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Weekly Notebook Review | All Eyes on the US10/2YC & Quad 4! $SPY $QQQ | May 31, 2023
Biggest topic of interest on #WeeklyNotebookReview today revolved around UST Yields. Stick with the signal and, if its not clear cut, go hunt somewhe…
3 years ago
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…
3 years ago
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…
3 years ago
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…
3 years, 1 month ago
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 …
3 years, 1 month ago
#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 …
3 years, 1 month ago
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…
3 years, 1 month ago
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…
3 years, 1 month ago
#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 …
3 years, 1 month ago
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 (…
3 years, 1 month ago