Hedgeye Podcasts

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.

Visit Hedgeye.com for more great investing content.

Hedgeye's world-class investing research team is hitting the road! Join us on September 12, 2023 for Hedgeye Regional Las Vegas. Tickets are on sale now!

Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look

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.

Visit Hedgeye.com for more great investing content.

Hedgeye's world-class investing research team is hitting the road! Join us on September 12, 2023 for Hedgeye Regional Las Vegas. Tickets are on sale now!

Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look

With a special guest appearance by Mike Taylor (@Mike_Taylor1972).

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.

Hedgeye's world-class investing research team is hitting the road! Join us on September 12, 2023 for Hedgeye Regional Las Vegas. Tickets are on sale now!

Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look

There's no shortage of disconcerting economic data in the current #Quad4 macro environment. But if you know where to look, there are still plenty of places to invest.

In this Real Conversation webcast on Tuesday, August 1 at 11:00am ET, Hedgeye CEO Keith McCullough will speak with founders of three companies thriving in industries most investors would consider outside the box: diamonds, wine and farmland.

This complimentary hourlong conversation will include actionable insights from: 

• Cormac Kinney: Founder & CEO of Diamond Standard
• Anthony Zhang: Co-Founder & CEO of Vinovest
• Artem Milinchuk: Founder of FarmTogether

Take the next step in your "go-anywhere" investing education.

Visit Hedgeye.com for more great investing content.

Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look

This is a Hedgeye podcast featuring sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm). 

Visit Hedgeye.com for more great investing content.

For Our Hedgeye Products Click Below:

• Technology Pro
• Comms Pro
• China Pro

Subscribe to other Hedgeye Products Here:

• The Call @ Hedgeye
• The Macro Show
• Sector Pro Products

With special guest appearances by Hedgeye CEO Keith McCullough (@KeithMcCullough) and Mike Taylor (@Mike_Taylor1972).

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
Sector Pro Products
Risk Ranges
Early Look

During this special HedgeyeTV webcast, six Hedgeye analysts will pitch one of their high-conviction stock ideas (Long or Short) to our Risk-Manager-In-Chief Keith McCullough.

The Pitch is a fan-favorite, alpha-generating webcast which gives you an inside look at how hedge funds decide what positions to put on. Best of all, our analysts pitch their actual Best Ideas, breaking down their Long (or Short) calls in real-time.

Here's the lineup for this edition:

1. China analyst Felix Wang
2. Health Care analyst Tom Tobin
3. Financials analyst Josh Steiner
4. REITs analyst Rob Simone
5. Consumer Staples analyst Daniel Biolsi 
6. Retail analyst Jeremy McLean

Visit Hedgeye.com for more great investing content.

Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look

In this new Real Conversation, Hedgeye CEO Keith McCullough will be joined by Dan Rasmussen, Founder and CIO of Verdad Advisers. One of the topics of discussion will be Rasmussen's thought-provoking research note on "Private Equity Fundamentals." In it, Dan warns investors that, "Rising interest costs and multiple contraction could spell trouble for institutional investors' favorite asset class."

This is a must-see macro webcast which will illuminate various risks and opportunities ahead for investors.

Visit Hedgeye.com for more great investing content.

Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look

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
Sector Pro Products
Risk Ranges
Early Look

Hedgeye's Managing Director of Capital Allocation David Salem sits down with Andrew McDermott, Founder and President of Mission Value Partners, for a live investing webcast.

"Capitalizing on Japan" will provide a deep dive into various reasons why we are bullish on Japanese markets.

Visit Hedgeye.com for more great investing content.

WANT MORE FROM DAVID SALEM? STAY TUNED

Hedgeye's new Capital Allocation product is in the works, with David Salem leading the charge. While hosting The Macro Show, Hedgeye's Managing Director of Capital Allocation gave a sneak peek at the actionable data/guidance he will provide subscribers later this year.

Check out the following clips:

Capital Allocation Pro: Private Market Research for the Masses

The Manic-Depressive Tendencies Of U.S. Stocks

Ready to receive more insights like this when Capital Allocation goes live? Email [email protected] to sign up.