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Hedgeye Podcasts

Latest episodes

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Apr 25, 2023 • 46min

Hedgeye Investing Summit | Ayesha Tariq, Co-Founder of Traderade

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 conversationsVisit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
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Apr 23, 2023 • 34min

Sector Head Spotlight | Restaurants Sector Head Howard Penney & Consumer Staples Sector Head Daniel Biolsi

Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, current stock ideas and recent market trends.Visit Hedgeye.com for more great investing content.Aired on February 2, 2023 (Watch video version on YouTube)Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
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Apr 22, 2023 • 1h 21min

Unscripted Equity Curiosity Season 3 Episode 8: Buying VC Growth Assets At Pennies On The $, Ami & Team Interview MBM Capital In Their Moment

This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech), Andrew Freedman (@HedgeyeComm) and Felix Wang (@HedgeyeChina) as they host MBM Capital co-founders and managing partners, Arun Mittal and Lauren Bonner, at the epicenter of a Tech bubble meltdown buying venture capital sponsored growth companies for pennies on the dollar. The fund’s funnel of potential investments has soared especially in recent weeks and the company is in pole position to buy great assets at distressed prices while traditional venture investing retreats.Visit Hedgeye.com for more great investing content.For Our Hedgeye Products Click Below:Technology ProComms ProChina ProSubscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro Products
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Apr 20, 2023 • 58min

Hedgeye Investing Summit | David Rosenberg, Founder and President of Rosenberg Research & Associates

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 conversationsVisit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
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Apr 19, 2023 • 50min

Hedgeye Investing Summit | Lyn Alden, Founder of Lyn Alden Investment Strategy

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 conversationsVisit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
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Apr 18, 2023 • 49min

Hedgeye Investing Summit | Steph Pomboy, Founder of MacroMavens

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 Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
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Apr 16, 2023 • 33min

Sector Head Spotlight | Industrials Sector Head Jay Van Sciver

Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, current stock ideas and recent market trends.Visit Hedgeye.com for more great investing content.Aired on April 6, 2023 (Watch video version on YouTube)Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
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Apr 14, 2023 • 39min

#HedgeyeNation: A Beginner's Guide | April 14, 2023

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.Tune in LIVE Fridays @11:30am ET exclusively on our subscriber-only message board, "The Arena."Check out our A Beginner's Guide To Hedgeye playlists on YouTube!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookThe Call @ HedgeyeSector Pro Products
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Apr 13, 2023 • 1h 52min

Weekly Notebook Review | Fade the Macro Tourists and Chart Chasers (feat. Healthcare Sector Head Tom Tobin) | April 12, 2023

Reviewed the market reaction to #CPI and the signal/setup across major Global Assets. Healthcare Sector Head, Tom Tobin (@HedgeyeHC) dropped by as well and discussed his Quad Factor Scores. It’s how we translate Quad 4 to a concentrated list of high probability shorts and longs inside the Healthcare sector. $SPY $QQQ $GLD $TLT $UUP $FXE $VIX $USO $FXIVisit 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.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
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Apr 12, 2023 • 25min

Sector Head Spotlight | China Sector Head Felix Wang

Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, current stock ideas and recent market trends.Visit Hedgeye.com for more great investing content.Aired on March 23, 2023 (Watch video version on YouTube)Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look

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