Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this super-sized episode, Ryan discusses the history of U.S. monetary policy, the creation of the Federal Reserve and its repeated mistakes over time. He then reacts to Jerome Powell's September 17th press conference within the context of that history. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-b...
Sep 23, 2025•1 hr 33 min
**This webcast originally aired live on Hedgeye.com on October 11th, 2022** This is an exclusive "Hedgeye Investing Summit" interview between Marc Cohodes, Veteran Short Seller, and Hedgeye CEO Keith McCullough. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Signal Strength Stocks Top Stock Picks Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page...
Sep 18, 2025•1 hr 7 min
**This webcast originally aired live on Hedgeye.com on July 29, 2020** Hedgeye CEO Keith McCullough sits down with economic commentator and bestselling author James Rickards to discuss critical signals inside the U.S. economy. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Signal Strength Stocks Top Stock Picks Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! ...
Sep 11, 2025•1 hr 12 min
***This webcast originally aired live on Hedgeye.com on September 3, 2025*** Join Hedgeye CEO Keith McCullough for a new Real Conversation with Hedgeye Asset Management Portfolio Manager Sam Rahman . Keith and Sam will cut through the narratives and noise to explain what’s really happening in markets. They’ll highlight the most pressing risks, the most compelling opportunities, and what investors need to focus on in today’s rapidly shifting environment. Rahman brings deep experience to the table...
Sep 03, 2025•1 hr 3 min
***This webcast originally aired live on Hedgeye.com on September 7th, 2021*** Join Hedgeye CEO Keith McCullough and Daniel Lacalle, Chief Economist at Tressis SV, for this special investing discussion on HedgeyeTV. They'll discuss portfolio positioning, broader market dynamics, and actionable investment ideas based on what the Fed has to say at Jackson Hole. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Signal Str...
Aug 28, 2025•1 hr 5 min
***This webcast originally aired live on Hedgeye.com on May 7th, 2021*** 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 else. Visit H...
Aug 21, 2025•1 hr 1 min
Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, Ryan and Ish discuss Large Language Models (LLMs) like ChatGPT and Claude and how they can be utilized in finance and other applications. 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 h...
Aug 09, 2025•55 min
***This webcast originally aired live on Hedgeye.com on November 22nd, 2019*** In this special edition of Real Conversations Hedgeye CEO Keith McCullough sat down with Ascent Oil Fund CIO Mark Gordon to discuss his deep dive on the current oil market set-up. Gordon's core point is that we are at a major inflection point between the shift from the "Age of Abundance" to a "Return to Scarcity" with important implications for a pricing regime change over the next six months. This regime change will ...
Aug 07, 2025•1 hr 8 min
***This webcast originally aired live on Hedgeye.com on July 31, 2025*** Join us for a powerful Real Conversation between Hedgeye CEO Keith McCullough and Danielle DiMartino Booth , former Fed insider and CEO of QI Research. Coming right after the latest Fed meeting, this timely discussion will break down the central bank’s messaging, the path forward for interest rates, and Jay Powell’s increasingly uncertain future amid rising tensions with the Trump administration. The key question: Who repla...
Jul 31, 2025•1 hr 1 min
**This webcast originally aired live on Hedgeye.com on February 15, 2024** 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 in...
Jul 31, 2025•1 hr 6 min
Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, Ryan and Ish discuss the basics of the U.S. national debt - and why it continues to climb so quickly. 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 ...
Jul 26, 2025•1 hr 2 min
**This excerpt is from the bi-annual "Hedgeye Investing Summit". It was originally broadcast live on Hedgeye.com on March 19, 2019.** This is an exclusive "Hedgeye Investing Summit" interview between renowned demographer Neil Howe and Hedgeye CEO Keith McCullough. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Signal Strength Stocks Top Stock Picks Hedgeye Founder & CEO Keith McCullough's long-awaited new book, ...
Jul 17, 2025•1 hr 2 min
Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, Ryan and Ish discuss the rise of robo-advisors. Do we even need humans to run our money anymore? 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...
Jul 12, 2025•48 min
***This webcast originally aired live on Hedgeye.com on July 8, 2025 *** Join Hedgeye CEO Keith McCullough for a timely and insightful conversation with renowned financial professional and author Christopher Whalen. As America faces surging debt, shifting interest rate policy, and mounting political uncertainty, Whalen unpacks the deeper forces reshaping the U.S. markets and economy. From the sweeping implications of the “Big Beautiful Bill” to the long-term effects of fiscal dominance and Feder...
Jul 08, 2025•51 min
***This webcast originally aired live on Hedgeye.com on July 2, 2025 *** Join renowned economist Daniel Lacalle and Hedgeye CEO Keith McCullough for a timely and powerful “Real Conversation” on the future of money. As governments around the world spiral deeper into debt and inflation becomes an entrenched policy tool, trust in fiat currencies is eroding fast. Central banks have abandoned restraint, enabling runaway spending and weakening their own credibility. But alternatives are rising. Gold a...
Jul 02, 2025•1 hr 4 min
Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, Ryan and Ish discuss the various forms of retirement accounts, along with their pros and cons. 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 l...
Jun 28, 2025•49 min
**This webcast originally aired live on Hedgeye.com on April 1, 2020** Join Hedgeye CEO Keith McCullough for a very special conversation with Strategic Intelligence editor James Rickards. Keith and Jim dive deep into the current market chaos, key economic ramifications, the failure of central banks to arrest the recent decline and how investors can protect their wealth amidst the market tumult. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call...
Jun 26, 2025•1 hr 6 min
Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, Hedgeye Global Technology analyst Jose Valcourt joins Ryan for a discussion on the explosion in popularity in owning $NVDA, why they are in just about everyone's portfolios these days, and how they're driving the AI conversation. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keit...
Jun 14, 2025•55 min
**This webcast originally aired live on Hedgeye.com on April 8th, 2019** Renowned hedge fund manager Kyle Bass (founder of Hayman Capital) bet against the subprime mortgage market ahead of the 2008 financial crisis. Watch the replay from this interview between Bass and Hedgeye CEO Keith McCullough's pro-to-pro discussion on China, global recession, and why interest rates may head to near zero by 2020. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: T...
Jun 12, 2025•1 hr 7 min
Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, co-host Ish Asad follows up on the conversation from Episode 9, digging into the basics of Bitcoin. 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 ma...
May 31, 2025•1 hr 5 min
**This webcast originally aired live on Hedgeye.com on May 21, 2020** Join Hedgeye CEO Keith McCullough and Danielle DiMartino Booth, former Fed advisor and Chief Strategist at Quill Intelligence, in this pro-to-pro investing discussion about the current market environment. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Signal Strength Stocks Top Stock Picks Hedgeye Founder & CEO Keith McCullough's long-awaited ...
May 29, 2025•1 hr 3 min
***This webcast originally aired live on Hedgeye.com on May 21st, 2025*** In this special edition of Real Conversations , Hedgeye CEO Keith McCullough hosts Danielle Gilbert , Managing Director at Eldridge Capital Management, for a high-level look into the evolving CLO (Collateralized Loan Obligation) market. Gilbert brings deep domain expertise to break down the risk-reward calculus in today’s CLO landscape. Together, she and Keith tackle key questions around: The health of the leveraged loan m...
May 21, 2025•58 min
Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, Ryan and Ish discuss the pros and cons of owning vs. renting. Watch the video version on HedgeyeTV.com Go to Hedgeye.com for more investing insights. 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...
May 17, 2025•55 min
**This webcast originally aired live on Hedgeye.com on November 14th, 2023** 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 ...
May 15, 2025•1 hr 3 min
***This webcast originally aired live on Hedgeye.com on May 7th, 2025*** Fidelity’s Director of Global Macro, Jurrien Timmer , joins Hedgeye CEO Keith McCullough for a timely, no-nonsense breakdown of the current macro investing landscape. Markets are shifting. Policy pivots appear tied to asset price thresholds. The 60/40 portfolio is under pressure. And investors are rotating out of mega-cap dominance into uncorrelated assets like gold and Bitcoin. Key topics include: The market’s new “strike ...
May 07, 2025•56 min
Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, Ryan and Ish continue their discussion on insurance further by discussing annuities. They also address the response to their criticism of whole-term life insurance from episode 13. Watch the video version on HedgeyeTV.com Go to Hedgeye.com for more investing insights. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is avai...
May 03, 2025•45 min
**This webcast originally aired live on Hedgeye.com on Wednesday June 16th, 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. Follow this link to get access to our other webcasts: http://landing.hedgeye.com/inflation/ MORE INSIGHT WITH STEVE HANKE Steve Hanke is the founder and co-director of the Institute for Applied Economics, Global Health, an...
May 01, 2025•56 min
***This webcast originally aired live on Hedgeye.com on April 10th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Brendan Ahern , CIO of KraneShares and Hedgeye CEO Keith McCullough . To watch more "Hedgeye Investing Summit" interviews, CLICK HERE . In addition to paid advertisement, KraneShares and Hedgeye Asset Management, LLC (“HAM”), a subsidiary of Hedgeye Risk Management, LLC (“Hedgeye” or “HRM”), have entered into a model index provider agreement, pursuant to w...
Apr 22, 2025•49 min
***This webcast originally aired live on Hedgeye.com on April 10th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Jim Bianco , President & Macro Strategist of Bianco Research and Hedgeye CEO Keith McCullough . To watch more "Hedgeye Investing Summit" interviews, CLICK HERE . 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 in...
Apr 21, 2025•49 min
***This webcast originally aired live on Hedgeye.com on April 10th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Danielle DiMartino Booth , CEO & Chief Strategist of QI Research and Hedgeye CEO Keith McCullough . To watch more "Hedgeye Investing Summit" interviews, CLICK HERE . 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 experienc...
Apr 20, 2025•50 min
