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
Nov 19, 2019 • 47min
Buddy Carter: "A Successful Trader’s Survival Guide" (Hedgeye Investing Summit)
This is an exclusive "Hedgeye Investing Summit" interview between Buddy Carter, private investor/former senior executive at Lehman Brothers & Goldman Sachs and Hedgeye CEO Keith McCullough.This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14-16, 2019.
Nov 19, 2019 • 46min
Robert Spalding: "Geopolitical Risk Rising: Stealth War With China" (Hedgeye Investing Summit)
This is an exclusive "Hedgeye Investing Summit" interview between Brigadier General (Ret) Robert Spalding, China thought leader, fund manager & author and Hedgeye CEO Keith McCullough.This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14-16, 2019.
Nov 14, 2019 • 34min
Liz Ann Sonders: "Be Prepared For Volatile Investing Terrain" (Hedgeye Investing Summit)
This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders, chief investment strategist at Charles Schwab and Hedgeye CEO Keith McCullough.This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14-16, 2019.
Nov 13, 2019 • 50min
Daniel Lacalle: "Beware of Central Bankers, Bazookas & Slow Growth" (Hedgeye Investing Summit)
This is an exclusive "Hedgeye Investing Summit" interview between Daniel Lacalle, chief economist and investment officer at Tressis Gestion and Hedgeye CEO Keith McCullough.This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14-16, 2019.
Nov 12, 2019 • 29min
Long or Short Netflix? A Bull and Bear Debate
Long or short NFLX?Citron Research’s Andrew Left thinks shares of Netflix are heading to $350.Hedgeye Communications analyst Andrew Freedman disagrees. He has Netflix on his “Best Idea” short list and believes significant downside remains.Listen to this audio-only replay of a webcast that aired live on Hedgeye.com.
Nov 12, 2019 • 47min
Jeff Snider: "Global Growth Slowing & The U.S. Dollar Liquidity Shortage" (Hedgeye Investing Summit)
This is an exclusive "Hedgeye Investing Summit" interview between Jeff Snider, head of global research at Alhambra Investments, and Hedgeye CEO Keith McCullough.This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14-16, 2019.
Nov 6, 2019 • 1h 5min
(Webcast Replay) Risk(s) Rising → Where to Invest Right Now
Check out this completely free webcast audio replay featuring Hedgeye CEO Keith McCullough. Keith discusses our current market outlook and provide investing implications.You do not want to miss this investing webcast (and viewer Q&A).This is an audio-only version of a webcast that originally aired live on Hedgeye.com on Nov. 6, 2019
Nov 6, 2019 • 51min
Neil Howe: "A 'Sobering Outlook' For The U.S. Economy" (Hedgeye Investing Summit)
This is an exclusive "Hedgeye Investing Summit" interview with world-renowned demographer Neil Howe.This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV on October 14, 2019.
Nov 5, 2019 • 52min
Jurrien Timmer: "Stormy Weather Ahead For Markets" (Hedgeye Investing Summit)
This is an exclusive "Hedgeye Investing Summit" interview with Jurrien Timmer, director of global macro at Fidelity.This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV on October 14, 2019.
Sep 26, 2019 • 60min
Ep 50 Real Conversations: Danielle DiMartino Booth - Global 'Black Hole' Risk Rising
The verdict is in—the Fed wasn’t dovish enough.As you know, the Fed cut rates 25 basis points yesterday. But the future path for rates is murky at best. There’s more than a fair amount of dissent on the FOMC.Take a look at the “dot plot” (individual Fed governors’ interest rate targets) for the end of 2019.Here’s what’s happening:Five members approved of the 25 basis point cut (but those same governors expect rates to hold steady at the current target of 1.75% to 2% for the rest of the year)Seven members favor at least one more cut by year endFive members think rates should end 2019 between 2% and 2.25%So what’s next?Outspoken former Fed advisor Danielle DiMartino Booth has an interesting idea you should consider. She discussed it during a new discussion with CEO Keith McCullough
