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The Macro Show [FULL FREE EPISODE] | June 22, 2023
The Macro Show [FULL FREE EPISODE] | June 22, 2023

*This is an audio-only version of The Macro Show that was broadcast on Hedgeye.com on June 22, 2023*

Click this link to get access to the Macro Show e…

3 years, 3 months ago

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Unscripted Equity Curiosity Season 3 Episode 12: "Turnings & Tech", Neil Howe Decodes China's Demographic Dance and A.I.
Unscripted Equity Curiosity Season 3 Episode 12: "Turnings & Tech", Neil Howe Decodes China's Demographic Dance and A.I.

Season 3 Episode 12

This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm) as they are joine…

3 years, 3 months ago

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The Macro Show | Dir. of Capital Allocation David Salem & Dir. of Research Daryl Jones | June 5, 2023
The Macro Show | Dir. of Capital Allocation David Salem & Dir. of Research Daryl Jones | June 5, 2023

*This is an audio-only version of The Macro Show that was broadcast on Hedgeye.com on June 5, 2023*

Click this link to get access to the Macro Show ev…

3 years, 4 months ago

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Weekly Notebook Review | Navigating the Seasons $SPY $QQQ $GLD $USD $TLT | June 7, 2023
Weekly Notebook Review | Navigating the Seasons $SPY $QQQ $GLD $USD $TLT | June 7, 2023

We open our notebooks to touch on everything from Europe to commodities as we navigate into the summer months. $SPY $QQQ $GLD $USD $TLT

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3 years, 4 months ago

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Sector Head Spotlight | Director of Research Daryl Jones
Sector Head Spotlight | Director of Research Daryl Jones

Season 1 Episode 12

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, 4 months ago

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Unscripted Equity Curiosity Season 3 Episode 11: Beer Wars, "The Bud Light Impairment" with Hedgeye's Daniel Biolsi
Unscripted Equity Curiosity Season 3 Episode 11: Beer Wars, "The Bud Light Impairment" with Hedgeye's Daniel Biolsi

Season 3 Episode 11

This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm) as they are joine…

3 years, 4 months ago

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Ep.101 Real Conversations: Mark Gordon, Co-Founder & Partner, Ascent Funds
Ep.101 Real Conversations: Mark Gordon, Co-Founder & Partner, Ascent Funds

In this new Real Conversation hosted by Keith McCullough, Mark Gordon, co-founder of Ascent Funds, will diagnose the issues within this current dynam…

3 years, 4 months ago

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Weekly Notebook Review | All Eyes on the US10/2YC & Quad 4! $SPY $QQQ | May 31, 2023
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, 4 months ago

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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…

3 years, 4 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…

3 years, 4 months ago

Short Long
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