Hedgeye Podcasts

Weekly Notebook Review | Earnings Season Is Upon Us! $SPY $QQQ $USO $GLD | July 13, 2023

Jul 13, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
The Signal Shifts in the DAX, Google and Canadian US Dollar
01:55 • 4min
3
The Importance of Contextualization in the Market Day
06:05 • 2min
4
Net Gas Bullish Trade Trend on Keith System
08:23 • 4min
5
The Mike Green Dynamic of Passive Investing
12:41 • 2min
6
The Rise of the Commercial Real Estate Market
14:14 • 3min
7
The Volatility Complex
17:06 • 3min
8
Vix and the Chop Bucket Volatility Environment
20:05 • 5min
9
The Correlation of SMP Versus Claims Inverted
24:54 • 4min
10
The Volatility of the Stock Market
28:37 • 2min
11
The Volatility of the Market
30:29 • 4min
12
How to Buy Bitcoin
34:03 • 3min
13
How to Play It to the Upside
36:56 • 5min
14
How to Buy the Nikkei Futures in Japan
42:24 • 3min
15
The Rise of Passive Bids
45:15 • 2min
16
Capital Preservation Strategy: How to Get Out of Cycle Highs
47:01 • 1min
17
Bitcoin and TLT Catch a Bid on High-Year Growth
48:28 • 2min
18
Goldman's Expectations for Rate Hikes
50:53 • 4min
19
The Hedge-Eye Model and the XLK Signal
55:09 • 2min
20
How to Use the Hedge-Act Process to Invest
56:47 • 5min