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
Apr 5, 2023 • 35min
Sector Head Spotlight | REITs Sector Head Rob Simone
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 9, 2023 (Watch video version on YouTube)Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
Apr 3, 2023 • 1h 5min
The Mother of All Bubbles is Popping [PART 2]: Bank Failures, Contagion Risk & Coming Credit Event
In this part 2 of our "Mother of All Bubbles" webcast series, historian, author and dean of the Darden School of Business Robert Bruner is joined by Financials analyst Josh Steiner and Director of Capital Allocation David Salem.Bruner, Steiner and Salem will discuss Bruner's acclaimed 2007 book, The Panic of 1907: Lessons Learned from the Market's Perfect Storm and learn what other bank crises can tell us about what comes next. Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
Apr 2, 2023 • 27min
Sector Head Spotlight | Retail Sector Head Brian McGough
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 19, 2023 (Watch video version on YouTube)Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
Apr 1, 2023 • 1h 21min
WNR Bonus Episode | Hedgeye + Friends w/The Muni Guy (Brian Nurick) | March 30, 2023
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
Mar 31, 2023 • 34min
#HedgeyeNation: A Beginner's Guide | March 31, 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
Mar 30, 2023 • 2h 2min
Weekly Notebook Review | Fade The FOMO get Long Gold China and Duration! | March 29, 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 ShowRisk RangesEarly Look
Mar 30, 2023 • 1h 2min
The Pitch: 6 Hedgeye Analysts. 6 Stock Ideas. 60 Minutes.
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
Mar 29, 2023 • 13min
The Call @ Hedgeye: Bonus Content | Keith McCullough & Josh Steiner
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
Mar 24, 2023 • 44min
#HedgeyeNation: A Beginner's Guide | March 24, 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.
Mar 23, 2023 • 60min
The Mother of All Bubbles is Popping: Bank Failures, Contagion Risk & Coming Credit Event
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.
