Weekly Notebook Review | Looking Past CPI $SPY $QQQ $USO $TLT $EEM

1

Introduction

00:00 • 5min

2

The Upside to the Investable Bucket

04:58 • 5min

3

How to Trade the Longest End of the Curve

09:49 • 6min

4

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

15:43 • 4min

5

The Future of Commodities Exposure

19:23 • 3min

6

XLK Signal to the Downside

22:28 • 5min

7

WGMI: A Bitcoin Miner's ETF

27:24 • 4min

8

How to Trade Cryptocurrencies

31:13 • 5min

9

The Cleveland Fedcast Is the Hotter Than the Bank Estimates

36:17 • 5min

10

The Importance of Aggregate Commodities Exposure

40:57 • 2min

11

How to Make Good Decisions That Are Data Driven

42:44 • 5min

12

The Pros and Cons of Macro Pro

47:35 • 3min

13

The Ranges Train, Trend and Tail

50:30 • 2min

14

The Difference Between Trend and Tail Rates on Spy

52:35 • 3min

15

The Trend and Tail of the Disney Pandemic

55:37 • 2min

16

How to Choose the Right ETF for You

57:29 • 4min

17

Disney and Gambling: A Turning Point

01:01:08 • 4min

18

The Beta of My Portfolio

01:04:41 • 6min

19

The Surface Caving In

01:10:45 • 4min

20

Pricing Power Companies That Don't Have Pricing Power

01:14:57 • 3min

21

The Future of Commodities

01:18:08 • 4min

22

The Quad Three and Quad Four Environments

01:22:03 • 2min

23

Hedge's Macro Show

01:24:33 • 2min

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