CLICK HERE to get access to more great Hedgeye investing content. The Hedgeye Investing Summit is filled with actionable ideas and insight from 9 incredibly smart and successful money managers and strategists. You can watch all of them live or on-demand. The stage is set and we're excited to host one of our best lineups to date. These thought-provoking and actionable investing conversations will open your eyes and make you a better investor. You don't want to miss these investing veter...
Oct 25, 2023•53 min
CLICK HERE to get access to more great Hedgeye investing content. The Hedgeye Investing Summit is filled with actionable ideas and insight from 9 incredibly smart and successful money managers and strategists. You can watch all of them live or on-demand. The stage is set and we're excited to host one of our best lineups to date. These thought-provoking and actionable investing conversations will open your eyes and make you a better investor. You don't want to miss these investing veter...
Oct 24, 2023•52 min
This is a Hedgeye podcast featuring sector heads Ami Joseph ( @HedgeyeTech ), Felix Wang ( @HedgeyeChina ) and Andrew Freedman ( @HedgeyeComm ). Visit Hedgeye.com for more great investing content. For Our Hedgeye Products Click Below: Technology Pro Comms Pro China Pro 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 t...
Oct 21, 2023•56 min•Season 3Ep. 19
This is a Hedgeye podcast featuring sector heads Ami Joseph ( @HedgeyeTech ), Felix Wang ( @HedgeyeChina ) and Andrew Freedman ( @HedgeyeComm ). Visit Hedgeye.com for more great investing content. For Our Hedgeye Products Click Below: Technology Pro Comms Pro China Pro 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 t...
Oct 14, 2023•1 hr 7 min•Season 3Ep. 18
Visit Hedgeye.com for more great investing content. Join us as we delve into the latest market signals and risks in the financial investment management space. Discover why reducing exposure in energy equities and oil may be a prudent move, while natural gas shows signs of strength. We also explore the impact of yield curve inversion and the potential influence of the upcoming CPI report on Treasury yields. Additionally, we discuss the intriguing dynamics between high-yield and risk-free debt, th...
Oct 12, 2023•1 hr 43 min
This is a Hedgeye podcast featuring sector heads Ami Joseph ( @HedgeyeTech ), Felix Wang ( @HedgeyeChina ) and Andrew Freedman ( @HedgeyeComm ). Visit Hedgeye.com for more great investing content. For Our Hedgeye Products Click Below: Technology Pro Comms Pro China Pro Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access t...
Oct 07, 2023•58 min•Season 3Ep. 17
This is a Hedgeye podcast featuring sector heads Ami Joseph ( @HedgeyeTech ), Felix Wang ( @HedgeyeChina ) and Andrew Freedman ( @HedgeyeComm ). Visit Hedgeye.com for more great investing content. For Our Hedgeye Products Click Below: Technology Pro Comms Pro China Pro 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 t...
Sep 30, 2023•34 min•Season 3Ep. 16
Visit Hedgeye.com for more great investing content. Introduction: Welcome back, savvy investors! In today's video, we'll dive into an exclusive notebook review of the third quarter of 2023 and year-to-date performance in the financial investment management space. Stay tuned as we discuss market trends, signals, positions, and outlook to help you make informed investment decisions. 1. Hedgeye's Philanthropic Success: We kick off with Hedgeye's successful charity event, Hedgeye...
Sep 27, 2023•46 min
BOOM! Free 'All Access Week' Is HERE , featuring 8 high performance investing products FREE each day from 9/18 to 9/24 A MUST-SEE CONVERSATION. YOU’RE INVITED. Join Quill Intelligence CEO & Chief Strategist Danielle DiMartino Booth as she welcomes renowned economist and monetary policy expert Lacy Hunt in a new deep-dive discussion only on HedgeyeTV. As American consumers face a re-acceleration of inflation and the Fed remains reluctant to lend a helping hand, there is no better ti...
Sep 22, 2023•1 hr 3 min
BOOM! Free 'All Access Week' Is HERE , featuring 8 high performance investing products FREE each day from 9/18 to 9/24 " 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’ve done this exactly zero times before. We’re doing this to prove to openminded people there really is a better way to look at (and navigate) the markets/econ...
Sep 21, 2023•37 min
BOOM! Free 'All Access Week' Is HERE , featuring 8 high performance investing products FREE each day from 9/18 to 9/24 Each week, Hedgeye’s Robert McGroarty ( @HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. Visit Hedgeye.com for more great investing content. 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 ...
Sep 21, 2023•1 hr 5 min
Fan-favorite Mike Taylor joins Hedgeye CEO Keith McCullough for a new Real Conversation. The two will discuss implications of inflation's reacceleration, what to buy and sell right now, and share valuable investing insight as we head into the final quarter of 2023. Taylor is a 20-year hedge fund veteran who specializes in healthcare investing. He is also the portfolio manager of PINK , the first ETF committed to donating all net profits to the Susan G. Komen breast cancer organization. As a...
Sep 19, 2023•1 hr 5 min
This is a Hedgeye podcast featuring sector heads Ami Joseph ( @HedgeyeTech ), Felix Wang ( @HedgeyeChina ) and Andrew Freedman ( @HedgeyeComm ), with special guest Brian McGough ( @HedgeyeRetail ). Visit Hedgeye.com for more great investing content. For Our Hedgeye Products Click Below: Technology Pro Comms Pro China Pro 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 Stree...
Sep 09, 2023•1 hr 6 min•Season 3Ep. 15
Each week, Hedgeye’s Robert McGroarty ( @HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. Visit Hedgeye.com for more great investing content. The rules of investing have changed. Spiking volatility, surging inflation, and skyrocketing rates require smart risk management now more than ever. But how can you protect and grow your portfolio in this unpredictable market? In this episode, several respected financial advisors and ...
Sep 06, 2023•1 hr 29 min
If you haven't read Tier 1 Alpha's daily investing insights, you're missing out. From the Market Situation Report to videos filled with thoughtful investment outlooks , the firm has provided immense value to subscribers since partnering with Hedgeye last month. Now, the entire Tier 1 team (co-founders Craig Peterson, David Pegler and Senior Executive Advisor Mike Green ) are set to join Keith McCullough for a Real Conversation . Tune into this live webcast at 11:00am ET on Tuesday...
Sep 05, 2023•1 hr 5 min
Each week, Hedgeye’s Robert McGroarty ( @HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. Visit Hedgeye.com for more great investing content. Hedgeye's world-class investing research team is hitting the road! Join us on September 12, 2023 for Hedgeye Regional Las Vegas . Tickets are on sale now! Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look...
Aug 17, 2023•1 hr 26 min
Each week, Hedgeye’s Robert McGroarty ( @HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. Visit Hedgeye.com for more great investing content. Hedgeye's world-class investing research team is hitting the road! Join us on September 12, 2023 for Hedgeye Regional Las Vegas . Tickets are on sale now! Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look...
Aug 10, 2023•1 hr 26 min
With a special guest appearance by Mike Taylor ( @Mike_Taylor1972 ). Visit Hedgeye.com for more great investing content. Each week, Hedgeye’s Robert McGroarty ( @HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. Hedgeye's world-class investing research team is hitting the road! Join us on September 12, 2023 for Hedgeye Regional Las Vegas . Tickets are on sale now! Subscribe to other Hedgeye Products Here: The Call @ Hed...
Aug 03, 2023•1 hr 54 min
There's no shortage of disconcerting economic data in the current #Quad4 macro environment. But if you know where to look, there are still plenty of places to invest. In this Real Conversation webcast on Tuesday, August 1 at 11:00am ET , Hedgeye CEO Keith McCullough will speak with founders of three companies thriving in industries most investors would consider outside the box: diamonds , wine and farmland . This complimentary hourlong conversation will include actionable insights from: Cor...
Aug 01, 2023•1 hr 3 min
This is a Hedgeye podcast featuring sector heads Ami Joseph ( @HedgeyeTech ), Felix Wang ( @HedgeyeChina ) and Andrew Freedman ( @HedgeyeComm ). Visit Hedgeye.com for more great investing content. For Our Hedgeye Products Click Below: Technology Pro Comms Pro China Pro Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products...
Jul 29, 2023•38 min•Season 3Ep. 14
With special guest appearances by Hedgeye CEO Keith McCullough ( @KeithMcCullough ) and Mike Taylor ( @Mike_Taylor1972 ). Visit Hedgeye.com for more great investing content. Each week, Hedgeye’s Robert McGroarty ( @HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look...
Jul 27, 2023•2 hr 28 min
During this special HedgeyeTV webcast, six Hedgeye analysts will pitch one of their high-conviction stock ideas (Long or Short) to our Risk-Manager-In-Chief Keith McCullough . The Pitch is a fan-favorite, alpha-generating webcast which gives you an inside look at how hedge funds decide what positions to put on. Best of all, our analysts pitch their actual Best Ideas , breaking down their Long (or Short) calls in real-time. Here's the lineup for this edition: China analyst Felix Wang Health ...
Jul 26, 2023•59 min
In this new Real Conversation , Hedgeye CEO Keith McCullough will be joined by Dan Rasmussen , Founder and CIO of Verdad Advisers . One of the topics of discussion will be Rasmussen's thought-provoking research note on " Private Equity Fundamentals ." In it, Dan warns investors that, "Rising interest costs and multiple contraction could spell trouble for institutional investors' favorite asset class." This is a must-see macro webcast which will illuminate various ri...
Jul 18, 2023•1 hr 5 min
Visit Hedgeye.com for more great investing content. Each week, Hedgeye’s Robert McGroarty ( @HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look...
Jul 13, 2023•1 hr 1 min
Hedgeye's Managing Director of Capital Allocation David Salem sits down with Andrew McDermott , Founder and President of Mission Value Partners, for a live investing webcast. "Capitalizing on Japan" will provide a deep dive into various reasons why we are bullish on Japanese markets. Visit Hedgeye.com for more great investing content. WANT MORE FROM DAVID SALEM? STAY TUNED Hedgeye's new Capital Allocation product is in the works, with David Salem leading the charge. While hos...
Jul 11, 2023•1 hr 3 min
This is a Hedgeye podcast featuring sector heads Ami Joseph ( @HedgeyeTech ), Felix Wang ( @HedgeyeChina ) and Andrew Freedman ( @HedgeyeComm ). On today's episode, Ami and Felix dive into the hot topic of A.I and its impact on today's market, as well as, Chinese policy impacts on the semiconductor space. Visit Hedgeye.com for more great investing content. For Our Hedgeye Products Click Below: Technology Pro Comms Pro China Pro Subscribe to other Hedgeye Products Here: The Call @ Hedge...
Jul 08, 2023•43 min•Season 3Ep. 13
Visit Hedgeye.com for more great investing content. Each week, Hedgeye’s Robert McGroarty ( @HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look...
Jul 05, 2023•1 hr 35 min
Visit Hedgeye.com for more great investing content. Each week, Hedgeye’s Robert McGroarty ( @HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look...
Jul 05, 2023•1 hr 5 min
Join Hedgeye CEO Keith McCullough for a new Real Conversation with Mike Green , Portfolio Manager at Simplify Asset Management. Mike is a thought leader on market structure, options flows and the risks of passive investing. It's Mike's contention that the rise of quantitative trading strategies – delta hedging dynamics, volatility-controlled rebalancing, and market cap distortions – have altered financial markets forever. Keith and Mike will discuss these dynamics and much more in this...
Jun 28, 2023•1 hr 5 min
*This is an audio-only version of The Macro Show that was broadcast on Hedgeye.com on June 22, 2023* Click this link to get access to the Macro Show every day Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more and more investors in the U.S. and abroad have made this “must-...
Jun 22, 2023•36 min
