In this part 2 of our "Mother of All Bubbles" webcast series, historian, author and dean of the Darden School of Business Robert Bruner is joined by Financials analyst Josh Steiner and Director of Capital Allocation David Salem . Bruner, Steiner and Salem will discuss Bruner's acclaimed 2007 book, The Panic of 1907: Lessons Learned from the Market's Perfect Storm and learn what other bank crises can tell us about what comes next. Visit Hedgeye.com for more great investing con...
Apr 03, 2023•1 hr 5 min
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 January 19, 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...
Apr 02, 2023•27 min•Season 1Ep. 1
If you like learning about different investment vehicles and structuring a portfolio for success, this Hedgeye + Friends session is for you!! Director of Subscriber Development, @HedgeyeRJM , had the pleasure of speaking with Brian Nurick, @bgnurick . Brian is known as "The Muni Guy" and now forever known as “The Muni King” after this phenomenal conversation with Robert and #HedgeyeNation. Visit Hedgeye.com for more great investing content. Each week, Hedgeye’s Robert McGroarty (@Hedge...
Apr 01, 2023•1 hr 21 min
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...
Mar 31, 2023•34 min
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 Risk Ranges Early Look...
Mar 30, 2023•2 hr 2 min
Visit Hedgeye.com for more great investing content. During this special HedgeyeTV webcast, six Hedgeye analysts will pitch one of their high-conviction stock ideas (Long or Short) to our Risk-Manager-In-Chief Keith McCullough . Here's the lineup from this edition (3/28/2023): Retail analyst Brian McGough Gaming, Lodging & Leisure analyst Todd Jordan Restaurants analyst Howard Penney Communications analyst Andrew Freedman Health Care analyst Tom Tobin Consumer Staples analyst Daniel Biol...
Mar 30, 2023•1 hr 2 min
Visit Hedgeye.com for more great investing content. Some of the best long-short portfolio managers in Financials didn’t see issues inside the banking sector before the crisis. A generalist portfolio manager told CEO Keith McCullough that four of the best Financials portfolio managers he knows all missed the bank collapse entirely. Macro / Financials analyst Josh Steiner heard a similar story from a friend. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Risk Ranges Ea...
Mar 29, 2023•13 min
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.
Mar 24, 2023•44 min
Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Macro Show Risk Ranges Early Look Join Keith McCullough (CEO), Daryl Jones (Director of Research), Josh Steiner (Macro/Financials) and David Salem (Capital Allocation) for a webcast discussing recent bank failures, contagion risk and the upcoming credit event....
Mar 23, 2023•1 hr
Visit Hedgeye.com for more great investing content. Director of Subscriber Development Robert McGroarty interviewed Hedgeye CEO Keith McCullough on Tuesday, December 20 at 11am ET . Keith and Robert discussed best practices for implementing the Hedgeye risk management process and shared perspective on the thought process behind building the Hedgeye risk management process for the last fifteen years....
Mar 20, 2023•46 min
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.
Mar 19, 2023•46 min
This Hedgeye podcast features sector heads Ami Joseph, Andrew Freedman, and Felix Wang, as they work through investment themes, ideas, and process. In this episode, Felix discusses his broad views of investing in Chinese equities, Andrew and Felix jump into Geopolitics on Ukraine and on Tiktok, and Ami & Andrew discuss 5G capacity and 6G timeline cycle. For More Hedgeye Products Click Below: Hedgeye.com : CLICK HERE Technology Pro : CLICK HERE Comms Pro : CLICK HERE China Pro : CLICK HERE...
Mar 18, 2023•53 min•Season 3Ep. 6
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.
Mar 16, 2023•2 hr 34 min
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. 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....
Mar 14, 2023•2 hr 18 min
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.
Mar 09, 2023•2 hr 55 min
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. For More Hedgeye Products Click Below: Hedgeye.com : CLICK HERE Technology Pro : CLICK HERE Comms Pro : CLICK HERE China Pro : CLICK HERE...
Mar 04, 2023•53 min•Season 3Ep. 5
Visit Hedgeye.com for more great investing content. 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 Twit...
Mar 03, 2023•1 hr 11 min
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 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...
Mar 02, 2023•1 hr 5 min
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. Originally aired on February 2, 2023
Mar 02, 2023•1 hr 4 min
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.
Mar 02, 2023•2 hr 42 min
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 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...
Mar 01, 2023•1 hr 1 min
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....
Feb 28, 2023•1 hr 3 min
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.
Feb 23, 2023•1 hr 23 min
For More Hedgeye Products Click Below: Hedgeye.com : CLICK HERE Technology Pro : CLICK HERE Comms Pro : CLICK HERE China Pro : CLICK HERE...
Feb 18, 2023•53 min•Season 3Ep. 4
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.
Feb 16, 2023•2 hr 45 min
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.
Feb 09, 2023•2 hr 12 min
For More Hedgeye Products Click Below: Hedgeye.com : CLICK HERE Technology Pro : CLICK HERE Comms Pro : CLICK HERE China Pro : CLICK HERE...
Feb 04, 2023•57 min•Season 3Ep. 3
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.
Feb 02, 2023•2 hr 33 min
For More Hedgeye Products Click Below: Hedgeye.com : CLICK HERE Technology Pro : CLICK HERE Comms Pro : CLICK HERE China Pro : CLICK HERE...
Jan 21, 2023•48 min•Season 3Ep. 2
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.
Jan 19, 2023•2 hr 55 min
