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Hedgeye Podcasts

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Mar 16, 2023 • 1h 34min

Weekly Notebook Review | #Quad4 keeps rolling! $VIX $QQQ $SPY $IWM $KRE | March 15, 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. 
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Mar 14, 2023 • 2h 18min

WNR Bonus Episode | Hedgeye + Friends w/Mike Taylor: Credit Risks Cracking the Surface | March 13, 2023

Mike Taylor (@Mike_Taylor1972) reviewed with Robert McGroarty (@hedgeyeRJM) what’s going on within the current global market landscape, specifically what's starting to crack in credit along with the rest of global macro.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. 
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Mar 9, 2023 • 1h 55min

Weekly Notebook Review | Quad 4 = Not Dead! $SPY $QQQ $DXY $TLT $VIX | March 8, 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. 
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Mar 4, 2023 • 53min

Unscripted Equity Curiosity Season 3 Episode 5: Data Wars & The New Digital Assembly Line

Ami, Felix, and Andrew host Ed Hoofnagle (IT Services, data warehousing & risk assessment for large financial services companies) to continue a conversation that started over dinner at #HedgeyeMiami.For More Hedgeye Products Click Below:Hedgeye.com: CLICK HERE Technology Pro: CLICK HEREComms Pro: CLICK HERE China Pro: CLICK HERE 
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Mar 3, 2023 • 1h 11min

WNR Bonus Episode | Hedgeye + Friends w/Dr. Andrew Menaker: Self Growth = Market Edge | March 2, 2023

Visit Hedgeye.com for more great investing content.I’m stoked to host a new conversation feat. Dr. @Andrew_Menaker! We discussed ways to better understand your own, personal #InnerMarket and translate that #SelfGrowth into real #MarketEdge. Make sure to stick around to the end when Andrew reviews the need to assess #IdentityGoals in addition to #OutcomeGoals to better align one's portfolio/risk management w/clients and/or yourself.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. 
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Mar 2, 2023 • 1h 5min

Ep. 99 Real Conversations: Chris Whalen, Chairman, Whalen Global Advisors

Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookJoin Hedgeye CEO Keith McCullough for a new Real Conversation with banker and author Christopher Whalen.Chris is a thought leader in the analysis of monetary policy, banks and housing. He believes the FOMC arguably lost control of monetary policy and has placed America's banks in grave risk. As Chris wrote in a recent post, "As the US economy heads into the worst period of credit loss since 2008, the primary victims will be lower income Americans, the core constituents of the Democratic Party."Buckle up and tune in. This conversation promises to be a wild ride.
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Mar 2, 2023 • 1h 4min

WNR Bonus Episode | Hedgeye + Friends w/Mike Taylor: QT vs QE

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. Originally aired on February 2, 2023
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Mar 2, 2023 • 1h 42min

Weekly Notebook Review | Global Quad 4 ex-China $SPY $QQQ $CRB $FXI $DXY $TLT $VIX $MOVE | March 1, 2023

Some great data driven signaling chatter that morphed into a bit of Global Bond narratives which we brought back home to focusing on the numbers/building out your process.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. 
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Mar 1, 2023 • 1h 1min

Ep. 98 Real Conversations: David Dorr, Co-Founder, Dorr Asset Management

Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookJoin Hedgeye CEO Keith McCullough for a conversation with David Dorr (co-founder and managing principal of Dorr Asset Management) in this Real Conversation. David and Keith will discuss the Macro landscape with a particular focus on David's unique insights on the crypto space
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Feb 28, 2023 • 1h 3min

Ep. 97 Real Conversations: Diego Parrilla, Portfolio Manager, Quadriga Asset Managers

Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookJoin Hedgeye CEO Keith McCullough and Diego Parrilla, best-selling author and portfolio manager at Quadriga Asset Managers, in this pro-to-pro investing discussion about the current market environment.

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