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
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
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.
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.
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.
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.
Dec 10, 2022 • 36min
Unscripted Equity Curiosity S2EP23: How Taking A 12-Month View of TMT Changes Things, Plus A China Bull In A Hedgeye Bear Shop
For More Hedgeye Products Click Below:Hedgeye.com: CLICK HERE Technology Pro: CLICK HEREComms Pro: CLICK HERE China Pro: CLICK HERE
Dec 9, 2022 • 1h 23min
Weekly Notebook Review | Fade Your Feelings & Execute! | 12.7.2022
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 26, 2022 • 40min
Unscripted Equity Curiosity S2EP22: $DIS The Return Of Iger, & Freebird Magic
For More Hedgeye Products Click Below:Hedgeye.com: CLICK HERE Technology Pro: CLICK HEREComms Pro: CLICK HERE China Pro: CLICK HERE
Nov 23, 2022 • 1h 38min
Weekly Notebook Review | Managing Particular Pivots in Signals | 11.23.2022
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 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.
