity Curiosity Season 3 Episode 11: Beer Wars, "The Bud Light Impairment" with Hedgeye's Daniel Biolsi
03 Jun 2023
Contributed by Lukas
This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm) as they are joined...
Weekly Notebook Review | All Eyes on the US10/2YC & Quad 4! $SPY $QQQ | May 31, 2023
01 Jun 2023
Contributed by Lukas
Biggest topic of interest on #WeeklyNotebookReview today revolved around UST Yields. Stick with the signal and, if its not clear cut, go hunt somewher...
Ep.101 Real Conversations: Mark Gordon, Co-Founder & Partner, Ascent Funds
01 Jun 2023
Contributed by Lukas
In this new Real Conversation hosted by Keith McCullough, Mark Gordon, co-founder of Ascent Funds, will diagnose the issues within this current dynami...
Weekly Notebook Review | Portfolio Construction + Market Setup $SPY $QQQ | May 24, 2023
31 May 2023
Contributed by Lukas
Featuring special guest Mike Taylor (@Mike_Taylor1972 on Twitter). We touch on how to effectively construct your personal portfolio, as well as, disc...
Sector Head Spotlight | Communications Sector Head Andrew Freedman
28 May 2023
Contributed by Lukas
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, c...
Sector Head Spotlight | Health Policy Sector Head Emily Evans
21 May 2023
Contributed by Lukas
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, c...
Unscripted Equity Curiosity Season 3 Episode 10: Hedgeye's Rob Simone Wearing His Cape (No Tights) Fighting for Truth, Justice & Calling Out Total Bullsh*t
20 May 2023
Contributed by Lukas
This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech) and Andrew Freedman (@HedgeyeComm) as they are joined by Hedgeye's REITs sec...
#HedgeyeNation: A Beginner's Guide | May 19, 2023
19 May 2023
Contributed by Lukas
Visit Hedgeye.com for more great investing content.Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key...
Weekly Notebook Review | Beware Sinkhole Developing $SPY $QQQ $IWM $XLY | May 17, 2023
18 May 2023
Contributed by Lukas
Per usual, we reviewed the signals and setup across global macro. The US Dollar, volatility across assets as well as the Quad 4 economic data were all...
Sector Head Spotlight | Technology Sector Head Ami Joseph
14 May 2023
Contributed by Lukas
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, c...
#HedgeyeNation: A Beginner's Guide | May 12, 2023
12 May 2023
Contributed by Lukas
Visit Hedgeye.com for more great investing content.Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key...
Weekly Notebook Review | CPI is a Data Point…Let the Signal Guide You! | May 10, 2023
11 May 2023
Contributed by Lukas
We discussed the process and the signals jumping off the page. A key topic is the consolidation of certain Risk Ranges across varying asset classes (V...
Sector Head Spotlight | Telecom-Media Policy Sector Head Paul Glenchur
07 May 2023
Contributed by Lukas
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, c...
Unscripted Equity Curiosity Season 3 Episode 9: “Some Boats Are Rising”; Felix Wang on China’s Easy COVID Comps, High Unemployment (& Likely Stimulus), & SOE’s Making 52-Week Highs
06 May 2023
Contributed by Lukas
This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech) and Felix Wang (@HedgeyeChina) as Ami puts Felix in the hot seat on everything Ch...
Ep.100 Real Conversations: Hugh Hendry, Founder of Eclectica Macro
05 May 2023
Contributed by Lukas
Join Hedgeye CEO Keith McCullough as he sits down live with Hugh Hendry, Founder of Eclectica Macro and former hedge fund manager for this very specia...
Hedgeye Investing Summit | Jim Bianco, President of Bianco Research
02 May 2023
Contributed by Lukas
This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in inves...
Hedgeye Investing Summit | David Salem, Director of Capital Allocation at Hedgeye
01 May 2023
Contributed by Lukas
This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in inves...
Sector Head Spotlight | Healthcare Sector Head Tom Tobin
30 Apr 2023
Contributed by Lukas
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, c...
Hedgeye Investing Summit | Dr. Gio Valiante, Performance Coach and Psychologist
28 Apr 2023
Contributed by Lukas
This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in inves...
Hedgeye Investing Summit | Liz Ann Sonders, Chief Investment Strategist at Charles Schwab
27 Apr 2023
Contributed by Lukas
This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in inves...
Hedgeye Investing Summit | Ben Hunt, Co-Founder and CIO of Epsilon Theory
26 Apr 2023
Contributed by Lukas
This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in inves...
Hedgeye Investing Summit | Ayesha Tariq, Co-Founder of Traderade
25 Apr 2023
Contributed by Lukas
This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in inves...
Sector Head Spotlight | Restaurants Sector Head Howard Penney & Consumer Staples Sector Head Daniel Biolsi
23 Apr 2023
Contributed by Lukas
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, c...
Unscripted Equity Curiosity Season 3 Episode 8: Buying VC Growth Assets At Pennies On The $, Ami & Team Interview MBM Capital In Their Moment
22 Apr 2023
Contributed by Lukas
This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech), Andrew Freedman (@HedgeyeComm) and Felix Wang (@HedgeyeChina) as they host MBM C...
Hedgeye Investing Summit | David Rosenberg, Founder and President of Rosenberg Research & Associates
20 Apr 2023
Contributed by Lukas
This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in inves...
Hedgeye Investing Summit | Lyn Alden, Founder of Lyn Alden Investment Strategy
19 Apr 2023
Contributed by Lukas
This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in inves...
Hedgeye Investing Summit | Steph Pomboy, Founder of MacroMavens
18 Apr 2023
Contributed by Lukas
This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in inves...
Sector Head Spotlight | Industrials Sector Head Jay Van Sciver
16 Apr 2023
Contributed by Lukas
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, c...
#HedgeyeNation: A Beginner's Guide | April 14, 2023
14 Apr 2023
Contributed by Lukas
Visit Hedgeye.com for more great investing content.Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key...
Weekly Notebook Review | Fade the Macro Tourists and Chart Chasers (feat. Healthcare Sector Head Tom Tobin) | April 12, 2023
13 Apr 2023
Contributed by Lukas
Reviewed the market reaction to #CPI and the signal/setup across major Global Assets. Healthcare Sector Head, Tom Tobin (@HedgeyeHC) dropped by as wel...
Sector Head Spotlight | China Sector Head Felix Wang
12 Apr 2023
Contributed by Lukas
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, c...
Sector Head Spotlight | Gaming, Lodging & Leisure Sector Head Todd Jordan
09 Apr 2023
Contributed by Lukas
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, c...
Unscripted Equity Curiosity Season 3 Episode 7: #SteinerMagic on The Banking System, Contagion Risks and the Road Ahead
08 Apr 2023
Contributed by Lukas
This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech), Andrew Freedman (@HedgeyeComm), and Director of Technology Yosef Vaitsblit as th...
Weekly Notebook Review | Get Short & Get Paid $QQQ $XLK $XLY $SPY $USO | April 5, 2023
06 Apr 2023
Contributed by Lukas
Visit Hedgeye.com for more great investing content.Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key...
Sector Head Spotlight | REITs Sector Head Rob Simone
05 Apr 2023
Contributed by Lukas
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, c...
The Mother of All Bubbles is Popping [PART 2]: Bank Failures, Contagion Risk & Coming Credit Event
03 Apr 2023
Contributed by Lukas
In this part 2 of our "Mother of All Bubbles" webcast series, historian, author and dean of the Darden School of Business Robert Bruner is j...
Sector Head Spotlight | Retail Sector Head Brian McGough
02 Apr 2023
Contributed by Lukas
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, c...
WNR Bonus Episode | Hedgeye + Friends w/The Muni Guy (Brian Nurick) | March 30, 2023
01 Apr 2023
Contributed by Lukas
If you like learning about different investment vehicles and structuring a portfolio for success, this Hedgeye + Friends session is for you!! Director...
#HedgeyeNation: A Beginner's Guide | March 31, 2023
31 Mar 2023
Contributed by Lukas
Visit Hedgeye.com for more great investing content.Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key...
Weekly Notebook Review | Fade The FOMO get Long Gold China and Duration! | March 29, 2023
30 Mar 2023
Contributed by Lukas
Visit Hedgeye.com for more great investing content.Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key...
The Pitch: 6 Hedgeye Analysts. 6 Stock Ideas. 60 Minutes.
30 Mar 2023
Contributed by Lukas
Visit Hedgeye.com for more great investing content.During this special HedgeyeTV webcast, six Hedgeye analysts will pitch one of their high-conviction...
The Call @ Hedgeye: Bonus Content | Keith McCullough & Josh Steiner
29 Mar 2023
Contributed by Lukas
Visit Hedgeye.com for more great investing content.Some of the best long-short portfolio managers in Financials didn’t see issues inside the banking...
#HedgeyeNation: A Beginner's Guide | March 24, 2023
24 Mar 2023
Contributed by Lukas
Visit Hedgeye.com for more great investing content.Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key...
The Mother of All Bubbles is Popping: Bank Failures, Contagion Risk & Coming Credit Event
23 Mar 2023
Contributed by Lukas
Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookJoin Keith McCullough (...
Inside The Process with Keith McCullough & Robert McGroarty
20 Mar 2023
Contributed by Lukas
Visit Hedgeye.com for more great investing content.Director of Subscriber Development Robert McGroarty interviewed Hedgeye CEO Keith McCullough on Tue...
#HedgeyeNation: A Beginner's Guide | March 17, 2023
19 Mar 2023
Contributed by Lukas
Visit Hedgeye.com for more great investing content.Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key...
Unscripted Equity Curiosity Season 3 Episode 6: Felix Still Bullish on China? China Flex On US Diplomacy; TikTok; & Carrier 5G to 6G Transition
18 Mar 2023
Contributed by Lukas
This Hedgeye podcast features sector heads Ami Joseph, Andrew Freedman, and Felix Wang, as they work through investment themes, ideas, and process. In...
Weekly Notebook Review | #Quad4 keeps rolling! $VIX $QQQ $SPY $IWM $KRE | March 15, 2023
16 Mar 2023
Contributed by Lukas
Visit Hedgeye.com for more great investing content.Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key...
WNR Bonus Episode | Hedgeye + Friends w/Mike Taylor: Credit Risks Cracking the Surface | March 13, 2023
14 Mar 2023
Contributed by Lukas
Mike Taylor (@Mike_Taylor1972) reviewed with Robert McGroarty (@hedgeyeRJM) what’s going on within the current global market landscape, specifically...
Weekly Notebook Review | Quad 4 = Not Dead! $SPY $QQQ $DXY $TLT $VIX | March 8, 2023
09 Mar 2023
Contributed by Lukas
Visit Hedgeye.com for more great investing content.Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key...
Unscripted Equity Curiosity Season 3 Episode 5: Data Wars & The New Digital Assembly Line
04 Mar 2023
Contributed by Lukas
Ami, Felix, and Andrew host Ed Hoofnagle (IT Services, data warehousing & risk assessment for large financial services companies) to continue a co...
WNR Bonus Episode | Hedgeye + Friends w/Dr. Andrew Menaker: Self Growth = Market Edge | March 2, 2023
03 Mar 2023
Contributed by Lukas
Visit Hedgeye.com for more great investing content.I’m stoked to host a new conversation feat. Dr. @Andrew_Menaker! We discussed ways to better unde...
Ep. 99 Real Conversations: Chris Whalen, Chairman, Whalen Global Advisors
02 Mar 2023
Contributed by Lukas
Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookJoin Hedgeye CEO Keith ...
WNR Bonus Episode | Hedgeye + Friends w/Mike Taylor: QT vs QE
02 Mar 2023
Contributed by Lukas
Visit Hedgeye.com for more great investing content.Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key...
Weekly Notebook Review | Global Quad 4 ex-China $SPY $QQQ $CRB $FXI $DXY $TLT $VIX $MOVE | March 1, 2023
02 Mar 2023
Contributed by Lukas
Some great data driven signaling chatter that morphed into a bit of Global Bond narratives which we brought back home to focusing on the numbers/build...
Ep. 98 Real Conversations: David Dorr, Co-Founder, Dorr Asset Management
01 Mar 2023
Contributed by Lukas
Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookJoin Hedgeye CEO Keith ...
Ep. 97 Real Conversations: Diego Parrilla, Portfolio Manager, Quadriga Asset Managers
28 Feb 2023
Contributed by Lukas
Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookJoin Hedgeye CEO Keith ...
Weekly Notebook Review | All Access Week Edition! $SPY $QQQ $VIX $DXY | February 22, 2023
23 Feb 2023
Contributed by Lukas
Visit Hedgeye.com for more great investing content.Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key...
Unscripted Equity Curiosity Season 3 Episode 4: Take Your $$ To The Casino" (ft. Hedgeye's Todd Jordan, Sector Head of Gaming, Lodging, & Leisure)
18 Feb 2023
Contributed by Lukas
For More Hedgeye Products Click Below:Hedgeye.com: CLICK HERE Technology Pro: CLICK HEREComms Pro: CLICK HERE China Pro: CLICK HERE
Weekly Notebook Review | CPI, GDP, $USD, $SPX, $QQQ, $UST, $VIX #LFG | February 15, 2023
16 Feb 2023
Contributed by Lukas
Visit Hedgeye.com for more great investing content.Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key...
Weekly Notebook Review | Yield Curve, $MOVE, $USD & $VIX, $SPX 0dte | February 8, 2023
09 Feb 2023
Contributed by Lukas
Visit Hedgeye.com for more great investing content.Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key...
Unscripted Equity Curiosity Season 3 Episode 3: TMT Investing In SouthEast Asia (ft. Venture Partner Alan Hellawell)
04 Feb 2023
Contributed by Lukas
For More Hedgeye Products Click Below:Hedgeye.com: CLICK HERE Technology Pro: CLICK HEREComms Pro: CLICK HERE China Pro: CLICK HERE
Weekly Notebook Review | Post FOMC…Reviewing the Signals! $SPY $QQQ | February 1, 2023
02 Feb 2023
Contributed by Lukas
Visit Hedgeye.com for more great investing content.Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key...
Unscripted Equity Curiosity Season 3 Episode 2: Ode to Quad4: Latest Data & How Bad Can It Get For TMT
21 Jan 2023
Contributed by Lukas
For More Hedgeye Products Click Below:Hedgeye.com: CLICK HERE Technology Pro: CLICK HEREComms Pro: CLICK HERE China Pro: CLICK HERE
Weekly Notebook Review | $SPY $QQQ $IWM $FEZ $HYG Near TRR - #Quad4 | January 18, 2023
19 Jan 2023
Contributed by Lukas
Visit Hedgeye.com for more great investing content.Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key...
Cohodes & McGough: Short the Hell Out of $HELE
18 Jan 2023
Contributed by Lukas
Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookIf you tuned in for his...