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Hedgeye Podcasts

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Jan 7, 2023 • 45min

Unscripted Equity Curiosity Season 3 Episode 1: Key Takeaways for TMT from Keith’s 1Q23 Macro Themes

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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Jan 6, 2023 • 1h 5min

Ep 96 Real Conversations: Mike Taylor, Portfolio Manager, Critical Mass Partners

Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookHedgeye CEO Keith McCullough was joined by outspoken hedge fund manager Mike Taylor (and PM of Pink Shares For The Cure) this week in this must-see Real Conversation. Mike and Keith discussed longs, shorts, fraud-spotting and the evolving Macro outlook over the next six to twelve months.
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Jan 6, 2023 • 1h 30min

Weekly Notebook Review | Similar Signals to Start 2023 | Jan. 4, 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. 
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Dec 24, 2022 • 30min

Unscripted Equity Curiosity Season 2 Finale! Biggest Risks For Software in 2023 + Some Lingering Takeaways from the Taiwan Expert Call

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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Dec 19, 2022 • 1h 11min

Ep 95 Real Conversations: David Salem, Research Partner, Sparkline Capital

Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookJoin Keith McCullough in this conversation with asset management veteran David Salem. If you're looking for timeless investment wisdom from two Wall Street veterans, this is the conversation for you. David managed over $8 billion as founding president and CIO of The Investment Fund for Foundations (TIFF) until 2010. Prior to TIFF's founding, David was a partner at the global investment advisory firm GMO, working closely with GMO co-founder Jeremy Grantham on the design and execution of investment solutions for large tax-exempt funds.
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Dec 19, 2022 • 1h 15min

Ep 94 Real Conversations: Jim Rickards, Author, "Sold Out: How Broken Supply Chains, Surging Inflation, and Political Instability Will Sink the Global Economy"

Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookJoin Hedgeye CEO Keith McCullough and iconoclastic provocateur and bestselling author Jim Rickards for this special investing discussionThey will discuss Jim's new book, "Sold Out: How Broken Supply Chains, Surging Inflation, and Political Instability Will Sink the Global Economy." Jim and Keith will also discuss broader market and economic dynamics, portfolio positioning and actionable investment ideas.
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Dec 19, 2022 • 42min

Brightside Capital Interviews Keith McCullough: "This Is Fall of the Roman Empire Sh*t"

Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookThe roles are reversed in this special replay of Brightside Capital's interview with Hedgeye CEO Keith McCullough.No punches were pulled during this conversation between Brightside Capital Founder Alex Pezzoli and Hedgeye CEO Keith McCullough. Keith discusses our Macro process, the complexity of markets, as well as massive conflicts of interest embedded across Wall Street and MSM.The interview kicks off with a bang. Alex asks about the FTX debacle, Sam Bankman-Fried's recent NYTimes interview with Andrew Ross Sorkin 
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Dec 19, 2022 • 46min

The Outlook: McCullough On U.S. #ProfitRecession

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 a profit recession is coming for Corporate America. 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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Dec 19, 2022 • 55min

Blowup Ahead? WTF Is Happening At Blackstone REIT

Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookJoin REITs analyst Rob Simone in this conversation with Phil Bak (CEO) and David Auerbach (Managing Director) of Armada ETF Advisors. Bak said recently that a blow-up in the private REIT space could be just as impactful to the markets as the FTX meltdown was to cryptocurrency.
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Dec 19, 2022 • 51min

The Outlook: McCullough & Steiner On Peak Cycle Inflation's Calculus

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 and Josh Steiner explain why we believe inflation has peaked but will remain high and sticky. Keith and Josh will discuss the underlying economic data as well as the asset allocations best-suited to take advantage in your portfolio.

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