Hedgeye Podcasts

Hedgeye Investing Summit | Steph Pomboy, Founder of MacroMavens

Apr 18, 2023

48:30

AI Chapters

Episode notes

Introduction

2min

The Fed's Track Record in the Stock Market

3min

The Risks of Commercial Real Estate

4min

The Optic Illusion of Optimism

2min

The Everything Bubble

4min

The Worst Setup Ever: The Fed Still Tightening

3min

The Fed's Forecast for the Second Quarter

3min

Grossly Inflated Expectations on Earnings

6min

The Relationship Between S&P 500 Earnings Growth and Backlogs

2min

10.

The Everything Bubble: The Mother of All Bubbles

2min

11.

The Rise of Corporate Fraud

2min

12.

The Reversal of the Labor Market

3min

13.

The Role of Labor in the Post-Pandemic Economy

3min

14.

The Fed's Green Light to Cut Keith

2min

15.

The Dichotomy of Leadership

2min

16.

The Gold Copper Ratio: A Crude Barometer of Financial Strength

2min

17.

How to Risk Manage Your Positioning During Bloody Bear Market Rallyes

2min

18.

How to Hedge Yourself Against FOMO

4min

This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg.

Watch the other 8 Hedgeye Investing Summit conversations

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