
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

11 snips
Apr 7, 2025 • 38min
The Macro Show [FREE EDITION] | April 7th, 2025
Dive into the latest market insights, where experts explore proactive strategies for handling financial volatility. Discover how personal accountability plays a crucial role in investment success amidst unpredictable market shifts. With a focus on bond markets and cryptocurrency trends, listeners gain valuable investment strategies, including short positions in Asia and disciplined approaches to assets like gold. The dialogue wraps up with a preview of upcoming events that promise additional learning for ambitious investors.

Apr 3, 2025 • 1h 4min
The Best of Hedgeye: Steph Pomboy → A Rational Investing Road Map For Irrational Times
Steph Pomboy, President of MacroMavens, offers sharp insights into today's financial landscape. She discusses the impact of globalization and low interest rates on corporate credit structures, highlighting vulnerabilities amid rising unemployment. The conversation delves into the complexities of credit markets and the risks faced by lower-rated companies as debt accumulates. Pomboy critiques private equity practices, linking them to widening wealth inequality, and warns of the volatile relationship between inflation and corporate profits, advocating for a rational investment approach.

Mar 29, 2025 • 52min
Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 12 | Credit Cards
Ishmael Asad, a contributor to Hedgeye NexGen, joins Ryan Ricci to demystify credit cards for new investors. They delve into the enticing yet treacherous world of credit card debt, discussing the misleading nature of offers and the cycle of accumulating unmanageable debt. Practical tips for budgeting and managing unexpected expenses are shared. The duo also addresses the financial burdens of unpredicted medical costs and how impulsive spending can trap young investors, urging them to prioritize sound financial habits for long-term wealth.

Mar 28, 2025 • 1h 1min
Ep.123 Real Conversations: Steve Clapham, Founder, Behind the Balance Sheet → How to Spot the Next Big Fraud
Steve Clapham, a forensic accounting expert with over 30 years of experience, shares insights on identifying financial fraud. He discusses the alarming rise in earnings manipulation and the challenges of short selling in a deceptive market. Clapham emphasizes the importance of deep financial analysis over quick speculation and critiques the limitations of traditional training for analysts. He also explores high-profile fraud cases like Greensill and highlights the disconnect between reported figures and actual performance, urging investors to prioritize thorough research.

Mar 20, 2025 • 1h 3min
The Best of Hedgeye: Danielle DiMartino Booth → America's House Of Cards
***This webcast originally aired live on Hedgeye.com on January 26th, 2021***Join Hedgeye CEO Keith McCullough and Danielle DiMartino Booth, former Fed advisor and Chief Strategist at Quill Intelligence, in this masterclass investing discussion about critical market and economic developments.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSignal Strength StocksTop Stock PicksHedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page. Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. 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. CLICK HERE to check out our product page.

6 snips
Mar 15, 2025 • 55min
Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 11 | Housing & Mortgages
Arianna Petillo, a retail analyst at Hedgeye, dives into the challenging world of housing and mortgages, targeting young investors. She and Ryan Ricci break down complex mortgage mechanics and highlight the importance of long-term investing. They discuss the burdens of homeownership, including high property taxes and maintenance costs, while advocating for financial literacy. The pair also compare the advantages of owning a home versus renting, emphasizing the need for savvy financial choices in today’s inflated market.

Mar 13, 2025 • 39min
Markets Are Cracking | Listen to The Macro Show for Free
***This webcast originally aired live on Hedgeye.com on March 13, 2025***Join us for a special complimentary edition of The Macro Show, as Hedgeye Founder & CEO Keith McCullough and Macro analyst Ryan Ricci break down the ongoing market correction, heightened volatility, and—more importantly—what’s coming next.Keith and our Macro team called this downturn in advance—warning about the Quad 4 market storm and helping Hedgeye subscribers sidestep the carnage while others got crushed. Now, they’ll lay out what’s ahead and how to navigate the turbulence with real, data-driven risk management—not Wall Street’s empty narratives. Don’t get caught on the wrong side of the trade. Subscribe to the Macro Show! Visit hedgeye.com/research for more informationVisit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSignal Strength StocksTop Stock PicksHedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.

Mar 13, 2025 • 1h 5min
The Best of Hedgeye: Neil Howe → The Fourth Turning: Navigating The Crisis In America
**This webcast originally aired on Hedgeye.com on November 9th, 2020**Join world-renowned author and Demography analyst Neil Howe for a deep dive inside his groundbreaking generational theory "The Fourth Turning." Neil and Hedgeye CEO Keith McCullough will discuss the social, economic and political ramifications of this theory and why it led Neil to write in 1991 that "a national crisis of immense proportions will occur around 2020."Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSignal Strength StocksTop Stock PicksHedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page. Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. 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. CLICK HERE to check out our product page.

Mar 4, 2025 • 48min
Ep.122 Real Conversations: U.S. Representative David Schweikert (R-AZ) → Elephant In The Room: Will Washington Tackle Debt Crisis?
Joining the discussion are David Schweikert, U.S. Representative from Arizona and Chair of the Joint Economic Committee, known for his candid views on the national debt, and Josh Steiner, a veteran analyst at Hedgeye. They tackle the escalating U.S. debt crisis, exposing the gap between Washington's rhetoric and reality. With insights on demographic shifts and fiscal policies, they assess the implications of rising deficits and debate the potential for meaningful tax reform while emphasizing the need for urgent, pragmatic solutions.

Feb 28, 2025 • 47min
Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 10 | Social Security
Dive into the fascinating world of financial literacy and its generational gaps, where fast food choices meet investing strategies. Explore how salary impacts Social Security returns, and discover the critical differences between investing in the S&P 500 and relying on benefits. A lighthearted debate about peanut butter and jelly sandwiches adds humor, while insights into millionaire grocery lists highlight mindful spending. The podcast underscores the importance of financial education for responsible wealth accumulation and retirement planning.