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Hedgeye Podcasts

Latest episodes

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Nov 4, 2022 • 2h 1min

Weekly Notebook Review | Patience, Process & Short $QQQ! | 10.26.2022

Visit Hedgeye.com for more great investing content.Welcome to Hedgeye's newest show!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. This week, the conversation dove deep into several great subjects including: 1)     Sticking with the #Process, staying calm & executing at the fringes of the Risk Ranges2)     Adjusting on the fly as Price, Volume and Volatility impact the #VASP signal3)     An update on the Muni Bond market as well as a discussion around the longer-term impact of consecutive Quad 4s on the High Yield Credit market4)     The impact of elevated volatility within the FX & Fixed Income market as well as the inverse correlation of the $SPX + $CRB to the $USD The #WeeklyNotebookReview is hosted live each Wednesday and open to all interested in learning a better way to invest - the Hedgeye way.  See you next week!
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Nov 4, 2022 • 1h 27min

Weekly Notebook Review | The Fed Is Just A Data Point! | 11.2.2022

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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Nov 4, 2022 • 1h 36min

Weekly Notebook Review | Hosted by Robert McGroarty | Featuring Keith McCullough | 10.19.2022

Visit Hedgeye.com for more great investing content.Welcome to Hedgeye's newest show!Each week, Hedgeye’s Robert McGroarty hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. This week, we had a very special guest - Hedgeye’s CEO, Keith McCullough!! The conversation dove deep into several great subjects including: 1)     In depth discussion of Global Macro assets with the best signal strength2)     Keith McCullough reviews his Top 10 Shorts 3)     Investing within a volatility complex that remains elevated and trending higher4)     Sticking with “One’s” processThe #WeeklyNotebookReview is hosted live on Twitter Spaces each Wednesday and open to all interested in learning a better way to invest – the Hedgeye way. See you next week!
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Oct 31, 2022 • 1h 4min

Hedgeye Investing Summit IX: Marc Cohodes, Veteran Short-Seller

Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookThis is an exclusive "Hedgeye Investing Summit" interview between veteran short-seller Marc Cohodes and Hedgeye CEO Keith McCullough.
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Oct 31, 2022 • 52min

Hedgeye Investing Summit IX: Liz Ann Sonders, Chief Investment Strategist, Charles Schwab

Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookThis is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, and Hedgeye CEO Keith McCullough.
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Oct 28, 2022 • 52min

Hedgeye Investing Summit IX: Hugh Hendry, Founder, Eclectica Macro

Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookThis is an exclusive "Hedgeye Investing Summit" interview between Hugh Hendry, Founder of Eclectica Macro, and Hedgeye CEO Keith McCullough.
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Oct 28, 2022 • 52min

Hedgeye Investing Summit IX: Michael Green, Portfolio Manager, Simplify Asset Management

Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookThis is an exclusive "Hedgeye Investing Summit" interview between Michael Green, Portfolio Manager at Simplify Asset Management, and Hedgeye CEO Keith McCullough.
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Oct 27, 2022 • 2h 1min

Weekly Notebook Review | Patience, Process & Short $QQQ! | 10.26.2022

Visit Hedgeye.com for more great investing content.Welcome to Hedgeye's newest show!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. This week, the conversation dove deep into several great subjects including: 1)     Sticking with the #Process, staying calm & executing at the fringes of the Risk Ranges2)     Adjusting on the fly as Price, Volume and Volatility impact the #VASP signal3)     An update on the Muni Bond market as well as a discussion around the longer-term impact of consecutive Quad 4s on the High Yield Credit market4)     The impact of elevated volatility within the FX & Fixed Income market as well as the inverse correlation of the $SPX + $CRB to the $USD The #WeeklyNotebookReview is hosted live each Wednesday and open to all interested in learning a better way to invest - the Hedgeye way.  See you next week!
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Oct 22, 2022 • 25min

Unscripted Equity Curiosity S2E20: The Great Felix Wang On Upcoming 3Q Earnings, What Xi Didn't Say, Globalization & De-Globalization $LMT

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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Oct 21, 2022 • 1h 36min

Weekly Notebook Review | Hosted by Robert McGroarty | Featuring Keith McCullough | 10.19.2022

Visit Hedgeye.com for more great investing content.Welcome to Hedgeye's newest show!Each week, Hedgeye’s Robert McGroarty hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. This week, we had a very special guest - Hedgeye’s CEO, Keith McCullough!! The conversation dove deep into several great subjects including: 1)     In depth discussion of Global Macro assets with the best signal strength2)     Keith McCullough reviews his Top 10 Shorts 3)     Investing within a volatility complex that remains elevated and trending higher4)     Sticking with “One’s” processThe #WeeklyNotebookReview is hosted live on Twitter Spaces each Wednesday and open to all interested in learning a better way to invest – the Hedgeye way. See you next week!

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