Hedgeye Podcasts

***This Webcast aired live on HedgeyeTV on October 15th, 2025***This is an exclusive "Hedgeye Investing Summit" interview between Richard Excell, Former Hedge Fund PM; Finance Professor and Hedgeye CEO Keith McCullough.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSignal Strength StocksWant to see how Hedgeye called every major market crash since 2008? Get 7 days free access to our hedge fund quality research at hedgeye.com/summit. No credit card required.Our Black Friday sale starts November 1st. You'll get our best prices all year, and you can explore everything free right now. Visit hedgeye.com/summit to start your free trial. Hedgeye 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. Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.

Jared Kubin, Founder & CIO of Issachar Technologies, shares insights from his journey from sports to tech, including his time at elite hedge funds like SAC and Balyasny. He discusses blending fundamental research with trading and the importance of humility in investing. Delving into AI's role, he explains how machine learning transforms stock picking and portfolio management. Kubin also highlights the need for adaptability in today's rapidly changing market dynamics, emphasizing ongoing learning and innovative risk management strategies.

***This Webcast aired live on HedgeyeTV on October 14th, 2025***This is an exclusive "Hedgeye Investing Summit" interview between Mike Taylor, Hedge Fund Manager and PM of PINK, and Hedgeye CEO Keith McCullough.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSignal Strength StocksWant to see how Hedgeye called every major market crash since 2008? Get 7 days free access to our hedge fund quality research at hedgeye.com/summit. No credit card required.Our Black Friday sale starts November 1st. You'll get our best prices all year, and you can explore everything free right now. Visit hedgeye.com/summit to start your free trial. Hedgeye 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. Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. 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 aired live on HedgeyeTV on October 14th, 2025***This is an exclusive "Hedgeye Investing Summit" interview between Luigi D'Onorio DeMeo, Chief Strategy Officer at Ava Labs and Hedgeye CEO Keith McCullough.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSignal Strength StocksWant to see how Hedgeye called every major market crash since 2008? Get 7 days free access to our hedge fund quality research at hedgeye.com/summit. No credit card required.Our Black Friday sale starts November 1st. You'll get our best prices all year, and you can explore everything free right now. Visit hedgeye.com/summit to start your free trial. Hedgeye 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. Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.

David Rosenberg, Founder and President of Rosenberg Research & Associates, chats with Hedgeye CEO Keith McCullough about the current economic landscape. They dive into the cooling labor market, AI's slow impact on jobs, and rising wealth inequality reshaping consumer behaviors. Rosenberg shares insights on the Fed's cautious stance due to past inflation mistakes and critiques the AI-driven stock rally as a potential bubble. He emphasizes careful capital allocation, favoring diversification and smaller miners amidst market risks.

Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, Ryan explains why housing has become so unaffordable in the U.S. and why it's going to be so hard to break the logjam.Want to see how Hedgeye called every major market crash since 2008? Get 7 days free access to our hedge fund quality research at hedgeye.com/summit. No credit card required.Our Black Friday sale starts November 1st. You'll get our best prices all year, and you can explore everything free right now. Visit hedgeye.com/summit to start your free trial. Hedgeye 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. Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. 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 aired live on HedgeyeTV on August 31st,  2021***Join Hedgeye CEO Keith McCullough and Jim Rickards, A New York Times Bestselling Author and renowned investor, 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 PicksWant to see how Hedgeye called every major market crash since 2008? Get 7 days free access to our hedge fund quality research at hedgeye.com/summit. No credit card required.Our Black Friday sale starts November 1st. You'll get our best prices all year, and you can explore everything free right now. Visit hedgeye.com/summit to start your free trial. Hedgeye 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. Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. 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.

Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help young and new investors build wealth over the long term. In this episode, Ryan explains why the U.S. ended the gold standard in the 1970's and what the immediate and long-term fallout of that decision was.Want to see how Hedgeye called every major market crash since 2008? Get 7 days free access to our hedge fund quality research at hedgeye.com/summit. No credit card required.Our Black Friday sale starts November 1st. You'll get our best prices all year, and you can explore everything free right now. Visit hedgeye.com/summit to start your free trial. Hedgeye 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. Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. 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.

Hugh Hendry, founder of Eclectica Macro and known for his bold macro insights, joins Keith McCullough for a compelling discussion. They tackle the ongoing macro crisis, criticizing the Fed's limitations and the impact of digital banking on stability. Hendry highlights risks in the banking sector likened to the 1930s and explores potential asset moves, including long treasuries. He also delves into AI's economic implications and suggests establishing a U.S. wealth fund for disenfranchised citizens. A thrilling mix of market strategy and candid observations!

***This webcast originally aired live on Hedgeye.com on September 24, 2025***Join Hedgeye Founder & CEO Keith McCullough for a timely conversation with Alex Pezzoli, Founder & CEO of Brightside Capital, on Wednesday, September 24, at 11:00am ET.A native Italian with over two decades of wealth management experience, Pezzoli will share his candid perspective on Europe’s economic challenges, the risks of misguided asset allocation, and the broader geopolitical forces shaping the continent’s future. Key topics include:The hidden risks to European savings in an era of inflation and excessive debtThe “South Americanization” of Western politics and economicsEurope’s dependence on the U.S. and its struggle for true autonomyStructural challenges facing the EU: demographics, energy, industry, and immigrationThis webcast will provide a deep dive look at Europe’s market and economic outlook—and what it means for investors.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSignal Strength StocksWant to see how Hedgeye called every major market crash since 2008? Get 7 days free access to our hedge fund quality research at hedgeye.com/summit. No credit card required.Our Black Friday sale starts November 1st. You'll get our best prices all year, and you can explore everything free right now. Visit hedgeye.com/summit to start your free trial. Hedgeye 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. Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. 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.