Hedgeye Podcasts

Hedgeye Risk Management•www.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.

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Episodes

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, 2025•1 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, 2025•57 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, 2025•46 min

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