Hedgeye Podcasts

Hedgeye Podcasts

By Hedgeye Risk ManagementBusinessNewsInvestingBusiness News
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Hedgeye Podcasts episodes

  • The Call @ Hedgeye [FREE ALL ACCESS WEEK] | September 19, 2024

    BOOM! Free 'All Access Week' Is HERE, featuring 8 high performance investing products FREE each day from 9/16 to 9/20.

    The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Join our entire research analyst team live before the market opens for deep-dive investing analysis, our favorite stock ideas and our Risk-Manager-In-Chief Keith McCullough’s Macro overlay.

    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


    Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.


    Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.

    1 hr 10 min
  • The Macro Show [FREE ALL ACCESS WEEK] | September 18, 2024

    BOOM! Free 'All Access Week' Is HERE, featuring 8 high performance investing products FREE each day from 9/16 to 9/20: https://app.hedgeye.com/insights/155694-free-all-access-week-new-product-bundles-available?type=macro%2Cmarket-insights

    Turn off that tired “Old Wall” TV and tune in to Hedgeye's no-BS market webcast: https://info.hedgeye.com/try-the-macro-show
    ✓ Everything you need to know before the market opens
    ✓ Contrarian insight to get you ahead of big market moves
    ✓ Live viewer Q&A with Hedgeye CEO Keith McCullough
    ✓ Replays available... access our archive of 1,000+ shows

    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


    Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.

    34 min
  • The Macro Show [FREE ALL ACCESS WEEK] | September 17, 2024

    BOOM! Free 'All Access Week' Is HERE, featuring 8 high performance investing products FREE each day from 9/16 to 9/20: https://app.hedgeye.com/insights/155694-free-all-access-week-new-product-bundles-available?type=macro%2Cmarket-insights

    Turn off that tired “Old Wall” TV and tune in to Hedgeye's no-BS market webcast: https://info.hedgeye.com/try-the-macro-show
    ✓ Everything you need to know before the market opens
    ✓ Contrarian insight to get you ahead of big market moves
    ✓ Live viewer Q&A with Hedgeye CEO Keith McCullough
    ✓ Replays available... access our archive of 1,000+ shows

    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



    Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.

    33 min
  • Ep.116 Real Conversations: Judy Shelton, Senior Fellow, Independent Institute

    Join Hedgeye CEO Keith McCullough on Thursday, September 12, at 11:00am ET as he welcomes renowned monetary economist Judy Shelton for a must-see webcast that delves into monetary policy, inflation, gold, the US Dollar and other pressing economic issues of our times.

    From the echoes of financial crises to the recent spikes in pandemic prices and the persistent cycles of inflation, the economic landscape remains tumultuous. Yet, amid the murky discourse of economics dominated by questionable pundits and politicians, Judy Shelton stands out with clear, courageous insights that provide real and actionable solutions.

    A Senior Fellow at the Independent Institute and former Chairman of the National Endowment for Democracy, Shelton brings to the table a profound understanding of monetary policies and their far-reaching implications. Her latest book Good as Gold: How to Unleash the Power of Sound Money offers more than just analysis; it provides a blueprint for a prosperous economic future. Shelton challenges the status quo, particularly criticizing the inflationary policies that disproportionately benefit the elite while disadvantaging the middle and lower classes. Her bold stance is that this can—and must—change.

    In our upcoming webcast, Shelton will discuss her vision for the US Dollar—a vision that sees it perform "as good as gold... or even better." She argues for a new international monetary order, advocating for a use of gold that transcends traditional and historical constraints, offering a step-by-step guide on how gold can act as a universal measure of value, enhancing financial stability and fostering global economic growth.

    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
    Sector Pro Products
    Risk Ranges
    Early Look


    Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.


    Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.

    1 hr 4 min
  • Ep. 115 Real Conversations: Mike Taylor, Portfolio Manager, PINK Shares for the Cure

    Join us for a new "Real Conversations" webcast featuring the investing insights of acclaimed hedge fund manager Mike Taylor. Hosted by Hedgeye CEO Keith McCullough, these two market pros sat down in our studio live on Tuesday, July 23rd. They dove deep into the latest market, economic and political developments and discussed how you can position your portfolio for success.

    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
    Sector Pro Products
    Risk Ranges
    Early Look


    Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.


    Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.

    1 hr 2 min
  • America at a Crossroads: Navigating the 2024 Election Amidst a Polarized Landscape

    Join us for a critical discussion featuring Neil Howe, historian, demographer, and renowned bestselling author of "The Fourth Turning Is Here," and JT Taylor, Hedgeye's veteran Washington Policy Analyst. Together, they will delve into the escalating crisis in America following the attempted assassination of former President Donald Trump. This special webcast will address key implications of recent events, intensifying polarization as we approach November’s election, what it means for races in the House and Senate, and insights into what may ultimately lie ahead for the United States as it approaches a critical juncture.

    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
    Sector Pro Products
    Risk Ranges
    Early Look


    Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.


    Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.

    1 hr
  • CIO Corner | Measuring What Matters with Brian Schroeder

    Capital Allocation sector head David Salem welcomes Brian Schroeder, founder of OCIO Monitor in his latest episode of "CIO Corner" to discuss institutional investment and the Outsourced Chief Investment Officers (OCIO) industry.

    In this webcast they dive into the OCIO marketplace, investment strategies, and what the future holds for similar firms.

    Brian Schroeder has over 30 years of investment experience, as both an institutional manager and consultant. He founded OCIO Monitor to be the first objective and unbiased due diligence provider on behalf of institutional asset owners. He has worked for pensions, foundations and endowments with assets up to $15 billion. He has been consulted by academics and presented in 2022 to the Securities Exchange Commission’s Division of Exams’ investigators on how to spot performance reporting fraud when conducting routine firm inspections.

    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
    Sector Pro Products
    Risk Ranges
    Early Look


    Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.


    Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.

    1 hr 2 min
  • Ep.114 Real Conversations: Jurrien Timmer, Director of Global Macro at Fidelity

    Join us Tuesday, July 9th at 11:00 AM ET for an engaging Real Conversation featuring Jurrien Timmer, Director of Global Macro at Fidelity, hosted by Hedgeye CEO Keith McCullough. Dive into the shifting dynamics reshaping financial markets, including the dramatic bifurcation in the S&P 500 and evolving role of massive companies like Microsoft, Apple, and Nvidia.

    This deep dive conversation will cover a host of important topics, including the current interest rate climate, likely future Fed actions, and the role of bonds amidst rising U.S. debt service costs. Gain actionable insights into key economic developments and investing strategies critical for your portfolio’s success.

    Don't miss this opportunity to enhance your understanding of the investment landscape and explore actionable strategies.

    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
    Sector Pro Products
    Risk Ranges
    Early Look


    Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.


    Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.

    1 hr 3 min
  • Ep.113 Real Conversations: Peter Frankopan, an Oxford Professor and renowned historian

    Peter Frankopan, an Oxford Professor and renowned historian, joined Keith McCullough for a "Real Conversation" about Global Transformation on Wednesday, May 29 at 11:00 AM ET.

    Known for his bestselling books, The World Transformed: An Untold History and The Silk Roads, Frankopan's work reshapes the Eurocentric narrative of history by highlighting the pivotal influence of the East, particularly Central Asia. His books, including The New Silk Roads, explore the significant roles these regions have played in trade, culture, and geopolitical strategies, urging a reevaluation of the forces shaping global dynamics.

    If you're a Hedgeye subscriber, you already know how often McCullough references Frankopan's impactful insights. Their discussion will delve into the big ideas from his books, examining their implications for geopolitics, the global economy and much more.

    Don’t miss this enlightening conversation.

    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
    Sector Pro Products
    Risk Ranges
    Early Look


    Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.


    Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.

    49 min
  • Weekly Notebook Review | VIX < 12 is good for US Equities | May 24, 2024

    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.

    Subscribe to other Hedgeye Products Here:
    The Call @ Hedgeye
    The Macro Show
    Signal Strength Stocks
    Top Stock Picks
    Sector Pro Products
    Risk Ranges
    Early Look


    Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.


    Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.

    1 hr

About Hedgeye Podcasts

From the publisher's feed

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…

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