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)
This is a Hedgeye podcast featuring sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm). On today's episode, Ami and Felix dive into the hot topic of ...
8 Heinä 202342min
Weekly Notebook Review | June 21, 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 and events that jump out of thei...
5 Heinä 20231h 4min
Weekly Notebook Review | June 27, 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 and events that jump out of thei...
5 Heinä 20231h 34min
Ep.102 Real Conversations: Mike Green, Portfolio Manager at Simplify Asset Management
Join Hedgeye CEO Keith McCullough for a new Real Conversation with Mike Green, Portfolio Manager at Simplify Asset Management. Mike is a thought leader on market structure, options flows and the risks...
28 Kesä 20231h 5min
The Macro Show [FULL FREE EPISODE] | June 22, 2023
*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 every day Get the smartest market show available ...
22 Kesä 202336min
Unscripted Equity Curiosity Season 3 Episode 12: "Turnings & Tech", Neil Howe Decodes China's Demographic Dance and A.I.
This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm) as they are joined by Hedgeye's Demography sector head and author Ne...
17 Kesä 20231h 27min
The Macro Show | Dir. of Capital Allocation David Salem & Dir. of Research Daryl Jones | June 5, 2023
*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 every day Our Managing Director of Capital Allocat...
13 Kesä 202334min
Weekly Notebook Review | Navigating the Seasons $SPY $QQQ $GLD $USD $TLT | June 7, 2023
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.com for more great investing content.Each week, Hed...
8 Kesä 20231h 29min
