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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
Feb 4, 2023 • 57min
Unscripted Equity Curiosity Season 3 Episode 3: TMT Investing In SouthEast Asia (ft. Venture Partner Alan Hellawell)
For More Hedgeye Products Click Below:Hedgeye.com: CLICK HERE Technology Pro: CLICK HEREComms Pro: CLICK HERE China Pro: CLICK HERE
Feb 2, 2023 • 1h 33min
Weekly Notebook Review | Post FOMC…Reviewing the Signals! $SPY $QQQ | February 1, 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.
Jan 21, 2023 • 48min
Unscripted Equity Curiosity Season 3 Episode 2: Ode to Quad4: Latest Data & How Bad Can It Get For TMT
For More Hedgeye Products Click Below:Hedgeye.com: CLICK HERE Technology Pro: CLICK HEREComms Pro: CLICK HERE China Pro: CLICK HERE
Jan 19, 2023 • 1h 55min
Weekly Notebook Review | $SPY $QQQ $IWM $FEZ $HYG Near TRR - #Quad4 | January 18, 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.
Jan 18, 2023 • 42min
Cohodes & McGough: Short the Hell Out of $HELE
Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookIf you tuned in for his appearance on the Hedgeye Investing Summit, you know that legendary short-seller Marc Cohodes takes no prisoners and suffers no fools when he speaks.Tune in for this can't-miss webcast where Cohodes will be joined by Hedgeye Retail analysts Brian McGough and Jeremy McLean. On this webcast, McGough and Cohodes will lay out the short case on consumer goods maker Helen of Troy (HELE).
Jan 11, 2023 • 1h 26min
Weekly Notebook Review | Sell Gamma Squeezes | January 10, 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.
Jan 7, 2023 • 45min
Unscripted Equity Curiosity Season 3 Episode 1: Key Takeaways for TMT from Keith’s 1Q23 Macro Themes
For More Hedgeye Products Click Below:Hedgeye.com: CLICK HERE Technology Pro: CLICK HEREComms Pro: CLICK HERE China Pro: CLICK HERE
Jan 6, 2023 • 1h 5min
Ep 96 Real Conversations: Mike Taylor, Portfolio Manager, Critical Mass Partners
Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookHedgeye CEO Keith McCullough was joined by outspoken hedge fund manager Mike Taylor (and PM of Pink Shares For The Cure) this week in this must-see Real Conversation. Mike and Keith discussed longs, shorts, fraud-spotting and the evolving Macro outlook over the next six to twelve months.
Jan 6, 2023 • 1h 30min
Weekly Notebook Review | Similar Signals to Start 2023 | Jan. 4, 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.
Dec 24, 2022 • 30min
Unscripted Equity Curiosity Season 2 Finale! Biggest Risks For Software in 2023 + Some Lingering Takeaways from the Taiwan Expert Call
For More Hedgeye Products Click Below:Hedgeye.com: CLICK HERE Technology Pro: CLICK HEREComms Pro: CLICK HERE China Pro: CLICK HERE
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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