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Weekly Notebook Review | Portfolio Construction + Market Setup $SPY $QQQ | May 24, 2023

Hedgeye Podcasts

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The Upside to the US Treasury Markets

Gavin and I first started chatting on Twitter back in November of 2021. We just kind of end up chatting through verbally what we were sharing via Twitter and tweets. And that's really snowballed into this weekly session where we help head to our nation, go through the notebook. So we're doing kind of the weekend work, how things have transitioned here midweek and then setting up for next week, next month or next quarter.

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