Hedgeye Podcasts

Hedgeye Podcasts

By Hedgeye Risk ManagementBusinessNewsInvestingBusiness News
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Hedgeye Podcasts episodes

  • Ep 90 Real Conversations: James Davolos, Portfolio Manager, Horizon Kinetics

    *This Real Conversation originally aired as a webcast live on Hedgeye.com on February 10, 2022*

    We hosted a new Real Conversation between two of Wall Street's best macro minds; Hedgeye Founder & CEO Keith McCullough and James Davolos, Portfolio Manager of the Horizon Kinetics Inflation Beneficiaries ETF (INFL). Their conversation was LIVE on HedgeyeTV on Thursday, February 10, 2022

    You can either listen to "intellectual" inflation debates on Mainstream Financial Media, or you can learn from two pros on where inflation is headed based on the data, and how to risk manage your portfolio with proper (and actionable) investment strategies.

    They'll discuss how Fed policy and inflation base effects will converge in a deep #Quad4 in Q2 of 2022, whether inflation will stay sticky-high for longer than expected or roll over hard, how to invest in a variety of inflationary outcomes, and more.



    Watch Real Conversations LIVE and get other great video investing content here

    1 hr
  • The Macro Show [FREE Podcast Edition] | January 27, 2022

    *This is an audio-only version of The Macro Show that was broadcast on Hedgeye.com on January 27, 2022*

    Click this link to get access to the Macro Show every day

    Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A.

    Turn off that tired “Old Wall” TV and tune into The Macro Show. 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. More often than not, the show is hosted by Hedgeye CEO Keith McCullough. On the occasions that Keith isn’t hosting, another Hedgeye analyst fills the spot. Each broadcast brings you our real-time global macro market analysis, tracking trends in stocks, commodities, currencies and interest rates across the globe.

    32 min
  • The Call @ Hedgeye [FREE Podcast Edition] - January 27, 2022

    *This is an audio-only version of our daily live video webcast of The Call @ Hedgeye, as broadcast on January 27, 2022*

    We are pulling back the curtain on our morning research conference call. Get deep-dive investing analysis, our favorite stock ideas and CEO Keith McCullough’s macro overlay with The Call @ Hedgeye.

    Get access to The Call @ Hedgeye every weekday morning at 7:45am ET

    1 hr 2 min
  • Ep 89 Real Conversations: C.J. Wilson, Former MLB Pitcher & Entrepreneuer

    *This Real Conversation originally aired as a video webcast on Hedgeye.com on January 26, 2022*

    HedgeyeTV is beyond excited to bring you one of our most eclectic and unique Real Conversation guests yet: former MLB All-Star Pitcher, professional (championship) racing team owner and driver himself, entrepreneur and Bitcoin investor (and Hedgeye Subscriber!) C.J. Wilson.

    Watch Real Conversations LIVE and get other great video investing content here

    1 hr 2 min
  • The Macro Show [FREE Podcast Edition] | January 11, 2022

    Get access to the Macro Show every day: https://info.hedgeye.com/l/764243/2021-02-26/dcysv1

    Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A.

    Turn off that tired “Old Wall” TV and tune into The Macro Show. 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. More often than not, the show is hosted by Hedgeye CEO Keith McCullough. On the occasions that Keith isn’t hosting, another Hedgeye analyst fills the spot. Each broadcast brings you our real-time global macro market analysis, tracking trends in stocks, commodities, currencies and interest rates across the globe.

    32 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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