Hedgeye Podcasts

Hedgeye Podcasts

By Hedgeye Risk ManagementBusinessNewsInvestingBusiness News
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Hedgeye Podcasts episodes

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

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    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 and Head of Energy Research at Goldman Sachs) 

    1 hr 2 min
  • 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

    36 min
  • The Outlook: Keith McCullough On Global #Quad4 Recession

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    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.

    48 min
  • 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 signal

    3)     An update on the Muni Bond market as well as a discussion around the longer-term impact of consecutive Quad 4s on the High Yield Credit market

    4)     The impact of elevated volatility within the FX & Fixed Income market as well as the inverse correlation of the $SPX + $CRB to the $USD

     

    The #WeeklyNotebookReview is hosted live each Wednesday and open to all interested in learning a better way to invest - the Hedgeye way. 

     

    See you next week!

    2 hr 2 min
  • 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)     Investing within a volatility complex that remains elevated and trending higher

    4)     Sticking with “One’s” process

    The #WeeklyNotebookReview is hosted live on Twitter Spaces each Wednesday and open to all interested in learning a better way to invest – the Hedgeye way. 

    See you next week!

    1 hr 37 min

About Hedgeye Podcasts

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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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