Hedgeye Podcasts

Inside The Process with Keith McCullough & Robert McGroarty

Mar 20, 2023
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Episode notes
1
Introduction
00:00 • 3min
2
Hedge-I - What's Your Process?
02:41 • 2min
3
Observing and Watching the Best Analysts and Portfolio Managers
04:40 • 2min
4
The Foundation of Foundations
06:15 • 2min
5
Is There an Alternative to Making Mistakes?
07:47 • 3min
6
Don't Start With Valuation
10:24 • 2min
7
Learning What Not to Do on a Small Cap Factor Model
11:56 • 2min
8
Hedgett
13:46 • 2min
9
Can You Make Money Without Anyone's Opinion?
15:36 • 2min
10
Is It Just One Thing?
17:14 • 2min
11
Hedgeye - Your Process, Right?
18:47 • 3min
12
The Deliberate Study of Trading Silver Junior Minors
21:19 • 2min
13
How to Shorten Stocks
23:02 • 2min
14
Hedge-Eye - You Make a Serious Sizing Mistake?
24:44 • 4min
15
Is the Brown Nugget Part of Hedge Ideation?
28:21 • 3min
16
Investment Advisors, What Kind of Advice Would You Like to Share With Investors?
31:39 • 2min
17
Is There a Difference Between Portfolio Manager and Portfolio Manager?
33:54 • 2min
18
The Most Important Thing About Full Cycle Investing
35:51 • 2min
19
The Full Investing Cycle Process
37:28 • 2min
20
The Full Investing Cycle Process Investor Goes Bullish
39:04 • 2min
21
You Know, It's Always Family First Firm
40:37 • 2min
22
How to Get Back to the Principles of the Trade, You Know?
42:17 • 4min