Hedgeye Podcasts

Latest Episodes:

Weekly Notebook Review | The Fed Is Just A Data Point! | 11.2.2022 Nov 04, 2022

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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.

Weekly Notebook Review | Patience, Process & Short $QQQ! | 10.26.2022 Nov 04, 2022

Show notes

Visit Hedgeye.com for more great investing content.
Welcome to Hedgeye's newest show!
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.
This week, the conversation dove deep into several great subjects including:

1) Sticking with the #Process, staying calm & executing at the fringes of the Risk Ranges

2) Adjusting on the fly as Price, Volume and Volatility impact the #VASP signal

3) An update on the Muni Bond market as well as a discussion around the longer-term impact of consecutive Quad 4s on the High Yield Credit market

4) The impact of elevated volatility within the FX & Fixed Income market as well as the inverse correlation of the $SPX + $CRB to the $USD

The #WeeklyNotebookReview is hosted live each Wednesday and open to all interested in learning a better way to invest - the Hedgeye way.

See you next week!

Hedgeye Investing Summit IX: Liz Ann Sonders, Chief Investment Strategist, Charles Schwab Oct 31, 2022

Show notes

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The Macro Show
Risk Ranges
Early Look
This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, and Hedgeye CEO Keith McCullough.

Hedgeye Investing Summit IX: Marc Cohodes, Veteran Short-Seller Oct 31, 2022

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The Macro Show
Risk Ranges
Early Look
This is an exclusive "Hedgeye Investing Summit" interview between veteran short-seller Marc Cohodes and Hedgeye CEO Keith McCullough.

Hedgeye Investing Summit IX: Michael Green, Portfolio Manager, Simplify Asset Management Oct 28, 2022

Show notes

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Subscribe to other Hedgeye Products Here:
The Macro Show
Risk Ranges
Early Look
This is an exclusive "Hedgeye Investing Summit" interview between Michael Green, Portfolio Manager at Simplify Asset Management, and Hedgeye CEO Keith McCullough.

Hedgeye Investing Summit IX: Hugh Hendry, Founder, Eclectica Macro Oct 28, 2022

Show notes

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Subscribe to other Hedgeye Products Here:
The Macro Show
Risk Ranges
Early Look
This is an exclusive "Hedgeye Investing Summit" interview between Hugh Hendry, Founder of Eclectica Macro, and Hedgeye CEO Keith McCullough.

Weekly Notebook Review | Patience, Process & Short $QQQ! | 10.26.2022 Oct 27, 2022

Show notes

1) Sticking with the #Process, staying calm & executing at the fringes of the Risk Ranges

2) Adjusting on the fly as Price, Volume and Volatility impact the #VASP signal

3) An update on the Muni Bond market as well as a discussion around the longer-term impact of consecutive Quad 4s on the High Yield Credit market

4) The impact of elevated volatility within the FX & Fixed Income market as well as the inverse correlation of the $SPX + $CRB to the $USD

The #WeeklyNotebookReview is hosted live each Wednesday and open to all interested in learning a better way to invest - the Hedgeye way.

See you next week!

Unscripted Equity Curiosity S2E20: The Great Felix Wang On Upcoming 3Q Earnings, What Xi Didn't Say, Globalization & De-Globalization $LMT Oct 22, 2022

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Weekly Notebook Review | Hosted by Robert McGroarty | Featuring Keith McCullough | 10.19.2022 Oct 21, 2022

Show notes

Visit Hedgeye.com for more great investing content.
Welcome to Hedgeye's newest show!
Each week, Hedgeye’s Robert McGroarty hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.

This week, we had a very special guest - Hedgeye’s CEO, Keith McCullough!! The conversation dove deep into several great subjects including:

1) In depth discussion of Global Macro assets with the best signal strength

2) Keith McCullough reviews his Top 10 Shorts

3) Investing within a volatility complex that remains elevated and trending higher

4) Sticking with “One’s” process

The #WeeklyNotebookReview is hosted live on Twitter Spaces each Wednesday and open to all interested in learning a better way to invest – the Hedgeye way.

See you next week!

Unscripted Equity Curiosity S2E19: The Dall-E Revolution - Things That Can Lay Waste To Trillions In Tech Oct 08, 2022

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