Hedgeye Podcasts
435 episodes - English - Latest episode: about 2 months ago - ★★★★ - 176 ratingsHedgeye is an investment research and financial media company founded in 2008. Our core principles are transparency, accountability and trust. Hedgeye’s Real Conversations series, hosted by CEO Keith McCullough, brings together the brightest minds in the business to cut through the noise and discuss the financial market moves that actually matter.LEGALThe opinions expressed in Hedgeye Real Conversations are those of the individual speaking and not of Hedgeye, and should not be construed as specific investment advice.Hedgeye® is a registered trademark. All Hedegye Real Conversations are the intellectual property of Hedgeye. All rights reserved. For more information, and to subscribe, go to www.hedgeye.com.
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Episodes
#HedgeyeNation: A Beginner's Guide | May 12, 2023
May 12, 2023 16:00 - 26 minutes - 18.4 MBVisit Hedgeye.com for more great investing content. Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. Tune in LIVE Fridays @11:30am ET exclusively on our subscriber-only message board, "The Arena." Check out our A Beginner's Guide To Hedgeye playlists on YouTube! Subscribe to other Hedgeye Products Here: The Macro Show Risk Ranges Early Look The Call @ Hedgeye Sector Pro Products
Weekly Notebook Review | CPI is a Data Point…Let the Signal Guide You! | May 10, 2023
May 11, 2023 16:00 - 1 hour - 52.1 MBWe discussed the process and the signals jumping off the page. A key topic is the consolidation of certain Risk Ranges across varying asset classes (Volatility, FI, FX, EQ, etc.) as well as new economic data that continues to update our @Hedgeye Nowcast model. Recession risk continues to rise throughout the rest of 2023. Visit Hedgeye.com for more great investing content. Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals an...
Sector Head Spotlight | Telecom-Media Policy Sector Head Paul Glenchur
May 07, 2023 11:00 - 34 minutes - 23.7 MBEach week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, current stock ideas and recent market trends. Visit Hedgeye.com for more great investing content. Aired on March 16, 2023 (Watch video version on YouTube) Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look
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
May 06, 2023 11:00 - 32 minutes - 22.4 MBThis Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech) and Felix Wang (@HedgeyeChina) as Ami puts Felix in the hot seat on everything China, focusing on China's COVID comps, unemployment, stimulus and the latest market moves. Visit Hedgeye.com for more great investing content. For Our Hedgeye Products Click Below: Technology Pro Comms Pro China Pro Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products
Ep.100 Real Conversations: Hugh Hendry, Founder of Eclectica Macro
May 05, 2023 16:00 - 1 hour - 43.1 MBJoin Hedgeye CEO Keith McCullough as he sits down live with Hugh Hendry, Founder of Eclectica Macro and former hedge fund manager for this very special investing conversation only on HedgeyeTV. During this 100th episode of Real Conversations (in front of an audience at Hedgeye Live), Hugh and Keith will provide a Macro reality check for investors as we progress deeper into a #Quad4 recession. Hugh is a true market pro, best known for his outspoken commentary leading up to the financial cri...
Hedgeye Investing Summit | Jim Bianco, President of Bianco Research
May 02, 2023 11:00 - 49 minutes - 34.3 MBThis is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg. Watch the other 8 Hedgeye Investing Summit conversations Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look
Hedgeye Investing Summit | David Salem, Director of Capital Allocation at Hedgeye
May 01, 2023 11:00 - 46 minutes - 32.3 MBThis is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg. Watch the other 8 Hedgeye Investing Summit conversations Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look
Sector Head Spotlight | Healthcare Sector Head Tom Tobin
April 30, 2023 11:00 - 32 minutes - 22.4 MBEach week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, current stock ideas and recent market trends. Visit Hedgeye.com for more great investing content. Aired on December 20, 2022 (Watch video version on YouTube) Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look
Hedgeye Investing Summit | Dr. Gio Valiante, Performance Coach and Psychologist
April 28, 2023 11:00 - 1 hour - 43.2 MBThis is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg. Watch the other 8 Hedgeye Investing Summit conversations Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look
Hedgeye Investing Summit | Liz Ann Sonders, Chief Investment Strategist at Charles Schwab
April 27, 2023 11:00 - 50 minutes - 34.9 MBThis is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg. Watch the other 8 Hedgeye Investing Summit conversations Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look
Hedgeye Investing Summit | Ben Hunt, Co-Founder and CIO of Epsilon Theory
April 26, 2023 11:00 - 1 hour - 44 MBThis is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg. Watch the other 8 Hedgeye Investing Summit conversations Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look
Hedgeye Investing Summit | Ayesha Tariq, Co-Founder of Traderade
April 25, 2023 20:00 - 45 minutes - 31.5 MBThis is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg. Watch the other 8 Hedgeye Investing Summit conversations Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look
Sector Head Spotlight | Restaurants Sector Head Howard Penney & Consumer Staples Sector Head Daniel Biolsi
April 23, 2023 11:00 - 33 minutes - 23.2 MBEach week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, current stock ideas and recent market trends. Visit Hedgeye.com for more great investing content. Aired on February 2, 2023 (Watch video version on YouTube) Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look
Unscripted Equity Curiosity Season 3 Episode 8: Buying VC Growth Assets At Pennies On The $, Ami & Team Interview MBM Capital In Their Moment
April 22, 2023 11:00 - 1 hour - 55.8 MBThis Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech), Andrew Freedman (@HedgeyeComm) and Felix Wang (@HedgeyeChina) as they host MBM Capital co-founders and managing partners, Arun Mittal and Lauren Bonner, at the epicenter of a Tech bubble meltdown buying venture capital sponsored growth companies for pennies on the dollar. The fund’s funnel of potential investments has soared especially in recent weeks and the company is in pole position to buy great assets at distressed pr...
Hedgeye Investing Summit | David Rosenberg, Founder and President of Rosenberg Research & Associates
April 20, 2023 19:00 - 58 minutes - 40.1 MBThis is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg. Watch the other 8 Hedgeye Investing Summit conversations Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look
Hedgeye Investing Summit | Lyn Alden, Founder of Lyn Alden Investment Strategy
April 19, 2023 17:00 - 49 minutes - 34.2 MBThis is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg. Watch the other 8 Hedgeye Investing Summit conversations Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look
Hedgeye Investing Summit | Steph Pomboy, Founder of MacroMavens
April 18, 2023 16:00 - 48 minutes - 33.3 MBThis is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg. Watch the other 8 Hedgeye Investing Summit conversations Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look
Sector Head Spotlight | Industrials Sector Head Jay Van Sciver
April 16, 2023 11:00 - 33 minutes - 22.7 MBEach week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, current stock ideas and recent market trends. Visit Hedgeye.com for more great investing content. Aired on April 6, 2023 (Watch video version on YouTube) Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look
#HedgeyeNation: A Beginner's Guide | April 14, 2023
April 14, 2023 17:00 - 38 minutes - 26.7 MBVisit Hedgeye.com for more great investing content. Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. Tune in LIVE Fridays @11:30am ET exclusively on our subscriber-only message board, "The Arena." Check out our A Beginner's Guide To Hedgeye playlists on YouTube! Subscribe to other Hedgeye Products Here: The Macro Show Risk Ranges Early Look The Call @ Hedgeye Sector Pro Products
Weekly Notebook Review | Fade the Macro Tourists and Chart Chasers (feat. Healthcare Sector Head Tom Tobin) | April 12, 2023
April 13, 2023 17:00 - 1 hour - 77.2 MBReviewed the market reaction to #CPI and the signal/setup across major Global Assets. Healthcare Sector Head, Tom Tobin (@HedgeyeHC) dropped by as well and discussed his Quad Factor Scores. It’s how we translate Quad 4 to a concentrated list of high probability shorts and longs inside the Healthcare sector. $SPY $QQQ $GLD $TLT $UUP $FXE $VIX $USO $FXI Visit Hedgeye.com for more great investing content. Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to r...
Sector Head Spotlight | China Sector Head Felix Wang
April 12, 2023 11:00 - 24 minutes - 16.9 MBEach week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, current stock ideas and recent market trends. Visit Hedgeye.com for more great investing content. Aired on March 23, 2023 (Watch video version on YouTube) Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look
Sector Head Spotlight | Gaming, Lodging & Leisure Sector Head Todd Jordan
April 09, 2023 11:00 - 30 minutes - 21 MBEach week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, current stock ideas and recent market trends. Visit Hedgeye.com for more great investing content. Aired on March 2, 2023 (Watch video version on YouTube) Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look
Unscripted Equity Curiosity Season 3 Episode 7: #SteinerMagic on The Banking System, Contagion Risks and the Road Ahead
April 08, 2023 11:00 - 57 minutes - 39.4 MBThis Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech), Andrew Freedman (@HedgeyeComm), and Director of Technology Yosef Vaitsblit as they sit down with Financials sector head Josh Steiner (@HedgeyeFIG). Steiner reviews the credit cycle vs liquidity cycle, the 1980’s real estate spillover, contagion risks, the digitization of banking and the Deflation vs Stagflation battle ahead. Visit Hedgeye.com for more great investing content. For Our Hedgeye Products Click Below: Techno...
Weekly Notebook Review | Get Short & Get Paid $QQQ $XLK $XLY $SPY $USO | April 5, 2023
April 06, 2023 16:00 - 1 hour - 62.5 MBVisit Hedgeye.com for more great investing content. Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look
Sector Head Spotlight | REITs Sector Head Rob Simone
April 05, 2023 11:00 - 35 minutes - 24.2 MBEach week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, current stock ideas and recent market trends. Visit Hedgeye.com for more great investing content. Aired on February 9, 2023 (Watch video version on YouTube) Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look
The Mother of All Bubbles is Popping [PART 2]: Bank Failures, Contagion Risk & Coming Credit Event
April 03, 2023 22:00 - 1 hour - 44.7 MBIn this part 2 of our "Mother of All Bubbles" webcast series, historian, author and dean of the Darden School of Business Robert Bruner is joined by Financials analyst Josh Steiner and Director of Capital Allocation David Salem. Bruner, Steiner and Salem will discuss Bruner's acclaimed 2007 book, The Panic of 1907: Lessons Learned from the Market's Perfect Storm and learn what other bank crises can tell us about what comes next. Visit Hedgeye.com for more great investing content. Subscri...
Sector Head Spotlight | Retail Sector Head Brian McGough
April 02, 2023 11:00 - 27 minutes - 18.9 MBEach week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, current stock ideas and recent market trends. Visit Hedgeye.com for more great investing content. Aired on January 19, 2023 (Watch video version on YouTube) Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look
WNR Bonus Episode | Hedgeye + Friends w/The Muni Guy (Brian Nurick) | March 30, 2023
April 01, 2023 11:00 - 1 hour - 55.7 MBIf you like learning about different investment vehicles and structuring a portfolio for success, this Hedgeye + Friends session is for you!! Director of Subscriber Development, @HedgeyeRJM, had the pleasure of speaking with Brian Nurick, @bgnurick. Brian is known as "The Muni Guy" and now forever known as “The Muni King” after this phenomenal conversation with Robert and #HedgeyeNation. Visit Hedgeye.com for more great investing content. Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM ...
A Beginner's Guide: A Continuing Education of the Hedgeye Process | March 31, 2023
March 31, 2023 20:00 - 34 minutes - 23.6 MBVisit Hedgeye.com for more great investing content. Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look
#HedgeyeNation: A Beginner's Guide | March 31, 2023
March 31, 2023 20:00 - 34 minutes - 23.6 MBVisit Hedgeye.com for more great investing content. Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look
Weekly Notebook Review | Fade The FOMO get Long Gold China and Duration! | March 29, 2023
March 30, 2023 16:00 - 2 hours - 83.6 MBVisit Hedgeye.com for more great investing content. Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Risk Ranges Early Look
The Pitch: 6 Hedgeye Analysts. 6 Stock Ideas. 60 Minutes.
March 30, 2023 08:00 - 1 hour - 42.5 MBVisit Hedgeye.com for more great investing content. 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-Chief Keith McCullough. Here's the lineup from this edition (3/28/2023): Retail analyst Brian McGough Gaming, Lodging & Leisure analyst Todd Jordan Restaurants analyst Howard Penney Communications analyst Andrew Freedman Health Care analyst Tom Tobin Consumer Staples analyst Daniel Bi...
The Call @ Hedgeye: Bonus Content | Keith McCullough & Josh Steiner
March 29, 2023 19:00 - 12 minutes - 8.64 MBVisit Hedgeye.com for more great investing content. Some of the best long-short portfolio managers in Financials didn’t see issues inside the banking sector before the crisis. A generalist portfolio manager told CEO Keith McCullough that four of the best Financials portfolio managers he knows all missed the bank collapse entirely. Macro/Financials analyst Josh Steiner heard a similar story from a friend. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Risk Rang...
#HedgeyeNation: A Beginner's Guide | March 24, 2023
March 24, 2023 20:00 - 44 minutes - 30.6 MBVisit Hedgeye.com for more great investing content. Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
A Beginner's Guide: A Continuing Education of the Hedgeye Process | March 24, 2023
March 24, 2023 20:00 - 44 minutes - 30.6 MBVisit Hedgeye.com for more great investing content. Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
The Mother of All Bubbles is Popping: Bank Failures, Contagion Risk & Coming Credit Event
March 23, 2023 17:00 - 59 minutes - 41 MBVisit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Macro Show Risk Ranges Early Look Join Keith McCullough (CEO), Daryl Jones (Director of Research), Josh Steiner (Macro/Financials) and David Salem (Capital Allocation) for a webcast discussing recent bank failures, contagion risk and the upcoming credit event.
Inside The Process with Keith McCullough & Robert McGroarty
March 20, 2023 11:00 - 46 minutes - 31.8 MBVisit Hedgeye.com for more great investing content. Director of Subscriber Development Robert McGroarty interviewed Hedgeye CEO Keith McCullough on Tuesday, December 20 at 11am ET. Keith and Robert discussed best practices for implementing the Hedgeye risk management process and shared perspective on the thought process behind building the Hedgeye risk management process for the last fifteen years.
A Beginner's Guide: A Continuing Education of the Hedgeye Process | March 17, 2023
March 19, 2023 11:00 - 46 minutes - 31.9 MBVisit Hedgeye.com for more great investing content. Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
#HedgeyeNation: A Beginner's Guide | March 17, 2023
March 19, 2023 11:00 - 46 minutes - 31.9 MBVisit Hedgeye.com for more great investing content. Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
Unscripted Equity Curiosity Season 3 Episode 6: Felix Still Bullish on China? China Flex On US Diplomacy; TikTok; & Carrier 5G to 6G Transition
March 18, 2023 11:00 - 53 minutes - 36.5 MBThis Hedgeye podcast features sector heads Ami Joseph, Andrew Freedman, and Felix Wang, as they work through investment themes, ideas, and process. In this episode, Felix discusses his broad views of investing in Chinese equities, Andrew and Felix jump into Geopolitics on Ukraine and on Tiktok, and Ami & Andrew discuss 5G capacity and 6G timeline cycle. For More Hedgeye Products Click Below: Hedgeye.com: CLICK HERE Technology Pro: CLICK HERE Comms Pro: CLICK HERE China Pro: CLICK HERE
Weekly Notebook Review | #Quad4 keeps rolling! $VIX $QQQ $SPY $IWM $KRE | March 15, 2023
March 16, 2023 17:00 - 1 hour - 64.5 MBVisit Hedgeye.com for more great investing content. Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
WNR Bonus Episode | Hedgeye + Friends w/Mike Taylor: Credit Risks Cracking the Surface | March 13, 2023
March 14, 2023 15:00 - 2 hours - 95 MBMike Taylor (@Mike_Taylor1972) reviewed with Robert McGroarty (@hedgeyeRJM) what’s going on within the current global market landscape, specifically what's starting to crack in credit along with the rest of global macro. Visit Hedgeye.com for more great investing content. Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
Weekly Notebook Review | Quad 4 = Not Dead! $SPY $QQQ $DXY $TLT $VIX | March 8, 2023
March 09, 2023 16:00 - 1 hour - 78.9 MBVisit Hedgeye.com for more great investing content. Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
Unscripted Equity Curiosity Season 3 Episode 5: Data Wars & The New Digital Assembly Line
March 04, 2023 12:00 - 52 minutes - 36.2 MBAmi, Felix, and Andrew host Ed Hoofnagle (IT Services, data warehousing & risk assessment for large financial services companies) to continue a conversation that started over dinner at #HedgeyeMiami. For More Hedgeye Products Click Below: Hedgeye.com: CLICK HERE Technology Pro: CLICK HERE Comms Pro: CLICK HERE China Pro: CLICK HERE
WNR Bonus Episode | Hedgeye + Friends w/Dr. Andrew Menaker: Self Growth = Market Edge | March 2, 2023
March 03, 2023 18:00 - 1 hour - 48.5 MBVisit Hedgeye.com for more great investing content. I’m stoked to host a new conversation feat. Dr. @Andrew_Menaker! We discussed ways to better understand your own, personal #InnerMarket and translate that #SelfGrowth into real #MarketEdge. Make sure to stick around to the end when Andrew reviews the need to assess #IdentityGoals in addition to #OutcomeGoals to better align one's portfolio/risk management w/clients and/or yourself. Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twi...
Ep. 99 Real Conversations: Chris Whalen, Chairman, Whalen Global Advisors
March 02, 2023 20:00 - 1 hour - 44.8 MBVisit Hedgeye.com for more great investing content! Subscribe to other Hedgeye Products Here: The Macro Show Risk Ranges Early Look Join Hedgeye CEO Keith McCullough for a new Real Conversation with banker and author Christopher Whalen. Chris is a thought leader in the analysis of monetary policy, banks and housing. He believes the FOMC arguably lost control of monetary policy and has placed America's banks in grave risk. As Chris wrote in a recent post, "As the US economy heads into the ...
WNR Bonus Episode | Hedgeye + Friends w/Mike Taylor: QT vs QE
March 02, 2023 19:00 - 1 hour - 44.2 MBVisit Hedgeye.com for more great investing content. Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. Originally aired on February 2, 2023
Weekly Notebook Review | Global Quad 4 ex-China $SPY $QQQ $CRB $FXI $DXY $TLT $VIX $MOVE | March 1, 2023
March 02, 2023 17:00 - 1 hour - 70.1 MBSome great data driven signaling chatter that morphed into a bit of Global Bond narratives which we brought back home to focusing on the numbers/building out your process. Visit Hedgeye.com for more great investing content. Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
Ep. 98 Real Conversations: David Dorr, Co-Founder, Dorr Asset Management
March 01, 2023 12:00 - 1 hour - 42.3 MBVisit Hedgeye.com for more great investing content! Subscribe to other Hedgeye Products Here: The Macro Show Risk Ranges Early Look Join Hedgeye CEO Keith McCullough for a conversation with David Dorr (co-founder and managing principal of Dorr Asset Management) in this Real Conversation. David and Keith will discuss the Macro landscape with a particular focus on David's unique insights on the crypto space
Ep. 97 Real Conversations: Diego Parrilla, Portfolio Manager, Quadriga Asset Managers
February 28, 2023 15:00 - 1 hour - 43 MBVisit Hedgeye.com for more great investing content! Subscribe to other Hedgeye Products Here: The Macro Show Risk Ranges Early Look Join Hedgeye CEO Keith McCullough and Diego Parrilla, best-selling author and portfolio manager at Quadriga Asset Managers, in this pro-to-pro investing discussion about the current market environment.