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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

Sector Spotlight: The Outlook for Industrials Stocks

Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Hurry, it ends Nov. 30. **This webcast originally aired on November 19, 2020** Join Hedgeye Industrials analyst Jay Van Sciver for a deep-dive, under-the-hood look at Industrials stocks, including a sneak peek at his Best Idea long and short list. CEO Keith McCullough joins Jay to provide additional "Macro Overlay" to the Industrials stock outlook.

Nov 27, 202053 minTranscript available on Metacast

Sector Spotlight: The Outlook for Retail Stocks

Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Sign up for Retail Pro and our other investing products. Hurry, it ends Nov. 30. **This webcast originally aired on November 18, 2020** Join Hedgeye Retail analyst Brian McGough for a deep-dive, under-the-hood look at Retail stocks, including a sneak peek at his Best Idea long and short list.

Nov 27, 202059 minTranscript available on Metacast

Sector Spotlight: The Outlook for Communications Stocks

Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Sign up for Communications Pro and our other investing products. Hurry, it ends Nov. 30. **This webcast originally aired on November 17, 2020**

Nov 25, 202050 minTranscript available on Metacast

Happy Hour! Live Q&A With Keith McCullough

Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Hurry, it ends Nov. 30. **This webcast originally aired on November 16, 2020** Hedgeye CEO Keith McCullough & Dir. of Research Daryl Jones host an informal Q&A and crack open a few cold ones as they dig into investing, hockey, life lessons and more.

Nov 25, 202046 minTranscript available on Metacast

Sector Spotlight: The Outlook For Health Care Stocks

Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Hurry, it ends Nov. 30. **This webcast originally aired on November 12, 2020** Join veteran Hedgeye Healthcare analyst Tom Tobin for a deep-dive, under-the-hood look at Healthcare stocks, including a sneak peek at his Best Idea long and short list. CEO Keith McCullough joins Tom to provide additional "Macro Overlay" to the Healthcare stock outlook.

Nov 24, 20201 hrTranscript available on Metacast

Sector Spotlight: The Outlook for Cannabis, Restaurants & Consumer Staples Stocks

Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Hurry, it ends Nov. 30. **This webcast originally aired on November 11, 2020** Join Hedgeye Consumables analysts Howard Penney and Daniel Biolsi for a deep-dive, under-the-hood look at Restaurants, Consumer Staples and Cannabis stocks, including a sneak peek at their Best Idea long and short list.

Nov 24, 202046 minTranscript available on Metacast

Sector Spotlight: The Outlook for Financials Stocks

Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Hurry, it ends Nov. 30. **This webcast originally aired on November 10, 2020** Veteran Hedgeye Financials analyst Josh Steiner hosted a deep-dive, under-the-hood look at the Financials sector and stocks, including a sneak peek at his Best Idea long and short list earlier today.

Nov 23, 20201 hr 11 minTranscript available on Metacast

Howe & McCullough: "The Fourth Turning: Navigating The Crisis In America"

**This webcast originally aired on Hedgeye.com on Nov. 9, 2020** Join world-renowned author and Demography analyst Neil Howe for a deep dive inside his groundbreaking generational theory "The Fourth Turning." Neil and Hedgeye CEO Keith McCullough will discuss the social, economic and political ramifications of this theory and why it led Neil to write in 1991 that "a national crisis of immense proportions will occur around 2020."

Nov 10, 20201 hr 2 minTranscript available on Metacast

The Macro Show [FREE Podcast Edition]: November 5, 2020

Enjoy this FREE podcast edition of The Macro Show . Join Hedgeye CEO Keith McCullough for a completely free edition of "The Macro Show." Keith will discuss the big picture macro trends driving financial markets and how to position your portfolio to take advantage of them. Sign up for Hedgeye's flagship daily morning show here: https://hedgeye.com/tms

Nov 05, 202032 minTranscript available on Metacast

Ep 71 Real Conversations: Michael Saylor, Founder & CEO, MicroStrategy

**This originally aired as a video webcast 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.”...

Oct 27, 20201 hr 7 minTranscript available on Metacast

Ep 70 Real Conversations: Allen Gannett, Author, "The Creative Curve"

Hedgeye CEO Keith McCullough sits down for a new Real Conversation with Allen Gannett. Allen is the author of The Creative Curve, a book which overturns the mythology around creative genius, and reveals the science and secrets behind achieving breakout commercial success in any field. **This originally aired live as a video webcast on Hedgeye.com on September 25, 2020**

Oct 01, 202059 minTranscript available on Metacast

Ep 61 Real Conversations: Ben Hunt, CIO, Epsilon Theory

**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.

May 19, 20201 hr 3 minTranscript available on Metacast
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