Hedgeye Podcasts

If you like learning about different investment vehicles and structuring a portfolio for success, this Hedgeye + Friends session is for you!! Director of Subscriber Development, @HedgeyeRJM, had the pleasure of speaking with Brian Nurick, @bgnurick. Brian is known as "The Muni Guy" and now forever known as “The Muni King” after this phenomenal conversation with Robert and #HedgeyeNation.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

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 ShowRisk RangesEarly Look

Visit Hedgeye.com for more great investing content.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.Here's the lineup from this edition (3/28/2023):Retail analyst Brian McGoughGaming, Lodging & Leisure analyst Todd JordanRestaurants analyst Howard PenneyCommunications analyst Andrew FreedmanHealth Care analyst Tom TobinConsumer Staples analyst Daniel Biolsi Interested in our analysts' research?CHECK OUT OUR ENTIRE SUITE OF SECTOR PRO PRODUCTS.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro Show

Visit Hedgeye.com for more great investing content.Some of the best long-short portfolio managers in Financials didn’t see issues inside the banking sector before the crisis.A generalist portfolio manager told CEO Keith McCullough that four of the best Financials portfolio managers he knows all missed the bank collapse entirely. Macro/Financials analyst Josh Steiner heard a similar story from a friend.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowRisk 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. 

Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookJoin Keith McCullough (CEO), Daryl Jones (Director of Research), Josh Steiner (Macro/Financials) and David Salem (Capital Allocation) for a webcast discussing recent bank failures, contagion risk and the upcoming credit event.

Visit Hedgeye.com for more great investing content.Director of Subscriber Development Robert McGroarty interviewed Hedgeye CEO Keith McCullough on Tuesday, December 20 at 11am ET. Keith and Robert discussed best practices for implementing the Hedgeye risk management process and shared perspective on the thought process behind building the Hedgeye risk management process for the last fifteen years. 

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. 

This Hedgeye podcast features sector heads Ami Joseph, Andrew Freedman, and Felix Wang, as they work through investment themes, ideas, and process. In this episode, Felix discusses his broad views of investing in Chinese equities, Andrew and Felix jump into Geopolitics on Ukraine and on Tiktok, and Ami & Andrew discuss 5G capacity and 6G timeline cycle.For More Hedgeye Products Click Below:Hedgeye.com: CLICK HERE Technology Pro: CLICK HEREComms Pro: CLICK HERE China Pro: CLICK HERE