Hedgeye Podcasts

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

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

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

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.

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

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

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

Join Hedgeye CEO Keith McCullough for a new Real Conversation with Mike Green, Portfolio Manager at Simplify Asset Management.Mike is a thought leader on market structure, options flows and the risks of passive investing. It's Mike's contention that the rise of quantitative trading strategies – delta hedging dynamics, volatility-controlled rebalancing, and market cap distortions – have altered financial markets forever.Keith and Mike will discuss these dynamics and much more in this wide-ranging conversation about what comes next for financial markets. Buckle up and tune in. This conversation promises to be a wild ride.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look

*This is an audio-only version of The Macro Show that was broadcast on Hedgeye.com on June 22, 2023*Click this link to get access to the Macro Show every dayGet the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A.Turn off that tired “Old Wall” TV and tune into The Macro Show. 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. More often than not, the show is hosted by Hedgeye CEO Keith McCullough. On the occasions that Keith isn’t hosting, another Hedgeye analyst fills the spot. Each broadcast brings you our real-time global macro market analysis, tracking trends in stocks, commodities, currencies and interest rates across the globe.

This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm) as they are joined by Hedgeye's Demography sector head and author Neil Howe (@HoweGeneration). They dig into the latest developments in A.I, the Asian markets and the impact of the writer's strike in the U.S. Neil gives his own unique perspective on these topics from a demographer's point of view. Neil's new book, The Fourth Turning Is Here, will be available July 2023. Pre-order your copy HERE. 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