Hedgeye Podcasts

Weekly Notebook Review | Vol Up, USD Up, Rates Up $SPY $QQQ $USO $GLD | August 2, 2023

16 snips
Aug 3, 2023
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Episode notes
1
Introduction
00:00 • 2min
2
The S&P 500's Volatility in Midweek
01:40 • 2min
3
The S&P 500: A New Day in Volatility
03:38 • 1min
4
Volatility in the VIX Over the Past Months
05:07 • 2min
5
The Futures of Gold and Silver
06:52 • 2min
6
The Dollar Move Over Last Week
08:42 • 2min
7
The Quad 4 Outperformers in the US Dollar
10:21 • 2min
8
The Quad Three Quad Four Environment
11:52 • 2min
9
The Top 3 Components of Gold Prices
14:05 • 2min
10
TLT's Bullish Trend Rates
15:51 • 1min
11
The Market Shift to the Top and Risk Range
17:15 • 2min
12
The Core Reason We're Long of EM
18:54 • 2min
13
The Negative Pricing That We're Beginning to Face
20:26 • 3min
14
Apple's Upward Trend Zone
23:51 • 2min
15
Apple and Amazon Are Both Up After Market Close.
26:02 • 2min
16
The Rotation Rate of the Trend
27:36 • 2min
17
The Importance of Retail Call Buying
29:30 • 2min
18
The Long Side of the Book
31:04 • 2min
19
The Importance of Balance in Value
32:40 • 2min
20
Sigma's Prod During Gambling
34:17 • 2min
21
The HMOs and the Healthcare Space
35:48 • 1min
22
The Disadvantages of Playing the Month in Game
37:15 • 2min
23
Apple's Co-Pilot
39:03 • 1min
24
How to Track Your Traffic and Reach
40:33 • 2min
25
The Impact of Millennials on Credit Growth
42:09 • 2min
26
The TGA and the TGA
44:00 • 1min
27
The Safe Biden Plan for Student Loans
45:28 • 2min
28
The CRE Mess and the Japanese Income Control Policy Change
47:15 • 2min
29
The Shift to the Bottom Line
48:55 • 2min
30
The Easiest Thing for Malaysia
51:22 • 2min
31
China's 30 Year Malaise
53:02 • 2min
32
The Probability of China Invading Taiwan Is Extremely Low
55:01 • 2min
33
The Future of China
56:41 • 2min
34
The Signal Is Picking Up in Asia
59:08 • 2min
35
The Bull or Bear Steepener Into Year End?
01:00:43 • 2min
36
The Long-Term Yield Disruption of the BOJ
01:02:26 • 2min
37
The 10 Day Moving Average and the Yield Curve
01:04:52 • 2min
38
The Inverted Yield Curve and the Future of Lending
01:06:25 • 2min
39
The Inverted Yield Curve Causes the Slowdown
01:08:11 • 2min
40
The Consensus Is No Recession
01:09:45 • 2min
41
The Biggest Bull Trap Ever
01:11:28 • 2min
42
Head Drive Regional Event in Las Vegas
01:13:17 • 2min
43
The Future of Government Spending
01:14:48 • 2min
44
The Long-Term Impact of the Government Spending on Commercial Lending
01:16:47 • 1min
45
The Cost of Inflation
01:18:13 • 2min
46
The Government Large Ass, Leveraging AI and Hiring 5,000 People
01:20:30 • 3min
47
The Yield Curve Inversion
01:23:01 • 2min
48
The Young John: How to Increase Your Promotions
01:24:48 • 2min
49
AMD to Fire People
01:26:36 • 1min
50
Microsoft Breaks the 50 DMA
01:28:05 • 3min
51
The Importance of Watching China Stimulate
01:30:42 • 2min
52
The Rise of the Chinese Sector
01:32:36 • 2min
53
The Strengths of the Med Tech Sector
01:34:09 • 2min
54
The Rotation of Hedge Funds
01:36:27 • 2min
55
The Risks of Lilly
01:38:02 • 2min
56
The Effects of Glucagon on Diabetes
01:40:10 • 2min
57
The Effect of the Drug on Weight Loss
01:41:58 • 1min
58
The Cost of Owning a Vehicle
01:43:22 • 3min
59
Toyota and Honda's Slow Rolling Production
01:45:52 • 6min
60
Hedgeide Weekly Notebook Review
01:51:38 • 2min