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 28, 2023 • 37min
Sector Head Spotlight | Communications Sector Head Andrew Freedman
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 January 12, 2023 (Watch video version on YouTube)Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
May 21, 2023 • 43min
Sector Head Spotlight | Health Policy Sector Head Emily Evans
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 February 16, 2023 (Watch video version on YouTube)Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
May 20, 2023 • 1h 19min
Unscripted Equity Curiosity Season 3 Episode 10: Hedgeye's Rob Simone Wearing His Cape (No Tights) Fighting for Truth, Justice & Calling Out Total Bullsh*t
This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech) and Andrew Freedman (@HedgeyeComm) as they are joined by Hedgeye's REITs sector head Rob Simone (@HedgeyeREITs). Get an inside look into Rob's process and this method of uncovering the dirty truths in the REITs 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
May 19, 2023 • 36min
#HedgeyeNation: A Beginner's Guide | May 19, 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.Tune in LIVE Fridays @11:30am ET exclusively on our subscriber-only message board, "The Arena."Check out our A Beginner's Guide To Hedgeye playlists on YouTube!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookThe Call @ HedgeyeSector Pro Products
May 18, 2023 • 1h 26min
Weekly Notebook Review | Beware Sinkhole Developing $SPY $QQQ $IWM $XLY | May 17, 2023
Per usual, we reviewed the signals and setup across global macro. The US Dollar, volatility across assets as well as the Quad 4 economic data were all a core focus of discussion. We also touched on the recent ramp in US Equities as a great opportunity to add to core shorts like $XLY $XLI $XOP $XLE $XRT $XLF $XLRE.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 14, 2023 • 41min
Sector Head Spotlight | Technology Sector Head Ami Joseph
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 9, 2023 (Watch video version on YouTube)Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
May 12, 2023 • 27min
#HedgeyeNation: A Beginner's Guide | May 12, 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.Tune in LIVE Fridays @11:30am ET exclusively on our subscriber-only message board, "The Arena."Check out our A Beginner's Guide To Hedgeye playlists on YouTube!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookThe Call @ HedgeyeSector Pro Products
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
