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
This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech) and Andrew Freedman (@HedgeyeComm) as they are joined by Hedgeye's REITs sector head Rob Simone (@HedgeyeREITs). Get an inside look...
20 Touko 20231h 19min
#HedgeyeNation: A Beginner's Guide | May 19, 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...
19 Touko 202336min
Weekly Notebook Review | Beware Sinkhole Developing $SPY $QQQ $IWM $XLY | May 17, 2023
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 a core focus of discussion. We also touched on th...
18 Touko 20231h 25min
Sector Head Spotlight | Technology Sector Head Ami Joseph
Each 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 He...
14 Touko 202341min
#HedgeyeNation: A Beginner's Guide | May 12, 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...
12 Touko 202326min
Weekly Notebook Review | CPI is a Data Point…Let the Signal Guide You! | May 10, 2023
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 (Volatility, FI, FX, EQ, etc.) as well as new econom...
11 Touko 20231h 15min
Sector Head Spotlight | Telecom-Media Policy Sector Head Paul Glenchur
Each 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 He...
7 Touko 202334min
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
This 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...
6 Touko 202332min
