Andrew Freedman, Communications and Software Sector Head at Hedgeye, hosted a fireside chat with Sam Rahman, Portfolio Manager at Hedgeye Asset Management. The discussion centered on the rapidly evolving AI landscape and its profound implications for technology platform positioning, competitive moats, and digital commerce infrastructure. This conversation represents the first in what is intended to be an ongoing series of strategic dialogues between research and portfolio management perspectives...
Jan 24, 2026•1 hr 10 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 creates a "Wall of Shame" tier list of some of the worst ETFs on the market that he says are ripping traders off. 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 mark...
Jan 23, 2026•1 hr 6 min
***This webcast originally aired live on Hedgeye.com on January 22nd, 2026*** Our friend Mike Taylor has an uncanny knack for identifying winning opportunities and getting things right well ahead of the crowd. He’s built a reputation for being early, decisive, and right when it matters. A familiar face and fan favorite on HedgeyeTV, the hedge fund veteran sits down with Founder and CEO Keith McCullough for a no-holds-barred, 1-on-1 discussion on what’s next for markets. Expect a candid, unscript...
Jan 22, 2026•1 hr 8 min
***This webcast originally aired live on Hedgeye.com on January 13th, 2026*** Hedgeye CEO Keith McCullough is joined by economist, tech entrepreneur, and author Dr. Pippa Malmgren for a must-watch edition of Real Conversations. Pippa believes we are no longer approaching a singular technological turning point. We are already living through a multiplicity of breakthroughs, with massive evolutionary leaps happening simultaneously across technology, money, and society itself. While innovation accel...
Jan 13, 2026•50 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 Macro analyst Matt Cooper discuss the mountain of expenses facing Gen Z that is impeding their financial growth. 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 m...
Dec 24, 2025•43 min
In this episode, RPK, Sam, David & John discuss the latest all-time market highs, take a deep dive on investing in Japan, break down the long-term trajectory of profit margins on data centers, and more. Protect the Pile is a no-nonsense investment show where we cut through the market noise with a panel of seasoned practitioners who've been playing the game every single day for years—not theorists, but real money managers with skin in the game. Every episode, we bring together battle-tested i...
Dec 19, 2025•1 hr 7 min
***This webcast originally aired live on Hedgeye.com on December 17, 2025*** Join Hedgeye Founder and CEO Keith McCullough for a new Real Conversation with Ross Burnaman , Director at Eldridge Capital Management , this Wednesday, December 17 at 11:00am ET on HedgeyeTV. The conversation will focus on how credit markets work today and where risks and opportunities are emerging. Keith and Ross will examine the impact of interest rates, macro conditions, and industry trends on credit performance, in...
Dec 17, 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 sits down with Hedgeye Asset Management Portfolio Manager R. Patrick Kent (aka RPK) to discuss the ins and outs of what it means to be a portfolio manager. 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 actionab...
Dec 08, 2025•1 hr 8 min
Protect the Pile is a no-nonsense investment show where we cut through the market noise with a panel of seasoned practitioners who've been playing the game every single day for years—not theorists, but real money managers with skin in the game. Every episode, we bring together battle-tested investors to dissect the current landscape, debate the opportunities and risks, and help you navigate the markets with the Hedgeye framework. It's not Old Wall media, it is real-world experience, focused on o...
Dec 06, 2025•1 hr 5 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 digs into the economic policies of the Trump and Biden administrations and how they have - and haven't - impacted U.S. inflation. 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 ...
Nov 26, 2025•49 min
**This webcast originally aired live on Hedgeye.com on May 12, 2020** Join Hedgeye CEO Keith McCullough and Epsilon Theory CIO Ben Hunt for a 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 new book, “Master The Market” is available now! In this 52-page...
Nov 25, 2025•1 hr 5 min
Get the BEST DEALS we offer ALL YEAR! CLICK HERE to access our Cyber November sale. ***This webcast originally aired live on Hedgeye.com on November 19, 2025*** Hedgeye Founder and CEO Keith McCullough hosts another must-watch episode of “Real Conversations” featuring bestselling author and iconoclastic macro strategist Jim Rickards . Over the past decade, these dynamic exchanges between McCullough and Rickards have become audience favorites for good reason — no one blends sharp, no-BS analysis ...
Nov 19, 2025•1 hr 15 min
For more information, visit hedgeyeam.com Protect the Pile is a no-nonsense investment show where we cut through the market noise with a panel of seasoned practitioners who've been playing the game every single day for years—not theorists, but real money managers with skin in the game. Every episode, we bring together battle-tested investors to dissect the current landscape, debate the opportunities and risks, and help you navigate the markets with the Hedgeye framework. It's not Old Wall media,...
Nov 15, 2025•1 hr 11 min
Wall Street consensus is behind the curve—again. Markets are pivoting fast from Stagflation to Goldilocks. If you're not positioned for the shift, you're already at risk of missing the most bullish Macro setup since 2020. In this special 45-minute webcast , Hedgeye CEO (and former hedge fund manager) Keith McCullough reveals a high-conviction allocation for each major asset class heading into year-end and early 2026 —plus the strategy behind each position. You’ll also discover: ✅ The economic fo...
Nov 04, 2025•59 min
"Flirting with All-Time Highs: AI Spending, Small Cap Hope, and Things That Go Bump in the Night" Welcome to the inaugural episode of Protect the Pile, the investment show where real money managers talk real markets. With the S&P 500 and Nasdaq flirting with all-time highs (up 16% and 23% YTD respectively), the Hedgeye Asset Management team breaks down what's working, what's worrying, and what's worth watching as we head into year-end. What We Cover: Market Landscape : Why global markets are...
Nov 01, 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 explains what government shutdowns are, why they happen, how they affect (and don't affect) the economy, and what exactly is going on with the 2025 edition of a shutdown. 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...
Nov 01, 2025•59 min
***This Webcast aired live on HedgeyeTV on October 16th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Hedgeye Asset Management Portfolio Managers Sam Rahman , R. Patrick Kent, & David Salem , 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 Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” i...
Nov 01, 2025•1 hr 4 min
***This Webcast aired live on HedgeyeTV on October 16th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Neil Howe , Author of The Fourth Turning ; Hedgeye Demography Head, JT Taylor , Hedgeye Washington Policy Analyst 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 Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “...
Oct 31, 2025•49 min
***This Webcast aired live on HedgeyeTV on October 16th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Steve Diggle , Founder & CEO, Vulpes Investment Management 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 Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-pag...
Oct 30, 2025•48 min
***This Webcast aired live on HedgeyeTV on October 15th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders , Chief Investment Strategist, Charles Schwab & Co 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 Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In thi...
Oct 29, 2025•49 min
***This Webcast aired live on HedgeyeTV on October 15th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Richard Excell , Former Hedge Fund PM; Finance Professor 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 Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-bo...
Oct 28, 2025•48 min
***This Webcast aired live on HedgeyeTV on October 15th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Jared Kubin , Founder & CIO of Issachar Technologies 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 Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-bo...
Oct 27, 2025•50 min
***This Webcast aired live on HedgeyeTV on October 14th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Mike Taylor , Hedge Fund Manager and PM of PINK, 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 Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keit...
Oct 26, 2025•1 hr 5 min
***This Webcast aired live on HedgeyeTV on October 14th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Luigi D'Onorio DeMeo , Chief Strategy Officer at Ava Labs 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 Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-b...
Oct 25, 2025•48 min
***This Webcast aired live on HedgeyeTV on October 14th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between David Rosenberg , Founder & President of Rosenberg Research & Associates 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 Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available n...
Oct 24, 2025•52 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 explains why housing has become so unaffordable in the U.S. and why it's going to be so hard to break the logjam. 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 mark...
Oct 18, 2025•1 hr 15 min
***This Webcast aired live on HedgeyeTV on August 31st, 2021*** Join Hedgeye CEO Keith McCullough and Jim Rickards, A New York Times Bestselling Author and renowned investor, 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...
Oct 09, 2025•1 hr 8 min
Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help young and new investors build wealth over the long term. In this episode, Ryan explains why the U.S. ended the gold standard in the 1970's and what the immediate and long-term fallout of that decision was. 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 insigh...
Oct 04, 2025•1 hr 36 min
**This webcast originally aired live on Hedgeye.com on May 5th, 2023** Join Hedgeye CEO Keith McCullough as he sits down live with Hugh Hendry, Founder of Eclectica Macro and former hedge fund manager for this very special investing conversation only on HedgeyeTV. During this 100th episode of Real Conversations (in front of an audience at Hedgeye Live), Hugh and Keith will provide a Macro reality check for investors as we progress deeper into a #Quad4 recession. Hugh is a true market pro, best k...
Oct 02, 2025•1 hr 3 min
***This webcast originally aired live on Hedgeye.com on September 24, 2025*** Join Hedgeye Founder & CEO Keith McCullough for a timely conversation with Alex Pezzoli , Founder & CEO of Brightside Capital, on Wednesday, September 24, at 11:00am ET . A native Italian with over two decades of wealth management experience, Pezzoli will share his candid perspective on Europe’s economic challenges, the risks of misguided asset allocation, and the broader geopolitical forces shaping the contine...
Sep 24, 2025•1 hr 3 min
