Podcast hosted by Hedgeye CEO Keith McCullough, Real Conversations

Real Conversations

Podcast hosted by Hedgeye CEO Keith McCullough

Hedgeye is an investment research and financial media company founded in 2008. Our core principles are transparency, accountability and trust. Hedgeye’s Real Conversations series, hosted by CEO Keith McCullough, brings together the brightest minds in the business to cut through the noise and discuss the financial market moves that actually matter.LEGALThe opinions expressed in Hedgeye Real Conversations are those of the individual speaking and not of Hedgeye, and should not be construed as specific investment advice. Hedgeye® is a registered trademark. All Hedegye Real Conversations are the intellectual property of Hedgeye. All rights reserved.

Cross Asset Strategy

<ul><li>SP 500 at all-time high, up 8% year to date despite Iran conflict</li><li>NASDAQ also at all-time high, up 12.5% year to date</li><li>Liquidity driving market, Fed balance sheet growing at 6-7% annually, leading to market growth</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

SP 500 at all-time high, up 8% year to date despite Iran conflictNASDAQ also at all-time high, up 12.5% year to dateLiquidity driving market, Fed balance sheet growing at 6-7% annually, leading to market growthThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

'It's the Liquidity, Stupid' | Protect the Pile Episode 11

Podcast from BlackRock, The Bid

The Bid

Podcast from BlackRock

The Bid breaks down what’s happening in the world of investing and explores the forces changing the economy and finance. From stock market outlooks and megatrends to geopolitics and technology, BlackRock speaks to thought leaders and industry experts from around the globe about the biggest trends moving markets.

<ul><li>Historic concentration in the S&amp;P 500 due to the dominance of tech and AI adjacent companies</li><li>Top 10 stocks currently make up 40% of the index, the most concentrated period in history</li><li>Opportunity to look beyond the "Magnificent Seven" and consider underexposed, innovative companies in the index</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Historic concentration in the S&amp;P 500 due to the dominance of tech and AI adjacent companiesTop 10 stocks currently make up 40% of the index, the most concentrated period in historyOpportunity to look beyond the "Magnificent Seven" and consider underexposed, innovative companies in the indexThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

257: Beyond The Magnificent Seven: Discovering Equity Opportunities in The S&P 493

Podcast by Joe Weisenthal & Tracy Alloway, Odd Lots

Odd Lots

Podcast by Joe Weisenthal & Tracy Alloway

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

<ul><li>Stocks have rallied significantly in a rising rate environment, defying initial expectations</li><li>There is nervousness in the market due to lack of breadth in stocks and heavy reliance on tech stocks like Nvidia</li><li>Tom Lee, co-founder of Fundstrat Global Advisors, accurately predicted the stock market rally, with a target of 5500 for the S&amp;P 500, which is close to the current level of 5475</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Stocks have rallied significantly in a rising rate environment, defying initial expectationsThere is nervousness in the market due to lack of breadth in stocks and heavy reliance on tech stocks like NvidiaTom Lee, co-founder of Fundstrat Global Advisors, accurately predicted the stock market rally, with a target of 5500 for the S&amp;P 500, which is close to the current level of 5475This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Why Tom Lee Thinks We Could See S&P 15,000 by 2030

Podcast by Hedge Fund Manager Erik Townsend, Macro Voices

Macro Voices

Podcast by Hedge Fund Manager Erik Townsend

Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC

<ul><li>Updates on the Macro scoreboard, including the S&amp;P 500 futures and the US dollar index</li><li>Key news to watch next week, such as consumer confidence numbers and GDP</li><li>Interview with Mike Green from Simplify Asset Management discussing inflation and monetary policy, potential risks and market expectations</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Updates on the Macro scoreboard, including the S&amp;P 500 futures and the US dollar indexKey news to watch next week, such as consumer confidence numbers and GDPInterview with Mike Green from Simplify Asset Management discussing inflation and monetary policy, potential risks and market expectationsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?

Podcast Exploring Themes Driving Global Markets, Nomura - The Week Ahead

Nomura – The Week Ahead

Podcast Exploring Themes Driving Global Markets

Nomura - The Week Ahead

We explore the main themes that will drive global markets over the coming week, discussing the key market moving events and risks to keep on your radar.

<ul><li>Global equities finished the week on a high note, with Nvidia's strong earnings boosting markets, especially in Japan.</li><li>European yields rose due to strong PMIs, while the dollar weakened and the euro and pound strengthened.</li><li>In the US, core PCE inflation is expected to be strong, with potential temporary factors contributing to the high readings.</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Global equities finished the week on a high note, with Nvidia's strong earnings boosting markets, especially in Japan.European yields rose due to strong PMIs, while the dollar weakened and the euro and pound strengthened.In the US, core PCE inflation is expected to be strong, with potential temporary factors contributing to the high readings.This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The Week Ahead – US Core PCE, Euro Area Flash Inflation and Japan CPI

United States

SPDR S&P 500 ETF Trust is an exchange-traded fund incorporated in the USA. The ETF tracks the S&P 500 Index. The Trust consists of a portfolio representing all 500 stocks in the S&P 500 Index. It holds predominantly large-cap U.S. stocks. This ETF is structured as a Unit Investment Trust and pays dividends on a quarterly basis. The holdings are weighted by market capitalization.

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SPDR S&P 500 (SPY US)

'It's the Liquidity, Stupid' | Protect the Pile Episode 11

The stock market, represented by the S&P 500 and Nasdaq, continues to reach all-time highs despite global conflicts and uncertainties, with various...

Real Conversations

257: Beyond The Magnificent Seven: Discovering Equity Opportunities in The S&P 493

Historic concentration in the S&P 500 due to the dominance of tech and AI adjacent companies Top 10 stocks currently make up 40% of the index,...

The Bid

Why Tom Lee Thinks We Could See S&P 15,000 by 2030

In a rising rate environment, stocks have performed unexpectedly well, hitting record highs in the S&;P 500, but concerns linger about the market's...

Odd Lots

MacroVoices #416 Mike Green: Inflation is Dead? Can You Buy Commodities Anyway?

What if the data told the Fed to go the other direction and we had rate hikes between now and the election? Feels to me like nobody's positioned...

Macro Voices

The Week Ahead – US Core PCE, Euro Area Flash Inflation and Japan CPI

Global equities finished strong due to Nvidia earnings, Nikkei hit all time highs supported by strong PMIs, US yields remained flat while European...

Nomura – The Week Ahead

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