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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.
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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
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
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.
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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 of 2008, a year when his Eclectica Macro hedge fund achieved a 30+% positive return.
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
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
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
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
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
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
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
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