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
Apr 30, 2022 • 55min
Hedgeye Investing Summit VIII: Michael Taylor, Portfolio Manager, PINK Shares for the Cure
*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 11, 2022*This is an exclusive "Hedgeye Investing Summit" interview between Michael Taylor, Hedge Fund Manager & PM of Pink Shares For The Cure, and Hedgeye CEO Keith McCullough.To watch other "Hedgeye Investing Summit" interviews, click here.Watch Real Conversations LIVE and get other great video investing content here
Apr 29, 2022 • 53min
Hedgeye Investing Summit VIII: Kyle Bass, Founder & CIO, Hayman Capital
*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 11, 2022*This is an exclusive "Hedgeye Investing Summit" interview between Kyle Bass, Founder & Chief Investment Officer of Hayman Capital, and Hedgeye CEO Keith McCullough.To watch other "Hedgeye Investing Summit" interviews, click here.Watch Real Conversations LIVE and get other great video investing content here
Apr 28, 2022 • 52min
Hedgeye Investing Summit VIII: Michael Green, Portfolio Manager, Simplify Asset Management
*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 11, 2022*This is an exclusive "Hedgeye Investing Summit" interview between Michael Green, Portfolio Manager at Simplify Asset Management, and Hedgeye CEO Keith McCullough.To watch other "Hedgeye Investing Summit" interviews, click here.Watch Real Conversations LIVE and get other great video investing content here
Apr 23, 2022 • 28min
Unscripted Equity Curiosity: The Apex Predator (Elon) That Twitter Might Not Be Able To Shake
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Apr 9, 2022 • 41min
Unscripted Equity Curiosity: Part 2 of Unscripted Interviewing a Leading EM Bond Portfolio Manager
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Mar 26, 2022 • 39min
Unscripted Equity Curiosity: Unscripted Interviews a Leading EM Bond Portfolio Manager and its gets Awesome
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Mar 12, 2022 • 39min
Unscripted Equity Curiosity: AF & Ami on Russia, Peter Lynch's playbook from 2008, and echoes of 2001
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Feb 12, 2022 • 42min
Unscripted Equity Curiosity: "How Bad Can It Get"
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Feb 10, 2022 • 59min
Ep 90 Real Conversations: James Davolos, Portfolio Manager, Horizon Kinetics
*This Real Conversation originally aired as a webcast live on Hedgeye.com on February 10, 2022*We hosted a new Real Conversation between two of Wall Street's best macro minds; Hedgeye Founder & CEO Keith McCullough and James Davolos, Portfolio Manager of the Horizon Kinetics Inflation Beneficiaries ETF (INFL). Their conversation was LIVE on HedgeyeTV on Thursday, February 10, 2022You can either listen to "intellectual" inflation debates on Mainstream Financial Media, or you can learn from two pros on where inflation is headed based on the data, and how to risk manage your portfolio with proper (and actionable) investment strategies.They'll discuss how Fed policy and inflation base effects will converge in a deep #Quad4 in Q2 of 2022, whether inflation will stay sticky-high for longer than expected or roll over hard, how to invest in a variety of inflationary outcomes, and more.Watch Real Conversations LIVE and get other great video investing content here
Feb 5, 2022 • 30min
Unscripted Equity Curiosity: Horseshoes and Hand Grenades
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