Hedgeye Podcasts

Ep. 22 - Real Conversations: Lasse H. Pedersen- How the Smart(est) Money Invests

In this edition of “Real Conversations,” AQR Capital Management principal and Efficiently Inefficient author Lasse H. Pedersen sits down with Hedgeye CEO Keith McCullough to demystify the “secret” world of active investing. Pedersen, who is also a finance professor at Copenhagen Business School and NYU Stern School of Business, describes some of the key trading strategies used by top hedge fund managers, many of whom he interviewed one-one-one for his book.

Ep. 21 - Real Conversations: Benn Steil - Mercurial Central Bankers

In this edition of “Real Conversations,” Benn Steil, director of international economics at the Council on Foreign Relations and author of "The Battle of Bretton Woods" discusses the significant challenges facing investors as global central bankers continue to manipulate and flummox markets with Hedgeye CEO Keith McCullough. “This environment has never been more complicated for investors,” explains Dr. Steil. “They can no longer count on what monetary policy makers are telling them.”

Ep. 20 - Real Conversations: Pelosky: Our Worrisome ‘Tri Polar World’ and Its Global Implications

In this second installment of our recent interview with J2Z Founder and Principal Jay Pelosky, Pelosky lays out the implications of his Tri Polar World (TPW) theme. According to Pelosky, TPW simply means we are now in a world of 1) Insufficient demand; 2) Excess supply; 3) No inflation; and 4) Excess debt. It comes from his view that, “2008 was not only a financial crisis and crash, but it also meant the crash of all major global growth models at the same time.” He speaks with Hedgeye Director o...

Ep. 19 - Real Conversations: Seeing What Others Don’t with Dr. Gary Klein

Best-selling author and cognitive psychologist Dr. Gary Klein talks with Hedgeye CEO Keith McCullough about his most recent book, Seeing What Others Don’t. Klein offers his own personal experience about gaining insight and valuable lessons for market practitioners and academics alike on this new edition of Real Conversations.Dr. Klein is widely known for changing the landscape of cognitive psychology by pioneering the Naturalistic Decision Making (NDM) movement in 1989. Dr. Klein currently works...

Ep. 18 - Real Conversations: Stephen Roach on Global Imbalances, Risks and How It All Ends

Stephen Roach, Yale University professor and former Chairman of Morgan Stanley Asia, sits down with Hedgeye CEO Keith McCullough to discuss a number of important subjects in this extensive interview.

Ep. 17 - Real Conversations: How Firefly Founder Tom Markusic Is Changing the New Space Paradigm

In this edition of Real Conversations, Firefly Founder and CEO Tom Markusic talks with Hedgeye's Keith McCullough about the growing demand for efficient & inexpensive small satellite launches, his experiences working with entrepreneur Elon Musk, and why Firefly is poised to disrupt the new space landscape.

Ep. 16 - Real Conversations: Dan Alpert - A Dire Appraisal

Dan Alpert, economic policy expert, author of “The Age of Oversupply,” and founding Managing Partner of investment bank Westwood Capital, discusses the dangerous global economic challenges the world is facing stemming from flawed government and central bank interventions with Hedgeye CEO Keith McCullough.

Ep. 15 - Real Conversations: Crisis Coming? Stockman on ‘Likely Global Recession’ & Consequences of the Fed

David Stockman, the outspoken former Reagan budget director and bestselling author of “The Great Deformation,” sits down with Hedgeye CEO Keith McCullough to discuss a number of important subjects in this wide-ranging interview including consequences of what the Fed is currently doing and why a global recession may be in store.

Ep. 14 - Real Conversations: Hanke, McCullough Talk Macro, Money Supply and More

In this edition of Real Conversations, Hedgeye CEO Keith McCullough has a wide-ranging conversation with Steve Hanke, a Professor of Applied Economics at Johns Hopkins University and a Senior Fellow at the Cato Institute.

Ep. 13 - Real Conversations: O'Rourke - Beware of the Bear-Mageddon

Ep. 12 - Real Conversations: Neil Howe - Historian and Author of "The Fourth Turning"

Hedgeye CEO Keith McCullough sits down with author and historian Neil Howe in our latest edition of Real Conversations.

Ep. 11 - Real Conversations: Kudlow & McCullough Duke It Out on Inflation

Economist and CNBC senior contributor Larry Kudlow squares off with Hedgeye CEO Keith McCullough on inflation and whether market signals like gold and TIPs are forecasting higher prices.

Ep. 10 - Real Conversations: Chris Whalen on Housing Banks Economic Risk

Chris Whalen, Senior Managing Director and Head of Research at Kroll Bond Rating Agency, explains why he's bearish on housing, how Washington is failing America, and opportunities he sees with Hedgeye Financials Sector Head Josh Steiner.

Ep. 9 - Real Conversations: James Grant of Grant's Interest Rate Observer

James Grant, editor of Grant's Interest Rate Observer, discusses his latest thoughts on the economy, monetary policy, market froth, gold & where hidden investing opportunities may lie with Hedgeye CEO Keith McCullough in this edition of "Real Conversations."

Ep. 8 - Real Conversations: Schwab's Liz Ann Sonders Unplugged with Keith McCullough

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, sits down with Hedgeye CEO Keith McCullough to talk markets, the economy and much more in this latest edition of HedgeyeTV's "Real Conversations."SHOW MORE

Ep. 7 - Real Conversations:  Rickards, McCullough Unplugged on Fed, USD, Economy & More

Controversial best-selling author James Rickards sits down with Hedgeye CEO Keith McCullough to discuss a number of important subjects in this wide ranging interview.

Ep. 6 - Real Conversations: Buddy Carter - Managing Emotions when trading

Buddy Carter and Keith McCullough walk through why it’s crucial for investors to have a repeatable process.

Ep. 5 - Real Conversations: Biderman - Beware of the "Ideas of April"

Ep. 4 - Neil Peplinksi- Keith Talks to Top Chief Investment Officer

Hedgeye CEO Keith McCullough sits down with Neil Peplinksi, chief investment officer of Good Harbor Financial, a Chicago-based firm with more than $10 billion in assets under management.

Ep. 3 - Real Conversations - Andrew Huszar - The Fed, Tapering and the Future

Keith talks to Andrew Huszar, a former Fed staffer who is now an outspoken critic of the central bank. Huszar doesn't see the Fed tapering this month, and he says the Fed simply has lost its way.

Ep. 2 - Real Conversations: Peter Schiff talks Bubbles, Roubini and Bailouts

Euro Pacific Capital CEO Peter Schiff pulls no punches with Hedgeye CEO Keith McCullough on this latest edition of HedgeyeTV’s "Real Conversations.” Schiff minces no words on his ongoing feud with NYU economics professor Nouriel Roubini, reckless Fed monetary policy, inflation, the beleaguered U.S. middle class, gold prices and much more.

Ep. 1 -Real Conversations: Lacamp, McCullough Unplugged on Markets, Fed & the Economic Zeitgeist