Hedgeye Podcasts cover image

Hedgeye Podcasts

Latest episodes

undefined
Aug 1, 2023 • 1h 3min

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, Hedgeye CEO Keith McCullough will speak with founders of three companies thriving in industries most investors would consider outside the box: diamonds, wine and farmland.This complimentary hourlong conversation will include actionable insights from: Cormac Kinney: Founder & CEO of Diamond StandardAnthony Zhang: Co-Founder & CEO of VinovestArtem Milinchuk: Founder of FarmTogetherTake the next step in your "go-anywhere" investing education.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
undefined
Jul 29, 2023 • 38min

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 @ HedgeyeThe Macro ShowSector Pro Products
undefined
Jul 27, 2023 • 2h 28min

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 jump out of their Notebooks.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
undefined
Jul 26, 2023 • 59min

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 funds decide what positions to put on. Best of all, our analysts pitch their actual Best Ideas, breaking down their Long (or Short) calls in real-time. Here's the lineup for this edition:China analyst Felix WangHealth Care analyst Tom TobinFinancials analyst Josh SteinerREITs analyst Rob SimoneConsumer Staples analyst Daniel Biolsi Retail analyst Jeremy McLeanVisit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
undefined
Jul 18, 2023 • 1h 5min

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 warns investors that, "Rising interest costs and multiple contraction could spell trouble for institutional investors' favorite asset class."This is a must-see macro webcast which will illuminate various risks and opportunities ahead for investors.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
undefined
Jul 13, 2023 • 1h 1min

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 @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
undefined
Jul 11, 2023 • 1h 3min

"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 on Japanese markets.Visit Hedgeye.com for more great investing content.WANT MORE FROM DAVID SALEM? STAY TUNEDHedgeye's new Capital Allocation product is in the works, with David Salem leading the charge. While hosting The Macro Show, Hedgeye's Managing Director of Capital Allocation gave a sneak peek at the actionable data/guidance he will provide subscribers later this year. Check out the following clips:Capital Allocation Pro: Private Market Research for the MassesThe Manic-Depressive Tendencies Of U.S. StocksReady to receive more insights like this when Capital Allocation goes live? Email support@hedgeye.com to sign up.
undefined
Jul 8, 2023 • 43min

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, Chinese policy impacts on the semiconductor space. 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 @ HedgeyeThe Macro ShowSector Pro Products
undefined
Jul 5, 2023 • 1h 5min

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 @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
undefined
Jul 5, 2023 • 1h 35min

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 @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode