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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: The New Great Depression with Jim Rickards

Hedgeye CEO Keith McCullough went one-on-one with investor/bestselling author James Rickards to discuss key ideas in his book, "The New Great Depression: Winners and Losers in a Post-Pandemic World". 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...

Nov 14, 20241 hr 11 min

Post-Election Analysis: Where do we go from here?

Join us on Wednesday, November 6, at 10 a.m. ET for a critical election analysis featuring JT Taylor, Hedgeye's veteran Washington Policy Analyst, and Michael Blum, Hedgeye's President. We will dive into the early insights and implications of the 2024 election. While the presidential race may still be undecided, we will examine the initial data and the results from the House and Senate races. We will also discuss possible legal challenges and important dates in the certification proces...

Nov 06, 202453 min

Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 3 | Drawdowns

Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. DISCLAIMER This content has been prepared by Hedgeye Risk Management, LLC (“Hedgeye”) and is presented for informational purposes only. Hedgeye is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or a solicitation of an offer to buy any security or investment vehicle, nor does it con...

Nov 01, 202437 min

Hedgeye Investing Summit Fall 2024 | Eric Larkin, Senior Advisor at McAlvany Precious Metals

This is an exclusive "Hedgeye Investing Summit" interview between Eric Larkin , Senior Advisor at McAlvany Precious Metals, and Hedgeye CEO Keith McCullough . To watch more "Hedgeye Investing Summit" interviews, CLICK HERE . 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” ...

Oct 26, 202450 min

Ep.118 Real Conversations: Steve Hanke, Economist and Professor of Applied Economics, John Hopkins University

Join us for a one-on-one conversation between renowned economist Steve Hanke and Hedgeye Founder & CEO Keith McCullough. In this exclusive webcast, Hanke will share his prescient insights on U.S. inflation, the shrinking money supply, and the potential U.S. economic slowdown. This is a return visit for Professor Hanke (a fan favorite among #HedgeyeNation faithful) whose forecasts have been remarkably accurate—most notably his accurate prediction of the U.S. inflation spike. Don’t miss this o...

Oct 25, 202452 min

Hedgeye Investing Summit Fall 2024 | Murray Stahl, Chairman, CEO, CIO, Co-Founder, Horizon Kinetics

This is an exclusive "Hedgeye Investing Summit" interview between Murray Stahl , Chairman, CEO, CIO, Co-Founder, Horizon Kinetics, and Hedgeye CEO Keith McCullough . To watch more "Hedgeye Investing Summit" interviews, CLICK HERE . 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 M...

Oct 23, 20241 hr 1 min

Hedgeye Investing Summit Fall 2024 | Marc Cohodes, rabblerouser/short seller

This is an exclusive "Hedgeye Investing Summit" interview between Marc Cohodes , rabblerouser/short seller, and Hedgeye CEO Keith McCullough . To watch more "Hedgeye Investing Summit" interviews, CLICK HERE . 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...

Oct 22, 202457 min

Hedgeye Investing Summit Fall 2024 | Michael Cannivet, Founder & CIO of Silverlight Asset Management; Author of The Four Minute Retirement Plan

This is an exclusive "Hedgeye Investing Summit" interview between Michael Cannivet , Founder & CIO of Silverlight Asset Management; Author of The Four Minute Retirement Plan , and Hedgeye CEO Keith McCullough . To watch more "Hedgeye Investing Summit" interviews, CLICK HERE . 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 ...

Oct 21, 202450 min

Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 2 | Diversification

Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. DISCLAIMER This content has been prepared by Hedgeye Risk Management, LLC (“Hedgeye”) and is presented for informational purposes only. Hedgeye is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or a solicitation of an offer to buy any security or investment vehicle, nor does it con...

Oct 18, 202438 min

Hedgeye Investing Summit Fall 2024 | Dan Rasmussen, Founder and CIO of Verdad Advisers

This is an exclusive "Hedgeye Investing Summit" interview between Dan Rasmussen , Founder and CIO of Verdad Advisers, and Hedgeye CEO Keith McCullough . To watch more "Hedgeye Investing Summit" interviews, CLICK HERE . 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 ava...

Oct 17, 202447 min

Hedgeye Investing Summit Fall 2024 | Mike Taylor, Hedge Fund Manager

This is an exclusive "Hedgeye Investing Summit" interview between Mike Taylor , Hedge Fund Manager, and Hedgeye CEO Keith McCullough. To watch more "Hedgeye Investing Summit" interviews, CLICK HERE . 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...

Oct 11, 202459 min

Hedgeye Investing Summit Fall 2024 | Danielle DiMartino Booth, CEO & Chief Strategist, QI Research, Former Fed insider

This is an exclusive "Hedgeye Investing Summit" interview between Danielle DiMartino Booth , CEO & Chief Strategist, QI Research, Former Fed insider, and Hedgeye CEO Keith McCullough. To watch more "Hedgeye Investing Summit" interviews, CLICK HERE . 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 n...

Oct 10, 202449 min

Hedgeye Investing Summit Fall 2024 | Daniel Lacalle, Chief Economist at Tressis

This is an exclusive "Hedgeye Investing Summit" interview between Daniel Lacalle, Chief Economist at Tressis, and Hedgeye CEO Keith McCullough. To watch more "Hedgeye Investing Summit" interviews, CLICK HERE . 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 no...

Oct 09, 202453 min

Hedgeye Investing Summit Fall 2024 | Liz Ann Sonders, Chief Investment Strategist, Charles Schwab

This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders , Chief Investment Strategist at Charles Schwab, and Hedgeye CEO Keith McCullough . To watch more "Hedgeye Investing Summit" interviews, CLICK HERE . 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 M...

Oct 08, 202450 min

Hedgeye NexGen: Building Wealth for Young & New Investors - Episode 1

Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. DISCLAIMER This content has been prepared by Hedgeye Risk Management, LLC (“Hedgeye”) and is presented for informational purposes only. Hedgeye is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or a solicitation of an offer to buy any security or investment vehicle, nor does it con...

Oct 07, 202434 min

Ep.117 Real Conversations: A Masterclass with Tier1 Alpha

BOOM! Free 'All Access Week' Is HERE , featuring 8 high performance investing products FREE each day from 9/16 to 9/20. 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 in the last year. Now, the entire Tier 1 team (co-founders Craig Peterson, David Pegler and Senior Executi...

Sep 19, 20241 hr 4 min

The Macro Show [FREE ALL ACCESS WEEK] | September 19, 2024

BOOM! Free 'All Access Week' Is HERE , featuring 8 high performance investing products FREE each day from 9/16 to 9/20. Turn off that tired “Old Wall” TV and tune in to Hedgeye's no-BS market webcast: https://info.hedgeye.com/try-the-macro-show ✓ Everything you need to know before the market opens ✓ Contrarian insight to get you ahead of big market moves ✓ Live viewer Q&A with Hedgeye CEO Keith McCullough ✓ Replays available... access our archive of 1,000+ shows Visit Hedgeye....

Sep 19, 202442 min

The Call @ Hedgeye [FREE ALL ACCESS WEEK] | September 19, 2024

BOOM! Free 'All Access Week' Is HERE , featuring 8 high performance investing products FREE each day from 9/16 to 9/20. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Join our entire research analyst team live before the market opens for deep-dive investing analysis, our favorite stock ideas and our Risk-Manager-In-Chief Keith McCullough’s Macro overlay. Visit Hedgeye.com for more great investing content. Sub...

Sep 19, 20241 hr 11 min

The Macro Show [FREE ALL ACCESS WEEK] | September 18, 2024

BOOM! Free 'All Access Week' Is HERE, featuring 8 high performance investing products FREE each day from 9/16 to 9/20: https://app.hedgeye.com/insights/155694-free-all-access-week-new-product-bundles-available?type=macro%2Cmarket-insights Turn off that tired “Old Wall” TV and tune in to Hedgeye's no-BS market webcast: https://info.hedgeye.com/try-the-macro-show ✓ Everything you need to know before the market opens ✓ Contrarian insight to get you ahead of big market moves ✓ Live vi...

Sep 18, 202433 min

The Macro Show [FREE ALL ACCESS WEEK] | September 17, 2024

BOOM! Free 'All Access Week' Is HERE, featuring 8 high performance investing products FREE each day from 9/16 to 9/20: https://app.hedgeye.com/insights/155694-free-all-access-week-new-product-bundles-available?type=macro%2Cmarket-insights Turn off that tired “Old Wall” TV and tune in to Hedgeye's no-BS market webcast: https://info.hedgeye.com/try-the-macro-show ✓ Everything you need to know before the market opens ✓ Contrarian insight to get you ahead of big market moves ✓ Live vi...

Sep 17, 202433 min

Ep.116 Real Conversations: Judy Shelton, Senior Fellow, Independent Institute

Join Hedgeye CEO Keith McCullough on Thursday, September 12, at 11:00am ET as he welcomes renowned monetary economist Judy Shelton for a must-see webcast that delves into monetary policy, inflation, gold, the US Dollar and other pressing economic issues of our times. From the echoes of financial crises to the recent spikes in pandemic prices and the persistent cycles of inflation, the economic landscape remains tumultuous. Yet, amid the murky discourse of economics dominated by questionable pund...

Sep 12, 20241 hr 4 min

Ep. 115 Real Conversations: Mike Taylor, Portfolio Manager, PINK Shares for the Cure

Join us for a new "Real Conversations" webcast featuring the investing insights of acclaimed hedge fund manager Mike Taylor . Hosted by Hedgeye CEO Keith McCullough , these two market pros sat down in our studio live on Tuesday, July 23rd. They dove deep into the latest market, economic and political developments and discussed how you can position your portfolio for success. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye...

Jul 23, 20241 hr 3 min

America at a Crossroads: Navigating the 2024 Election Amidst a Polarized Landscape

Join us for a critical discussion featuring Neil Howe , historian, demographer, and renowned bestselling author of " The Fourth Turning Is Here ," and JT Taylor , Hedgeye's veteran Washington Policy Analyst. Together, they will delve into the escalating crisis in America following the attempted assassination of former President Donald Trump. This special webcast will address key implications of recent events, intensifying polarization as we approach November’s election, what it me...

Jul 19, 20241 hr 1 min

CIO Corner | Measuring What Matters with Brian Schroeder

Capital Allocation sector head David Salem welcomes Brian Schroeder, founder of OCIO Monitor in his latest episode of "CIO Corner" to discuss institutional investment and the Outsourced Chief Investment Officers (OCIO) industry. In this webcast they dive into the OCIO marketplace, investment strategies, and what the future holds for similar firms. Brian Schroeder has over 30 years of investment experience, as both an institutional manager and consultant. He founded OCIO Monitor to be t...

Jul 17, 20241 hr 2 min

Ep.114 Real Conversations: Jurrien Timmer, Director of Global Macro at Fidelity

Join us Tuesday, July 9th at 11:00 AM ET for an engaging Real Conversation featuring Jurrien Timmer , Director of Global Macro at Fidelity, hosted by Hedgeye CEO Keith McCullough . Dive into the shifting dynamics reshaping financial markets, including the dramatic bifurcation in the S&P 500 and evolving role of massive companies like Microsoft, Apple, and Nvidia. This deep dive conversation will cover a host of important topics, including the current interest rate climate, likely future Fed ...

Jul 09, 20241 hr 3 min

Ep.113 Real Conversations: Peter Frankopan, an Oxford Professor and renowned historian

Peter Frankopan , an Oxford Professor and renowned historian, joined Keith McCullough for a "Real Conversation" about Global Transformation on Wednesday, May 29 at 11:00 AM ET. Known for his bestselling books, The World Transformed: An Untold History and The Silk Roads , Frankopan's work reshapes the Eurocentric narrative of history by highlighting the pivotal influence of the East, particularly Central Asia. His books, including The New Silk Roads , explore the significant roles ...

May 29, 202449 min

Weekly Notebook Review | VIX < 12 is good for US Equities | May 24, 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. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Signal Strength Stocks Top Stock Picks Sector Pro Products Risk Ranges Early Look Hedgeye Founder &amp; CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-boo...

May 24, 20241 hr 1 min

The Macro Show [FREE EDITION] | May 22, 2024

CLICK HERE to watch the full free episode. 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. Subscribe to other Hedgeye Products...

May 22, 202440 min

Weekly Notebook Review | Higher for Longer! $SPY $QQQ $VGK $INDA $DBB | May 16, 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. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Signal Strength Stocks Sector Pro Products Risk Ranges Early Look Hedgeye Founder &amp; CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullo...

May 16, 202444 min

CIO Corner | The Fastest Tortoise: Unpacking Ken Hersh’s Investment Mastery

In this episode of the &quot;CIO Corner&quot; webcast series, host David Salem engages in a thought-provoking conversation with American businessman and financier Ken Hersh. Ken is the author of The Fastest Tortoise: Winning in Industries I Knew Nothing About―A Life Spent Figuring It Out. He is currently the President and CEO of the George W. Bush Presidential Center. During this compelling discussion, Ken shares his remarkable personal and professional journey. Though initially a novice in the ...

May 10, 20241 hr 16 min