Hedgeye Podcasts - podcast cover

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 Macro Show [FREE Podcast Edition] | September 1, 2021

Get access to the Macro Show every day: https://info.hedgeye.com/l/764243/2021-02-26/dcysv1 Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ...

Sep 01, 202132 min

Ep 82 Real Conversations: Harley Bassman, Managing Partner, Simplify Asset Management

**This originally aired as a video webcast on Hedgeye.com on July 27, 2021** Hedgeye CEO Keith McCullough is joined by Harley Bassman , Managing Partner at Simplify Asset Management and creator of the MOVE Index as part of our July Real Conversations series, " The Great Reopening: Investing Implications In A Post-Pandemic World ."

Aug 11, 20211 hr 3 min

Ep 81 Real Conversations: Mike Taylor, Portfolio Manager, Critical Mass Partners

**This originally aired as a video webcast on Hedgeye.com on July 13, 2021** Throughout July, Hedgeye CEO Keith McCullough will be joined by four leading investment strategists for a special Real Conversations series, The Great Reopening: Investing Implications In A Post-Pandemic World . To lead off our webcast series, Keith is joined by none other than Mike Taylor , Portfolio Manager at Critical Mass Partners. From Delta-variants to “garbage stocks,” you won’t want to miss the replay of this pr...

Jul 23, 20211 hr 3 min

Ep 80 Real Conversations: Jeff Snider, Head of Global Research at Alhambra Investments.

**This interview originally aired via webcast on Hedgeye.com on June 23, 2021** Hedgeye CEO Keith McCullough and Director of Research Daryl Jones are hosting a special Real Conversations series with four leading market strategists: Inflation Tsunami: Investing During A Rising Inflationary Tide . In this edition, Daryl will be joined by Jeff Snider , Head of Global Research at Alhambra Investments.

Jul 09, 202147 min

Ep 79 Real Conversations: David Rosenberg, Chief Economist & Strategist at Rosenberg Research & Associates

**This interview originally aired via webcast on Hedgeye.com on June 17, 2021** Hedgeye CEO Keith McCullough is hosting a special Real Conversations series with four leading market strategists: Inflation Tsunami: Investing During A Rising Inflationary Tide . In this edition, Keith will be joined by David Rosenberg , Chief Economist & Strategist at Rosenberg Research & Associates.

Jul 08, 20211 hr 13 min

Ep 78 Real Conversations: Prof. Steve Hanke, Johns Hopkins University

**This podcast originally aired as a video livestream on Hedgeye.com on June 16, 2021** Throughout June, Hedgeye CEO Keith McCullough is hosting a special Real Conversations series with four leading market strategists: Inflation Tsunami: Investing During A Rising Inflationary Tide. In this edition, Keith will be joined by Steve Hanke , professor of applied economics at Johns Hopkins and renowned FX and commodity trader....

Jun 29, 202154 min

Ep 77 Real Conversations: James Davolos, Portfolio Manager, Horizon Kinetics

**This originally aired as a video webcast on Hedgeye.com on June 9, 2021** Throughout June, Hedgeye CEO Keith McCullough is hosting a special Real Conversations series with four leading market strategists: Inflation Tsunami: Investing During A Rising Inflationary Tide . In this edition, Keith is joined by James Davolos , Portfolio Manager at Horizon Kinetics . For access to the rest of our special "Inflation Tsunami" interviews, click here ....

Jun 16, 202154 min

Ep 76 Real Conversations: Danielle DiMartino Booth, CEO & Chief Strategist, Quill Intelligence

**This originally aired as a video webcast on Hedgeye.com on May 11, 2021** Listen to Hedgeye CEO Keith McCullough and Danielle DiMartino Booth , former Fed advisor and Chief Strategist at Quill Intelligence in this special investing discussion. They discuss important market implications in the wake of the COVID-19, particularly the extraordinary fiscal and monetary mess D.C. bureaucrats and policy wonks have created....

May 12, 20211 hr 1 min

Ep 75 Real Conversations: Christopher Whalen, Chairman, Whalen Global Advisors, LLC

**This originally aired as a video webcast live on Hedgeye.com on May 7, 2020** We are excited to bring you another heavy-hitting macro-dose of financial insight with our newest Real Conversation on HedgeyeTV . Hedgeye CEO Keith McCullough will be joined by renowned banker and author Christopher Whalen . Chris has had a storied career on Wall Street, and now uses his expertise to pull out high-level insights from the nitty-gritty of Macro; this is an analytical range you won't find anywhere...

May 07, 20211 hr

Ep 74 Real Conversations: Annie Duke, Author, Speaker & Decision Strategist

**This originally aired as a video webcast live on Hedgeye.com on April 7, 2020** In this new edition of Real Conversations , Hedgeye CEO Keith McCullough is joined by Annie Duke , former professional poker player, World Series of poker winner and author of How to Decide: Simple Tools for Making Better Choices ....

Apr 14, 20211 hr 2 min

The Macro Show [FREE Podcast Edition]: March 5, 2021

Sign up for Hedgeye's flagship show, The Macro Show https://hedgeye.com/tms Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. More of...

Mar 05, 202131 min

The Macro Show [FREE Podcast Edition]: February 25, 2021

Sign up for Hedgeye's flagship show, The Macro Show https://hedgeye.com/tms Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. More of...

Feb 25, 202135 min

The Macro Show [FREE Podcast Edition]: February 5, 2021

Sign up for Hedgeye's flagship show, The Macro Show https://hedgeye.com/tms Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. More of...

Feb 05, 202134 min

Ep 73 Real Conversations: Danielle DiMartino Booth, CEO & Founder, Quill Intelligence

Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief Join Hedgeye CEO Keith McCullough and Danielle DiMartino Booth, former Fed advisor and Chief Strategist at Quill Intelligence, in this masterclass investing discussion about critical market and economic developments. This broadcast originally aired on video webcast on Hedgeye.com on Tuesday January 26, 2021

Feb 01, 20211 hr

The Macro Show [FREE Podcast Edition]: January 29, 2021

Sign up for Hedgeye's flagship show, The Macro Show https://hedgeye.com/tms Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. More of...

Jan 29, 202133 min

Ep 72 Real Conversations: Jim Rickards, Author, "The New Great Depression"

Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief Check out all of our research products here: https://hedgeye.com/research Hedgeye CEO Keith McCullough went one-on-one with investor/bestselling author James Rickards to discuss key ideas in his new book, "The New Great Depression: Winners and Losers in a Post-Pandemic World".

Jan 15, 20211 hr 7 min

The Macro Show [FREE Podcast Edition]: January 15, 2021

Sign up for Hedgeye's flagship show, The Macro Show https://hedgeye.com/tms Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. More of...

Jan 15, 202134 min

The Macro Show [FREE Podcast Edition]: December 18, 2020

Sign up for Hedgeye's flagship show, The Macro Show https://hedgeye.com/tms Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. More of...

Dec 18, 202029 min

Sector Spotlight: The Outlook for Industrials Stocks

Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Hurry, it ends Nov. 30. **This webcast originally aired on November 19, 2020** Join Hedgeye Industrials analyst Jay Van Sciver for a deep-dive, under-the-hood look at Industrials stocks, including a sneak peek at his Best Idea long and short list. CEO Keith McCullough joins Jay to provide additional "Macro Overlay" to the Industrials stock outlook.

Nov 27, 202053 min

Sector Spotlight: The Outlook for Retail Stocks

Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Sign up for Retail Pro and our other investing products. Hurry, it ends Nov. 30. **This webcast originally aired on November 18, 2020** Join Hedgeye Retail analyst Brian McGough for a deep-dive, under-the-hood look at Retail stocks, including a sneak peek at his Best Idea long and short list.

Nov 27, 202059 min

Sector Spotlight: The Outlook for Communications Stocks

Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Sign up for Communications Pro and our other investing products. Hurry, it ends Nov. 30. **This webcast originally aired on November 17, 2020**

Nov 25, 202050 min