Hedgeye Podcasts
Hedgeye Risk Management
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.
Episodes
Mentioned books
Apr 23, 2023 • 34min
Sector Head Spotlight | Restaurants Sector Head Howard Penney & Consumer Staples Sector Head Daniel Biolsi
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 2, 2023 (Watch video version on YouTube)Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
Apr 22, 2023 • 1h 21min
Unscripted Equity Curiosity Season 3 Episode 8: Buying VC Growth Assets At Pennies On The $, Ami & Team Interview MBM Capital In Their Moment
This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech), Andrew Freedman (@HedgeyeComm) and Felix Wang (@HedgeyeChina) as they host MBM Capital co-founders and managing partners, Arun Mittal and Lauren Bonner, at the epicenter of a Tech bubble meltdown buying venture capital sponsored growth companies for pennies on the dollar. The fund’s funnel of potential investments has soared especially in recent weeks and the company is in pole position to buy great assets at distressed prices while traditional venture investing retreats.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
Apr 20, 2023 • 58min
Hedgeye Investing Summit | David Rosenberg, Founder and President of Rosenberg Research & Associates
This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg.Watch the other 8 Hedgeye Investing Summit conversationsVisit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
Apr 19, 2023 • 50min
Hedgeye Investing Summit | Lyn Alden, Founder of Lyn Alden Investment Strategy
This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg.Watch the other 8 Hedgeye Investing Summit conversationsVisit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
Apr 18, 2023 • 49min
Hedgeye Investing Summit | Steph Pomboy, Founder of MacroMavens
This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg.Watch the other 8 Hedgeye Investing Summit conversations Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
Apr 16, 2023 • 33min
Sector Head Spotlight | Industrials Sector Head Jay Van Sciver
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 April 6, 2023 (Watch video version on YouTube)Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
Apr 14, 2023 • 39min
#HedgeyeNation: A Beginner's Guide | April 14, 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
Apr 13, 2023 • 1h 52min
Weekly Notebook Review | Fade the Macro Tourists and Chart Chasers (feat. Healthcare Sector Head Tom Tobin) | April 12, 2023
Reviewed the market reaction to #CPI and the signal/setup across major Global Assets. Healthcare Sector Head, Tom Tobin (@HedgeyeHC) dropped by as well and discussed his Quad Factor Scores. It’s how we translate Quad 4 to a concentrated list of high probability shorts and longs inside the Healthcare sector. $SPY $QQQ $GLD $TLT $UUP $FXE $VIX $USO $FXIVisit 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
Apr 12, 2023 • 25min
Sector Head Spotlight | China Sector Head Felix Wang
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 23, 2023 (Watch video version on YouTube)Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
Apr 9, 2023 • 31min
Sector Head Spotlight | Gaming, Lodging & Leisure Sector Head Todd Jordan
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 2, 2023 (Watch video version on YouTube)Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
