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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

Ep. 97 Real Conversations: Diego Parrilla, Portfolio Manager, Quadriga Asset Managers

Visit Hedgeye.com for more great investing content! Subscribe to other Hedgeye Products Here: The Macro Show Risk Ranges Early Look Join Hedgeye CEO Keith McCullough and Diego Parrilla , best-selling author and portfolio manager at Quadriga Asset Managers, in this pro-to-pro investing discussion about the current market environment....

Feb 28, 20231 hr 3 min

Cohodes & McGough: Short the Hell Out of $HELE

Visit Hedgeye.com for more great investing content! Subscribe to other Hedgeye Products Here: The Macro Show Risk Ranges Early Look If you tuned in for his appearance on the Hedgeye Investing Summit , you know that legendary short-seller Marc Cohodes takes no prisoners and suffers no fools when he speaks. Tune in for this can't-miss webcast where Cohodes will be joined by Hedgeye Retail analysts Brian McGough and Jeremy McLean . On this webcast, McGough and Cohodes will lay out the short ca...

Jan 18, 202342 min

Ep 96 Real Conversations: Mike Taylor, Portfolio Manager, Critical Mass Partners

Visit Hedgeye.com for more great investing content! Subscribe to other Hedgeye Products Here: The Macro Show Risk Ranges Early Look Hedgeye CEO Keith McCullough was joined by outspoken hedge fund manager Mike Taylor (and PM of Pink Shares For The Cure) this week in this must-see Real Conversation . Mike and Keith discussed longs, shorts, fraud-spotting and the evolving Macro outlook over the next six to twelve months....

Jan 06, 20231 hr 5 min

Ep 95 Real Conversations: David Salem, Research Partner, Sparkline Capital

Visit Hedgeye.com for more great investing content! Subscribe to other Hedgeye Products Here: The Macro Show Risk Ranges Early Look Join Keith McCullough in this conversation with asset management veteran David Salem . If you're looking for timeless investment wisdom from two Wall Street veterans, this is the conversation for you. David managed over $8 billion as founding president and CIO of The Investment Fund for Foundations (TIFF) until 2010. Prior to TIFF's founding, David was a p...

Dec 19, 20221 hr 11 min

Brightside Capital Interviews Keith McCullough: "This Is Fall of the Roman Empire Sh*t"

Visit Hedgeye.com for more great investing content! Subscribe to other Hedgeye Products Here: The Macro Show Risk Ranges Early Look The roles are reversed in this special replay of Brightside Capital's interview with Hedgeye CEO Keith McCullough. No punches were pulled during this conversation between Brightside Capital Founder Alex Pezzoli and Hedgeye CEO Keith McCullough . Keith discusses our Macro process, the complexity of markets, as well as massive conflicts of interest embedded acros...

Dec 19, 202242 min

Ep 94 Real Conversations: Jim Rickards, Author, "Sold Out: How Broken Supply Chains, Surging Inflation, and Political Instability Will Sink the Global Economy"

Visit Hedgeye.com for more great investing content! Subscribe to other Hedgeye Products Here: The Macro Show Risk Ranges Early Look Join Hedgeye CEO Keith McCullough and iconoclastic provocateur and bestselling author Jim Rickards for this special investing discussion They will discuss Jim's new book, " Sold Out: How Broken Supply Chains, Surging Inflation, and Political Instability Will Sink the Global Economy ." Jim and Keith will also discuss broader market and economic dynamic...

Dec 19, 20221 hr 15 min

Blowup Ahead? WTF Is Happening At Blackstone REIT

Visit Hedgeye.com for more great investing content! Subscribe to other Hedgeye Products Here: The Macro Show Risk Ranges Early Look Join REITs analyst Rob Simone in this conversation with Phil Bak (CEO) and David Auerbach (Managing Director) of Armada ETF Advisors . Bak said recently that a blow-up in the private REIT space could be just as impactful to the markets as the FTX meltdown was to cryptocurrency....

Dec 19, 202255 min

The Outlook: McCullough On U.S. #ProfitRecession

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 a profit recession is coming for Corporate America. Keith will discuss the underlying economic data as well as the asset allocations best-suited to take advantage in your portfolio....

Dec 19, 202246 min

The Outlook: McCullough & Steiner On Peak Cycle Inflation's Calculus

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 and Josh Steiner explain why we believe inflation has peaked but will remain high and sticky. Keith and Josh will discuss the underlying economic data as well as the asset allocations best-suited to take advantage in your portfolio....

Dec 19, 202251 min

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, 20221 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, 20221 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, 202236 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, 202247 min
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