About this episode

The episode discusses the current volatile market conditions and economic indicators affecting various sectors.

In the latest episode of Protect the Pile, RPK and Sam break down a volatile market setup: strong U.S. growth data, tightening dollar liquidity, tech factor reversals, and continued strength in semiconductors despite a sharp pullback. Patrick and Sam debate whether current conditions remain Quad 2 or are drifting toward Quad 1 or Quad 3, with health care showing early relative strength. They also dig into the oil supply shock, China’s inventory drawdowns, fuel-shortage risks, Bitcoin’s weaken...

More episodes of Hedgeye Podcasts

• When Passive Money Meets Mega IPOs | Protect the Pile Episode 13 · June 1, 2026 · 1h 0m
• Ep. 139 Real Conversations | Resilience & Winning Through Uncertainty w/ Sam Goodwin · May 28, 2026 · 50 min
• "The Machine Runs on Liquidity" | Protect the Pile Episode 12 · May 23, 2026 · 1h 5m
• Former Top Gun Pilot on Hallucinogens, PTSD & the Abyss · May 21, 2026 · 33 min
• Ep.138 Real Conversations → Markets, the Economy & the Global Risk Landscape w/ Jim Rickards · May 19, 2026 · 42 min
• 'It's the Liquidity, Stupid' | Protect the Pile Episode 11 · May 9, 2026 · 58 min

Explore listener stats, chart rankings, contacts and more on the Hedgeye Podcasts podcast page.