Unscripted Equity Curiosity Episode 19. The Metaverse: Part .001
For More Hedgeye Products Click Below: Hedgeye.com : CLICK HERE Technology Pro : CLICK HERE Comms Pro : CLICK HERE China Pro : CLICK HERE...
Episodes
Hedgeye Podcasts
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
Hedgeye Investing Summit VII: Grant Williams, Founder, Things That Make You Go Hmmm...
This is an exclusive "Hedgeye Investing Summit" interview between Grant Williams , Founder of Things That Make You Go Hmmm... and Hedgeye CEO Keith McCullough . ***This content aired as a video webcast live on Tuesday, October 5, 2021*** Want access to our 8 other webcast in this series? Click HERE to get free access: Register for our new Simulated Trading Tournament HedgEye On The Prize for the chance to win cash prizes and Hedgeye product subscriptions!...
Hedgeye Investing Summit VII: Ben Hunt, CIO, Epsilon Theory
This is an exclusive "Hedgeye Investing Summit" interview between Ben Hunt , Founder of Second Foundation Partners & lead author of the Epsilon Theory blog, and Hedgeye CEO Keith McCullough . ***This content aired as a video webcast live on Monday, October 4, 2021*** Want access to our 8 other webcast in this series? Click HERE to get free access: Register for our new Simulated Trading Tournament HedgEye On The Prize for the chance to win cash prizes and Hedgeye product subscriptio...
Hedgeye Investing Summit VII: Josh Crumb, Founder, Abaxx Tech
This is an exclusive "Hedgeye Investing Summit" interview between Josh Crumb, Founder of Abaxx Tech, and Hedgeye CEO Keith McCullough. ***This content aired as a video webcast live on Wednesday, October 6, 2021*** Want access to our 8 other webcast in this series? Click HERE to get free access: Register for our new Simulated Trading Tournament HedgEye On The Prize for the chance to win cash prizes and Hedgeye product subscriptions!...
Hedgeye Investing Summit VII: Joe Calhoun, Founder & CEO, Alhambra Investments
This is an exclusive "Hedgeye Investing Summit" interview between Joe Calhoun , Founder & CEO of Alhambra Investments, and Hedgeye CEO Keith McCullough . ***This content aired as a video webcast live on Wednesday, October 6, 2021*** Want access to our 8 other webcast in this series? Click HERE to get free access: Register for our new Simulated Trading Tournament HedgEye On The Prize for the chance to win cash prizes and Hedgeye product subscriptions!...
Unscripted Equity Curiosity Episode 18: Tech In Hotseat: SAP To The Cloud, Risks of Saturation, & A Machine Learning Future
For More Hedgeye Products Click Below: Hedgeye.com : https://info.hedgeye.com/l/764243/2021-10-21/lc4hqz Technology Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hpv Comms Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hqx China Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hml...
Unscripted Equity Curiosity Episode 17. Recent TMT Cycle Data Points Plus Andrew & Felix Call Out The Ten Year Trend
For More Hedgeye Products Click Below: Hedgeye.com : https://info.hedgeye.com/l/764243/2021-10-21/lc4hqz Technology Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hpv Comms Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hqx China Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hml...
Unscripted Equity Curiosity Episode 16. Ongoing China Equity ShtShow: The S-T & L-T Outlook with Felix
For More Hedgeye Products Click Below: Hedgeye.com : https://info.hedgeye.com/l/764243/2021-10-21/lc4hqz Technology Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hpv Comms Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hqx China Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hml...
Unscripted Equity Curiosity Episode 15. The Sound of Freebird's Music (SPOT, TME)
For More Hedgeye Products Click Below: Hedgeye.com : https://info.hedgeye.com/l/764243/2021-10-21/lc4hqz Technology Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hpv Comms Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hqx China Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hml...
Unscripted Equity Curiosity Episode 14. Curtain Call For The Great Leslie Stretch (MDLA)
For More Hedgeye Products Click Below: Hedgeye.com : https://info.hedgeye.com/l/764243/2021-10-21/lc4hqz Technology Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hpv Comms Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hqx China Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hml...
Unscripted Equity Curiosity Episode 13. Best Equities To Buy On F&^%$D Up China Pullback
For More Hedgeye Products Click Below: Hedgeye.com : https://info.hedgeye.com/l/764243/2021-10-21/lc4hqz Technology Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hpv Comms Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hqx China Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hml...
Unscripted Equity Curiosity Episode 12: Freebird versus FUBO
For More Hedgeye Products Click Below: Hedgeye.com : https://info.hedgeye.com/l/764243/2021-10-21/lc4hqz Technology Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hpv Comms Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hqx China Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hml...
Unscripted Equity Curiosity Episode 11: Shorting in China, Courtesy of Felix, Plus The Mysteries of SOTP
For More Hedgeye Products Click Below: Hedgeye.com : https://info.hedgeye.com/l/764243/2021-10-21/lc4hqz Technology Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hpv Comms Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hqx China Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hml...
Unscripted Equity Curiosity Episode 10. When Reddit/ARK Holds the Other Side of the Rope
For More Hedgeye Products Click Below: Hedgeye.com : https://info.hedgeye.com/l/764243/2021-10-21/lc4hqz Technology Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hpv Comms Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hqx China Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hml...
Unscripted Equity Curiosity Episode 9. Valuation Traps and Tricks: The Commoditization of Duration
For More Hedgeye Products Click Below: Hedgeye.com : https://info.hedgeye.com/l/764243/2021-10-21/lc4hqz Technology Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hpv Comms Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hqx China Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hml...
Unscripted Equity Curiosity Episode 8. The Shoulder Tap Trade
For More Hedgeye Products Click Below: Hedgeye.com : https://info.hedgeye.com/l/764243/2021-10-21/lc4hqz Technology Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hpv Comms Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hqx China Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hml...
Unscripted Equity Curiosity Episode 7: Investing When the Dance Floor Resumes
For More Hedgeye Products Click Below: Hedgeye.com : https://info.hedgeye.com/l/764243/2021-10-21/lc4hqz Technology Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hpv Comms Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hqx China Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hml...
Unscripted Equity Curiosity Episode 6: As We Re-Open (E-Commerce, Software, & China)
For More Hedgeye Products Click Below: Hedgeye.com : https://info.hedgeye.com/l/764243/2021-10-21/lc4hqz Technology Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hpv Comms Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hqx China Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hml...
Unscripted Equity Curiosity Episode 5. The Fear of Dominos Falling
For More Hedgeye Products Click Below: Hedgeye.com : https://info.hedgeye.com/l/764243/2021-10-21/lc4hqz Technology Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hpv Comms Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hqx China Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hml...
Unscripted Equity Curiosity Episode 4. Freedman’s Worst Long Ever: Right Church, Wrong Pew
For More Hedgeye Products Click Below: Hedgeye.com : https://info.hedgeye.com/l/764243/2021-10-21/lc4hqz Technology Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hpv Comms Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hqx China Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hml...
Unscripted Equity Curiosity Episode 3. Intro to Ami: Finding Winners & Losers in Tech
For More Hedgeye Products Click Below: Hedgeye.com : https://info.hedgeye.com/l/764243/2021-10-21/lc4hqz Technology Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hpv Comms Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hqx China Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hml...
Unscripted Equity Curiosity Episode 2. Intro to Freebird: Is Content Still King?
For More Hedgeye Products Click Below: Hedgeye.com : https://info.hedgeye.com/l/764243/2021-10-21/lc4hqz Technology Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hpv Comms Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hqx China Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hml...
Unscripted Equity Curiosity Episode 1: Investing in Asian Equities
For More Hedgeye Products Click Below: Hedgeye.com : https://info.hedgeye.com/l/764243/2021-10-21/lc4hqz Technology Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hpv Comms Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hqx China Pro : https://info.hedgeye.com/l/764243/2021-10-21/lc4hml...
Hedgeye Investing Summit VII: Jurrien Timmer, Director of Global Macro, Fidelity
This is an exclusive "Hedgeye Investing Summit" interview between Jurrien Timmer , Director of Global Macro at Fidelity, and Hedgeye CEO Keith McCullough . ***This content aired as a video webcast live on Tuesday, October 5, 2021*** Want access to our 8 other webcast in this series? Click HERE to get free access: Register for our new Simulated Trading Tournament HedgEye On The Prize for the chance to win cash prizes and Hedgeye product subscriptions!...
Hedgeye Investing Summit VII: Diego Parrilla, Portfolio Manager, Quadriga
This is an exclusive "Hedgeye Investing Summit" interview between Diego Parrilla, Portfolio Manager at Quadriga, and Hedgeye CEO Keith McCullough. ***This content aired as a video webcast live on Wednesday, October 5, 2021*** Want access to our 8 other webcast in this series? Click HERE to get free access: Register for our new Simulated Trading Tournament HedgEye On The Prize for the chance to win cash prizes and Hedgeye product subscriptions!...
Hedgeye Investing Summit VII: Kyle Bass, Founder & Chief Investment Officer, Hayman Capital
This is an exclusive "Hedgeye Investing Summit" interview between Kyle Bass, Founder & Chief Investment Officer of Hayman Capital, and Hedgeye CEO Keith McCullough. ***This content aired as a video webcast live on Wednesday, October 6, 2021*** Want access to our 8 other webcast in this series? Click HERE to get free access: Register for our new Simulated Trading Tournament HedgEye On The Prize for the chance to win cash prizes and Hedgeye product subscriptions!...
Hedgeye Investing Summit VII: Michael Green, Portfolio Manager, Simplify Asset Management
This is an exclusive "Hedgeye Investing Summit" interview between Michael Green, Portfolio Manager at Simplify Asset Management, and Hedgeye CEO Keith McCullough. Watch the broadcast now. ***This content aired as a video webcast live on Tuesday, October 5, 2021*** Want access to our 8 other webcast in this series? Click HERE to get free access: Register for our new Simulated Trading Tournament HedgEye On The Prize for the chance to win cash prizes and Hedgeye product subscriptions!...
Hedgeye Investing Summit VII: Liz Ann Sonders, Chief Investment Strategist, Charles Schwab
This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders, Chief Investment Strategist of Charles Schwab, and Hedgeye CEO Keith McCullough. ***This content aired as a video webcast live on Monday October 4, 2021*** Want access to our 8 other webcast in this series? Click HERE to get free access: Register for our new Simulated Trading Tournament HedgEye On The Prize for the chance to win cash prizes and Hedgeye product subscriptions!...
The Macro Show Week In Review [Podcast Edition] - Week of Sept. 20-24
Get access to the Macro Show live and on-demand video every day: https://info.hedgeye.com/l/764243/2021-02-26/dcysv1 In 2014, we were sick and tired of hearing narrative after narrative on "Old Wall" TV. We created The Macro Show for everyday investors looking for a better way to access real-time investable market analysis. Track trends in stocks, commodities, currencies, and interest rates across the globe every morning before the market opens with former hedge fund veterans, Hedgeye ...
Ep 85 Real Conversations: Daniel Lacalle, Chief Economist, Tressis SV
**This Real Conversation originally aired as a video webcast on Hedgeye.com on September 7, 2021** Watch Real Conversations LIVE and get other great video investing content here: https://info.hedgeye.com/l/764243/2021-09-02/j1scnf Join Hedgeye CEO Keith McCullough and Daniel Lacalle , Chief Economist at Tressis SV, for this special investing discussion on HedgeyeTV . They discuss portfolio positioning, broader market dynamics, and actionable investment ideas based on what the Fed has to say at J...