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Hedgeye Podcasts

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Oct 25, 2024 • 52min

Ep.118 Real Conversations: Steve Hanke, Economist and Professor of Applied Economics, John Hopkins University

Join us for a one-on-one conversation between renowned economist Steve Hanke and Hedgeye Founder & CEO Keith McCullough. In this exclusive webcast, Hanke will share his prescient insights on U.S. inflation, the shrinking money supply, and the potential U.S. economic slowdown.This is a return visit for Professor Hanke (a fan favorite among #HedgeyeNation faithful) whose forecasts have been remarkably accurate—most notably his accurate prediction of the U.S. inflation spike. Don’t miss this opportunity to hear his latest outlook as he unpacks the Federal Reserve’s next move and what it means for markets and the 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.
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Oct 23, 2024 • 1h 1min

Hedgeye Investing Summit Fall 2024 | Murray Stahl, Chairman, CEO, CIO, Co-Founder, Horizon Kinetics

In this engaging discussion, Murray Stahl, a seasoned expert in inflation and hard asset investing, delves into current inflation trends and their historical contexts, linking them to global economic shifts. He critiques the disconnect between elites and everyday Americans regarding inflation issues and explores strategic investments in resources like gold and natural gas. Moreover, he discusses the intricate relationship between money supply and inflation, highlighting the potential of cryptocurrencies, especially Bitcoin, as a hedge against rising prices.
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Oct 22, 2024 • 57min

Hedgeye Investing Summit Fall 2024 | Marc Cohodes, rabblerouser/short seller

In a captivating discussion, Marc Cohodes, a renowned short-seller and fraud exposer, shares his insights on exposing financial corruption and the implications of recent market failures. He highlights the clash between short-sellers and conventional firms, critiques lax regulations, and shares personal stories from his crusade against dishonesty in finance. Cohodes also explores the challenges faced by short sellers in a misleading market environment and reflects on the shifting dynamics within the cannabis industry, encouraging informed investment practices.
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Oct 21, 2024 • 50min

Hedgeye Investing Summit Fall 2024 | Michael Cannivet, Founder & CIO of Silverlight Asset Management; Author of The Four Minute Retirement Plan

Michael Cannivet, Founder and CIO of Silverlight Asset Management and author of "The Four Minute Retirement Plan," shares his insights on navigating bear markets and crafting effective personal financial narratives. He discusses the importance of customized financial planning, particularly in economic downturns, and how personal experiences shape investment strategies. Cannivet emphasizes meaningful philanthropy, risk management, and the significance of transparency in investment choices, equipping listeners with tools for financial fulfillment and success.
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Oct 18, 2024 • 38min

Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 2 | Diversification

Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term.DISCLAIMERThis content has been prepared by Hedgeye Risk Management, LLC (“Hedgeye”) and is presented for informational purposes only. Hedgeye is not a broker dealer and does not provide investment advice to individuals.  None of the information contained herein constitutes an offer to sell, or a solicitation of an offer to buy any security or investment vehicle, nor does it constitute an  investment recommendation or legal, tax, accounting, or investment advice by Hedgeye or any of its employees, officers, agents, or guests.  This information is presented without regard for individual investment preferences or risk parameters and is general, non- tailored, non-specific information. This content is based on information from sources believed to be reliable.  Hedgeye is not responsible for errors, inaccuracies, or omissions of information.  The opinions and conclusions contained in this report are those of the individual expressing those opinions or conclusions and are intended solely for the use of Hedgeye’s subscribers and the authorized recipients of the content.  The opinions of HedgeyeTV guests are not the opinions of Hedgeye.  Hedgeye is not responsible for the opinions of their guests or the content or information they may provide.Hedgeye distributes content on behalf of Tier 1 Alpha, LLC, a third-party content provider with shared ownership.All investments entail a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of the content. Consult your financial professional before investing.TERMS OF USEThe information contained herein is protected by United States and foreign copyright laws and is intended solely for the use of its authorized recipient; there is a fee associated with access to this report. Access must be provided directly byHedgeye. Redistribution or republication of the content is strictly prohibited. By joining this call or possessing these materials, you agree to these terms and Hedgeye Terms of Service. For more detail, please refer to the Terms of Serviceat https://www.hedgeye.com/terms_of_serviceHedgeye 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.
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Oct 17, 2024 • 47min

Hedgeye Investing Summit Fall 2024 | Dan Rasmussen, Founder and CIO of Verdad Advisers

In this insightful discussion, Dan Rasmussen, Founder and CIO of Verdad Advisers and author of the upcoming book 'The Humble Investor', dives deep into the art of value investing. He emphasizes the power of humility in predicting market trends, advocating for strategies that exploit human error. Rasmussen critiques traditional financial models, suggesting that a fresh perspective can reveal hidden opportunities. He also shares his thoughts on Japan's economic landscape, the importance of diverse investment strategies, and how retirees can effectively protect their capital.
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Oct 11, 2024 • 59min

Hedgeye Investing Summit Fall 2024 | Mike Taylor, Hedge Fund Manager

Mike Taylor, a hedge fund manager with the Pink Fund, discusses the intersection of healthcare and investing. He shares insights on groundbreaking medical innovations, particularly in spinal surgery and drug development. The conversation critiques passive investment strategies and explores the political climate ahead of the presidential election, emphasizing its economic implications. Taylor also sheds light on the healthcare sector's performance in Quad 3 and the need for diligent investment strategies amid rising public discontent with traditional politics.
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Oct 10, 2024 • 49min

Hedgeye Investing Summit Fall 2024 | Danielle DiMartino Booth, CEO & Chief Strategist, QI Research, Former Fed insider

This is an exclusive "Hedgeye Investing Summit" interview between Danielle DiMartino Booth, CEO & Chief Strategist, QI Research, Former Fed insider, and Hedgeye CEO Keith McCullough.To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.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.
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Oct 9, 2024 • 53min

Hedgeye Investing Summit Fall 2024 | Daniel Lacalle, Chief Economist at Tressis

This is an exclusive "Hedgeye Investing Summit" interview between Daniel Lacalle, Chief Economist at Tressis, and Hedgeye CEO Keith McCullough.To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.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.
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Oct 8, 2024 • 50min

Hedgeye Investing Summit Fall 2024 | Liz Ann Sonders, Chief Investment Strategist, Charles Schwab

This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, and Hedgeye CEO Keith McCullough.To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.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.

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