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Hedgeye Podcasts

Latest episodes

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Nov 22, 2022 • 1h 41min

Weekly Notebook Review | Global Quad 4's Loom! | 11.16.2022

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. 
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Nov 17, 2022 • 36min

Ep 92 Real Conversations: Marc Cohodes, Veteran Short-Seller (FTX Collapse Special)

Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly Look*This Real Conversation originally aired live on Hedgeye.com on Nov. 14, 2022*FTX JUST COLLAPSED IN SPECTACULAR FASHION. WATCH THIS FOLLOW UP CONVERSATION WITH THE GUY WHO CALLED IT.Veteran shortseller Marc Cohodes joins Hedgeye CEO Keith McCullough for a Real Conversation
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Nov 17, 2022 • 1h 2min

Ep 93 Real Conversations: David Greely, Chief Economist, Abaxx Technologies

Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly Look*This Real Conversation originally aired live on Hedgeye.com on Nov. 15, 2022*We're hosting a new Real Conversation between two of Wall Street's most formidable macro minds—Hedgeye Founder & CEO Keith McCullough welcomes David Greely, Chief Economist at Abaxx Technologies (former Portfolio Strategist at Bridgewater and Chief Commodities Strategist and Head of Energy Research at Goldman Sachs) 
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Nov 12, 2022 • 50min

Unscripted Equity Curiosity S2EP21: Comparing 2000, 2008, and 2021 Cycles in TMT & The Math Of Recovery

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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Nov 8, 2022 • 47min

The Outlook: Keith McCullough On Global #Quad4 Recession

Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookIn this special investing webcast, Keith McCullough explains why we believe growth is slowing around the world. Keith will discuss the underlying economic data as well as the asset allocations best-suited to take advantage in your portfolio.
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Nov 4, 2022 • 60min

Hedgeye Investing Summit IX: Danielle DiMartino Booth, CEO & Chief Strategist, Quill Intelligence

Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookThis is an exclusive "Hedgeye Investing Summit" interview between Danielle DiMartino Booth, CEO & Chief Strategist of Quill Intelligence, and Hedgeye CEO Keith McCullough.
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Nov 4, 2022 • 2h 1min

Weekly Notebook Review | Patience, Process & Short $QQQ! | 10.26.2022

Visit Hedgeye.com for more great investing content.Welcome to Hedgeye's newest show!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 week, the conversation dove deep into several great subjects including: 1)     Sticking with the #Process, staying calm & executing at the fringes of the Risk Ranges2)     Adjusting on the fly as Price, Volume and Volatility impact the #VASP signal3)     An update on the Muni Bond market as well as a discussion around the longer-term impact of consecutive Quad 4s on the High Yield Credit market4)     The impact of elevated volatility within the FX & Fixed Income market as well as the inverse correlation of the $SPX + $CRB to the $USD The #WeeklyNotebookReview is hosted live each Wednesday and open to all interested in learning a better way to invest - the Hedgeye way.  See you next week!
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Nov 4, 2022 • 1h 36min

Weekly Notebook Review | Hosted by Robert McGroarty | Featuring Keith McCullough | 10.19.2022

Visit Hedgeye.com for more great investing content.Welcome to Hedgeye's newest show!Each week, Hedgeye’s Robert McGroarty hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. This week, we had a very special guest - Hedgeye’s CEO, Keith McCullough!! The conversation dove deep into several great subjects including: 1)     In depth discussion of Global Macro assets with the best signal strength2)     Keith McCullough reviews his Top 10 Shorts 3)     Investing within a volatility complex that remains elevated and trending higher4)     Sticking with “One’s” processThe #WeeklyNotebookReview is hosted live on Twitter Spaces each Wednesday and open to all interested in learning a better way to invest – the Hedgeye way. See you next week!
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Nov 4, 2022 • 1h 27min

Weekly Notebook Review | The Fed Is Just A Data Point! | 11.2.2022

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. 
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Oct 31, 2022 • 1h 4min

Hedgeye Investing Summit IX: Marc Cohodes, Veteran Short-Seller

Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookThis is an exclusive "Hedgeye Investing Summit" interview between veteran short-seller Marc Cohodes and Hedgeye CEO Keith McCullough.

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