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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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WNR Bonus Episode | Hedgeye + Friends w/Mike Taylor: QT vs QE
Weekly Notebook Review | Global Quad 4 ex-China $SPY $QQQ $CRB $FXI $DXY $TLT $VIX $MOVE | March 1, 2023
Ep. 98 Real Conversations: David Dorr, Co-Founder, Dorr Asset Management
Ep. 97 Real Conversations: Diego Parrilla, Portfolio Manager, Quadriga Asset Managers
Weekly Notebook Review | All Access Week Edition! $SPY $QQQ $VIX $DXY | February 22, 2023
Unscripted Equity Curiosity Season 3 Episode 4: Take Your $$ To The Casino" (ft. Hedgeye's Todd Jordan, Sector Head of Gaming, Lodging, & Leisure)
Weekly Notebook Review | CPI, GDP, $USD, $SPX, $QQQ, $UST, $VIX #LFG | February 15, 2023
Weekly Notebook Review | Yield Curve, $MOVE, $USD & $VIX, $SPX 0dte | February 8, 2023
Unscripted Equity Curiosity Season 3 Episode 3: TMT Investing In SouthEast Asia (ft. Venture Partner Alan Hellawell)
Weekly Notebook Review | Post FOMC…Reviewing the Signals! $SPY $QQQ | February 1, 2023
Unscripted Equity Curiosity Season 3 Episode 2: Ode to Quad4: Latest Data & How Bad Can It Get For TMT
Weekly Notebook Review | $SPY $QQQ $IWM $FEZ $HYG Near TRR - #Quad4 | January 18, 2023
Cohodes & McGough: Short the Hell Out of $HELE
Weekly Notebook Review | Sell Gamma Squeezes | January 10, 2023
Unscripted Equity Curiosity Season 3 Episode 1: Key Takeaways for TMT from Keith’s 1Q23 Macro Themes
Ep 96 Real Conversations: Mike Taylor, Portfolio Manager, Critical Mass Partners
Weekly Notebook Review | Similar Signals to Start 2023 | Jan. 4, 2023
Unscripted Equity Curiosity Season 2 Finale! Biggest Risks For Software in 2023 + Some Lingering Takeaways from the Taiwan Expert Call
Ep 95 Real Conversations: David Salem, Research Partner, Sparkline Capital
Brightside Capital Interviews Keith McCullough: "This Is Fall of the Roman Empire Sh*t"
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