3min chapter

Hedgeye Podcasts cover image

Weekly Notebook Review | Looking Past CPI $SPY $QQQ $USO $TLT $EEM | August 9, 2023

Hedgeye Podcasts

CHAPTER

The Pros and Cons of Macro Pro

On the equity front, I took a little bit of a stab and just very strong free cashflow companies. There's some ETFs that have a strategy where they just go through and do the screen for you. And I've actually had very good success with them. All four of them are up today. But I am set up for long duration, you know, to play the slow grind here into what I think is the ultimate goal,. which is to have to bring interest rates down ultimately to keep this thing going one way or another.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode