Hedgeye Podcasts

Weekly Notebook Review | June 21, 2023

Jul 5, 2023
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Episode notes
1
Introduction
00:00 • 3min
2
The Importance of Contextualizing Data
03:08 • 3min
3
The Oil Short and the Gold Volatility
06:21 • 5min
4
The Asian Markets Look Like
11:12 • 2min
5
The Long-Term Exposure to Recession Risk Continues to Rise
13:30 • 5min
6
Nat Gas and Oil Services in OIH
18:14 • 2min
7
The Canadian Dollar Is Neutral on the Board
19:51 • 3min
8
Uranium Futures: A Head Fake to a Lower High?
23:12 • 3min
9
The Euro Is Still Bullish Trade, but Bearish Trend
26:12 • 2min
10
The Immediate Term Risk Range
27:47 • 4min
11
How to Jump Up XT
32:15 • 2min
12
How to Model Your Position Size to Adjust Your Risk Ranges
34:22 • 4min
13
The US Treasury Two Year Had the Best Returns
38:36 • 3min
14
How to Stay True to Your Trend Following Component
41:35 • 2min
15
How to Trade Natural Gas
43:19 • 3min
16
How to Be a Successful Trend Follower
46:10 • 1min
17
The Center Line on the Risk Ranges for the S&P 500
47:35 • 2min
18
The Differentiator for Returns at the Quad Level
49:43 • 2min
19
The Risk Range of the Semiconductor Market
51:28 • 6min
20
The Price of the Recession and Never Comes
57:22 • 3min
21
TA Aerospace Defense Added Back to the ETF Pro
59:57 • 2min
22
The Bull Markets Are Running Through Atleast the Summer
01:01:43 • 3min