Hedgeye Podcasts - podcast cover

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 Macro Show [FREE EDITION] | January 9, 2024

" 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’re doing this to prove to openminded people there really is a better way to look at (and navigate) the markets/economy, then letting them judge for themselves. Make no mistake—there is a tremendous amount of bullsh*t being spewed every single day on Establishment Media like CNBC. Hedgey...

Jan 09, 202433 min

Weekly Notebook Review | Volatility up, Spews down! $SPY $QQQ $VIX $GLD | January 3, 2024

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 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, avoid major losses, and inves...

Jan 05, 20242 hr 32 min

Ep.108 Real Conversations: Market Risks + Opportunities | Mike Green & Mike Taylor w/ Keith McCullough

Credit card delinquency and interest rates are soaring. The national debt has surpassed $33.7 trillion. The S&P 500 remains afloat only because of a handful of mega-cap tech stocks. When Apple, Google and the rest of the Magnificently Manipulated 7 falter, the Mother of All Bubbles is bound to burst. Nearly all underlying economic data suggests the economy is due for a correction. As we've seen in recessions past, investors who aren't proactively prepared are in for a world of hurt...

Dec 12, 20231 hr 8 min

Weekly Notebook Review | We are back in the saddle…Buckle up! | December 7, 2023

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 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, avoid major losses, and inves...

Dec 08, 20231 hr 1 min

WEBCAST | Navigating the Investment Landscape with David Salem + Ted Oakley

Visit Hedgeye.com for more great investing content. You're invited to join us for a thought-provoking investing webcast on strategies for effective capital allocation featuring David Salem and Ted Oakley , Managing Partner & Founder of Oxbow Advisors. This deep-dive discussion featuring two industry heavyweights will include actionable insights and strategies that could reshape your investment perspective. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The M...

Nov 28, 20231 hr 1 min

Ep.107 Real Conversations: Neil Howe, Author, The Fourth Turning Is Here

EXCLUSIVE WEBCAST EVENT: 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 you're interested in understanding where we are...

Nov 14, 20231 hr 4 min

WEBCAST | Winning Long (And Short) Ideas w/Marc Cohodes, Brian McGough & Jeremy McLean

Get the best deal all year on our investment research products: https://info.hedgeye.com/yt-cyberdeals-2023 Veteran short-seller Marc Cohodes joins Hedgeye Retail analysts Brian McGough and Jeremy McLean in this special investing webcast. 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, avoid...

Nov 09, 20231 hr 6 min

Weekly Notebook Review | Live from Chicago Hedgeye Regional | November 8, 2023

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 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, avoid major losses, and inves...

Nov 09, 202356 min

Stock Pitching & Analysis | An @WOLF_Financial Spaces Session

Visit Hedgeye.com for more great investing content. This Spaces was hosted by @WOLF_Financial, featuring members of the Hedgeye team. 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, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to...

Nov 09, 20233 hr 45 min

Weekly Notebook Review | Big Earnings and Data Week $SPY $QQQ $VIX $USD | October 25, 2023

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 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, avoid major losses, and inves...

Nov 09, 202343 min

Hedgeye Investing Summit | Daniel Lacalle, Chief Economist, Tressis Gestion

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...

Nov 01, 202357 min

Hedgeye Investing Summit | Tracy Shuchart, Founder & CEO, Hilltower Resource Advisors

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 31, 202351 min

Hedgeye Investing Summit | Art Hyde, Portfolio Manager, Segra Capital Management

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 30, 202353 min

Hedgeye Investing Summit | Matt Cole, CEO & Chief Investment Officer, Strive Asset Management

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 29, 202351 min

Hedgeye Investing Summit | Ben Hunt, Co-Founder & CIO, Epsilon Theory

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 28, 202356 min

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

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 27, 202355 min

Hedgeye Investing Summit | William Cohan, Bestselling Author, Financial Journalist, Founding Partner of Puck

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 26, 202357 min

Hedgeye Investing Summit | Jim Bianco, President of Bianco Research

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, 202353 min

Hedgeye Investing Summit | Liz Ann Sonders, Chief Investment Strategist, Charles Schwab

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, 202352 min

Unscripted Equity Curiosity Season 3 Episode 19: Daniel Biolsi Welcomes Unscripted To The World of Consumer Staples

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, 202356 minSeason 3Ep. 19

Unscripted Equity Curiosity Season 3 Episode 18: Investing in GLL - House Rules with Todd Jordan and Sean Jenkins

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, 20231 hr 7 minSeason 3Ep. 18

Weekly Notebook Review | Navigating Market Signals and Risks in Financial Investment Management | October 12, 2023

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, 20232 hr 43 min

Unscripted Equity Curiosity Season 3 Episode 17: Beginners Menu: Howard Penney Teaches Us How to Invest In The Restaurant Sector

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, 202358 minSeason 3Ep. 17

Unscripted Equity Curiosity Season 3 Episode 16: Felix Discusses Disruptor MNSO, Former & Potential Disruptor BILI, & Gives a Quick Intro To China Internet

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, 202334 minSeason 3Ep. 16

Weekly Notebook Review | Growth↘️, Inflation↗️…stick with the Signal! | September 27, 2023

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, 202346 min

'Deep Dive' With Danielle DiMartino Booth and Lacy Hunt - Navigating Turbulent Markets

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, 20231 hr 3 min

The Macro Show [FREE EDITION] | September 21, 2023

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, 202337 min

Weekly Notebook Review | Not Hyper Focused on FOMC…the Data Rules All! | September 21, 2023

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, 20231 hr 5 min

Ep.106 Real Conversations: Mike Taylor, Hedge Fund/Portfolio Manager at Pink Shares For The Cure

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, 20231 hr 5 min

Unscripted Equity Curiosity Season 3 Episode 15: Brian McGough Shares The Process

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, 20231 hr 6 minSeason 3Ep. 15