Hedgeye Podcasts

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Weekly Notebook Review | Beware Sinkhole Developing $SPY $QQQ $IWM $XLY | May 17, 2023 May 18, 2023

Show notes

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 the recent ramp in US Equities as a great opportunity to add to core shorts like $XLY $XLI $XOP $XLE $XRT $XLF $XLRE.
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Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
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The Call @ Hedgeye
The Macro Show
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Risk Ranges
Early Look

Sector Head Spotlight | Technology Sector Head Ami Joseph May 14, 2023

Show notes

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.
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Aired on March 9, 2023 (Watch video version on YouTube)
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The Call @ Hedgeye
The Macro Show
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Risk Ranges
Early Look

#HedgeyeNation: A Beginner's Guide | May 12, 2023 May 12, 2023

Show notes

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 their Notebooks.
Tune in LIVE Fridays @11:30am ET exclusively on our subscriber-only message board, "The Arena."
Check out our A Beginner's Guide To Hedgeye playlists on YouTube!
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The Macro Show
Risk Ranges
Early Look
The Call @ Hedgeye
Sector Pro Products

Weekly Notebook Review | CPI is a Data Point…Let the Signal Guide You! | May 10, 2023 May 11, 2023

Show notes

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 economic data that continues to update our @Hedgeye Nowcast model. Recession risk continues to rise throughout the rest of 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 their Notebooks.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look

Sector Head Spotlight | Telecom-Media Policy Sector Head Paul Glenchur May 07, 2023

Show notes

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 Hedgeye.com for more great investing content.
Aired on March 16, 2023 (Watch video version on YouTube)
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look

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 May 06, 2023

Show notes

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, stimulus and the latest market moves.
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Ep.100 Real Conversations: Hugh Hendry, Founder of Eclectica Macro May 05, 2023

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Join Hedgeye CEO Keith McCullough as he sits down live with Hugh Hendry, Founder of Eclectica Macro and former hedge fund manager for this very special investing conversation only on HedgeyeTV.

During this 100th episode of Real Conversations (in front of an audience at Hedgeye Live), Hugh and Keith will provide a Macro reality check for investors as we progress deeper into a #Quad4 recession. Hugh is a true market pro, best known for his outspoken commentary leading up to the financial crisis of 2008, a year when his Eclectica Macro hedge fund achieved a 30+% positive return.
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The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look

Hedgeye Investing Summit | Jim Bianco, President of Bianco Research May 02, 2023

Show notes

This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg.
Watch the other 8 Hedgeye Investing Summit conversations
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The Macro Show
Sector Pro Products
Risk Ranges
Early Look

Hedgeye Investing Summit | David Salem, Director of Capital Allocation at Hedgeye May 01, 2023

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Sector Head Spotlight | Healthcare Sector Head Tom Tobin Apr 30, 2023

Show notes

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 Hedgeye.com for more great investing content.
Aired on December 20, 2022 (Watch video version on YouTube)
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look

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