
Hedgeye Podcasts
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.
Latest episodes

Apr 22, 2025 • 50min
Hedgeye Investing Summit Spring 2025 | Brendan Ahern, CIO of KraneShares
***This webcast originally aired live on Hedgeye.com on April 10th, 2025***This is an exclusive "Hedgeye Investing Summit" interview between Brendan Ahern, CIO of KraneShares and Hedgeye CEO Keith McCullough.To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.In addition to paid advertisement, KraneShares and Hedgeye Asset Management, LLC (“HAM”), a subsidiary of Hedgeye Risk Management, LLC (“Hedgeye” or “HRM”), have entered into a model index provider agreement, pursuant to which HAM has licensed the exclusive use of the Hedgeye Hedged Equity Index to Kraneshares and under which HAM receives a fee based in part on the level of assets under management in the KSPY ETF. As such, HAM and Hedgeye may benefit directly or indirectly from an investment in KSPY.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. 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.

Apr 21, 2025 • 50min
Hedgeye Investing Summit Spring 2025 | Jim Bianco, President & Macro Strategist of Bianco Research
***This webcast originally aired live on Hedgeye.com on April 10th, 2025***This is an exclusive "Hedgeye Investing Summit" interview between Jim Bianco, President & Macro Strategist of Bianco Research and Hedgeye CEO Keith McCullough.To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.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. 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.

Apr 20, 2025 • 51min
Hedgeye Investing Summit Spring 2025 | Danielle DiMartino Booth, CEO & Chief Strategist of QI Research
***This webcast originally aired live on Hedgeye.com on April 10th, 2025***This is an exclusive "Hedgeye Investing Summit" interview between Danielle DiMartino Booth, CEO & Chief Strategist of QI Research and Hedgeye CEO Keith McCullough.To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.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. 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.

Apr 19, 2025 • 45min
Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 13 | Life Insurance
Explore the essential aspects of life insurance, from its role as a financial safety net to the differences between term and whole life policies. Discover the intricacies of cash value and death benefit, revealing common myths and financial implications. The conversation highlights potential pitfalls, encouraging personalized financial planning, particularly for young investors. Learn how life insurance can serve as both a protective measure and an investment strategy while navigating the complexities of policy loans.

Apr 19, 2025 • 50min
Hedgeye Investing Summit Spring 2025 | David McAlvany, CEO of McAlvany Precious Metals
David McAlvany, CEO of McAlvany Precious Metals, shares his extensive expertise on the dynamics of precious metals investing. He discusses the evolution of gold as a timeless asset and reflects on how family legacy impacts wealth strategy. Listeners learn about the challenges of physical gold ownership, including storage and liquidity options. McAlvany also examines how gold imports affect GDP calculations and the rising interest among wealthy investors seeking stability in volatile markets. His insights make a compelling case for gold's role in modern investment portfolios.

Apr 18, 2025 • 47min
Hedgeye Investing Summit Spring 2025 | Abaxx Technologies Founder & CEO, Josh Crumb & Chief Economist David Greely
In this enlightening discussion, Josh Crumb, the Founder and CEO of Abaxx Technologies, and David Greely, Chief Economist at Abaxx, explore the evolving landscape of global commodity markets. They dive into the rising significance of natural gas and the geopolitical factors reshaping energy pricing. The duo also addresses gold market dynamics, including central banks' growing influence and the disparities in trading cultures across continents. Additionally, they highlight innovative approaches to streamline gold transactions and the launch of a new exchange aimed at enhancing trading in critical commodities.

Apr 17, 2025 • 48min
Hedgeye Investing Summit Spring 2025 | Meb Faber, Co-Founder & CIO of Cambria IM
Meb Faber, co-founder and CIO of Cambria Investment Management, shares his expertise in global asset allocation and quantitative investing. He discusses the interplay between market valuations and economic indicators, stressing flexibility in strategies. Faber compares investment planning to a balanced diet, advocating for diverse asset allocation. He critiques traditional passive investing, emphasizing the importance of adapting to market conditions. Finally, he highlights the significance of managing stress through robust investment strategies and continuous education.

20 snips
Apr 16, 2025 • 58min
Hedgeye Investing Summit Spring 2025 | , Portfolio Manager for PINK Shares for the Cure
Mike Taylor, a seasoned Portfolio Manager for PINK Shares for the Cure, discusses market forecasts and investment strategies influenced by current economic conditions. He delves into the complexities of navigating high-yield corporate debt and equity bubbles amidst U.S.-China tensions. Taylor emphasizes the importance of understanding economic trends through 'quads' and the evolving dynamics of bond markets. Additionally, he shares lessons from past market turbulence, including the GameStop event, highlighting the emotional resilience needed for successful trading.

Apr 15, 2025 • 49min
Hedgeye Investing Summit Spring 2025 | Tier1 Alpha CEO Craig Peterson, COO David Pegler, Sr. Exec. Advisor Mike Green
In this engaging discussion, Craig Peterson, CEO of Tier1 Alpha, and Mike Green, Sr. Exec. Advisor, delve into the intricacies of market structure and trading dynamics. They highlight the critical role of algorithms in trading and how volatility affects market strategies. The duo explores the transition of investor sentiment from complacency to panic and discusses portfolio management in uncertain conditions. They also emphasize the implications of automatic 401k contributions on markets, offering valuable insights for navigating today's complex investment landscape.

Apr 14, 2025 • 45min
Hedgeye Investing Summit Spring 2025 | Stephanie Pomboy, Founder of MacroMavens
Stephanie Pomboy, Founder of MacroMavens, known for her keen market insights, dives into the evolving landscape of gold as a safe haven amidst economic uncertainties. She discusses the declining dominance of the U.S. dollar and the implications for global investments. Pomboy critiques current government policies, highlighting their impact on labor and potential economic distortions. The conversation also tackles the contrast between media narratives and real economic data, emphasizing the importance of solid analysis for navigating market challenges.