Hedgeye Podcasts

Biggest topic of interest on #WeeklyNotebookReview today revolved around UST Yields. Stick with the signal and, if its not clear cut, go hunt somewhere that's bullish/bearish trade + Trend. The decision is yours, as @thousandairefx reminded us!

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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.

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The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look

In this new Real Conversation hosted by Keith McCullough, Mark Gordon, co-founder of Ascent Funds, will diagnose the issues within this current dynamic and propose a better path forward. Mark is an experienced energy investment professional with a career spanning 20+ years in senior positions. He launched Ascent Funds in 2015 to take advantage of the global energy cycle.

This is a pivotal moment for global energy supply. Much of the world remains uninformed. Forward-thinking investors will not want to miss the insights Mark shares in this webcast.

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The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look

Featuring special guest Mike Taylor (@Mike_Taylor1972 on Twitter). We touch on how to effectively construct your personal portfolio, as well as, discussing the current market setup.

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

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 12, 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

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 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

This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech) and Andrew Freedman (@HedgeyeComm) as they are joined by Hedgeye's REITs sector head Rob Simone (@HedgeyeREITs). Get an inside look into Rob's process and this method of uncovering the dirty truths in the REITs space.

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• Technology Pro
• Comms Pro
• China Pro

Subscribe to other Hedgeye Products Here:

• The Call @ Hedgeye
• The Macro Show
• Sector Pro Products

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 Products

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 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

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

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 Products