Hedgeye Podcasts

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Episodes

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Hedgeye Podcasts

Hedgeye Risk Management•www.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

Weekly Notebook Review | Global Quad 4's Loom! | 11.16.2022

Visit Hedgeye.com for more great investing content. Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.

Nov 22, 2022•2 hr 41 min•Transcript available on Metacast

Ep 93 Real Conversations: David Greely, Chief Economist, Abaxx Technologies

Visit Hedgeye.com for more great investing content! Subscribe to other Hedgeye Products Here: The Macro Show Risk Ranges Early Look *This Real Conversation originally aired live on Hedgeye.com on Nov. 15, 2022* We're hosting a new Real Conversation between two of Wall Street's most formidable macro minds—Hedgeye Founder & CEO Keith McCullough welcomes David Greely , Chief Economist at Abaxx Technologies (former Portfolio Strategist at Bridgewater and Chief Commodities Strategist an...

Nov 17, 2022•1 hr 2 min•Transcript available on Metacast

Ep 92 Real Conversations: Marc Cohodes, Veteran Short-Seller (FTX Collapse Special)

Visit Hedgeye.com for more great investing content! Subscribe to other Hedgeye Products Here: The Macro Show Risk Ranges Early Look *This Real Conversation originally aired live on Hedgeye.com on Nov. 14, 2022* FTX JUST COLLAPSED IN SPECTACULAR FASHION. WATCH THIS FOLLOW UP CONVERSATION WITH THE GUY WHO CALLED IT. Veteran shortseller Marc Cohodes joins Hedgeye CEO Keith McCullough for a Real Conversation...

Nov 17, 2022•36 min•Transcript available on Metacast

Unscripted Equity Curiosity S2EP21: Comparing 2000, 2008, and 2021 Cycles in TMT & The Math Of Recovery

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Nov 12, 2022•50 min•Ep 21•Transcript available on Metacast

The Outlook: Keith McCullough On Global #Quad4 Recession

Visit Hedgeye.com for more great investing content! Subscribe to other Hedgeye Products Here: The Macro Show Risk Ranges Early Look In this special investing webcast, Keith McCullough explains why we believe growth is slowing around the world. Keith will discuss the underlying economic data as well as the asset allocations best-suited to take advantage in your portfolio....

Nov 08, 2022•47 min•Transcript available on Metacast

Hedgeye Investing Summit IX: Danielle DiMartino Booth, CEO & Chief Strategist, Quill Intelligence

Visit Hedgeye.com for more great investing content! Subscribe to other Hedgeye Products Here: The Macro Show Risk Ranges Early Look This is an exclusive "Hedgeye Investing Summit" interview between Danielle DiMartino Booth , CEO & Chief Strategist of Quill Intelligence, and Hedgeye CEO Keith McCullough ....

Nov 04, 2022•1 hr•Transcript available on Metacast

Weekly Notebook Review | The Fed Is Just A Data Point! | 11.2.2022

Nov 04, 2022•1 hr 27 min•Transcript available on Metacast

Weekly Notebook Review | Patience, Process & Short $QQQ! | 10.26.2022

Visit Hedgeye.com for more great investing content. Welcome to Hedgeye's newest show! Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. This week, the conversation dove deep into several great subjects including: 1) Sticking with the #Process, staying calm & executing at the fringes of the Risk Ranges 2) Adjusting on the fly as Price, Volume and Volatility impact the #VASP sig...

Nov 04, 2022•2 hr 1 min•Transcript available on Metacast

Weekly Notebook Review | Hosted by Robert McGroarty | Featuring Keith McCullough | 10.19.2022

Visit Hedgeye.com for more great investing content. Welcome to Hedgeye's newest show! Each week, Hedgeye’s Robert McGroarty hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. This week, we had a very special guest - Hedgeye’s CEO, Keith McCullough!! The conversation dove deep into several great subjects including: 1) In depth discussion of Global Macro assets with the best signal strength 2) Keith McCullough reviews his Top 10 Shorts 3) Invest...

Nov 04, 2022•2 hr 36 min•Transcript available on Metacast

Hedgeye Investing Summit IX: Liz Ann Sonders, Chief Investment Strategist, Charles Schwab

Visit Hedgeye.com for more great investing content! Subscribe to other Hedgeye Products Here: The Macro Show Risk Ranges Early Look This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders , Chief Investment Strategist at Charles Schwab, and Hedgeye CEO Keith McCullough ....

Oct 31, 2022•52 min•Transcript available on Metacast

Hedgeye Investing Summit IX: Marc Cohodes, Veteran Short-Seller

Visit Hedgeye.com for more great investing content! Subscribe to other Hedgeye Products Here: The Macro Show Risk Ranges Early Look This is an exclusive "Hedgeye Investing Summit" interview between veteran short-seller Marc Cohodes and Hedgeye CEO Keith McCullough ....

Oct 31, 2022•1 hr 4 min•Transcript available on Metacast

Hedgeye Investing Summit IX: Michael Green, Portfolio Manager, Simplify Asset Management

Visit Hedgeye.com for more great investing content! Subscribe to other Hedgeye Products Here: The Macro Show Risk Ranges Early Look This is an exclusive "Hedgeye Investing Summit" interview between Michael Green, Portfolio Manager at Simplify Asset Management, and Hedgeye CEO Keith McCullough....

Oct 28, 2022•52 min•Transcript available on Metacast

Hedgeye Investing Summit IX: Hugh Hendry, Founder, Eclectica Macro

Visit Hedgeye.com for more great investing content! Subscribe to other Hedgeye Products Here: The Macro Show Risk Ranges Early Look This is an exclusive "Hedgeye Investing Summit" interview between Hugh Hendry, Founder of Eclectica Macro, and Hedgeye CEO Keith McCullough....

Oct 28, 2022•52 min•Transcript available on Metacast

Weekly Notebook Review | Patience, Process & Short $QQQ! | 10.26.2022

Oct 27, 2022•2 hr 1 min•Transcript available on Metacast

Unscripted Equity Curiosity S2E20: The Great Felix Wang On Upcoming 3Q Earnings, What Xi Didn't Say, Globalization & De-Globalization $LMT

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Oct 22, 2022•25 min•Ep 20•Transcript available on Metacast

Weekly Notebook Review | Hosted by Robert McGroarty | Featuring Keith McCullough | 10.19.2022

Oct 21, 2022•2 hr 36 min•Transcript available on Metacast

Unscripted Equity Curiosity S2E19: The Dall-E Revolution - Things That Can Lay Waste To Trillions In Tech

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Oct 08, 2022•36 min•Ep 19•Transcript available on Metacast

Unscripted S2E18: How Ami & Felix Started Off With Key Takes From #HedgeyeLA & Ended Up Debating China-Taiwan

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Sep 24, 2022•35 min•Ep 18•Transcript available on Metacast

Ep 91 Real Conversation: Michael Taylor, Portfolio Manager, PINK Shares for the Cure

**This Real Conversation originally aired live on Hedgeye.com on September 8, 2022** Outspoken hedge fund manager Mike Taylor joined forces with Hedgeye CEO Keith McCullough for a new Real Conversation this week. No punches were pulled between these two market veterans during their deep-dive discussion filled with actionable investing ideas and insight. Watch Real Conversations LIVE and get other great video investing content here...

Sep 21, 2022•1 hr 9 min•Transcript available on Metacast

Unscripted Equity Curiosity S2 E17 Darkness in TMT, Will There Be Light? Ami & Andrew on SNAP, OKTA, AAPL, GOOG, and others

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Sep 03, 2022•39 min•Ep 17•Transcript available on Metacast

Unscripted Equity Curiosity S2E16: Mr. Glenchur goes to Washington: Navigating TMT Policy & Legal Landmines (Part 2 of 2)

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Aug 13, 2022•34 min•Ep 16•Transcript available on Metacast

Unscripted Equity Curiosity S2E15: Mr. Glenchur goes to Washington: Navigating TMT Policy & Legal Landmines (Part 1 of 2)

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Jul 30, 2022•28 min•Ep 15•Transcript available on Metacast

Unscripted; Summer Smoke: S2 E14 Featuring Hedgeye’s Howard Penney on Cannabis & Restaurants, Part 2 of 2

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Jul 16, 2022•20 min•Ep 14•Transcript available on Metacast

Unscripted Equity Curiosity; Summer Smoke: S2 E13 Featuring Hedgeye’s Howard Penney on Cannabis & Restaurants, Part 1 of 2

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Jul 02, 2022•32 min•Ep 13•Transcript available on Metacast

Unscripted Equity Curiosity S2E12: Andrew & Ami discuss how NOT to find multi-baggers, plus $ZM, $ROKU, $HCP, and the 10,000x of the Metaverse

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Jun 18, 2022•32 min•Ep 12•Transcript available on Metacast

Unscripted Equity Curiosity S2E11: Don't Fight The 中国人民银行 (Chinese Fed) Plus The Great Chinese Internet Snapback of 2023

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Jun 04, 2022•39 min•Ep 11•Transcript available on Metacast

Part2 of Unscripted's interview of Hedgeye's JVS: Warning strong views of TSLA, EVs, + M&A, expressed herein. Only appropriate for those who can handle awesomeness.

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May 21, 2022•36 min•Transcript available on Metacast

Hedgeye Investing Summit VIII: Pippa Malmgren, Economist & Tech Entrepreneur

*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 13, 2022* This is an exclusive "Hedgeye Investing Summit" interview between Pippa Malmgren, Economist & Tech Entrepreneur, and Hedgeye CEO Keith McCullough. To watch other "Hedgeye Investing Summit" interviews, click here . Watch Real Conversations LIVE and get other great video investing content here...

May 07, 2022•55 min•Transcript available on Metacast

Unscripted Equity Curiosity S2 E9. Will Elon Delete Tesla Bears From Twitter? Part 1 With Jay Van Sciver

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May 07, 2022•28 min•Ep 9•Transcript available on Metacast

Hedgeye Investing Summit VIII: Jim Bianco, President, Bianco Research

*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 13, 2022* This is an exclusive "Hedgeye Investing Summit" interview between Jim Bianco, President of Bianco Research, and Hedgeye CEO Keith McCullough. To watch other "Hedgeye Investing Summit" interviews, click here . Watch Real Conversations LIVE and get other great video investing content here...

May 06, 2022•52 min•Transcript available on Metacast