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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
May 11, 2023 • 1h 16min
Weekly Notebook Review | CPI is a Data Point…Let the Signal Guide You! | May 10, 2023
We discussed the process and the signals jumping off the page. A key topic is the consolidation of certain Risk Ranges across varying asset classes (Volatility, FI, FX, EQ, etc.) as well as new economic data that continues to update our @Hedgeye Nowcast model. Recession risk continues to rise throughout the rest of 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
May 7, 2023 • 34min
Sector Head Spotlight | Telecom-Media Policy Sector Head Paul Glenchur
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, current stock ideas and recent market trends.Visit Hedgeye.com for more great investing content.Aired on March 16, 2023 (Watch video version on YouTube)Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
May 6, 2023 • 33min
Unscripted Equity Curiosity Season 3 Episode 9: “Some Boats Are Rising”; Felix Wang on China’s Easy COVID Comps, High Unemployment (& Likely Stimulus), & SOE’s Making 52-Week Highs
This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech) and Felix Wang (@HedgeyeChina) as Ami puts Felix in the hot seat on everything China, focusing on China's COVID comps, unemployment, stimulus and the latest market moves.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
May 5, 2023 • 1h 3min
Ep.100 Real Conversations: Hugh Hendry, Founder of Eclectica Macro
Join Hedgeye CEO Keith McCullough as he sits down live with Hugh Hendry, Founder of Eclectica Macro and former hedge fund manager for this very special investing conversation only on HedgeyeTV. During this 100th episode of Real Conversations (in front of an audience at Hedgeye Live), Hugh and Keith will provide a Macro reality check for investors as we progress deeper into a #Quad4 recession. Hugh is a true market pro, best known for his outspoken commentary leading up to the financial crisis of 2008, a year when his Eclectica Macro hedge fund achieved a 30+% positive return.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
May 2, 2023 • 50min
Hedgeye Investing Summit | Jim Bianco, President of Bianco Research
This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg.Watch the other 8 Hedgeye Investing Summit conversationsVisit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
May 1, 2023 • 47min
Hedgeye Investing Summit | David Salem, Director of Capital Allocation at Hedgeye
This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg.Watch the other 8 Hedgeye Investing Summit conversationsVisit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
Apr 30, 2023 • 33min
Sector Head Spotlight | Healthcare Sector Head Tom Tobin
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, current stock ideas and recent market trends.Visit Hedgeye.com for more great investing content.Aired on December 20, 2022 (Watch video version on YouTube)Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
Apr 28, 2023 • 1h 3min
Hedgeye Investing Summit | Dr. Gio Valiante, Performance Coach and Psychologist
This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg.Watch the other 8 Hedgeye Investing Summit conversationsVisit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
Apr 27, 2023 • 51min
Hedgeye Investing Summit | Liz Ann Sonders, Chief Investment Strategist at Charles Schwab
This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg.Watch the other 8 Hedgeye Investing Summit conversationsVisit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
Apr 26, 2023 • 1h 4min
Hedgeye Investing Summit | Ben Hunt, Co-Founder and CIO of Epsilon Theory
This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg.Watch the other 8 Hedgeye Investing Summit conversationsVisit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode