
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

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!

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.

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!

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.

Oct 31, 2022 • 52min
Hedgeye Investing Summit IX: Liz Ann Sonders, Chief Investment Strategist, Charles Schwab
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 Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, and Hedgeye CEO Keith McCullough.

Oct 28, 2022 • 52min
Hedgeye Investing Summit IX: Hugh Hendry, Founder, Eclectica Macro
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 Hugh Hendry, Founder of Eclectica Macro, and Hedgeye CEO Keith McCullough.

Oct 28, 2022 • 52min
Hedgeye Investing Summit IX: Michael Green, Portfolio Manager, Simplify Asset Management
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 Michael Green, Portfolio Manager at Simplify Asset Management, and Hedgeye CEO Keith McCullough.

Oct 27, 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!

Oct 22, 2022 • 25min
Unscripted Equity Curiosity S2E20: The Great Felix Wang On Upcoming 3Q Earnings, What Xi Didn't Say, Globalization & De-Globalization $LMT
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Oct 21, 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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