
Hedgeye Podcasts The Macro Show [FREE EDITION] 2/4/2026
Feb 4, 2026
Discussion of Asia's market leadership shift and South Korea's tech surge. A tactical look at silver's immediate-term trade setup and precious metals positioning. A contrarian short Bitcoin stance and focus on strong Russell 2000 earnings growth. Explanations of VIX, gamma, option flow metrics, and how implied volatility signals market panic.
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Asia Leading Global Rally
- Asia's equity move is decoupling from the U.S., with South Korea and other EMs running much higher.
- Keith McCullough calls this a global equity




