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 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)
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
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.
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.
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 • 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 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 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.
