Hedgeye Podcasts

Hedgeye Podcasts

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Hedgeye Podcasts episodes

  • Ep 81 Real Conversations: Mike Taylor, Portfolio Manager, Critical Mass Partners

    **This originally aired as a video webcast on Hedgeye.com on July 13, 2021**

    Throughout July, Hedgeye CEO Keith McCullough will be joined by four leading investment strategists for a special Real Conversations series, The Great Reopening: Investing Implications In A Post-Pandemic World.

    To lead off our webcast series, Keith is joined by none other than Mike Taylor, Portfolio Manager at Critical Mass Partners. From Delta-variants to “garbage stocks,” you won’t want to miss the replay of this pro-to-pro discussion.

    1 hr 3 min
  • Ep 80 Real Conversations: Jeff Snider, Head of Global Research at Alhambra Investments.

    **This interview originally aired via webcast on Hedgeye.com on June 23, 2021**

    Hedgeye CEO Keith McCullough and Director of Research Daryl Jones are hosting a special Real Conversations series with four leading market strategists: Inflation Tsunami: Investing During A Rising Inflationary Tide. 

    In this edition, Daryl will be joined by Jeff Snider, Head of Global Research at Alhambra Investments.

    47 min
  • Ep 79 Real Conversations: David Rosenberg, Chief Economist & Strategist at Rosenberg Research & Associates

    **This interview originally aired via webcast on Hedgeye.com on June 17, 2021**

    Hedgeye CEO Keith McCullough is hosting a special Real Conversations series with four leading market strategists: Inflation Tsunami: Investing During A Rising Inflationary Tide. 

    In this edition, Keith will be joined by David Rosenberg, Chief Economist & Strategist at Rosenberg Research & Associates.

    1 hr 13 min
  • Ep 78 Real Conversations: Prof. Steve Hanke, Johns Hopkins University

    **This podcast originally aired as a video livestream on Hedgeye.com on June 16, 2021**

    Throughout June, Hedgeye CEO Keith McCullough is hosting a special Real Conversations series with four leading market strategists: Inflation Tsunami: Investing During A Rising Inflationary Tide. 

    In this edition, Keith will be joined by Steve Hanke, professor of applied economics at Johns Hopkins and renowned FX and commodity trader.

    55 min
  • Ep 77 Real Conversations: James Davolos, Portfolio Manager, Horizon Kinetics

    **This originally aired as a video webcast on Hedgeye.com on June 9, 2021**

    Throughout June, Hedgeye CEO Keith McCullough is hosting a special Real Conversations series with four leading market strategists: Inflation Tsunami: Investing During A Rising Inflationary Tide. 

    In this edition, Keith is joined by James Davolos, Portfolio Manager at Horizon Kinetics.

    For access to the rest of our special "Inflation Tsunami" interviews, click here.

    54 min
  • Ep 76 Real Conversations: Danielle DiMartino Booth, CEO & Chief Strategist, Quill Intelligence

    **This originally aired as a video webcast on Hedgeye.com on May 11, 2021**

    Listen to Hedgeye CEO Keith McCullough and Danielle DiMartino Booth, former Fed advisor and Chief Strategist at Quill Intelligence in this special investing discussion. They discuss important market implications in the wake of the COVID-19, particularly the extraordinary fiscal and monetary mess D.C. bureaucrats and policy wonks have created.

    1 hr 2 min
  • Ep 75 Real Conversations: Christopher Whalen, Chairman, Whalen Global Advisors, LLC

    **This originally aired as a video webcast live on Hedgeye.com on May 7, 2020**

    We are excited to bring you another heavy-hitting macro-dose of financial insight with our newest Real Conversation on HedgeyeTV. Hedgeye CEO Keith McCullough will be joined by renowned banker and author Christopher Whalen.

    Chris has had a storied career on Wall Street, and now uses his expertise to pull out high-level insights from the nitty-gritty of Macro; this is an analytical range you won't find anywhere else.

    1 hr

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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