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! Subscribe to other Hedgeye Products Here: The Macro Show Risk Ranges Early Look The Call @ Hedgeye Sector Pr...
May 19, 2023•36 min
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. 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 tha...
May 18, 2023•1 hr 26 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 March 9, 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...
May 14, 2023•41 min•Season 1Ep. 9
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! Subscribe to other Hedgeye Products Here: The Macro Show Risk Ranges Early Look The Call @ Hedgeye Sector Pro...
May 12, 2023•27 min
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 eve...
May 11, 2023•1 hr 16 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 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...
May 07, 2023•34 min•Season 1Ep. 8
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. Visit Hedgeye.com for more great investing content. For Our Hedgeye Products Click Below: Technology Pro Comms Pro China Pro Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products...
May 06, 2023•33 min•Season 3Ep. 9
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...
May 05, 2023•1 hr 3 min
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 Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look...
May 02, 2023•50 min
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 Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look...
May 01, 2023•47 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 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...
Apr 30, 2023•33 min•Season 1Ep. 7
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 Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look...
Apr 28, 2023•1 hr 3 min
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 Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look...
Apr 27, 2023•51 min
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 Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look...
Apr 26, 2023•1 hr 4 min
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 Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look...
Apr 25, 2023•46 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 February 2, 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 23, 2023•34 min•Season 1Ep. 6
This Hedgeye podcast features sector heads Ami Joseph ( @HedgeyeTech ), Andrew Freedman ( @HedgeyeComm ) and Felix Wang ( @HedgeyeChina ) as they host MBM Capital co-founders and managing partners, Arun Mittal and Lauren Bonner , at the epicenter of a Tech bubble meltdown buying venture capital sponsored growth companies for pennies on the dollar. The fund’s funnel of potential investments has soared especially in recent weeks and the company is in pole position to buy great assets at distressed...
Apr 22, 2023•1 hr 21 min•Season 3Ep. 8
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 Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look...
Apr 20, 2023•58 min
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 Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look...
Apr 19, 2023•50 min
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 Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look...
Apr 18, 2023•49 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 April 6, 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 16, 2023•33 min•Season 1Ep. 5
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! Subscribe to other Hedgeye Products Here: The Macro Show Risk Ranges Early Look The Call @ Hedgeye Sector Pro...
Apr 14, 2023•39 min
Reviewed the market reaction to #CPI and the signal/setup across major Global Assets. Healthcare Sector Head, Tom Tobin ( @HedgeyeHC ) dropped by as well and discussed his Quad Factor Scores. It’s how we translate Quad 4 to a concentrated list of high probability shorts and longs inside the Healthcare sector. $SPY $QQQ $GLD $TLT $UUP $FXE $VIX $USO $FXI Visit Hedgeye.com for more great investing content. Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to revie...
Apr 13, 2023•2 hr 52 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 March 23, 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 12, 2023•25 min•Season 1Ep. 4
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 2, 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 09, 2023•31 min•Season 1Ep. 3
This Hedgeye podcast features sector heads Ami Joseph ( @HedgeyeTech ), Andrew Freedman ( @HedgeyeComm ), and Director of Technology Yosef Vaitsblit as they sit down with Financials sector head Josh Steiner ( @HedgeyeFIG ). Steiner reviews the credit cycle vs liquidity cycle, the 1980’s real estate spillover, contagion risks, the digitization of banking and the Deflation vs Stagflation battle ahead. Visit Hedgeye.com for more great investing content. For Our Hedgeye Products Click Below: Technol...
Apr 08, 2023•57 min•Season 3Ep. 7
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...
Apr 06, 2023•2 hr 31 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 February 9, 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 05, 2023•35 min•Season 1Ep. 2
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
