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 Juni 20231h 29min
Sector Head Spotlight | Director of Research Daryl Jones
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...
4 Juni 202324min
Unscripted Equity Curiosity Season 3 Episode 11: Beer Wars, "The Bud Light Impairment" with Hedgeye's Daniel Biolsi
This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm) as they are joined by Hedgeye's Consumer Staples sector head Daniel ...
3 Juni 202358min
Ep.101 Real Conversations: Mark Gordon, Co-Founder & Partner, Ascent Funds
In this new Real Conversation hosted by Keith McCullough, Mark Gordon, co-founder of Ascent Funds, will diagnose the issues within this current dynamic and propose a better path forward. Mark is an ex...
1 Juni 20231h 4min
Weekly Notebook Review | All Eyes on the US10/2YC & Quad 4! $SPY $QQQ | May 31, 2023
Biggest topic of interest on #WeeklyNotebookReview today revolved around UST Yields. Stick with the signal and, if its not clear cut, go hunt somewhere that's bullish/bearish trade + Trend. The decisi...
1 Juni 202357min
Weekly Notebook Review | Portfolio Construction + Market Setup $SPY $QQQ | May 24, 2023
Featuring special guest Mike Taylor (@Mike_Taylor1972 on Twitter). We touch on how to effectively construct your personal portfolio, as well as, discussing the current market setup. Visit Hedgeye.com...
31 Maj 20231h 36min
Sector Head Spotlight | Communications Sector Head Andrew Freedman
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...
28 Maj 202337min
Sector Head Spotlight | Health Policy Sector Head Emily Evans
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...
21 Maj 202343min
