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Weekly Notebook Review |  Portfolio Construction + Market Setup $SPY $QQQ | May 24, 2023
Weekly Notebook Review | Portfolio Construction + Market Setup $SPY $QQQ | May 24, 2023

Featuring special guest Mike Taylor (@Mike_Taylor1972 on Twitter). We touch on how to effectively construct your personal portfolio, as well as, disc…

2 years, 10 months ago

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Sector Head Spotlight | Communications Sector Head Andrew Freedman
Sector Head Spotlight | Communications Sector Head Andrew Freedman

Season 1 Episode 11

Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, cu…

2 years, 10 months ago

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Sector Head Spotlight | Health Policy Sector Head Emily Evans
Sector Head Spotlight | Health Policy Sector Head Emily Evans

Season 1 Episode 10

Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, cu…

2 years, 10 months ago

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Unscripted Equity Curiosity Season 3 Episode 10: Hedgeye's Rob Simone Wearing His Cape (No Tights) Fighting for Truth, Justice & Calling Out Total Bullsh*t
Unscripted Equity Curiosity Season 3 Episode 10: Hedgeye's Rob Simone Wearing His Cape (No Tights) Fighting for Truth, Justice & Calling Out Total Bullsh*t

Season 3 Episode 10

This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech) and Andrew Freedman (@HedgeyeComm) as they are joined by Hedgeye's REITs sector …

2 years, 10 months ago

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#HedgeyeNation: A Beginner's Guide | May 19, 2023
#HedgeyeNation: A Beginner's Guide | May 19, 2023

Visit Hedgeye.com for more great investing content.

Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key …

2 years, 10 months ago

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Weekly Notebook Review | Beware Sinkhole Developing $SPY $QQQ $IWM $XLY | May 17, 2023
Weekly Notebook Review | Beware Sinkhole Developing $SPY $QQQ $IWM $XLY | May 17, 2023

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 al…

2 years, 10 months ago

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Sector Head Spotlight | Technology Sector Head Ami Joseph
Sector Head Spotlight | Technology Sector Head Ami Joseph

Season 1 Episode 9

Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, cu…

2 years, 10 months ago

Short Long
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#HedgeyeNation: A Beginner's Guide | May 12, 2023
#HedgeyeNation: A Beginner's Guide | May 12, 2023

Visit Hedgeye.com for more great investing content.

Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key …

2 years, 10 months ago

Short Long
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Weekly Notebook Review | CPI is a Data Point…Let the Signal Guide You! | May 10, 2023
Weekly Notebook Review | CPI is a Data Point…Let the Signal Guide You! | May 10, 2023

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 (…

2 years, 11 months ago

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Sector Head Spotlight | Telecom-Media Policy Sector Head Paul Glenchur
Sector Head Spotlight | Telecom-Media Policy Sector Head Paul Glenchur

Season 1 Episode 8

Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, cu…

2 years, 11 months ago

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