Hedgeye Podcasts

**This webcast originally aired live on Hedgeye.com on July 29, 2020**Hedgeye CEO Keith McCullough sits down with economic commentator and bestselling author James Rickards to discuss critical signals inside the U.S. economy.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSignal Strength StocksTop Stock PicksHedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page. Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. 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. CLICK HERE to check out our product page.

***This webcast originally aired live on Hedgeye.com on September 3, 2025***Join Hedgeye CEO Keith McCullough for a new Real Conversation with Hedgeye Asset Management Portfolio Manager Sam Rahman. Keith and Sam will cut through the narratives and noise to explain what’s really happening in markets. They’ll highlight the most pressing risks, the most compelling opportunities, and what investors need to focus on in today’s rapidly shifting environment.Rahman brings deep experience to the table, having spent 15 years at Crosby Advisors, the Fidelity family office, where he worked directly with founder and chairman Ned Johnson and managed a multi-billion-dollar strategy centered on long-term capital appreciation before joining Hedgeye Asset Management.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSignal Strength StocksHedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page. Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. 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. CLICK HERE to check out our product page.

***This webcast originally aired live on Hedgeye.com on September 7th,  2021***Join Hedgeye CEO Keith McCullough and Daniel Lacalle, Chief Economist at Tressis SV, for this special investing discussion on HedgeyeTV.They'll discuss portfolio positioning, broader market dynamics, and actionable investment ideas based on what the Fed has to say at Jackson Hole.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSignal Strength StocksTop Stock PicksHedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page. Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. 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. CLICK HERE to check out our product page.

Discover the keys to building long-term wealth without chasing quick riches. The discussion reveals that millionaires often rely on discipline, steady investing, and frugal living. Humorously highlighting daily choices, like eating peanut butter and jelly, they debunk myths of lavish lifestyles. Moreover, learn how most wealthy individuals come from humble beginnings and prioritize paying off debts before investing. This insightful take emphasizes financial literacy and strategic saving as essential tools for any aspiring millionaire.

Chris Whalen, a distinguished banker and author with deep expertise in housing and macroeconomics, joins the conversation. He analyzes the Federal Reserve’s struggles with inflation amidst a disrupted economy and questions their data-driven decisions. Whalen delves into the complexities of modern inflation, its impact on housing markets, and the challenges in urban commercial real estate. He critiques the Fed's handling of Treasury debt and emphasizes the need for diverse economic perspectives, highlighting significant historical and political influences in today’s market.

Explore how large language models like ChatGPT revolutionize finance and coding. Discover the balance between embracing AI tools and maintaining critical thinking skills. Learn how AI enhances data retrieval and streamlines financial analysis while still requiring human insight. The hosts also delve into practical applications for budgeting and stock predictions, highlighting the transformative potential of AI in personal finance. Plus, find out about an intriguing e-book designed for young investors, blending wisdom with modern strategies.

Mark Gordon, CIO of Ascent Oil Fund, brings his expertise on the oil market's pivotal shift from an 'Age of Abundance' to a 'Return to Scarcity.' He discusses the implications of declining production and the end of non-OPEC growth, suggesting a major price regime change is imminent. Gordon emphasizes the potential for bullish sentiment amidst unprecedented negative market feelings. He also delves into consumer preferences for SUVs over EVs and the impact of macroeconomic factors like the U.S. dollar on oil prices, providing actionable insights for navigating this volatile landscape.

Danielle DiMartino Booth, CEO of QI Research and former Fed insider, dives into the complexities of U.S. monetary policy and the future of financial leadership. She critiques Jay Powell's position amid political tensions with Trump, raising the question of potential successors. Danielle warns about America's fiscal path and the precarious status of the U.S. dollar. The conversation also highlights the challenges posed by shifting labor dynamics, cryptocurrency, and the implications of rising interest rates on different economic groups.

Jim Rickards, a bestselling author and macro strategist with over 40 years in capital markets, shares his insights on looming global chaos. He discusses the impact of social media on public discourse and critiques the Federal Reserve's handling of economic narratives. Rickards unpacks inflation metrics, revealing how manipulated data can mislead public perception. He highlights the consequences of government spending on inflation and the overwhelming burden of national debt, urging listeners to navigate the complexities of our dynamic economic systems.

Delve into the fascinating dynamics of the U.S. national debt, now soaring to $37 trillion. Discover how government borrowing mirrors personal finance and the risks of ongoing budget deficits. The discussion highlights crucial trade-offs between interest payments and vital investments in defense and infrastructure. Explore the Federal Reserve's role in managing debt and potential economic fallout from excessive spending. With historical analogies and pressing questions, the conversation emphasizes the need for fiscal responsibility to safeguard future generations.