Weekly Notebook Review | Looking Past CPI $SPY $QQQ $USO $TLT $EEM | August 9, 2023
Weekly Notebook Review | Looking Past CPI $SPY $QQQ $USO $TLT $EEM | August 9, 2023
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and... Read more
10 Aug 2023
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1hr 26mins
Weekly Notebook Review | Vol Up, USD Up, Rates Up $SPY $QQQ $USO $GLD | August 2, 2023
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.Eac... Read more
3 Aug 2023
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1hr 53mins
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Ep.104 Real Conversations: Alternative Investments with Anthony Zhang, Cormac Kinney & Artem Milinchuk
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There's no shortage of disconcerting economic data in the current #Quad4 macro environment. But if you know where to loo... Read more
1 Aug 2023
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Unscripted Equity Curiosity Season 3 Episode 14: Mid Earnings Check In: Hints Of Optimism In US Ad Recovery, China Stimulus Ahead
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This is a Hedgeye podcast featuring sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedm... Read more
29 Jul 2023
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Weekly Notebook Review | July Inflation Re-Accelerating $SPY $QQQ $USO | July 27, 2023
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With special guest appearances by Hedgeye CEO Keith McCullough (@KeithMcCullough) and Mike Taylor (@Mike_Taylor1972).Vis... Read more
27 Jul 2023
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2hr 28mins
The Pitch: 6 Hedgeye Analysts. 6 Stock Ideas. 60 Minutes. | July 26, 2023
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During this special HedgeyeTV webcast, six Hedgeye analysts will pitch one of their high-conviction stock ideas (Long or... Read more
26 Jul 2023
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Ep.103 Real Conversations: Dan Rasmussen, Founder and CIO of Verdad Advisers
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In this new Real Conversation, Hedgeye CEO Keith McCullough will be joined by Dan Rasmussen, Founder and CIO of Verdad A... Read more
18 Jul 2023
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Weekly Notebook Review | Earnings Season Is Upon Us! $SPY $QQQ $USO $GLD | July 13, 2023
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 ... Read more
13 Jul 2023
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1hr 1min
"Capitalizing on Japan" with David Salem & Andrew McDermott
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Hedgeye's Managing Director of Capital Allocation David Salem sits down with Andrew McDermott, Founder and President of ... Read more
11 Jul 2023
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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)
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 Freedm... Read more
8 Jul 2023
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42mins
