Weekly Notebook Review | Vol Up, USD Up, Rates Up $SPY $QQQ $USO $GLD | August 2, 2023
With a special guest appearance by Mike Taylor (@Mike_Taylor1972). Visit Hedgeye.com for more great investing content. Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNat...
3 Aug 20231h 53min
Ep.104 Real Conversations: Alternative Investments with Anthony Zhang, Cormac Kinney & Artem Milinchuk
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 of places to invest. In this Real Conversation webcast...
1 Aug 20231h 3min
Unscripted Equity Curiosity Season 3 Episode 14: Mid Earnings Check In: Hints Of Optimism In US Ad Recovery, China Stimulus Ahead
This is a Hedgeye podcast featuring sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm). Visit Hedgeye.com for more great investing content.For Our He...
29 Jul 202338min
Weekly Notebook Review | July Inflation Re-Accelerating $SPY $QQQ $USO | July 27, 2023
With special guest appearances by Hedgeye CEO Keith McCullough (@KeithMcCullough) and Mike Taylor (@Mike_Taylor1972).Visit Hedgeye.com for more great investing content.Each week, Hedgeye’s Robert McGr...
27 Jul 20232h 28min
The Pitch: 6 Hedgeye Analysts. 6 Stock Ideas. 60 Minutes. | July 26, 2023
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. The Pitch is a fan-favori...
26 Jul 202359min
Ep.103 Real Conversations: Dan Rasmussen, Founder and CIO of Verdad Advisers
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 discussion will be Rasmussen's thought-provoking r...
18 Jul 20231h 5min
Weekly Notebook Review | Earnings Season Is Upon Us! $SPY $QQQ $USO $GLD | July 13, 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...
13 Jul 20231h 1min
"Capitalizing on Japan" with David Salem & Andrew McDermott
Hedgeye's Managing Director of Capital Allocation David Salem sits down with Andrew McDermott, Founder and President of Mission Value Partners, for a live investing webcast. "Capitalizing on Japan" ...
11 Jul 20231h 2min
