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•Transcript available on Metacast 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•Ep 6•Transcript available on Metacast 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•Ep 8•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Ep 5•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Ep 4•Transcript available on Metacast 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•Ep 3•Transcript available on Metacast 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•Ep 7•Transcript available on Metacast 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•Transcript available on Metacast 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•Ep 2•Transcript available on Metacast 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•Transcript available on Metacast 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•Ep 1•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Ep 6•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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•Ep 5•Transcript available on Metacast 
