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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

Weekly Notebook Review | Global Quad 4's Loom! | 11.16.2022

Visit Hedgeye.com for more great investing content. Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.

Nov 22, 2022•2 hr 41 min

Ep 93 Real Conversations: David Greely, Chief Economist, Abaxx Technologies

Visit Hedgeye.com for more great investing content! Subscribe to other Hedgeye Products Here: The Macro Show Risk Ranges Early Look *This Real Conversation originally aired live on Hedgeye.com on Nov. 15, 2022* We're hosting a new Real Conversation between two of Wall Street's most formidable macro minds—Hedgeye Founder & CEO Keith McCullough welcomes David Greely , Chief Economist at Abaxx Technologies (former Portfolio Strategist at Bridgewater and Chief Commodities Strategist an...

Nov 17, 2022•1 hr 2 min

Ep 92 Real Conversations: Marc Cohodes, Veteran Short-Seller (FTX Collapse Special)

Visit Hedgeye.com for more great investing content! Subscribe to other Hedgeye Products Here: The Macro Show Risk Ranges Early Look *This Real Conversation originally aired live on Hedgeye.com on Nov. 14, 2022* FTX JUST COLLAPSED IN SPECTACULAR FASHION. WATCH THIS FOLLOW UP CONVERSATION WITH THE GUY WHO CALLED IT. Veteran shortseller Marc Cohodes joins Hedgeye CEO Keith McCullough for a Real Conversation...

Nov 17, 2022•36 min

The Outlook: Keith McCullough On Global #Quad4 Recession

Visit Hedgeye.com for more great investing content! Subscribe to other Hedgeye Products Here: The Macro Show Risk Ranges Early Look In this special investing webcast, Keith McCullough explains why we believe growth is slowing around the world. Keith will discuss the underlying economic data as well as the asset allocations best-suited to take advantage in your portfolio....

Nov 08, 2022•47 min

Weekly Notebook Review | Patience, Process & Short $QQQ! | 10.26.2022

Visit Hedgeye.com for more great investing content. Welcome to Hedgeye's newest show! Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. This week, the conversation dove deep into several great subjects including: 1) Sticking with the #Process, staying calm & executing at the fringes of the Risk Ranges 2) Adjusting on the fly as Price, Volume and Volatility impact the #VASP sig...

Nov 04, 2022•2 hr 1 min

Weekly Notebook Review | Hosted by Robert McGroarty | Featuring Keith McCullough | 10.19.2022

Visit Hedgeye.com for more great investing content. Welcome to Hedgeye's newest show! Each week, Hedgeye’s Robert McGroarty hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. This week, we had a very special guest - Hedgeye’s CEO, Keith McCullough!! The conversation dove deep into several great subjects including: 1) In depth discussion of Global Macro assets with the best signal strength 2) Keith McCullough reviews his Top 10 Shorts 3) Invest...

Nov 04, 2022•2 hr 36 min

Hedgeye Investing Summit IX: Marc Cohodes, Veteran Short-Seller

Visit Hedgeye.com for more great investing content! Subscribe to other Hedgeye Products Here: The Macro Show Risk Ranges Early Look This is an exclusive "Hedgeye Investing Summit" interview between veteran short-seller Marc Cohodes and Hedgeye CEO Keith McCullough ....

Oct 31, 2022•1 hr 4 min

Hedgeye Investing Summit IX: Hugh Hendry, Founder, Eclectica Macro

Visit Hedgeye.com for more great investing content! Subscribe to other Hedgeye Products Here: The Macro Show Risk Ranges Early Look This is an exclusive "Hedgeye Investing Summit" interview between Hugh Hendry, Founder of Eclectica Macro, and Hedgeye CEO Keith McCullough....

Oct 28, 2022•52 min

Weekly Notebook Review | Patience, Process & Short $QQQ! | 10.26.2022

Visit Hedgeye.com for more great investing content. Welcome to Hedgeye's newest show! Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. This week, the conversation dove deep into several great subjects including: 1) Sticking with the #Process, staying calm & executing at the fringes of the Risk Ranges 2) Adjusting on the fly as Price, Volume and Volatility impact the #VASP sig...

Oct 27, 2022•2 hr 1 min

Weekly Notebook Review | Hosted by Robert McGroarty | Featuring Keith McCullough | 10.19.2022

Visit Hedgeye.com for more great investing content. Welcome to Hedgeye's newest show! Each week, Hedgeye’s Robert McGroarty hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. This week, we had a very special guest - Hedgeye’s CEO, Keith McCullough!! The conversation dove deep into several great subjects including: 1) In depth discussion of Global Macro assets with the best signal strength 2) Keith McCullough reviews his Top 10 Shorts 3) Invest...

Oct 21, 2022•2 hr 36 min

Ep 91 Real Conversation: Michael Taylor, Portfolio Manager, PINK Shares for the Cure

**This Real Conversation originally aired live on Hedgeye.com on September 8, 2022** Outspoken hedge fund manager Mike Taylor joined forces with Hedgeye CEO Keith McCullough for a new Real Conversation this week. No punches were pulled between these two market veterans during their deep-dive discussion filled with actionable investing ideas and insight. Watch Real Conversations LIVE and get other great video investing content here...

Sep 21, 2022•1 hr 9 min

Hedgeye Investing Summit VIII: Pippa Malmgren, Economist & Tech Entrepreneur

*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 13, 2022* This is an exclusive "Hedgeye Investing Summit" interview between Pippa Malmgren, Economist & Tech Entrepreneur, and Hedgeye CEO Keith McCullough. To watch other "Hedgeye Investing Summit" interviews, click here . Watch Real Conversations LIVE and get other great video investing content here...

May 07, 2022•55 min