Hedgeye Podcasts

Hedgeye Podcasts

By Hedgeye Risk ManagementBusinessNewsInvestingBusiness News
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Hedgeye Podcasts episodes

  • Weekly Notebook Review | CPI is a Data Point…Let the Signal Guide You! | May 10, 2023

    We discussed the process and the signals jumping off the page. A key topic is the consolidation of certain Risk Ranges across varying asset classes (Volatility, FI, FX, EQ, etc.) as well as new economic data that continues to update our @Hedgeye Nowcast model. Recession risk continues to rise throughout the rest of 2023.

    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

    1 hr 16 min
  • Sector Head Spotlight | Telecom-Media Policy Sector Head Paul Glenchur

    Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, current stock ideas and recent market trends.

    Visit Hedgeye.com for more great investing content.

    Aired on March 16, 2023 (Watch video version on YouTube)

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

    35 min
  • Unscripted Equity Curiosity Season 3 Episode 9: “Some Boats Are Rising”; Felix Wang on China’s Easy COVID Comps, High Unemployment (& Likely Stimulus), & SOE’s Making 52-Week Highs

    This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech) and Felix Wang (@HedgeyeChina) as Ami puts Felix in the hot seat on everything China, focusing on China's COVID comps, unemployment, stimulus and the latest market moves.

    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
    33 min
  • Ep.100 Real Conversations: Hugh Hendry, Founder of Eclectica Macro

    Join Hedgeye CEO Keith McCullough as he sits down live with Hugh Hendry, Founder of Eclectica Macro and former hedge fund manager for this very special investing conversation only on HedgeyeTV. 

    During this 100th episode of Real Conversations (in front of an audience at Hedgeye Live), Hugh and Keith will provide a Macro reality check for investors as we progress deeper into a #Quad4 recession. Hugh is a true market pro, best known for his outspoken commentary leading up to the financial crisis of 2008, a year when his Eclectica Macro hedge fund achieved a 30+% positive return.

    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

    1 hr 3 min
  • Hedgeye Investing Summit | Jim Bianco, President of Bianco Research

    This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg.

    Watch the other 8 Hedgeye Investing Summit conversations

    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

    50 min
  • Hedgeye Investing Summit | David Salem, Director of Capital Allocation at Hedgeye

    This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg.

    Watch the other 8 Hedgeye Investing Summit conversations

    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

    47 min
  • Sector Head Spotlight | Healthcare Sector Head Tom Tobin

    Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, current stock ideas and recent market trends.

    Visit Hedgeye.com for more great investing content.

    Aired on December 20, 2022 (Watch video version on YouTube)

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

    33 min
  • Hedgeye Investing Summit | Dr. Gio Valiante, Performance Coach and Psychologist

    This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg.

    Watch the other 8 Hedgeye Investing Summit conversations

    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

    1 hr 3 min
  • Hedgeye Investing Summit | Liz Ann Sonders, Chief Investment Strategist at Charles Schwab

    This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg.

    Watch the other 8 Hedgeye Investing Summit conversations

    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

    51 min
  • Hedgeye Investing Summit | Ben Hunt, Co-Founder and CIO of Epsilon Theory

    This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg.

    Watch the other 8 Hedgeye Investing Summit conversations

    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

    1 hr 5 min

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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