Hedgeye Podcasts

Weekly Notebook Review | June 27, 2023

Jul 5, 2023

01:34:35

AI Chapters

Episode notes

Introduction

2min

Bitcoin, Gold, and the VIX: A Week of Review

3min

The Micro Family Office Portfolio: A Great Buy Opportunity

3min

Bitcoin: A Better Place to Hunt at the Moment

4min

The US Dollar and Gold Correlations Have Increased

2min

The Euro Is Picking Up Near Term Trade Bullishness

4min

The US Equity Market Still Has Room to Run

2min

The Influence of VIX and SPX on Volatility

3min

How Much Actual QT Will Be Evolving in the Next Quarter or So?

4min

10.

How to Make Good Decisions That Are Data Driven

4min

11.

The Feds Foot on the Gas: A Tight Labor Market

3min

12.

SPX: A Broad Strength Day on the Market

5min

13.

The Volume of the Russell One Two and Three K Rebalancing

3min

14.

The Supreme Court Decision on Student Loan Debt

5min

15.

Paul Gluncher's Deals at 94

3min

16.

How to Forecast a Shallow Quad One Starting and Starting in a Few Days

2min

17.

The Conditional Probability of Quad One in Q Three

4min

18.

The Effects of the Supreme Court on Consumer Debt

2min

19.

The TGA and the TSA

4min

20.

The Impact of Airbnb Rentals on Housing Prices

2min

21.

The Future of the Housing Sector

2min

22.

The Insanity of the GFC

2min

23.

The Airbnb Bubble

5min

24.

The Thorium Reactor: A Problem for Uranium

2min

25.

The Future of Capital Markets

2min

26.

Copper's Futures Trade During the Weekend Work

3min

27.

Oil Is in Contango in Q1

4min

28.

The Permian and the Silver State

3min

29.

The Downside of Oil

2min

30.

The Nash Gas Bullish Trend

2min

31.

The Permian and the Oil Space

2min

32.

How to Trade Gas and Oil on Complex

4min

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Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.

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