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

Neil Howe on the SpaceX IPO: Party Like It’s 1999? | Protect the Pile Episode 15

In this episode of Protect the Pile, Hedgeye Asset Management portfolio managers R. Patrick Kent, Sam Rahman, Brooks Cutright, and Neil Howe unpack whether today’s AI frenzy looks more like 1999, the railroad bubble, or something entirely new. The group debates market concentration, hyperscaler CapEx, AI commoditization, private-market excess, and how practitioners should navigate momentum without ignoring bubble risk. They also dive into SpaceX’s IPO, Starlink’s real business value, and the far...

Jun 12, 2026•1 hr 7 min

Ep.140 Real Conversations | The Fractals of Finance: Richard Brennan on the Hidden Geometry of Markets

***This webcast originally aired live on Hedgeye.com on June 9, 2026*** Markets may look chaotic. But are they truly random? In this special Real Conversation , Hedgeye Founder and CEO Keith McCullough sits down with Richard Brennan , author of The Fractals of Finance: Determinism, Adaptation and the Geometry of Markets , for a fascinating discussion on the deeper structure driving financial markets. Brennan’s work challenges the conventional view that markets are clean, efficient machines. Inst...

Jun 09, 2026•1 hr 1 min

The Market’s Weak Zebra | Protect the Pile Episode 14

In the latest episode of Protect the Pile , RPK and Sam break down a volatile market setup: strong U.S. growth data, tightening dollar liquidity, tech factor reversals, and continued strength in semiconductors despite a sharp pullback. Patrick and Sam debate whether current conditions remain Quad 2 or are drifting toward Quad 1 or Quad 3, with health care showing early relative strength. They also dig into the oil supply shock, China’s inventory drawdowns, fuel-shortage risks, Bitcoin’s weakenin...

Jun 05, 2026•59 min

When Passive Money Meets Mega IPOs | Protect the Pile Episode 13

In this episode of Protect the Pile, the team covers liquidity-driven market strength, record S&P levels, resilient global equities, and oil’s strange weakness despite tightening inventories. Patrick Kent, Sam Rahman, David Salem, and new HAM portfolio manager Brooks Cutright discuss index mechanics, free-float rules, profitability tests, and how massive IPOs could reshape passive buying. Sam shares takeaways from Bernstein’s conference, including AI data-center delays, power constraints, an...

Jun 01, 2026•1 hr

Ep. 139 Real Conversations | Resilience & Winning Through Uncertainty w/ Sam Goodwin

We hosted a powerful "Real Conversation" between Hedgeye CEO Keith McCullough and Sam Goodwin — bestselling author, keynote speaker, and global traveler turned hostage survivor. In 2019, Sam's quest to visit every country on Earth took a violent detour. He was abducted by the Syrian regime, accused of being a CIA spy, and threatened with being handed to ISIS for beheading. He survived, wrote about it, and turned the experience into a framework for thriving in chaos. In Sam's own words from Savin...

May 28, 2026•50 min

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