Hedgeye Podcasts

Latest Episodes:

WNR Bonus Episode | Hedgeye + Friends w/Mike Taylor: Credit Risks Cracking the Surface | March 13, 2023 Mar 14, 2023

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Mike Taylor (@Mike_Taylor1972) reviewed with Robert McGroarty (@hedgeyeRJM) what’s going on within the current global market landscape, specifically what's starting to crack in credit along with the rest of global macro.
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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.

Weekly Notebook Review | Quad 4 = Not Dead! $SPY $QQQ $DXY $TLT $VIX | March 8, 2023 Mar 09, 2023

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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.

Unscripted Equity Curiosity Season 3 Episode 5: Data Wars & The New Digital Assembly Line Mar 04, 2023

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Ami, Felix, and Andrew host Ed Hoofnagle (IT Services, data warehousing & risk assessment for large financial services companies) to continue a conversation that started over dinner at #HedgeyeMiami.
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WNR Bonus Episode | Hedgeye + Friends w/Dr. Andrew Menaker: Self Growth = Market Edge | March 2, 2023 Mar 03, 2023

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I’m stoked to host a new conversation feat. Dr. @Andrew_Menaker! We discussed ways to better understand your own, personal #InnerMarket and translate that #SelfGrowth into real #MarketEdge. Make sure to stick around to the end when Andrew reviews the need to assess #IdentityGoals in addition to #OutcomeGoals to better align one's portfolio/risk management w/clients and/or yourself.
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.

Ep. 99 Real Conversations: Chris Whalen, Chairman, Whalen Global Advisors Mar 02, 2023

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The Macro Show
Risk Ranges
Early Look
Join Hedgeye CEO Keith McCullough for a new Real Conversation with banker and author Christopher Whalen.

Chris is a thought leader in the analysis of monetary policy, banks and housing. He believes the FOMC arguably lost control of monetary policy and has placed America's banks in grave risk. As Chris wrote in a recent post, "As the US economy heads into the worst period of credit loss since 2008, the primary victims will be lower income Americans, the core constituents of the Democratic Party."

Buckle up and tune in. This conversation promises to be a wild ride.

WNR Bonus Episode | Hedgeye + Friends w/Mike Taylor: QT vs QE Mar 02, 2023

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Weekly Notebook Review | Global Quad 4 ex-China $SPY $QQQ $CRB $FXI $DXY $TLT $VIX $MOVE | March 1, 2023 Mar 02, 2023

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Some great data driven signaling chatter that morphed into a bit of Global Bond narratives which we brought back home to focusing on the numbers/building out your process.
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.

Ep. 98 Real Conversations: David Dorr, Co-Founder, Dorr Asset Management Mar 01, 2023

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The Macro Show
Risk Ranges
Early Look
Join Hedgeye CEO Keith McCullough for a conversation with David Dorr (co-founder and managing principal of Dorr Asset Management) in this Real Conversation. David and Keith will discuss the Macro landscape with a particular focus on David's unique insights on the crypto space

Ep. 97 Real Conversations: Diego Parrilla, Portfolio Manager, Quadriga Asset Managers Feb 28, 2023

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Visit Hedgeye.com for more great investing content!
Subscribe to other Hedgeye Products Here:
The Macro Show
Risk Ranges
Early Look
Join Hedgeye CEO Keith McCullough and Diego Parrilla, best-selling author and portfolio manager at Quadriga Asset Managers, in this pro-to-pro investing discussion about the current market environment.