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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.116 Real Conversations: Judy Shelton, Senior Fellow, Independent Institute

Join Hedgeye CEO Keith McCullough on Thursday, September 12, at 11:00am ET as he welcomes renowned monetary economist Judy Shelton for a must-see webcast that delves into monetary policy, inflation, gold, the US Dollar and other pressing economic issues of our times. From the echoes of financial crises to the recent spikes in pandemic prices and the persistent cycles of inflation, the economic landscape remains tumultuous. Yet, amid the murky discourse of economics dominated by questionable pund...

Sep 12, 20241 hr 4 min

Ep. 115 Real Conversations: Mike Taylor, Portfolio Manager, PINK Shares for the Cure

Join us for a new "Real Conversations" webcast featuring the investing insights of acclaimed hedge fund manager Mike Taylor . Hosted by Hedgeye CEO Keith McCullough , these two market pros sat down in our studio live on Tuesday, July 23rd. They dove deep into the latest market, economic and political developments and discussed how you can position your portfolio for success. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye...

Jul 23, 20241 hr 3 min

America at a Crossroads: Navigating the 2024 Election Amidst a Polarized Landscape

Join us for a critical discussion featuring Neil Howe , historian, demographer, and renowned bestselling author of " The Fourth Turning Is Here ," and JT Taylor , Hedgeye's veteran Washington Policy Analyst. Together, they will delve into the escalating crisis in America following the attempted assassination of former President Donald Trump. This special webcast will address key implications of recent events, intensifying polarization as we approach November’s election, what it me...

Jul 19, 20241 hr 1 min

CIO Corner | Measuring What Matters with Brian Schroeder

Capital Allocation sector head David Salem welcomes Brian Schroeder, founder of OCIO Monitor in his latest episode of "CIO Corner" to discuss institutional investment and the Outsourced Chief Investment Officers (OCIO) industry. In this webcast they dive into the OCIO marketplace, investment strategies, and what the future holds for similar firms. Brian Schroeder has over 30 years of investment experience, as both an institutional manager and consultant. He founded OCIO Monitor to be t...

Jul 17, 20241 hr 2 min

Ep.114 Real Conversations: Jurrien Timmer, Director of Global Macro at Fidelity

Join us Tuesday, July 9th at 11:00 AM ET for an engaging Real Conversation featuring Jurrien Timmer , Director of Global Macro at Fidelity, hosted by Hedgeye CEO Keith McCullough . Dive into the shifting dynamics reshaping financial markets, including the dramatic bifurcation in the S&P 500 and evolving role of massive companies like Microsoft, Apple, and Nvidia. This deep dive conversation will cover a host of important topics, including the current interest rate climate, likely future Fed ...

Jul 09, 20241 hr 3 min

Ep.113 Real Conversations: Peter Frankopan, an Oxford Professor and renowned historian

Peter Frankopan , an Oxford Professor and renowned historian, joined Keith McCullough for a "Real Conversation" about Global Transformation on Wednesday, May 29 at 11:00 AM ET. Known for his bestselling books, The World Transformed: An Untold History and The Silk Roads , Frankopan's work reshapes the Eurocentric narrative of history by highlighting the pivotal influence of the East, particularly Central Asia. His books, including The New Silk Roads , explore the significant roles ...

May 29, 202449 min

Weekly Notebook Review | VIX < 12 is good for US Equities | May 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 Signal Strength Stocks Top Stock Picks Sector Pro Products Risk Ranges Early Look Hedgeye Founder &amp; CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-boo...

May 24, 20241 hr 1 min

The Macro Show [FREE EDITION] | May 22, 2024

CLICK HERE to watch the full free episode. Hosted by Hedgeye CEO Keith McCullough , this exclusive online broadcast offers smart investors and traders of all stripes the sharpest insights and clearest market analysis available on Wall Street. The Macro Show provides you with everything you need to know before the market opens. Our non-consensus analysts distill the latest global market and economic developments and explain how to position yourself accordingly. Subscribe to other Hedgeye Products...

May 22, 202440 min

Weekly Notebook Review | Higher for Longer! $SPY $QQQ $VGK $INDA $DBB | May 16, 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 Signal Strength Stocks Sector Pro Products Risk Ranges Early Look Hedgeye Founder &amp; CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullo...

May 16, 202444 min

CIO Corner | The Fastest Tortoise: Unpacking Ken Hersh’s Investment Mastery

In this episode of the &quot;CIO Corner&quot; webcast series, host David Salem engages in a thought-provoking conversation with American businessman and financier Ken Hersh. Ken is the author of The Fastest Tortoise: Winning in Industries I Knew Nothing About―A Life Spent Figuring It Out. He is currently the President and CEO of the George W. Bush Presidential Center. During this compelling discussion, Ken shares his remarkable personal and professional journey. Though initially a novice in the ...

May 10, 20241 hr 16 min

Ep.112 Real Conversations: Stephanie Pomboy, Founder, Macro Mavens

We are thrilled to announce that Steph Pomboy, the founder of Macro Mavens, will join Hedgeye CEO Keith McCullough for a special edition of Real Conversations. This event will take place in front of a live audience during our 3rd annual Investor Conference Hedgeye Live. Steph and Keith will explore the nuances of the current macroeconomic landscape. They&apos;ll offer their expert insights and forecast how these conditions might influence global markets (and your portfolio) throughout 2024. Visi...

May 03, 202457 min

Hedgeye Investing Summit Spring 2024 | Josh Crumb & Jeff Currie, Abaxx Technologies

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&apos;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&apos;t want to miss these investing veterans&apos; insight as we head deeper into Q4. This special event is...

Apr 30, 202449 min

Hedgeye Investing Summit Spring 2024 | Nancy Davis, Founder & CIO, Quadratic Capital Management

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&apos;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&apos;t want to miss these investing veterans&apos; insight as we head deeper into Q4. This special event is...

Apr 29, 202451 min

Hedgeye Investing Summit Spring 2024 | Mackenzie Davis, Founder & Managing Partner, SailingStone Capital

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&apos;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&apos;t want to miss these investing veterans&apos; insight as we head deeper into Q4. This special event is...

Apr 28, 202450 min

Hedgeye Investing Summit Spring 2024 | Dan Rasmussen, Founder & CIO, Verdad Advisers

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&apos;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&apos;t want to miss these investing veterans&apos; insight as we head deeper into Q4. This special event is...

Apr 27, 202451 min

Hedgeye Investing Summit Spring 2024 | Ryan Renteria, CEO Coach & Author of "Lead Without Burnout"

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&apos;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&apos;t want to miss these investing veterans&apos; insight as we head deeper into Q4. This special event is...

Apr 26, 202451 min

Hedgeye Investing Summit Spring 2024 | Vivek Ramaswamy, Co-Founder, Strive & Entrepreneur

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&apos;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&apos;t want to miss these investing veterans&apos; insight as we head deeper into Q4. This special event is...

Apr 25, 202454 min

Hedgeye Investing Summit Spring 2024 | Marc Cohodes, Veteran Short Seller

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&apos;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&apos;t want to miss these investing veterans&apos; insight as we head deeper into Q4. This special event is...

Apr 24, 20241 hr 12 min

Hedgeye Investing Summit Spring 2024 | Jim Bianco, President of Bianco Research

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&apos;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&apos;t want to miss these investing veterans&apos; insight as we head deeper into Q4. This special event is...

Apr 23, 202452 min

Hedgeye Investing Summit Spring 2024 | Liz Ann Sonders, Chief Investment Strategist, Charles Schwab

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&apos;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&apos;t want to miss these investing veterans&apos; insight as we head deeper into Q4. This special event is...

Apr 22, 202452 min

Weekly Notebook Review | Write it down & #Compound! | March 21, 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 Signal Strength Stocks Sector Pro Products Risk Ranges Early Look Hedgeye Founder &amp; CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullo...

Mar 21, 20241 hr 7 min

Weekly Notebook Review | Volatility ↘️, Price ↗️ $VIX $SPY $QQQ $USO $GLD | March 14, 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 Signal Strength Stocks Sector Pro Products Risk Ranges Early Look Hedgeye Founder &amp; CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullo...

Mar 14, 202452 min

Ep.111 Real Conversations: What's Next? An Intelligent Conversation About the Markets & Economy with Steve Hanke

CLICK HERE to watch the full webcast. Johns Hopkins Economics professor Steve Hanke joins Hedgeye CEO Keith McCullough live on Tuesday, March 5th at 11:00am ET . Their conversation will cover a lot of ground with an emphasis on Fed monetary policy, inflation, whether a recession is still in the cards, and probable outcomes for the U.S. economy and markets in the year ahead. As Professor Hanke says, &quot;95% of what you read in the press is either WRONG or IRRELEVANT.&quot; Join us for a transpa...

Mar 05, 20241 hr 3 min

The Call @ Hedgeye [FREE ALL ACCESS WEEK] | March 1, 2024

Try our hedge fund-quality research, investment ideas, and risk management tools FREE during ALL ACCESS WEEK! CLICK HERE for FREE access. Ever wonder what it&apos;s like behind the scenes of a hedge fund? Hedgeye pulls back the curtain with a deep-dive in our stock picking process with The Call @ Hedgeye. Weekdays at 7:45 AM ET. CLICK HERE for more info. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Prod...

Mar 01, 20241 hr 8 min

The Macro Show [FREE ALL ACCESS WEEK] | March 1, 2024

Try our hedge fund-quality research, investment ideas, and risk management tools FREE during ALL ACCESS WEEK! CLICK HERE for FREE access. &quot; 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 t...

Mar 01, 202449 min

Weekly Notebook Review | February 28, 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 &amp; 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 29, 20241 hr 9 min

The Macro Show [FREE ALL ACCESS WEEK] | February 29, 2024

Try our hedge fund-quality research, investment ideas, and risk management tools FREE during ALL ACCESS WEEK! CLICK HERE for FREE access. &quot; 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 t...

Feb 29, 202436 min

The Call @ Hedgeye [FREE ALL ACCESS WEEK] | February 29, 2024

Try our hedge fund-quality research, investment ideas, and risk management tools FREE during ALL ACCESS WEEK! CLICK HERE for FREE access. Ever wonder what it&apos;s like behind the scenes of a hedge fund? Hedgeye pulls back the curtain with a deep-dive in our stock picking process with The Call @ Hedgeye. Weekdays at 7:45 AM ET. CLICK HERE for more info. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Prod...

Feb 29, 20241 hr 9 min

"In The Arena" With Daryl Jones and Special Guest Enrique Abeyta

CLICK HERE to watch the full free webcast. Join us for a special investing conversation between Enrique Abeyta , founder and CEO of HX Research and Hedgeye&apos;s Director of Research Daryl Jones . They will discuss what lies ahead for the markets, economy and what investors should be focusing most on right now. Like Hedgeye CEO Keith McCullough, Abeyta listens to data-based signals to inform his market outlooks. In this free webcast, Jones and Abeyta will provide investors insights on how to na...

Feb 28, 202450 min

The Macro Show [FREE ALL ACCESS WEEK] | February 28, 2024

Try our hedge fund-quality research, investment ideas, and risk management tools FREE during ALL ACCESS WEEK! CLICK HERE for FREE access. &quot; 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 t...

Feb 28, 202442 min
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