
Hedgeye Podcasts (Hedgeye Risk Management)
Explorez tous les épisodes de Hedgeye Podcasts
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12 Feb 2022 | Unscripted Equity Curiosity: "How Bad Can It Get" | 00:41:55 | |
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10 Feb 2022 | Ep 90 Real Conversations: James Davolos, Portfolio Manager, Horizon Kinetics | 00:59:19 | |
*This Real Conversation originally aired as a webcast live on Hedgeye.com on February 10, 2022* You can either listen to "intellectual" inflation debates on Mainstream Financial Media, or you can learn from two pros on where inflation is headed based on the data, and how to risk manage your portfolio with proper (and actionable) investment strategies. They'll discuss how Fed policy and inflation base effects will converge in a deep #Quad4 in Q2 of 2022, whether inflation will stay sticky-high for longer than expected or roll over hard, how to invest in a variety of inflationary outcomes, and more.
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05 Feb 2022 | Unscripted Equity Curiosity: Horseshoes and Hand Grenades | 00:29:45 | |
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12 Mar 2022 | Unscripted Equity Curiosity: AF & Ami on Russia, Peter Lynch's playbook from 2008, and echoes of 2001 | 00:38:59 | |
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02 Apr 2019 | Neil Howe’s Big Picture Podcast: Yield Curve Inversion… Recession Soon? | 00:44:39 | |
We hope you enjoy this complimentary access to the inaugural edition of Neil Howe’s Big Picture Podcast. This podcast is hosted each week by world-renowned demographer and Hedgeye analyst Neil Howe—the guy who coined the term millennial. It is one component of his brand new Demography Unplugged research product. If you like what you hear, and are interested in learning more, including special promotional offers on Demography Unplugged email Customer Service Director Matt Moran at mmoran@hedgeye.com. | |||
03 Apr 2019 | Daniel Lacalle: "Why Central Banks May Trigger the Next Crisis" (Hedgeye Investing Summit) | 00:55:17 | |
This is an exclusive "Hedgeye Investing Summit" podcast replay between Daniel Lacalle, chief economist and investment officer at Tressis Gestion and Hedgeye CEO Keith McCullough. | |||
03 Apr 2019 | David Root: "Using Macro To Grow Your Assets" (Hedgeye Investing Summit) | 00:53:36 | |
This is an exclusive "Hedgeye Investing Summit" podcast replay between wealth manager David Root and Hedgeye CEO Keith McCullough. | |||
03 Apr 2019 | Neil Howe: "Deep Demographic Problems Plaguing The U.S. Economy" (Hedgeye Investing Summit) | 01:00:26 | |
This is an exclusive "Hedgeye Investing Summit" podcast replay between renowned demographer Neil Howe and Hedgeye CEO Keith McCullough. | |||
04 Apr 2019 | Mark Shattan: "A Hedge Fund Manager Discusses Risk & Opportunity" (Hedgeye Investing Summit) | 00:54:47 | |
This is an exclusive "Hedgeye Investing Summit" interview between GrowthLine Capital Management chief investment officer Mark Shattan and Hedgeye CEO Keith McCullough. | |||
04 Apr 2019 | DeMuth & Walker: "Value Investing In The 21st Century" (Hedgeye Investing Summit) | 00:55:57 | |
This is an exclusive "Hedgeye Investing Summit" interview between Rangeley Capital’s Chris DeMuth, Andrew Walker and Hedgeye CEO Keith McCullough. | |||
04 Apr 2019 | McGough & Van Sciver: "The Outlook for Retail & Industrials Stocks" (Hedgeye Investing Summit) | 00:57:50 | |
This is an exclusive "Hedgeye Investing Summit" interview between Brian McGough (Hedgeye Retail), Jay Van Sciver (Hedgeye Industrials) and Keith McCullough (Hedgeye CEO). | |||
05 Apr 2019 | Michael Holland: "Big Picture Investing Trends At Home and Abroad" (Hedgeye Investing Summit) | 00:54:34 | |
This is an exclusive "Hedgeye Investing Summit" interview between Michael Holland, chairman at Holland & Co. and Hedgeye CEO Keith McCullough. | |||
05 Apr 2019 | Danielle DiMartino Booth: "This Bear Market Rally Will Not Last" (Hedgeye Investing Summit) | 00:54:55 | |
This is an exclusive "Hedgeye Investing Summit" interview between former Federal Reserve advisor Danielle DiMartino Booth and Hedgeye CEO Keith McCullough. | |||
05 Apr 2019 | Keith McCullough: "Unmistakable Signs Of U.S. Economic Slowdown" (Hedgeye Investing Summit) | 00:52:29 | |
This is an exclusive "Hedgeye Investing Summit" discussion between Hedgeye CEO Keith McCullough and Senior Macro analyst Darius Dale on our U.S. economic outlook. | |||
05 Apr 2019 | Liz Ann Sonders: "Prepare Your Portfolio For A Late Cycle U.S. Economy" (Hedgeye Investing Summit) | 00:58:33 | |
This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders, chief investment strategist at Charles Schwab and Hedgeye CEO Keith McCullough. | |||
26 Mar 2022 | Unscripted Equity Curiosity: Unscripted Interviews a Leading EM Bond Portfolio Manager and its gets Awesome | 00:39:16 | |
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09 Apr 2022 | Unscripted Equity Curiosity: Part 2 of Unscripted Interviewing a Leading EM Bond Portfolio Manager | 00:41:09 | |
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23 Apr 2022 | Unscripted Equity Curiosity: The Apex Predator (Elon) That Twitter Might Not Be Able To Shake | 00:27:53 | |
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28 Apr 2022 | Hedgeye Investing Summit VIII: Michael Green, Portfolio Manager, Simplify Asset Management | 00:51:31 | |
*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 11, 2022* To watch other "Hedgeye Investing Summit" interviews, click here.
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29 Apr 2022 | Hedgeye Investing Summit VIII: Kyle Bass, Founder & CIO, Hayman Capital | 00:52:35 | |
*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 11, 2022* To watch other "Hedgeye Investing Summit" interviews, click here.
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30 Apr 2022 | Hedgeye Investing Summit VIII: Michael Taylor, Portfolio Manager, PINK Shares for the Cure | 00:55:25 | |
*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 11, 2022* To watch other "Hedgeye Investing Summit" interviews, click here.
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02 May 2022 | Hedgeye Investing Summit VIII: Danielle DiMartino Booth, CEO & Chief Strategist, Quill Intelligence | 00:50:42 | |
*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 12, 2022* To watch other "Hedgeye Investing Summit" interviews, click here.
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03 May 2022 | Hedgeye Investing Summit VIII: Jim Chanos, Founder, Kynikos Associates | 00:54:20 | |
*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 12, 2022* To watch other "Hedgeye Investing Summit" interviews, click here.
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04 May 2022 | Hedgeye Investing Summit VIII: Buddy Carter, Former Proprietary Trader, Goldman Sachs | 00:52:41 | |
*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 12, 2022* To watch other "Hedgeye Investing Summit" interviews, click here.
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25 Apr 2019 | Ep 45 Real Conversations: Why Kyle Bass Sees Recession Risk Rising | 01:05:36 | |
Renowned hedge fund manager Kyle Bass (founder of Hayman Capital) bet against the subprime mortgage market ahead of the 2007 financial crisis. Listen to this podcast replay of the interview between Bass and Hedgeye CEO Keith McCullough's pro-to-pro discussion on China, global recession, and why interest rates may head to near zero by 2020. | |||
05 May 2022 | Hedgeye Investing Summit VIII: Carson Block, Founder, Muddy Waters Research | 00:52:10 | |
*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 13, 2022* To watch other "Hedgeye Investing Summit" interviews, click here.
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06 May 2022 | Hedgeye Investing Summit VIII: Jim Bianco, President, Bianco Research | 00:52:09 | |
*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 13, 2022* To watch other "Hedgeye Investing Summit" interviews, click here.
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07 May 2022 | Hedgeye Investing Summit VIII: Pippa Malmgren, Economist & Tech Entrepreneur | 00:55:03 | |
*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 13, 2022* To watch other "Hedgeye Investing Summit" interviews, click here.
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07 May 2022 | Unscripted Equity Curiosity S2 E9. Will Elon Delete Tesla Bears From Twitter? Part 1 With Jay Van Sciver | 00:27:53 | |
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21 May 2022 | Part2 of Unscripted's interview of Hedgeye's JVS: Warning strong views of TSLA, EVs, + M&A, expressed herein. Only appropriate for those who can handle awesomeness. | 00:36:07 | |
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04 Jun 2022 | Unscripted Equity Curiosity S2E11: Don't Fight The 中国人民银行 (Chinese Fed) Plus The Great Chinese Internet Snapback of 2023 | 00:39:14 | |
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18 Jun 2022 | Unscripted Equity Curiosity S2E12: Andrew & Ami discuss how NOT to find multi-baggers, plus $ZM, $ROKU, $HCP, and the 10,000x of the Metaverse | 00:31:31 | |
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02 Jul 2022 | Unscripted Equity Curiosity; Summer Smoke: S2 E13 Featuring Hedgeye’s Howard Penney on Cannabis & Restaurants, Part 1 of 2 | 00:32:08 | |
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16 Jul 2022 | Unscripted; Summer Smoke: S2 E14 Featuring Hedgeye’s Howard Penney on Cannabis & Restaurants, Part 2 of 2 | 00:20:05 | |
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30 Jul 2022 | Unscripted Equity Curiosity S2E15: Mr. Glenchur goes to Washington: Navigating TMT Policy & Legal Landmines (Part 1 of 2) | 00:28:20 | |
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08 May 2019 | Ep 46 Real Conversations: Fed Rate Cuts Coming? with Danielle DiMartino Booth | 00:57:51 | |
Hedgeye CEO Keith McCullough is joined by former Fed advisor Danielle DiMartino Booth (CEO of Quill Intelligence) for an exclusive investing podcast. They discuss the outlook for Fed policy, U.S. economy and markets. | |||
13 Aug 2022 | Unscripted Equity Curiosity S2E16: Mr. Glenchur goes to Washington: Navigating TMT Policy & Legal Landmines (Part 2 of 2) | 00:34:10 | |
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03 Sep 2022 | Unscripted Equity Curiosity S2 E17 Darkness in TMT, Will There Be Light? Ami & Andrew on SNAP, OKTA, AAPL, GOOG, and others | 00:39:20 | |
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21 Sep 2022 | Ep 91 Real Conversation: Michael Taylor, Portfolio Manager, PINK Shares for the Cure | 01:08:50 | |
**This Real Conversation originally aired live on Hedgeye.com on September 8, 2022** | |||
24 Sep 2022 | Unscripted S2E18: How Ami & Felix Started Off With Key Takes From #HedgeyeLA & Ended Up Debating China-Taiwan | 00:35:13 | |
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08 Oct 2022 | Unscripted Equity Curiosity S2E19: The Dall-E Revolution - Things That Can Lay Waste To Trillions In Tech | 00:35:34 | |
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22 Oct 2022 | Unscripted Equity Curiosity S2E20: The Great Felix Wang On Upcoming 3Q Earnings, What Xi Didn't Say, Globalization & De-Globalization $LMT | 00:25:12 | |
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21 Oct 2022 | Weekly Notebook Review | Hosted by Robert McGroarty | Featuring Keith McCullough | 10.19.2022 | 01:36:21 | |
Visit Hedgeye.com for more great investing content. 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 strength 2) Keith McCullough reviews his Top 10 Shorts 3) Investing within a volatility complex that remains elevated and trending higher 4) Sticking with “One’s” process The #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! | |||
27 Oct 2022 | Weekly Notebook Review | Patience, Process & Short $QQQ! | 10.26.2022 | 02:01:19 | |
Visit Hedgeye.com for more great investing content. 1) Sticking with the #Process, staying calm & executing at the fringes of the Risk Ranges 2) Adjusting on the fly as Price, Volume and Volatility impact the #VASP signal 3) 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 market 4) 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! | |||
28 Oct 2022 | Hedgeye Investing Summit IX: Hugh Hendry, Founder, Eclectica Macro | 00:51:37 | |
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28 Oct 2022 | Hedgeye Investing Summit IX: Michael Green, Portfolio Manager, Simplify Asset Management | 00:51:56 | |
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31 Oct 2022 | Hedgeye Investing Summit IX: Marc Cohodes, Veteran Short-Seller | 01:04:29 | |
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31 Oct 2022 | Hedgeye Investing Summit IX: Liz Ann Sonders, Chief Investment Strategist, Charles Schwab | 00:51:33 | |
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04 Nov 2022 | Weekly Notebook Review | Hosted by Robert McGroarty | Featuring Keith McCullough | 10.19.2022 | 01:36:21 | |
Visit Hedgeye.com for more great investing content. 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 strength 2) Keith McCullough reviews his Top 10 Shorts 3) Investing within a volatility complex that remains elevated and trending higher 4) Sticking with “One’s” process The #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! | |||
04 Nov 2022 | Weekly Notebook Review | Patience, Process & Short $QQQ! | 10.26.2022 | 02:01:19 | |
Visit Hedgeye.com for more great investing content. 1) Sticking with the #Process, staying calm & executing at the fringes of the Risk Ranges 2) Adjusting on the fly as Price, Volume and Volatility impact the #VASP signal 3) 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 market 4) 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! | |||
04 Nov 2022 | Weekly Notebook Review | The Fed Is Just A Data Point! | 11.2.2022 | 01:27:29 | |
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04 Nov 2022 | Hedgeye Investing Summit IX: Danielle DiMartino Booth, CEO & Chief Strategist, Quill Intelligence | 01:00:00 | |
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08 Nov 2022 | The Outlook: Keith McCullough On Global #Quad4 Recession | 00:47:23 | |
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12 Nov 2022 | Unscripted Equity Curiosity S2EP21: Comparing 2000, 2008, and 2021 Cycles in TMT & The Math Of Recovery | 00:49:51 | |
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17 Nov 2022 | Ep 92 Real Conversations: Marc Cohodes, Veteran Short-Seller (FTX Collapse Special) | 00:35:40 | |
Visit Hedgeye.com for more great investing content! Veteran shortseller Marc Cohodes joins Hedgeye CEO Keith McCullough for a Real Conversation | |||
17 Nov 2022 | Ep 93 Real Conversations: David Greely, Chief Economist, Abaxx Technologies | 01:01:48 | |
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22 Nov 2022 | Weekly Notebook Review | Global Quad 4's Loom! | 11.16.2022 | 01:41:04 | |
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26 Nov 2022 | Unscripted Equity Curiosity S2EP22: $DIS The Return Of Iger, & Freebird Magic | 00:40:15 | |
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23 Nov 2022 | Weekly Notebook Review | Managing Particular Pivots in Signals | 11.23.2022 | 01:38:12 | |
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10 Dec 2022 | Unscripted Equity Curiosity S2EP23: How Taking A 12-Month View of TMT Changes Things, Plus A China Bull In A Hedgeye Bear Shop | 00:35:54 | |
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09 Dec 2022 | Weekly Notebook Review | Fade Your Feelings & Execute! | 12.7.2022 | 01:23:17 | |
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19 Dec 2022 | The Outlook: McCullough & Steiner On Peak Cycle Inflation's Calculus | 00:50:57 | |
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19 Dec 2022 | The Outlook: McCullough On U.S. #ProfitRecession | 00:45:33 | |
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19 Dec 2022 | Blowup Ahead? WTF Is Happening At Blackstone REIT | 00:55:18 | |
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19 Dec 2022 | Ep 94 Real Conversations: Jim Rickards, Author, "Sold Out: How Broken Supply Chains, Surging Inflation, and Political Instability Will Sink the Global Economy" | 01:15:07 | |
Visit Hedgeye.com for more great investing content! Join Hedgeye CEO Keith McCullough and iconoclastic provocateur and bestselling author Jim Rickards for this special investing discussion They will discuss Jim's new book, "Sold Out: How Broken Supply Chains, Surging Inflation, and Political Instability Will Sink the Global Economy." Jim and Keith will also discuss broader market and economic dynamics, portfolio positioning and actionable investment ideas. | |||
19 Dec 2022 | Brightside Capital Interviews Keith McCullough: "This Is Fall of the Roman Empire Sh*t" | 00:41:38 | |
Visit Hedgeye.com for more great investing content! The interview kicks off with a bang. Alex asks about the FTX debacle, Sam Bankman-Fried's recent NYTimes interview with Andrew Ross Sorkin | |||
19 Dec 2022 | Ep 95 Real Conversations: David Salem, Research Partner, Sparkline Capital | 01:10:34 | |
Visit Hedgeye.com for more great investing content! David managed over $8 billion as founding president and CIO of The Investment Fund for Foundations (TIFF) until 2010. Prior to TIFF's founding, David was a partner at the global investment advisory firm GMO, working closely with GMO co-founder Jeremy Grantham on the design and execution of investment solutions for large tax-exempt funds. | |||
24 Dec 2022 | Unscripted Equity Curiosity Season 2 Finale! Biggest Risks For Software in 2023 + Some Lingering Takeaways from the Taiwan Expert Call | 00:30:07 | |
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06 Jan 2023 | Weekly Notebook Review | Similar Signals to Start 2023 | Jan. 4, 2023 | 01:29:36 | |
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06 Jan 2023 | Ep 96 Real Conversations: Mike Taylor, Portfolio Manager, Critical Mass Partners | 01:04:45 | |
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07 Jan 2023 | Unscripted Equity Curiosity Season 3 Episode 1: Key Takeaways for TMT from Keith’s 1Q23 Macro Themes | 00:44:41 | |
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11 Jan 2023 | Weekly Notebook Review | Sell Gamma Squeezes | January 10, 2023 | 01:25:44 | |
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18 Jan 2023 | Cohodes & McGough: Short the Hell Out of $HELE | 00:41:41 | |
Visit Hedgeye.com for more great investing content! Tune in for this can't-miss webcast where Cohodes will be joined by Hedgeye Retail analysts Brian McGough and Jeremy McLean. On this webcast, McGough and Cohodes will lay out the short case on consumer goods maker Helen of Troy (HELE). | |||
19 Jan 2023 | Weekly Notebook Review | $SPY $QQQ $IWM $FEZ $HYG Near TRR - #Quad4 | January 18, 2023 | 01:55:12 | |
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21 Jan 2023 | Unscripted Equity Curiosity Season 3 Episode 2: Ode to Quad4: Latest Data & How Bad Can It Get For TMT | 00:48:07 | |
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04 Feb 2023 | Unscripted Equity Curiosity Season 3 Episode 3: TMT Investing In SouthEast Asia (ft. Venture Partner Alan Hellawell) | 00:56:44 | |
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02 Feb 2023 | Weekly Notebook Review | Post FOMC…Reviewing the Signals! $SPY $QQQ | February 1, 2023 | 01:33:17 | |
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09 Feb 2023 | Weekly Notebook Review | Yield Curve, $MOVE, $USD & $VIX, $SPX 0dte | February 8, 2023 | 02:11:34 | |
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18 Feb 2023 | Unscripted Equity Curiosity Season 3 Episode 4: Take Your $$ To The Casino" (ft. Hedgeye's Todd Jordan, Sector Head of Gaming, Lodging, & Leisure) | 00:53:26 | |
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16 Feb 2023 | Weekly Notebook Review | CPI, GDP, $USD, $SPX, $QQQ, $UST, $VIX #LFG | February 15, 2023 | 01:44:35 | |
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23 Feb 2023 | Weekly Notebook Review | All Access Week Edition! $SPY $QQQ $VIX $DXY | February 22, 2023 | 01:23:17 | |
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28 Feb 2023 | Ep. 97 Real Conversations: Diego Parrilla, Portfolio Manager, Quadriga Asset Managers | 01:02:33 | |
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01 Mar 2023 | Ep. 98 Real Conversations: David Dorr, Co-Founder, Dorr Asset Management | 01:01:29 | |
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04 Mar 2023 | Unscripted Equity Curiosity Season 3 Episode 5: Data Wars & The New Digital Assembly Line | 00:52:36 | |
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.
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02 Mar 2023 | Weekly Notebook Review | Global Quad 4 ex-China $SPY $QQQ $CRB $FXI $DXY $TLT $VIX $MOVE | March 1, 2023 | 01:42:05 | |
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. | |||
02 Mar 2023 | WNR Bonus Episode | Hedgeye + Friends w/Mike Taylor: QT vs QE | 01:04:17 | |
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02 Mar 2023 | Ep. 99 Real Conversations: Chris Whalen, Chairman, Whalen Global Advisors | 01:05:11 | |
Visit Hedgeye.com for more great investing content! 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. | |||
03 Mar 2023 | WNR Bonus Episode | Hedgeye + Friends w/Dr. Andrew Menaker: Self Growth = Market Edge | March 2, 2023 | 01:10:36 | |
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05 Jun 2019 | The Macro Show: Prepare Your Portfolio For Quad 4 Summer Scare | 00:45:39 | |
Quad 4 is a nasty environment for the U.S. stock market. UNDERSTAND HOW TO BEST POSITION YOUR PORTFOLIO THIS SUMMER. While Wall Street whines about the S&P 500 losing $4 trillion in market cap in May, Hedgeye subscribers have been benefiting from the Quad 4 Scare by being properly positioned. You don’t want to miss this free podcast edition of The Macro Show with CEO Keith McCullough. | |||
09 Mar 2023 | Weekly Notebook Review | Quad 4 = Not Dead! $SPY $QQQ $DXY $TLT $VIX | March 8, 2023 | 01:54:50 | |
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14 Mar 2023 | WNR Bonus Episode | Hedgeye + Friends w/Mike Taylor: Credit Risks Cracking the Surface | March 13, 2023 | 02:18:15 | |
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. | |||
16 Mar 2023 | Weekly Notebook Review | #Quad4 keeps rolling! $VIX $QQQ $SPY $IWM $KRE | March 15, 2023 | 01:33:52 | |
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18 Mar 2023 | Unscripted Equity Curiosity Season 3 Episode 6: Felix Still Bullish on China? China Flex On US Diplomacy; TikTok; & Carrier 5G to 6G Transition | 00:53:07 | |
This Hedgeye podcast features sector heads Ami Joseph, Andrew Freedman, and Felix Wang, as they work through investment themes, ideas, and process. In this episode, Felix discusses his broad views of investing in Chinese equities, Andrew and Felix jump into Geopolitics on Ukraine and on Tiktok, and Ami & Andrew discuss 5G capacity and 6G timeline cycle.
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19 Mar 2023 | #HedgeyeNation: A Beginner's Guide | March 17, 2023 | 00:46:25 | |
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20 Mar 2023 | Inside The Process with Keith McCullough & Robert McGroarty | 00:46:12 | |
Visit Hedgeye.com for more great investing content. Keith and Robert discussed best practices for implementing the Hedgeye risk management process and shared perspective on the thought process behind building the Hedgeye risk management process for the last fifteen years. | |||
23 Mar 2023 | The Mother of All Bubbles is Popping: Bank Failures, Contagion Risk & Coming Credit Event | 00:59:39 | |
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24 Mar 2023 | #HedgeyeNation: A Beginner's Guide | March 24, 2023 | 00:44:27 | |
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29 Mar 2023 | The Call @ Hedgeye: Bonus Content | Keith McCullough & Josh Steiner | 00:12:32 | |
Visit Hedgeye.com for more great investing content. A generalist portfolio manager told CEO Keith McCullough that four of the best Financials portfolio managers he knows all missed the bank collapse entirely. Macro/Financials analyst Josh Steiner heard a similar story from a friend. Subscribe to other Hedgeye Products Here: | |||
30 Mar 2023 | The Pitch: 6 Hedgeye Analysts. 6 Stock Ideas. 60 Minutes. | 01:01:52 | |
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Interested in our analysts' research? CHECK OUT OUR ENTIRE SUITE OF SECTOR PRO PRODUCTS. | |||
30 Mar 2023 | Weekly Notebook Review | Fade The FOMO get Long Gold China and Duration! | March 29, 2023 | 02:01:43 | |
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