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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.
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Episodes

Ep.110 Real Conversations: Global Chaos Ahead. Buckle Up (with Jim Rickards).

CLICK HERE to watch the full webcast. Bestselling author and iconoclastic macro strategist Jim Rickards is back by popular demand for another Real Conversation webcast with Keith McCullough . In addition to his previous appearances on HedgeyeTV and Hedgeye Live, Rickards is a sought-after economic veteran. With 40+ years of experience working in capital markets, his insights have been shared in major publications nationwide. Visit Hedgeye.com for more great investing content. Subscribe to other ...

Feb 15, 20241 hr 7 min

Weekly Notebook Review | Data-Driven Decisions: Navigating the Investment Seas $SPY $VIX $USD | February 15, 2024

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. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of...

Feb 15, 202447 min

"In The Arena" with Daryl Jones and Special Guest Doug Kass

CLICK HERE to watch the full free webcast. Doug Kass , founder and president of Seabreeze Partners Management, will join Hedgeye Director of Research Daryl Jones "In The Arena" at 11:00am ET Tuesday, February 13 . This webcast will cover what Kass is watching in the markets right now and how investors can capitalize on various economic developments. Visit Hedgeye.com for more great investing content. Helpful Links: WATCH | Get 10 Stock Picks on The Call @ Hedgeye Join New Subscriber Orientation ...

Feb 13, 202442 min

Election Year Risks (and Warnings) For Your Portfolio: Deep Dive with Danielle DiMartino Booth

CLICK HERE to watch the full webcast. Join QI Research CEO & Chief Strategist Danielle DiMartino Booth as she discusses the dynamics of the looming 2024 Election with renowned Hedgeye Demography analyst and Fourth Turning author Neil Howe and Macro Policy analyst JT Taylor . Amid ever shifting campaign dynamics within both parties, there is no better time to review the possible outcomes the country faces come November. Get up to speed on all of the conflicting viewpoints and interwoven story...

Jan 30, 20241 hr 4 min

OPTIONS WEBCAST | Systematic Flows, ETF Based Options Strategies and ‘The Machine’

CLICK HERE to watch the full webcast. You are invited to join us for this special options focused webcast featuring Tier1 Alpha Co-Founders David Pegler and Craig Peterson and NEOS Co-Founders Garrett Paolella and Troy Cates. This in-depth investing discussion will focus on how systematic flows and ETF Based Options Strategies interact and ways in which investors can take advantage of this dynamic ecosystem to protect and grow their portfolio. Visit Hedgeye.com for more great investing content. ...

Jan 30, 202455 min

"In The Arena" with Daryl Jones and Special Guest Bill Pulte

Join us for a no-punches-pulled interview hosted by Hedgeye Director of Research Daryl Jones with Bill Pulte , philanthropist and CEO of Pulte Capital Partners. Watch live at 11:10am ET or on-demand. They will discuss Pulte's new stock communities, shenanigans going on at Pulte Group (PHM), CEO malfeasance, America's housing market, and much more. You don't want to miss this conversation. Visit Hedgeye.com for more great investing content. HELPFUL LINKS: Join New Subscriber Orientation New Confe...

Jan 25, 202443 min

Weekly Notebook Review | Bullish Trends & a Balanced Book! | January 24, 2024

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. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of...

Jan 25, 202456 min

Ep.109 Real Conversations: The Biggest Risks to the Market Narrative with Daniel Lacalle

CLICK HERE to watch the full conversation. Join us for an insightful conversation between renowned economist Daniel Lacalle , Chief Economist at Tressis SV, and Hedgeye CEO Keith McCullough , as we embark on 2024. They will discuss the big risks (and opportunities) investors face this year, centering their discussion on the looming recession and the catalysts fueling differing perspectives. Don't miss this opportunity to gain valuable insights and prepare for a successful year ahead. Visit Hedge...

Jan 23, 20241 hr 11 min

Weekly Notebook Review | The Winds may be a Changing! $TLT $SPY $USD $QQQ | January 10, 2024

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. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products Risk Ranges Early Look Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of...

Jan 11, 20241 hr 20 min

The Macro Show [FREE EDITION] | January 9, 2024

" RISK HAPPENS SLOWLY AT FIRST, THEN ALL AT ONCE.” - @KeithMcCullough Here is the full, uncut edition of “The Macro Show” hosted this morning by our Founder/CEO @KeithMcCullough. This is valuable content. We’re doing this to prove to openminded people there really is a better way to look at (and navigate) the markets/economy, then letting them judge for themselves. Make no mistake—there is a tremendous amount of bullsh*t being spewed every single day on Establishment Media like CNBC. Hedgeye is ...

Jan 09, 202432 min

Weekly Notebook Review | Volatility up, Spews down! $SPY $QQQ $VIX $GLD | January 3, 2024

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. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and inves...

Jan 05, 20241 hr 32 min

Ep.108 Real Conversations: Market Risks + Opportunities | Mike Green & Mike Taylor w/ Keith McCullough

Credit card delinquency and interest rates are soaring. The national debt has surpassed $33.7 trillion. The S&P 500 remains afloat only because of a handful of mega-cap tech stocks. When Apple, Google and the rest of the Magnificently Manipulated 7 falter, the Mother of All Bubbles is bound to burst. Nearly all underlying economic data suggests the economy is due for a correction. As we've seen in recessions past, investors who aren't proactively prepared are in for a world of hurt. In this ...

Dec 12, 20231 hr 8 min

Weekly Notebook Review | We are back in the saddle…Buckle up! | December 7, 2023

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. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and inves...

Dec 08, 20231 hr

WEBCAST | Navigating the Investment Landscape with David Salem + Ted Oakley

Visit Hedgeye.com for more great investing content. You're invited to join us for a thought-provoking investing webcast on strategies for effective capital allocation featuring David Salem and Ted Oakley , Managing Partner & Founder of Oxbow Advisors. This deep-dive discussion featuring two industry heavyweights will include actionable insights and strategies that could reshape your investment perspective. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market...

Nov 28, 20231 hr 1 min

Ep.107 Real Conversations: Neil Howe, Author, The Fourth Turning Is Here

EXCLUSIVE WEBCAST EVENT: World renowned Demographer/ Thinker/ Bestselling author Neil Howe teamed up with Hedgeye CEO Keith McCullough on November 14th for a compelling exploration of our current position in the Fourth Turning and the trajectory that lies ahead. Gain invaluable insights as Howe navigates the complex terrain of our present generational cycle, unraveling the crises and transformative shifts that characterize this pivotal era. If you're interested in understanding where we are and ...

Nov 14, 20231 hr 4 min

WEBCAST | Winning Long (And Short) Ideas w/Marc Cohodes, Brian McGough & Jeremy McLean

Get the best deal all year on our investment research products: https://info.hedgeye.com/yt-cyberdeals-2023 Veteran short-seller Marc Cohodes joins Hedgeye Retail analysts Brian McGough and Jeremy McLean in this special investing webcast. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid...

Nov 09, 20231 hr 5 min

Weekly Notebook Review | Live from Chicago Hedgeye Regional | November 8, 2023

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. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and inves...

Nov 09, 202355 min

Stock Pitching & Analysis | An @WOLF_Financial Spaces Session

Visit Hedgeye.com for more great investing content. This Spaces was hosted by @WOLF_Financial, featuring members of the Hedgeye team. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to...

Nov 09, 20232 hr 44 min

Weekly Notebook Review | Big Earnings and Data Week $SPY $QQQ $VIX $USD | October 25, 2023

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. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and inves...

Nov 09, 202343 min

Hedgeye Investing Summit | Daniel Lacalle, Chief Economist, Tressis Gestion

CLICK HERE to get access to more great Hedgeye investing content. The Hedgeye Investing Summit is filled with actionable ideas and insight from 9 incredibly smart and successful money managers and strategists. You can watch all of them live or on-demand. The stage is set and we're excited to host one of our best lineups to date. These thought-provoking and actionable investing conversations will open your eyes and make you a better investor. You don't want to miss these investing veterans' insig...

Nov 01, 202357 min

Hedgeye Investing Summit | Tracy Shuchart, Founder & CEO, Hilltower Resource Advisors

CLICK HERE to get access to more great Hedgeye investing content. The Hedgeye Investing Summit is filled with actionable ideas and insight from 9 incredibly smart and successful money managers and strategists. You can watch all of them live or on-demand. The stage is set and we're excited to host one of our best lineups to date. These thought-provoking and actionable investing conversations will open your eyes and make you a better investor. You don't want to miss these investing veterans' insig...

Oct 31, 202351 min

Hedgeye Investing Summit | Art Hyde, Portfolio Manager, Segra Capital Management

CLICK HERE to get access to more great Hedgeye investing content. The Hedgeye Investing Summit is filled with actionable ideas and insight from 9 incredibly smart and successful money managers and strategists. You can watch all of them live or on-demand. The stage is set and we're excited to host one of our best lineups to date. These thought-provoking and actionable investing conversations will open your eyes and make you a better investor. You don't want to miss these investing veterans' insig...

Oct 30, 202352 min

Hedgeye Investing Summit | Matt Cole, CEO & Chief Investment Officer, Strive Asset Management

CLICK HERE to get access to more great Hedgeye investing content. The Hedgeye Investing Summit is filled with actionable ideas and insight from 9 incredibly smart and successful money managers and strategists. You can watch all of them live or on-demand. The stage is set and we're excited to host one of our best lineups to date. These thought-provoking and actionable investing conversations will open your eyes and make you a better investor. You don't want to miss these investing veterans' insig...

Oct 29, 202351 min

Hedgeye Investing Summit | Ben Hunt, Co-Founder & CIO, Epsilon Theory

CLICK HERE to get access to more great Hedgeye investing content. The Hedgeye Investing Summit is filled with actionable ideas and insight from 9 incredibly smart and successful money managers and strategists. You can watch all of them live or on-demand. The stage is set and we're excited to host one of our best lineups to date. These thought-provoking and actionable investing conversations will open your eyes and make you a better investor. You don't want to miss these investing veterans' insig...

Oct 28, 202355 min

Hedgeye Investing Summit | Danielle DiMartino Booth, CEO & Chief Strategist, QI Research

CLICK HERE to get access to more great Hedgeye investing content. The Hedgeye Investing Summit is filled with actionable ideas and insight from 9 incredibly smart and successful money managers and strategists. You can watch all of them live or on-demand. The stage is set and we're excited to host one of our best lineups to date. These thought-provoking and actionable investing conversations will open your eyes and make you a better investor. You don't want to miss these investing veterans' insig...

Oct 27, 202354 min

Hedgeye Investing Summit | William Cohan, Bestselling Author, Financial Journalist, Founding Partner of Puck

CLICK HERE to get access to more great Hedgeye investing content. The Hedgeye Investing Summit is filled with actionable ideas and insight from 9 incredibly smart and successful money managers and strategists. You can watch all of them live or on-demand. The stage is set and we're excited to host one of our best lineups to date. These thought-provoking and actionable investing conversations will open your eyes and make you a better investor. You don't want to miss these investing veterans' insig...

Oct 26, 202356 min

Hedgeye Investing Summit | Jim Bianco, President of Bianco Research

CLICK HERE to get access to more great Hedgeye investing content. The Hedgeye Investing Summit is filled with actionable ideas and insight from 9 incredibly smart and successful money managers and strategists. You can watch all of them live or on-demand. The stage is set and we're excited to host one of our best lineups to date. These thought-provoking and actionable investing conversations will open your eyes and make you a better investor. You don't want to miss these investing veterans' insig...

Oct 25, 202352 min

Hedgeye Investing Summit | Liz Ann Sonders, Chief Investment Strategist, Charles Schwab

CLICK HERE to get access to more great Hedgeye investing content. The Hedgeye Investing Summit is filled with actionable ideas and insight from 9 incredibly smart and successful money managers and strategists. You can watch all of them live or on-demand. The stage is set and we're excited to host one of our best lineups to date. These thought-provoking and actionable investing conversations will open your eyes and make you a better investor. You don't want to miss these investing veterans' insig...

Oct 24, 202351 min

Unscripted Equity Curiosity Season 3 Episode 19: Daniel Biolsi Welcomes Unscripted To The World of Consumer Staples

This is a Hedgeye podcast featuring sector heads Ami Joseph ( @HedgeyeTech ), Felix Wang ( @HedgeyeChina ) and Andrew Freedman ( @HedgeyeComm ). Visit Hedgeye.com for more great investing content. For Our Hedgeye Products Click Below: Technology Pro Comms Pro China Pro Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how t...

Oct 21, 202356 minSeason 3Ep. 19

Unscripted Equity Curiosity Season 3 Episode 18: Investing in GLL - House Rules with Todd Jordan and Sean Jenkins

This is a Hedgeye podcast featuring sector heads Ami Joseph ( @HedgeyeTech ), Felix Wang ( @HedgeyeChina ) and Andrew Freedman ( @HedgeyeComm ). Visit Hedgeye.com for more great investing content. For Our Hedgeye Products Click Below: Technology Pro Comms Pro China Pro Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how t...

Oct 14, 20231 hr 7 minSeason 3Ep. 18
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