Hedgeye Podcasts

Weekly Notebook Review | Looking Past CPI $SPY $QQQ $USO $TLT $EEM | August 9, 2023

Aug 10, 2023

01:26:19

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Episode notes

Introduction

5min

The Upside to the Investable Bucket

5min

How to Trade the Longest End of the Curve

6min

GLD's Trade Is 180 and the Trend Is 175.

4min

The Future of Commodities Exposure

3min

XLK Signal to the Downside

5min

WGMI: A Bitcoin Miner's ETF

4min

How to Trade Cryptocurrencies

5min

The Cleveland Fedcast Is the Hotter Than the Bank Estimates

5min

10.

The Importance of Aggregate Commodities Exposure

2min

11.

How to Make Good Decisions That Are Data Driven

5min

12.

The Pros and Cons of Macro Pro

3min

13.

The Ranges Train, Trend and Tail

2min

14.

The Difference Between Trend and Tail Rates on Spy

3min

15.

The Trend and Tail of the Disney Pandemic

2min

16.

How to Choose the Right ETF for You

4min

17.

Disney and Gambling: A Turning Point

4min

18.

The Beta of My Portfolio

6min

19.

The Surface Caving In

4min

20.

Pricing Power Companies That Don't Have Pricing Power

3min

21.

The Future of Commodities

4min

22.

The Quad Three and Quad Four Environments

2min

23.

Hedge's Macro Show

2min

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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