Hedgeye Podcasts

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

Aug 3, 2023

01:53:40

Episode guests

Mike Taylor

Highlights

AI Chapters

Episode notes

The Impending Stock Market Break and Negative Monthly Returns

01:40

The Causes and Consequences of an Inverted Yield Curve

01:34

Another good indication in favor of EM countries

01:32

The future of HMOs and healthcare players

01:27

Introduction

2min

The S&P 500's Volatility in Midweek

2min

The S&P 500: A New Day in Volatility

1min

Volatility in the VIX Over the Past Months

2min

The Futures of Gold and Silver

2min

The Dollar Move Over Last Week

2min

The Quad 4 Outperformers in the US Dollar

2min

The Quad Three Quad Four Environment

2min

The Top 3 Components of Gold Prices

2min

10.

TLT's Bullish Trend Rates

1min

11.

The Market Shift to the Top and Risk Range

2min

12.

The Core Reason We're Long of EM

2min

13.

The Negative Pricing That We're Beginning to Face

3min

14.

Apple's Upward Trend Zone

2min

15.

Apple and Amazon Are Both Up After Market Close.

2min

16.

The Rotation Rate of the Trend

2min

17.

The Importance of Retail Call Buying

2min

18.

The Long Side of the Book

2min

19.

The Importance of Balance in Value

2min

20.

Sigma's Prod During Gambling

2min

21.

The HMOs and the Healthcare Space

1min

22.

The Disadvantages of Playing the Month in Game

2min

23.

Apple's Co-Pilot

1min

24.

How to Track Your Traffic and Reach

2min

25.

The Impact of Millennials on Credit Growth

2min

26.

The TGA and the TGA

1min

27.

The Safe Biden Plan for Student Loans

2min

28.

The CRE Mess and the Japanese Income Control Policy Change

2min

29.

The Shift to the Bottom Line

2min

30.

The Easiest Thing for Malaysia

2min

31.

China's 30 Year Malaise

2min

32.

The Probability of China Invading Taiwan Is Extremely Low

2min

33.

The Future of China

2min

34.

The Signal Is Picking Up in Asia

2min

35.

The Bull or Bear Steepener Into Year End?

2min

36.

The Long-Term Yield Disruption of the BOJ

2min

37.

The 10 Day Moving Average and the Yield Curve

2min

38.

The Inverted Yield Curve and the Future of Lending

2min

39.

The Inverted Yield Curve Causes the Slowdown

2min

40.

The Consensus Is No Recession

2min

41.

The Biggest Bull Trap Ever

2min

42.

Head Drive Regional Event in Las Vegas

2min

43.

The Future of Government Spending

2min

44.

The Long-Term Impact of the Government Spending on Commercial Lending

1min

45.

The Cost of Inflation

2min

46.

The Government Large Ass, Leveraging AI and Hiring 5,000 People

3min

47.

The Yield Curve Inversion

2min

48.

The Young John: How to Increase Your Promotions

2min

49.

AMD to Fire People

1min

50.

Microsoft Breaks the 50 DMA

3min

51.

The Importance of Watching China Stimulate

2min

52.

The Rise of the Chinese Sector

2min

53.

The Strengths of the Med Tech Sector

2min

54.

The Rotation of Hedge Funds

2min

55.

The Risks of Lilly

2min

56.

The Effects of Glucagon on Diabetes

2min

57.

The Effect of the Drug on Weight Loss

1min

58.

The Cost of Owning a Vehicle

3min

59.

Toyota and Honda's Slow Rolling Production

6min

60.

Hedgeide Weekly Notebook Review

2min

With a special guest appearance by Mike Taylor (@Mike_Taylor1972).

Visit Hedgeye.com for more great investing content.

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.

Hedgeye's world-class investing research team is hitting the road! Join us on September 12, 2023 for Hedgeye Regional Las Vegas. Tickets are on sale now!

Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.