Hedgeye Podcasts

This Hedgeye podcast features sector heads Ami Joseph ( @HedgeyeTech ), Felix Wang ( @HedgeyeChina ) and Andrew Freedman ( @HedgeyeComm ) as they are joined by Hedgeye's Consumer Staples sector head Daniel Biolsi ( @Hedgeye_Staples ). Daniel dives deep into his sector, hitting on the latest Bud Light news, the Buyside vs. Sell-Side process and the current outlook on egg prices. Visit Hedgeye....

In this new Real Conversation hosted by Keith McCullough , Mark Gordon , co-founder of Ascent Funds, will diagnose the issues within this current dynamic and propose a better path forward. Mark is an experienced energy investment professional with a career spanning 20+ years in senior positions. He launched Ascent Funds in 2015 to take advantage of the global energy cycle. This is a pivotal moment...

Biggest topic of interest on #WeeklyNotebookReview today revolved around UST Yields. Stick with the signal and, if its not clear cut, go hunt somewhere that's bullish/bearish trade + Trend. The decision is yours, as @thousandairefx reminded us! Visit Hedgeye.com for more great investing content. Each week, Hedgeye’s Robert McGroarty ( @HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key...

Featuring special guest Mike Taylor ( @Mike_Taylor1972  on Twitter). We touch on how to effectively construct your personal portfolio, as well as, discussing the current market setup. 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. S...

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 January 12, 2023 ( Watch video version on YouTube ) Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Produc...

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 16, 2023 ( Watch video version on YouTube ) Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Produ...

This Hedgeye podcast features sector heads Ami Joseph ( @HedgeyeTech ) and Andrew Freedman ( @HedgeyeComm ) as they are joined by Hedgeye's REITs sector head Rob Simone ( @HedgeyeREITs ). Get an inside look into Rob's process and this method of uncovering the dirty truths in the REITs space. Visit Hedgeye.com for more great investing content. For Our Hedgeye Products Click Below: Technol...

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! Subscrib...

Per usual, we reviewed the signals and setup across global macro. The US Dollar, volatility across assets as well as the Quad 4 economic data were all a core focus of discussion. We also touched on the recent ramp in US Equities as a great opportunity to add to core shorts like $XLY $XLI $XOP $XLE $XRT $XLF $XLRE. Visit Hedgeye.com for more great investing content. Each week, Hedgeye’s Robert McGr...

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 9, 2023 ( Watch video version on YouTube ) Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products R...

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...

We discussed the process and the signals jumping off the page. A key topic is the consolidation of certain Risk Ranges across varying asset classes (Volatility, FI, FX, EQ, etc.) as well as new economic data that continues to update our @Hedgeye Nowcast model. Recession risk continues to rise throughout the rest of 2023. Visit Hedgeye.com for more great investing content. Each week, Hedgeye’s Robe...

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 16, 2023 ( Watch video version on YouTube ) Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products...

This Hedgeye podcast features sector heads Ami Joseph ( @HedgeyeTech ) and Felix Wang ( @HedgeyeChina ) as Ami puts Felix in the hot seat on everything China, focusing on China's COVID comps, unemployment, stimulus and the latest market moves. Visit Hedgeye.com for more great investing content. For Our Hedgeye Products Click Below: Technology Pro Comms Pro China Pro Subscribe to other Hedgeye...

Join Hedgeye CEO Keith McCullough as he sits down live with Hugh Hendry , Founder of Eclectica Macro and former hedge fund manager for this very special investing conversation only on HedgeyeTV .  During this 100th episode of Real Conversations (in front of an audience at Hedgeye Live ), Hugh and Keith will provide a Macro reality check for investors as we progress deeper into a #Quad4 recession....

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 @ Hedgeye The Macro Show Sector Pr...

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 @ Hedgeye The Macro Show Sector Pr...

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 December 20, 2022 ( Watch video version on YouTube ) Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Produc...

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 @ Hedgeye The Macro Show Sector Pr...

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 @ Hedgeye The Macro Show Sector Pr...

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 @ Hedgeye The Macro Show Sector Pr...

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 @ Hedgeye The Macro Show Sector Pr...

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 @ Hedgeye The Macro Show Sector Pro Product...

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 so...

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 @ Hedgeye The Macro Show Sector Pr...