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"RISK HAPPENS SLOWLY AT FIRST, THEN ALL AT ONCE.” - @KeithMcCullough
Here is the full, uncut edition of “The Macro Show” hosted this morning by our Founder/CEO @KeithMcCullough. This is valuable content. We’re doing this to prove to openminded people there really is a better way to look at (and navigate) the markets/economy, then letting them judge for themselves. Make no mistake—there is a tremendous amount of bullsh*t being spewed every single day on Establishment Media like CNBC. Hedgeye is the antidote. We’re not for everyone, but we may be right for you.
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Weekly Notebook Review | June 21, 2023
Ep.102 Real Conversations: Mike Green, Portfolio Manager at Simplify Asset Management
The Macro Show [FULL FREE EPISODE] | June 22, 2023
Unscripted Equity Curiosity Season 3 Episode 12: "Turnings & Tech", Neil Howe Decodes China's Demographic Dance and A.I.
The Macro Show | Dir. of Capital Allocation David Salem & Dir. of Research Daryl Jones | June 5, 2023
Weekly Notebook Review | Navigating the Seasons $SPY $QQQ $GLD $USD $TLT | June 7, 2023
Sector Head Spotlight | Director of Research Daryl Jones
Unscripted Equity Curiosity Season 3 Episode 11: Beer Wars, "The Bud Light Impairment" with Hedgeye's Daniel Biolsi
Weekly Notebook Review | All Eyes on the US10/2YC & Quad 4! $SPY $QQQ | May 31, 2023
Ep.101 Real Conversations: Mark Gordon, Co-Founder & Partner, Ascent Funds
Weekly Notebook Review | Portfolio Construction + Market Setup $SPY $QQQ | May 24, 2023
Sector Head Spotlight | Communications Sector Head Andrew Freedman
Sector Head Spotlight | Health Policy Sector Head Emily Evans
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
#HedgeyeNation: A Beginner's Guide | May 19, 2023
Weekly Notebook Review | Beware Sinkhole Developing $SPY $QQQ $IWM $XLY | May 17, 2023
Sector Head Spotlight | Technology Sector Head Ami Joseph
#HedgeyeNation: A Beginner's Guide | May 12, 2023
Weekly Notebook Review | CPI is a Data Point…Let the Signal Guide You! | May 10, 2023
Sector Head Spotlight | Telecom-Media Policy Sector Head Paul Glenchur
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