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Hedgeye Podcasts

Hedgeye Risk Management•www.hedgeye.com
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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

Ep 61 Real Conversations: Ben Hunt, CIO, Epsilon Theory

**This webcast originally aired live on Hedgeye.com on May 12, 2020** Join Hedgeye CEO Keith McCullough and Epsilon Theory CIO Ben Hunt for a pro-to-pro investing discussion about the current market environment.

May 19, 2020•1 hr 3 min

Ep 60 Real Conversations: Daniel Lacalle, Chief Economist, Tressis SV

**This webcast originally aired live on Hedgeye.com on April 30, 2020** Join us for a pro-to-pro discussion between Hedgeye CEO Keith McCullough and Daniel Lacalle, chief economist and investment officer at Tressis Gestion. Keith and Daniel discuss the current market environment and assess the big investing implications.

May 01, 2020•1 hr 2 min

Ep 58 Real Conversations: Jim Rickards - Defending Your Wealth During Global Crisis

**This webcast originally aired live on Hedgeye.com on April 1, 2020** Join Hedgeye CEO Keith McCullough for a very special conversation with Strategic Intelligence editor James Rickards. Keith and Jim dive deep into the current market chaos, key economic ramifications, the failure of central banks to arrest the recent decline and how investors can protect their wealth amidst the market tumult.

Apr 06, 2020•1 hr 4 min

COVID-19 Pandemic Update: Analysis From Neil Howe & Daryl Jones

**This webcast originally aired live on Hedgeye.com on March 19, 2020** Get access to Hedgeye's FREE Market Brief newsletter World-renowned Demography analyst Neil Howe and Hedgeye Director of Research Daryl Jones walk through the latest COVID-19 developments and offer a clear-eyed assessment of the pandemic’s global spread and various implications. Importantly, Neil will weigh in with his assessment of the broader economic, political and societal implications....

Mar 19, 2020•50 min

Ep 57 Real Conversations: Danielle DiMartino Booth, CEO & Founder, Quill Intelligence

Global markets are in an historic tailspin and it doesn’t look like it’s going to get better anytime soon. You don’t need us to tell you that. What you may not know is that unlike the vast majority of conflicted and blinded prognosticators, we proactively prepared our subscribers before the crash. That’s a fact. Good news, if you’re wondering where we think things are heading now. We hosted a special (and FREE) investing webcast between Hedgeye CEO Keith McCullough and former Fed advisor Daniell...

Mar 19, 2020•1 hr 1 min

Ep 56 Real Conversations: Daniel Lacalle, Chief Economist, Tressis SV

A pro-to-pro discussion between Hedgeye CEO Keith McCullough and Daniel Lacalle, chief economist and investment officer at Tressis Gestion. Keith and Daniel discuss the current market environment, the impact of COVID-19, recent emergency Fed rate cuts and big investing implications. This is an audio-only version of a webcast originally aired live on Hedgeye.com on March 12, 2020.

Mar 16, 2020•50 min

The Macro Show [FREE Podcast Edition]: March 16, 2020

The Fed just cut rates to 0% and added $700 billion in Quantitative Easing. Financial markets are freaking out. Were you proactively prepared? Join Hedgeye CEO Keith McCullough for this complimentary edition of The Macro Show where he'll dissect the current market environment and explain the investing implications. Sign up for The Macro Show : https://hedgeye.com/tms

Mar 16, 2020•35 min

Podcast Special: Neil Howe On Coronavirus Outlook & Its Impact On The Global Economy

**This webcast originally aired live on Hedgeye.com on March 11, 2020** COVID-19 has now spread to 110 countries in every continent except Antarctica. The number of cases outside of China continues to double every four days while political leaders declare emergencies, global equities plunge, and volatility and risk premia soar. Is this now a pandemic? What's actually happening in China? How should we think about the timing of the epidemic, the ultimate death toll, the policy response, and i...

Mar 12, 2020•53 min

Ep 54 Real Conversations: Raoul Pal, Co-Founder, Real Vision (with Guest Host Neil Howe)

Q: What do you get when two of the smartest people in the room sit down for a discussion? A: Serious investing insight. We recently hosted a free investing webcast featuring Real Vision co-founder Raoul Pal and Hedgeye Demography analyst and generational theorist Neil Howe. They didn’t disappoint. See for yourself why people are eating up this special one-on-one conversation between two of the smartest people in the room.

Mar 04, 2020•1 hr 2 min

FREE Podcast Replay Edition of "The Macro Show" (2/28/2020)

You don't want to miss this free edition with Hedgeye CEO Keith McCullough and Senior Macro analyst Darius Dale . Keith and Darius will be discussing our outlook for the U.S. economy and what that means for investors. Subscribe to The Macro Show HERE .

Feb 28, 2020•38 min

In The Trenches with Darius Dale: Financial Market Outlook → Is A Big Rotation Underway?

***This webcast originally aired live on Hedgeye.com on February 11, 2020*** Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief The U.S. economy is undergoing a significant phase transition—understanding the market implications is critical. We discussed this development during a free webcast with Merk Investments portfolio manager Nick Reece and Senior Macro analyst Darius Dale. In case you missed it, this was the inaugural episode in our new webcast serie...

Feb 25, 2020•1 hr 4 min

The Macro Show: Free Podcast Replay (1/8/2020)

Are you prepared for the current market environment? Listen to this audio replay of Hedgeye CEO Keith McCullough and Senior Macro analyst Darius Dale from a free edition of The Macro Show . Watch The Macro Show every Monday through Friday at 9AM ET on Hedgeye.com.

Jan 08, 2020•42 min

Ep 53 Real Conversations: Danielle DiMartino Booth - Trouble Ahead For The Fed & Economy

***This webcast originally aired live on Hedgeye.com on December 10, 2019*** Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief Hedgeye CEO Keith McCullough is joined by former Fed advisor Danielle DiMartino Booth in the audio replay of this special investing webcast. Danielle and Keith discuss the current economic set-up, Fed policy and the implications for financial markets.

Dec 18, 2019•1 hr 1 min