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Hedgeye Podcasts

Hedgeye Risk Managementwww.hedgeye.com
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. For more information, and to subscribe, go to www.hedgeye.com.

Episodes

The Best of Hedgeye: Danielle DiMartino Booth → A Real Conversation

**This webcast originally aired live on Hedgeye.com on May 21, 2020** Join Hedgeye CEO Keith McCullough and Danielle DiMartino Booth, former Fed advisor and Chief Strategist at Quill Intelligence, in this pro-to-pro investing discussion about the current market environment. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Signal Strength Stocks Top Stock Picks Hedgeye Founder & CEO Keith McCullough's long-awaited ...

May 29, 20251 hr 4 min

Ep.125 Real Conversations → CLOs Demystified: The Hidden Engine of Yield In Credit Markets w/ Danielle Gilbert, Eldridge Capital Management

***This webcast originally aired live on Hedgeye.com on May 21st, 2025*** In this special edition of Real Conversations , Hedgeye CEO Keith McCullough hosts Danielle Gilbert , Managing Director at Eldridge Capital Management, for a high-level look into the evolving CLO (Collateralized Loan Obligation) market. Gilbert brings deep domain expertise to break down the risk-reward calculus in today’s CLO landscape. Together, she and Keith tackle key questions around: The health of the leveraged loan m...

May 21, 202558 min

Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 15 | Owning vs. Renting

Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, Ryan and Ish discuss the pros and cons of owning vs. renting. Watch the video version on HedgeyeTV.com Go to Hedgeye.com for more investing insights. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights...

May 17, 202556 min

The Best of Hedgeye: The Outlook → McCullough & Neil Howe on the Fourth Turning

**This webcast originally aired live on Hedgeye.com on November 14th, 2023** World renowned Demographer/ Thinker/ Bestselling author Neil Howe teamed up with Hedgeye CEO Keith McCullough on November 14th for a compelling exploration of our current position in the Fourth Turning and the trajectory that lies ahead. Gain invaluable insights as Howe navigates the complex terrain of our present generational cycle, unraveling the crises and transformative shifts that characterize this pivotal era. If ...

May 15, 20251 hr 3 min

Ep.124 Real Conversations: Jurrien Timmer, Director of Global Macro, Fidelity → Market Risk, Rotation & Opportunity

***This webcast originally aired live on Hedgeye.com on May 7th, 2025*** Fidelity’s Director of Global Macro, Jurrien Timmer , joins Hedgeye CEO Keith McCullough for a timely, no-nonsense breakdown of the current macro investing landscape. Markets are shifting. Policy pivots appear tied to asset price thresholds. The 60/40 portfolio is under pressure. And investors are rotating out of mega-cap dominance into uncorrelated assets like gold and Bitcoin. Key topics include: The market’s new “strike ...

May 07, 202557 min

Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 14 | Annuities

Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, Ryan and Ish continue their discussion on insurance further by discussing annuities. They also address the response to their criticism of whole-term life insurance from episode 13. Watch the video version on HedgeyeTV.com Go to Hedgeye.com for more investing insights. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is avai...

May 03, 202546 min

The Best of Hedgeye: Steve Hanke → Inflation Tsunami: Investing During A Rising Inflationary Tide

**This webcast originally aired live on Hedgeye.com on Wednesday June 16th, 2021** Throughout June, Hedgeye CEO Keith McCullough is hosting a special Real Conversations series with four leading market strategists: Inflation Tsunami: Investing During A Rising Inflationary Tide. Follow this link to get access to our other webcasts: http://landing.hedgeye.com/inflation/ MORE INSIGHT WITH STEVE HANKE Steve Hanke is the founder and co-director of the Institute for Applied Economics, Global Health, an...

May 01, 202556 min

Hedgeye Investing Summit Spring 2025 | Brendan Ahern, CIO of KraneShares

***This webcast originally aired live on Hedgeye.com on April 10th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Brendan Ahern , CIO of KraneShares and Hedgeye CEO Keith McCullough . To watch more "Hedgeye Investing Summit" interviews, CLICK HERE . In addition to paid advertisement, KraneShares and Hedgeye Asset Management, LLC (“HAM”), a subsidiary of Hedgeye Risk Management, LLC (“Hedgeye” or “HRM”), have entered into a model index provider agre...

Apr 22, 202550 min

Hedgeye Investing Summit Spring 2025 | Jim Bianco, President & Macro Strategist of Bianco Research

***This webcast originally aired live on Hedgeye.com on April 10th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Jim Bianco , President & Macro Strategist of Bianco Research and Hedgeye CEO Keith McCullough . To watch more "Hedgeye Investing Summit" interviews, CLICK HERE . Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall ...

Apr 21, 202550 min

Hedgeye Investing Summit Spring 2025 | Danielle DiMartino Booth, CEO & Chief Strategist of QI Research

***This webcast originally aired live on Hedgeye.com on April 10th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Danielle DiMartino Booth , CEO & Chief Strategist of QI Research and Hedgeye CEO Keith McCullough . To watch more "Hedgeye Investing Summit" interviews, CLICK HERE . Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of W...

Apr 20, 202551 min

Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 13 | Life Insurance

Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, Ryan and Ish discuss the ins and outs - and scams - of life insurance. Watch the video version on HedgeyeTV.com Go to Hedgeye.com for more investing insights. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable...

Apr 19, 202545 min

Hedgeye Investing Summit Spring 2025 | David McAlvany, CEO of McAlvany Precious Metals

***This webcast originally aired live on Hedgeye.com on April 9th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between David McAlvany , CEO of McAlvany Precious Metals and Hedgeye CEO Keith McCullough . To watch more "Hedgeye Investing Summit" interviews, CLICK HERE . Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience...

Apr 19, 202550 min

Hedgeye Investing Summit Spring 2025 | Abaxx Technologies Founder & CEO, Josh Crumb & Chief Economist David Greely

***This webcast originally aired live on Hedgeye.com on April 9th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Abaxx Technologies Founder & CEO, Josh Crumb , Chief Economist David Greely and Hedgeye CEO Keith McCullough . To watch more "Hedgeye Investing Summit" interviews, CLICK HERE . Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills de...

Apr 18, 202547 min

Hedgeye Investing Summit Spring 2025 | Meb Faber, Co-Founder & CIO of Cambria IM

***This webcast originally aired live on Hedgeye.com on April 9th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Meb Faber , co-founder & CIO of Cambria IM and Hedgeye CEO Keith McCullough . To watch more "Hedgeye Investing Summit" interviews, CLICK HERE . Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience i...

Apr 17, 202548 min

Hedgeye Investing Summit Spring 2025 | , Portfolio Manager for PINK Shares for the Cure

***This webcast originally aired live on Hedgeye.com on April 8th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Mike Taylor , Portfolio Manager for PINK Shares for the Cure, and Hedgeye CEO Keith McCullough . To watch more "Hedgeye Investing Summit" interviews, CLICK HERE . Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Stre...

Apr 16, 202558 min

Hedgeye Investing Summit Spring 2025 | Tier1 Alpha CEO Craig Peterson, COO David Pegler, Sr. Exec. Advisor Mike Green

***This webcast originally aired live on Hedgeye.com on April 8th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Tier1 Alpha CEO Craig Peterson , COO David Pegler , Sr. Exec. Advisor Mike Green and Hedgeye CEO Keith McCullough . To watch more "Hedgeye Investing Summit" interviews, CLICK HERE . Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills d...

Apr 15, 202549 min

Hedgeye Investing Summit Spring 2025 | Stephanie Pomboy, Founder of MacroMavens

***This webcast originally aired live on Hedgeye.com on April 8th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Stephanie Pomboy , founder of MacroMavens and Hedgeye CEO Keith McCullough . To watch more "Hedgeye Investing Summit" interviews, CLICK HERE . Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into a...

Apr 14, 202545 min

The Macro Show [FREE EDITION] | April 7th, 2025

Hosted by Hedgeye CEO Keith McCullough , this exclusive online broadcast offers smart investors and traders of all stripes the sharpest insights and clearest market analysis available on Wall Street. The Macro Show provides you with everything you need to know before the market opens. Our non-consensus analysts distill the latest global market and economic developments and explain how to position yourself accordingly. Turn off that tired “Old Wall” TV and tune in to Hedgeye's no-BS market w...

Apr 07, 202538 min

The Best of Hedgeye: Steph Pomboy → A Rational Investing Road Map For Irrational Times

**This webcast originally aired live on Hedgeye.com on June 17th, 2020** Watch Hedgeye CEO Keith McCullough and Stephanie Pomboy, President of MacroMavens discuss the current market environment. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Signal Strength Stocks Top Stock Picks Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith Mc...

Apr 03, 20251 hr 4 min

Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 12 | Credit Cards

Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, Ryan and Ish discuss the tempting danger of credit cards and how easy it can be to fall into debt if you don't manage them carefully. Watch the video version on HedgeyeTV.com Go to Hedgeye.com for more investing insights. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith M...

Mar 29, 202552 min

Ep.123 Real Conversations: Steve Clapham, Founder, Behind the Balance Sheet → How to Spot the Next Big Fraud

***This webcast originally aired live on Hedgeye.com on March 28th, 2025*** Join Hedgeye CEO Keith McCullough for a new Real Conversation with Steve Clapham on March 28 at 11:00am ET . A forensic accounting expert, author and former hedge fund research partner, Steve has spent over 30 years analyzing financial statements—and he’s never seen more earnings manipulation than today. They’ll cover: ✅ Forensic Accounting Secrets – Why most investors misread financials and how to gain an edge. ✅ The Sh...

Mar 28, 20251 hr 1 min

The Best of Hedgeye: Danielle DiMartino Booth → America's House Of Cards

***This webcast originally aired live on Hedgeye.com on January 26th, 2021*** Join Hedgeye CEO Keith McCullough and Danielle DiMartino Booth, former Fed advisor and Chief Strategist at Quill Intelligence, in this masterclass investing discussion about critical market and economic developments. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Signal Strength Stocks Top Stock Picks Hedgeye Founder & CEO Keith McCull...

Mar 20, 20251 hr 3 min

Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 11 | Housing & Mortgages

Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, Ryan and Hedgeye Retail analyst Arianna Petillo discuss what has become perhaps the least favorite financial topic for anyone under the age of 40: buying a house. They discuss the dynamics of getting a mortgage and how to not sink into debt once you finally have a house. Watch the video version on HedgeyeTV.com Go to Hedgeye.com for more investing insights. Hedg...

Mar 15, 202555 min

Markets Are Cracking | Listen to The Macro Show for Free

***This webcast originally aired live on Hedgeye.com on March 13, 2025*** Join us for a special complimentary edition of The Macro Show, as Hedgeye Founder & CEO Keith McCullough and Macro analyst Ryan Ricci break down the ongoing market correction, heightened volatility, and—more importantly—what’s coming next. Keith and our Macro team called this downturn in advance—warning about the Quad 4 market storm and helping Hedgeye subscribers sidestep the carnage while others got crushed. Now, the...

Mar 13, 202539 min

The Best of Hedgeye: Neil Howe → The Fourth Turning: Navigating The Crisis In America

**This webcast originally aired on Hedgeye.com on November 9th, 2020** Join world-renowned author and Demography analyst Neil Howe for a deep dive inside his groundbreaking generational theory "The Fourth Turning." Neil and Hedgeye CEO Keith McCullough will discuss the social, economic and political ramifications of this theory and why it led Neil to write in 1991 that "a national crisis of immense proportions will occur around 2020." Visit Hedgeye.com for more great investin...

Mar 13, 20251 hr 5 min

Ep.122 Real Conversations: U.S. Representative David Schweikert (R-AZ) → Elephant In The Room: Will Washington Tackle Debt Crisis?

***This Webcast aired live on HedgeyeTV on March 4th, 2025*** The U.S. national debt is spiraling out of control. Few in Washington are willing to confront it head-on. One leader speaking out is U.S. Representative David Schweikert (R-AZ) , Chair of the Joint Economic Committee. He is joining Hedgeye CEO Keith McCullough and veteran analyst Josh Steiner for an important discussion on where America is headed. In this exclusive conversation, Rep. Schweikert will discuss the urgent fiscal challenge...

Mar 04, 202548 min

Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 10 | Social Security

Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, Ryan tackles what has long been called "the third rail of American politics:" Social Security. Watch the video version on HedgeyeTV.com Go to Hedgeye.com for more investing insights. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall...

Feb 28, 202547 min

The Best of Hedgeye: Kyle Bass → China: The Most Reckless Financial Experiment In History

***This webcast originally aired live on Hedgeye.com on October 23, 2019*** Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Signal Strength Stocks Top Stock Picks Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, a...

Feb 27, 20251 hr 1 min

The Best of Hedgeye: David Rosenberg → Inflation Tsunami: Investing During A Rising Inflationary Tide

***This webcast originally aired live on Hedgeye.com on June 17th, 2021*** MORE INSIGHT WITH DAVID ROSENBERG David previously served as Chief Economist & Strategist at Gluskin Sheff + Associates and Chief North American Economist at Merrill Lynch in New York, during which he was consistently ranked in the Institutional Investor All-Star analyst rankings. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Signal Stre...

Feb 20, 20251 hr 15 min

Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 9 | Cryptocurrency

Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, co-host Ish Asad takes over to dig into the how, what, and why of everything Cryptocurrency - from the very basics to more complex topics. Watch the video version on HedgeyeTV.com Go to Hedgeye.com for more investing insights. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith M...

Feb 15, 20251 hr 4 min
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