Hedgeye Podcasts

Weekly Notebook Review | June 27, 2023

Jul 5, 2023
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1
Introduction
00:00 • 2min
2
Bitcoin, Gold, and the VIX: A Week of Review
02:06 • 3min
3
The Micro Family Office Portfolio: A Great Buy Opportunity
05:16 • 3min
4
Bitcoin: A Better Place to Hunt at the Moment
08:16 • 4min
5
The US Dollar and Gold Correlations Have Increased
12:21 • 2min
6
The Euro Is Picking Up Near Term Trade Bullishness
14:28 • 4min
7
The US Equity Market Still Has Room to Run
18:01 • 2min
8
The Influence of VIX and SPX on Volatility
20:23 • 3min
9
How Much Actual QT Will Be Evolving in the Next Quarter or So?
23:13 • 4min
10
How to Make Good Decisions That Are Data Driven
27:37 • 4min
11
The Feds Foot on the Gas: A Tight Labor Market
32:01 • 3min
12
SPX: A Broad Strength Day on the Market
34:48 • 5min
13
The Volume of the Russell One Two and Three K Rebalancing
39:19 • 3min
14
The Supreme Court Decision on Student Loan Debt
42:22 • 5min
15
Paul Gluncher's Deals at 94
47:42 • 3min
16
How to Forecast a Shallow Quad One Starting and Starting in a Few Days
50:14 • 2min
17
The Conditional Probability of Quad One in Q Three
52:16 • 4min
18
The Effects of the Supreme Court on Consumer Debt
56:38 • 2min
19
The TGA and the TSA
58:39 • 4min
20
The Impact of Airbnb Rentals on Housing Prices
01:02:30 • 2min
21
The Future of the Housing Sector
01:04:38 • 2min
22
The Insanity of the GFC
01:06:21 • 2min
23
The Airbnb Bubble
01:07:58 • 5min
24
The Thorium Reactor: A Problem for Uranium
01:12:54 • 2min
25
The Future of Capital Markets
01:15:08 • 2min
26
Copper's Futures Trade During the Weekend Work
01:16:49 • 3min
27
Oil Is in Contango in Q1
01:19:23 • 4min
28
The Permian and the Silver State
01:23:06 • 3min
29
The Downside of Oil
01:25:37 • 2min
30
The Nash Gas Bullish Trend
01:27:41 • 2min
31
The Permian and the Oil Space
01:29:20 • 2min
32
How to Trade Gas and Oil on Complex
01:30:53 • 4min