Hedgeye Podcasts

By Hedgeye Risk Management

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What's Hedgeye Podcasts about?

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 McCullough, brings together the brightest minds in the business to cut through the noise and discuss the financial market moves that actually matter.LEGALThe opinions expressed in Hedgeye Real Conversations are those of the individual speaking and not of Hedgeye, and should not be construed as specific investment advice.Hedgeye® is a registered trademark. All Hedegye Real Conversations are the intellectual property of Hedgeye. All rights reserved. For more information, and to subscribe, go to www.hedgeye.com.

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LAST EPISODE

'Deep Dive' With Danielle D...

09.22.2023

BOOM! Free 'All Access Week' Is HERE, featuring 8 high performance investing products FREE each day from 9/18 to 9/24 A MUST-SEE CONVERSATION. YOU’RE INVITED. Join Quill Intelligence CEO & Chief Strategist Danielle DiMartino Booth as she welcomes renowned economist ...

Hedgeye Podcasts episodes:

09.22.2023 'Deep Dive' With Danielle DiMartino Booth and Lacy Hunt - Navigating Turbulent Markets BOOM! Free 'All Access Week' Is HERE, featuring 8 high performance investing products FREE each day from 9/18 to 9/24 A MUST-SEE CONVERSATION. YOU’RE INVITED. Join Quill Intelligence CEO & Chief Strategist Danielle DiMartino Booth as she welcomes renowned economist ...
09.21.2023 Weekly Notebook Review \| Not Hyper Focused on FOMC…the Data Rules All! \| September 21, 2023 BOOM! Free 'All Access Week' Is HERE, featuring 8 high performance investing products FREE each day from 9/18 to 9/24 Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump ...
09.21.2023 The Macro Show [FREE EDITION] \| September 21, 2023 BOOM! Free 'All Access Week' Is HERE, featuring 8 high performance investing products FREE each day from 9/18 to 9/24 "RISK HAPPENS SLOWLY AT FIRST, THEN ALL AT ONCE.” - @KeithMcCullough Here is the full, uncut edition of “The Macro ...
09.19.2023 Ep.106 Real Conversations: Mike Taylor, Hedge Fund/Portfolio Manager at Pink Shares For The Cure Fan-favorite Mike Taylor joins Hedgeye CEO Keith McCullough for a new Real Conversation. The two will discuss implications of inflation's reacceleration, what to buy and sell right now, and share valuable investing insight as we head into the final quarter ...
09.09.2023 Unscripted Equity Curiosity Season 3 Episode 15: Brian McGough Shares The Process This is a Hedgeye podcast featuring sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm), with special guest Brian McGough (@HedgeyeRetail). Visit Hedgeye.com for more great investing content. For Our Hedgeye Products Click Below:Technology ProComms ProChina Pro ...
09.06.2023 Weekly Notebook Review \| Navigating the Stagflation Storm \| September 6, 2023 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. The rules of investing have changed. Spiking volatility, surging ...
09.05.2023 Ep.105 Real Conversations: Tier 1 Alpha's co-founders Craig Peterson, David Pegler and Senior Executive Advisor Mike Green If you haven't read Tier 1 Alpha's daily investing insights, you're missing out. From the Market Situation Report to videos filled with thoughtful investment outlooks, the firm has provided immense value to subscribers since partnering with Hedgeye last month. Now, ...
08.17.2023 Weekly Notebook Review \| Raising Some Cash $SPY $QQQ $IWM $USO $GLD $VIX \| August 16, 2023 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! ...
08.10.2023 Weekly Notebook Review \| Looking Past CPI $SPY $QQQ $USO $TLT $EEM \| August 9, 2023 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! ...
08.03.2023 Weekly Notebook Review \| Vol Up, USD Up, Rates Up $SPY $QQQ $USO $GLD \| August 2, 2023 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. ...
08.01.2023 Ep.104 Real Conversations: Alternative Investments with Anthony Zhang, Cormac Kinney & Artem Milinchuk 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, ...
07.29.2023 Unscripted Equity Curiosity Season 3 Episode 14: Mid Earnings Check In: Hints Of Optimism In US Ad Recovery, China Stimulus Ahead 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 ProComms ProChina ProSubscribe to other Hedgeye Products Here:The Call ...
07.27.2023 Weekly Notebook Review \| July Inflation Re-Accelerating $SPY $QQQ $USO \| July 27, 2023 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 ...
07.26.2023 The Pitch: 6 Hedgeye Analysts. 6 Stock Ideas. 60 Minutes. \| July 26, 2023 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 ...
07.18.2023 Ep.103 Real Conversations: Dan Rasmussen, Founder and CIO of Verdad Advisers 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 ...
07.13.2023 Weekly Notebook Review \| Earnings Season Is Upon Us! $SPY $QQQ $USO $GLD \| July 13, 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 @ ...
07.11.2023 "Capitalizing on Japan" with David Salem & Andrew McDermott 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 ...
07.08.2023 Unscripted Equity Curiosity Season 3 Episode 13: “Is today’s A.I climate similar to 1999’s Internet Boom" (Plus China Trade War Impact on Semiconductor Multiples) This is a Hedgeye podcast featuring sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm). On today's episode, Ami and Felix dive into the hot topic of A.I and its impact on today's market, as well as, ...
07.05.2023 Weekly Notebook Review \| June 21, 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 @ ...
07.05.2023 Weekly Notebook Review \| June 27, 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 @ ...
06.28.2023 Ep.102 Real Conversations: Mike Green, Portfolio Manager at Simplify Asset Management Join Hedgeye CEO Keith McCullough for a new Real Conversation with Mike Green, Portfolio Manager at Simplify Asset Management. Mike is a thought leader on market structure, options flows and the risks of passive investing. It's Mike's contention that the ...
06.22.2023 The Macro Show [FULL FREE EPISODE] \| June 22, 2023 This is an audio-only version of The Macro Show that was broadcast on Hedgeye.com on June 22, 2023 Click this link to get access to the Macro Show every day Get the smartest market show available with Hedgeye’s live daily, ...
06.17.2023 Unscripted Equity Curiosity Season 3 Episode 12: "Turnings & Tech", Neil Howe Decodes China's Demographic Dance and A.I. This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm) as they are joined by Hedgeye's Demography sector head and author Neil Howe (@HoweGeneration). They dig into the latest developments in A.I, the Asian ...
06.13.2023 The Macro Show \| Dir. of Capital Allocation David Salem & Dir. of Research Daryl Jones \| June 5, 2023 This is an audio-only version of The Macro Show that was broadcast on Hedgeye.com on June 5, 2023 Click this link to get access to the Macro Show every day Our Managing Director of Capital Allocation David Salem recently hosted ...
06.08.2023 Weekly Notebook Review \| Navigating the Seasons $SPY $QQQ $GLD $USD $TLT \| June 7, 2023 We open our notebooks to touch on everything from Europe to commodities as we navigate into the summer months. $SPY $QQQ $GLD $USD $TLT Visit Hedgeye.com for more great investing content. Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts ...
06.04.2023 Sector Head Spotlight \| Director of Research Daryl Jones 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 30, 2023 ...
06.03.2023 Unscripted Equity Curiosity Season 3 Episode 11: Beer Wars, "The Bud Light Impairment" with Hedgeye's Daniel Biolsi This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm) as they are joined by Hedgeye's Consumer Staples sector head Daniel Biolsi (@Hedgeye_Staples). Daniel dives deep into his sector, hitting on the latest Bud ...
06.01.2023 Ep.101 Real Conversations: Mark Gordon, Co-Founder & Partner, Ascent Funds In this new Real Conversation hosted by Keith McCullough, Mark Gordon, co-founder of Ascent Funds, will diagnose the issues within this current dynamic and propose a better path forward. Mark is an experienced energy investment professional with a career spanning ...
06.01.2023 Weekly Notebook Review \| All Eyes on the US10/2YC & Quad 4! $SPY $QQQ \| May 31, 2023 Biggest topic of interest on #WeeklyNotebookReview today revolved around UST Yields. Stick with the signal and, if its not clear cut, go hunt somewhere that's bullish/bearish trade + Trend. The decision is yours, as @thousandairefx reminded us! Visit Hedgeye.com for ...
05.31.2023 Weekly Notebook Review \| Portfolio Construction + Market Setup $SPY $QQQ \| May 24, 2023 Featuring special guest Mike Taylor (@Mike_Taylor1972 on Twitter). We touch on how to effectively construct your personal portfolio, as well as, discussing the current market setup. Visit Hedgeye.com for more great investing content. Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on ...
05.28.2023 Sector Head Spotlight \| Communications Sector Head Andrew Freedman 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 January 12, 2023 ...
05.21.2023 Sector Head Spotlight \| Health Policy Sector Head Emily Evans 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 February 16, 2023 ...
05.20.2023 Unscripted Equity Curiosity Season 3 Episode 10: Hedgeye's Rob Simone Wearing His Cape (No Tights) Fighting for Truth, Justice & Calling Out Total Bullsh*t This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech) and Andrew Freedman (@HedgeyeComm) as they are joined by Hedgeye's REITs sector head Rob Simone (@HedgeyeREITs). Get an inside look into Rob's process and this method of uncovering the dirty truths ...
05.19.2023 #HedgeyeNation: A Beginner's Guide \| May 19, 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. Tune in LIVE Fridays @11:30am ET exclusively on our ...
05.18.2023 Weekly Notebook Review \| Beware Sinkhole Developing $SPY $QQQ $IWM $XLY \| May 17, 2023 Per usual, we reviewed the signals and setup across global macro. The US Dollar, volatility across assets as well as the Quad 4 economic data were all a core focus of discussion. We also touched on the recent ramp in ...
05.14.2023 Sector Head Spotlight \| Technology Sector Head Ami Joseph 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 9, 2023 ...
05.12.2023 #HedgeyeNation: A Beginner's Guide \| May 12, 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. Tune in LIVE Fridays @11:30am ET exclusively on our ...
05.11.2023 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 ...
05.07.2023 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 ...
05.06.2023 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 ...
05.05.2023 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 ...
05.02.2023 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 ...
05.01.2023 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 ...
04.30.2023 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 ...
04.28.2023 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 ...
04.27.2023 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 ...
04.26.2023 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 ...
04.25.2023 Hedgeye Investing Summit \| Ayesha Tariq, Co-Founder of Traderade 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 ...
04.23.2023 Sector Head Spotlight \| Restaurants Sector Head Howard Penney & Consumer Staples Sector Head Daniel Biolsi 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 February 2, 2023 ...
04.22.2023 Unscripted Equity Curiosity Season 3 Episode 8: Buying VC Growth Assets At Pennies On The $, Ami & Team Interview MBM Capital In Their Moment This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech), Andrew Freedman (@HedgeyeComm) and Felix Wang (@HedgeyeChina) as they host MBM Capital co-founders and managing partners, Arun Mittal and Lauren Bonner, at the epicenter of a Tech bubble meltdown buying venture ...

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