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
Feb 14, 2019 • 60min
[Ep 44 Real Conversations] Pro-To-Pro: Why Two of the Sharpest Minds in Macro are Bearish with Raoul Pal
This is a new “Real Conversation” between two macro heavyweights—Real Vision CEO Raoul Pal & Hedgeye CEO Keith McCullough. They dive deep into the dicey global macro set-up with a special focus on big risks and rewards facing investors.
Jan 30, 2019 • 28min
The Macro Show: The Fourth Turning with Neil Howe
This is a special edition of The Macro Show hosted by Hedgeye Demography analyst Neil Howe. He discusses a wide range of subjects including the volatile current state of financial markets through the prism of his groundbreaking theory, The Fourth Turning.
Jan 4, 2019 • 33min
The Macro Show: Prepare Your Portfolio for the Year to Come
Over $17.5 trillion has been erased from global equity markets since 2018’s highs. Yes, that’s officially bear market territory (down -21.5%).For the record, the Hedgeye Macro team proactively prepared our subscribers for this last January.Guess what?Our 2019 global outlook remains decidedly bearish.We want you to be prepared for the year ahead. Watch Hedgeye CEO Keith McCullough in this free edition of The Macro Show. Keith will discuss our current market outlook and prepare you (and your portfolio) for the year ahead.Visit http://hedgeye.com/tms to sign up for the video version of The Macro Show
Dec 14, 2018 • 54min
Ep 43 - Real Conversations: The Intelligent Investor’s Guide to Gold, Central Bank Manipulation & The ‘Future of Money’ with Roy Sebag
In this edition of Real Conversations, Goldmoney Founder and CEO Roy Sebag sits down with Hedgeye CEO Keith McCullough for a deep-dive discussion on currencies, gold, the global economy and markets in a world warped by central bank manipulation. Keith and Roy dissect the current state of financial markets and the future of money (with a special focus on gold and the outsized impact of central banks).
Nov 26, 2018 • 55min
Quad4: The Worst Is Yet To Come
We predicted the market selloff in late September—right before it happened. It was all about our contrarian #Quad4 call.In this podcast replay of a video webcast aired live on Hedgeye.com on Nov. 26, 2018, we explain what we think comes next and how to position your portfolio accordingly.
Nov 6, 2018 • 48min
McCullough: How I Built My Wealth Without Huge Drawdowns
“Don’t lose money.” That’s Risk Management Rule #1.The current, volatile market terrain indicates trouble ahead. It’s already happening overseas. Lackadaisical investors there have lost a lot of money. Now it’s heading to the U.S.We want you to be prepared.Watch the replay of this special webcast with Hedgeye CEO Keith McCullough, “How I Built My Wealth Without Huge Drawdowns.” You may have watched Keith explain our current market outlook recently—now he takes this analysis to the next-level.Keith delivers:A practical guide on how to use our current investment outlook.A former hedge fund manager’s playbook for crucial topics like “position sizing” and managing a portfolio of longs and shortsHow best to use our dynamic risk management tools – from our Risk Ranges to our Growth, Inflation, Policy (GIP) model.Bottom line: Our mission at Hedgeye is to bring hedge fund quality research to everyday investors. You don’t want to miss this.
Nov 1, 2018 • 31min
The Macro Show Webcast (Replay): Sell The Bounce?
Visit Hedgeye.com/TMS to subscribe to the daily video version of The Macro ShowIt’s been a painful month for many investors.S&P 500 is down 7% from its YTD highNasdaq is down 10%Russell 2000 is down 13%Something big has changed in financial markets after almost 2 years of uninterrupted stock gains.We have some clear thoughts on what may lie ahead for the market—after warning our subscribers to get out of the way in late September.Listen to the replay of a free edition of The Macro Show with CEO Keith McCullough above.Keith covers what’s driving recent market volatility and why we think it continues through at least mid-2019. It’s time to prepare your portfolio for the next market move.You don’t want to miss this.
Oct 30, 2018 • 55min
Hedgeye Investing Summit: "U.S. Stocks: Time to Develop An Exit Strategy?" with Chris Ciavacco
This is an exclusive "Hedgeye Investing Summit" interview between money manager Chris Ciovacco and Hedgeye CEO Keith McCullough.We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.
Oct 29, 2018 • 46min
Hedgeye Investing Summit: "The Eurozone’s Coming Debt Crisis" with Daniel Lacalle
This is an exclusive "Hedgeye Investing Summit" interview between economist and fund manager Daniel Lacalle and Hedgeye CEO Keith McCullough.We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.
Oct 26, 2018 • 55min
Hedgeye Investing Summit: "Are We In Another Slow-Motion Meltdown?" with Jim Rickards
This is an exclusive "Hedgeye Investing Summit" interview between Strategic Intelligence editor Jim Rickards and Hedgeye CEO Keith McCullough.We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.
