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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

The Best of Hedgeye: Kyle Bass → China: The Most Reckless Financial Experiment In History

***This webcast originally aired live on Hedgeye.com on October 23, 2019*** 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 e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, a...

Feb 27, 20251 hr 1 minTranscript available on Metacast

The Best of Hedgeye: David Rosenberg → Inflation Tsunami: Investing During A Rising Inflationary Tide

***This webcast originally aired live on Hedgeye.com on June 17th, 2021*** MORE INSIGHT WITH DAVID ROSENBERG David previously served as Chief Economist & Strategist at Gluskin Sheff + Associates and Chief North American Economist at Merrill Lynch in New York, during which he was consistently ranked in the Institutional Investor All-Star analyst rankings. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Signal Stre...

Feb 20, 20251 hr 15 minTranscript available on Metacast

Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 9 | Cryptocurrency

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 takes over to dig into the how, what, and why of everything Cryptocurrency - from the very basics to more complex topics. 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 M...

Feb 15, 20251 hr 4 minTranscript available on Metacast

Trump’s First 30 Days – What’s Happened & What’s Next (with Neil Howe and JT Taylor)

Join us for an exclusive Hedgeye webcast on Tuesday, February 11, at 1:00pm ET , as we break down the whirlwind first month of President Trump’s new term. From major executive orders to massive policy shifts, key cabinet appointments, tariffs, and more, this discussion will provide critical insights into what has unfolded—and, more importantly, what’s likely ahead. Hedgeye President Michael Blum will host this conversation featuring: Neil Howe , world-renowned historian and demographer, author o...

Feb 11, 20251 hr 2 minTranscript available on Metacast

Ep.121 Real Conversations: Brian "Ponch" Rivera → The Fractal Secret of Decision-Making: TOPGUN Style

Join Capt. Brian "Ponch" Rivera, USNR (Ret.), and Hedgeye CEO Keith McCullough for an eye-opening Real Conversation, originally aired on Wednesday, February 5, 2025. Unlock the Secrets of Flow and Decision-Making In this session, Ponch will break down essential fighter aviation principles that every leader should understand before diving into one of the most misunderstood yet powerful frameworks in decision-making: the OODA loop. This non-linear decision-making cycle—rooted in psycholo...

Feb 05, 20251 hr 4 minTranscript available on Metacast

Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 8 | How AI Really Works

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 hottest topic on the market: Artificial Intelligence - and how it actually works. DISCLAIMER This content has been prepared by Hedgeye Risk Management, LLC (“Hedgeye”) and is presented for informational purposes only. Hedgeye is not a broker dealer and does not provide investment advice to individuals. None of the information contained h...

Feb 01, 202556 minTranscript available on Metacast

The Best of Hedgeye: Jim Rickards → Why Gold Is Going To $10,000

***This webcast originally aired live on Hedgeye.com on March 15th, 2016*** Bestselling author Jim Rickards sits down with Hedgeye CEO Keith McCullough to discuss his new book “The New Case for Gold” and why a cocktail of factors makes it more critical than ever for investors to protect their portfolios with gold. 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 &...

Jan 30, 202556 minTranscript available on Metacast

The Best of Hedgeye: Danielle DiMartino Booth → Market Carnage: What May Come Next

***This webcast originally aired live on Hedgeye.com on March 18th, 2020*** Global markets are in an historic tailspin and it doesn’t look like it’s going to get better anytime soon. You don’t need us to tell you that. What you may not know is that unlike the vast majority of conflicted and blinded prognosticators, we proactively prepared our subscribers before the crash. That’s a fact. Good news, if you’re wondering where we think things are heading now. We hosted a special investing webcast be...

Jan 23, 20251 hr 4 minTranscript available on Metacast

Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 7 | Who Wants to be a Millionaire?

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 a new study that explores how millionaires become millionaires. DISCLAIMER This content has been prepared by Hedgeye Risk Management, LLC (“Hedgeye”) and is presented for informational purposes only. Hedgeye is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer t...

Jan 18, 20251 hr 7 minTranscript available on Metacast

Ep.120 Real Conversations: Crystal Ball - Mike Taylor’s 2025 Market Predictions

Start the new year with unmatched market insight in our first “Real Conversation” of 2025. Hedge fund veteran and Hedgeye favorite Mike Taylor sits down 1-on-1 with CEO Keith McCullough . This must-see webcast will dive into Mike’s bold predictions for the markets, economy, and geopolitics. Here’s a peek at some of Mike’s predictions and what will be discussed: The Federal Reserve cuts rates five or more times, with 1-year yields dropping to 3%. Winners: REITs, Utilities, and Healthcare as the b...

Jan 14, 20251 hr 8 minTranscript available on Metacast

The Best of Hedgeye: Roy Sebag - The Intelligent Investor’s Guide to Gold, Central Bank Manipulation & The ‘Future of Money’

***This webcast originally aired live on Hedgeye.com on Dec. 11th, 2018*** In this edition of Real Conversations, Goldmoney Founder and CEO Roy Sebag sits down with Hedgeye CEO Keith McCullough for a deep-dive discussion on currencies, gold, the global economy and markets in a world warped by central bank manipulation. Keith and Roy dissect the current state of financial markets and the future of money (with a special focus on gold and the outsized impact of central banks). Visit Hedgeye.com for...

Jan 09, 202557 minTranscript available on Metacast

The Macro Show [FREE EDITION] | January 8th, 2025

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. Turn off that tired “Old Wall” TV and tune in to Hedgeye's no-BS market w...

Jan 08, 202536 minTranscript available on Metacast

Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 6 | Debt (Part 2)

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 his co-host, Ishmael Asad, have lively debate on the pros and cons of taking on debt. DISCLAIMER This content has been prepared by Hedgeye Risk Management, LLC (“Hedgeye”) and is presented for informational purposes only. Hedgeye is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein consti...

Dec 21, 202441 minTranscript available on Metacast

Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 5 | Debt

Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. DISCLAIMER This content has been prepared by Hedgeye Risk Management, LLC (“Hedgeye”) and is presented for informational purposes only. Hedgeye is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or a solicitation of an offer to buy any security or investment vehicle, nor does it con...

Dec 07, 202452 minTranscript available on Metacast

The Best of Hedgeye: Michael Saylor On Bitcoin - The Long-Term Bull Case

***This webcast originally aired live on Hedgeye.com on Oct. 20, 2020*** The crypto community celebrated when MicroStrategy Founder & CEO Michael Saylor recently tapped the firm’s cash to buy $425 million in Bitcoin. “This is not speculation,” Saylor says. Watch this webcast with Saylor and Hedgeye CEO Keith McCullough discussing why Saylor believes Bitcoin is “less risky than holding cash.” Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Cal...

Dec 05, 20241 hr 9 minTranscript available on Metacast

The Best of Hedgeye: DiMartino Booth + McCullough: Fed Policy Mistake? Market Risk Rising

***This Webcast aired live on HedgeyeTV on Thursday August 26th, 2021*** Join Hedgeye CEO Keith McCullough and Danielle DiMartino Booth, former Fed advisor and Chief Strategist at Quill Intelligence, 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...

Nov 27, 20241 hr 1 minTranscript available on Metacast

Ep.119 Real Conversations: Navigating the New Market Reality - Jim Rickards 1-on-1 w/Keith McCullough

Join Hedgeye Founder and CEO Keith McCullough for an exclusive webcast on Tuesday, November 19, at 11:00am ET, as he hosts Wall Street veteran, bestselling author and former Department of Defense advisor Jim Rickards in an in-depth discussion on the critical forces shaping today’s financial landscape. Keith and Jim will tackle the profound implications of Trump’s return to the White House, exploring how his policies and personnel will reshape the market and economic outlook. This discussion will...

Nov 19, 20241 hr 16 minTranscript available on Metacast

Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 4 | Compounding

Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. DISCLAIMER This content has been prepared by Hedgeye Risk Management, LLC (“Hedgeye”) and is presented for informational purposes only. Hedgeye is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or a solicitation of an offer to buy any security or investment vehicle, nor does it con...

Nov 16, 202445 minTranscript available on Metacast

The Best of Hedgeye: The New Great Depression with Jim Rickards

Hedgeye CEO Keith McCullough went one-on-one with investor/bestselling author James Rickards to discuss key ideas in his book, "The New Great Depression: Winners and Losers in a Post-Pandemic World". 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 e...

Nov 14, 20241 hr 11 minTranscript available on Metacast

Post-Election Analysis: Where do we go from here?

Join us on Wednesday, November 6, at 10 a.m. ET for a critical election analysis featuring JT Taylor, Hedgeye's veteran Washington Policy Analyst, and Michael Blum, Hedgeye's President. We will dive into the early insights and implications of the 2024 election. While the presidential race may still be undecided, we will examine the initial data and the results from the House and Senate races. We will also discuss possible legal challenges and important dates in the certification proces...

Nov 06, 202453 minTranscript available on Metacast

Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 3 | Drawdowns

Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. DISCLAIMER This content has been prepared by Hedgeye Risk Management, LLC (“Hedgeye”) and is presented for informational purposes only. Hedgeye is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or a solicitation of an offer to buy any security or investment vehicle, nor does it con...

Nov 01, 202437 minTranscript available on Metacast

Hedgeye Investing Summit Fall 2024 | Eric Larkin, Senior Advisor at McAlvany Precious Metals

This is an exclusive "Hedgeye Investing Summit" interview between Eric Larkin , Senior Advisor at McAlvany Precious Metals, and Hedgeye CEO Keith McCullough . To watch more "Hedgeye Investing Summit" interviews, CLICK HERE . 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” ...

Oct 26, 202450 minTranscript available on Metacast

Ep.118 Real Conversations: Steve Hanke, Economist and Professor of Applied Economics, John Hopkins University

Join us for a one-on-one conversation between renowned economist Steve Hanke and Hedgeye Founder & CEO Keith McCullough. In this exclusive webcast, Hanke will share his prescient insights on U.S. inflation, the shrinking money supply, and the potential U.S. economic slowdown. This is a return visit for Professor Hanke (a fan favorite among #HedgeyeNation faithful) whose forecasts have been remarkably accurate—most notably his accurate prediction of the U.S. inflation spike. Don’t miss this o...

Oct 25, 202452 minTranscript available on Metacast

Hedgeye Investing Summit Fall 2024 | Murray Stahl, Chairman, CEO, CIO, Co-Founder, Horizon Kinetics

This is an exclusive "Hedgeye Investing Summit" interview between Murray Stahl , Chairman, CEO, CIO, Co-Founder, Horizon Kinetics, and Hedgeye CEO Keith McCullough . To watch more "Hedgeye Investing Summit" interviews, CLICK HERE . 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 M...

Oct 23, 20241 hr 1 minTranscript available on Metacast

Hedgeye Investing Summit Fall 2024 | Marc Cohodes, rabblerouser/short seller

This is an exclusive "Hedgeye Investing Summit" interview between Marc Cohodes , rabblerouser/short seller, and Hedgeye CEO Keith McCullough . To watch more "Hedgeye Investing Summit" interviews, CLICK HERE . 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...

Oct 22, 202457 minTranscript available on Metacast

Hedgeye Investing Summit Fall 2024 | Michael Cannivet, Founder & CIO of Silverlight Asset Management; Author of The Four Minute Retirement Plan

This is an exclusive "Hedgeye Investing Summit" interview between Michael Cannivet , Founder & CIO of Silverlight Asset Management; Author of The Four Minute Retirement Plan , and Hedgeye CEO Keith McCullough . To watch more "Hedgeye Investing Summit" interviews, CLICK HERE . 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 ...

Oct 21, 202450 minTranscript available on Metacast

Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 2 | Diversification

Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. DISCLAIMER This content has been prepared by Hedgeye Risk Management, LLC (“Hedgeye”) and is presented for informational purposes only. Hedgeye is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or a solicitation of an offer to buy any security or investment vehicle, nor does it con...

Oct 18, 202438 minTranscript available on Metacast

Hedgeye Investing Summit Fall 2024 | Dan Rasmussen, Founder and CIO of Verdad Advisers

This is an exclusive "Hedgeye Investing Summit" interview between Dan Rasmussen , Founder and CIO of Verdad Advisers, and Hedgeye CEO Keith McCullough . To watch more "Hedgeye Investing Summit" interviews, CLICK HERE . 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 ava...

Oct 17, 202447 minTranscript available on Metacast

Hedgeye Investing Summit Fall 2024 | Mike Taylor, Hedge Fund Manager

This is an exclusive "Hedgeye Investing Summit" interview between Mike Taylor , Hedge Fund Manager, and Hedgeye CEO Keith McCullough. To watch more "Hedgeye Investing Summit" interviews, CLICK HERE . 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...

Oct 11, 202459 minTranscript available on Metacast

Hedgeye Investing Summit Fall 2024 | Danielle DiMartino Booth, CEO & Chief Strategist, QI Research, Former Fed insider

This is an exclusive "Hedgeye Investing Summit" interview between Danielle DiMartino Booth , CEO & Chief Strategist, QI Research, Former Fed insider, and Hedgeye CEO Keith McCullough. To watch more "Hedgeye Investing Summit" interviews, CLICK HERE . 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 n...

Oct 10, 202449 minTranscript available on Metacast