
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

Mar 12, 2020 • 53min
Podcast Special: Neil Howe On Coronavirus Outlook & Its Impact On The Global Economy
**This webcast originally aired live on Hedgeye.com on March 11, 2020**COVID-19 has now spread to 110 countries in every continent except Antarctica. The number of cases outside of China continues to double every four days while political leaders declare emergencies, global equities plunge, and volatility and risk premia soar.Is this now a pandemic?What's actually happening in China?How should we think about the timing of the epidemic, the ultimate death toll, the policy response, and its impact on the real global economy?Join Hedgeye Demography analyst Neil Howe as he analyzes the impact of COVID-19 and takes questions from the audience.

Mar 5, 2020 • 1h 7min
Ep 55 Real Conversations: John Taylor, Chairman & CEO, Taylor Global Vision
Legendary forex trader John Taylor sits down for a new Real Conversation with Hedgeye CEO Keith McCullough. John and Keith discuss the current market outlook and powerful lessons learned from running the largest, multi-billion dollar foreign exchange hedge fund of its time.

Mar 4, 2020 • 1h 2min
Ep 54 Real Conversations: Raoul Pal, Co-Founder, Real Vision (with Guest Host Neil Howe)
Q: What do you get when two of the smartest people in the room sit down for a discussion?A: Serious investing insight.We recently hosted a free investing webcast featuring Real Vision co-founder Raoul Pal and Hedgeye Demography analyst and generational theorist Neil Howe.They didn’t disappoint.See for yourself why people are eating up this special one-on-one conversation between two of the smartest people in the room.

Feb 28, 2020 • 38min
FREE Podcast Replay Edition of "The Macro Show" (2/28/2020)
You don't want to miss this free edition with Hedgeye CEO Keith McCullough and Senior Macro analyst Darius Dale. Keith and Darius will be discussing our outlook for the U.S. economy and what that means for investors.Subscribe to The Macro Show HERE.

Feb 25, 2020 • 1h 4min
In The Trenches with Darius Dale: Financial Market Outlook → Is A Big Rotation Underway?
***This webcast originally aired live on Hedgeye.com on February 11, 2020***Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbriefThe U.S. economy is undergoing a significant phase transition—understanding the market implications is critical.We discussed this development during a free webcast with Merk Investments portfolio manager Nick Reece and Senior Macro analyst Darius Dale.In case you missed it, this was the inaugural episode in our new webcast series, In the Trenches. Darius is the host and he’s opening up his rolodex, selecting the sharpest minds in finance to interview.

Jan 8, 2020 • 42min
The Macro Show: Free Podcast Replay (1/8/2020)
Are you prepared for the current market environment? Listen to this audio replay of Hedgeye CEO Keith McCullough and Senior Macro analyst Darius Dale from a free edition of The Macro Show.Watch The Macro Show every Monday through Friday at 9AM ET on Hedgeye.com.

Dec 18, 2019 • 1h 1min
Ep 53 Real Conversations: Danielle DiMartino Booth - Trouble Ahead For The Fed & Economy
***This webcast originally aired live on Hedgeye.com on December 10, 2019***Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbriefHedgeye CEO Keith McCullough is joined by former Fed advisor Danielle DiMartino Booth in the audio replay of this special investing webcast. Danielle and Keith discuss the current economic set-up, Fed policy and the implications for financial markets.

Nov 26, 2019 • 1h 6min
Ep 52 Real Conversations: Mark Gordon, CIO, Ascent Oil Fund

Nov 21, 2019 • 1h 7min
Ep 51 Real Conversations: Jim Chanos, Founder & Managing Partner, Kynikos Associates
Join us for an exclusive, pro-to-pro conversation featuring renowned short seller Jim Chanos and Hedgeye CEO Keith McCullough.No commercial interruptions. No clueless pundits. Just two sharp investors discussing the art of short selling. You don't want to miss this.This webcast originally aired live on Hedgeye.com on Nov. 21, 2019.

Nov 21, 2019 • 59min
Kyle Bass: "China: The Most Reckless Financial Experiment In History" (Hedgeye Investing Summit)
This is an exclusive "Hedgeye Investing Summit" interview between Hayman Capital CIO Kyle Bass and Hedgeye CEO Keith McCullough.This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14th-16th and 23rd, 2019.