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
14 snips
Oct 25, 2018 • 48min
Hedgeye Investing Summit: "Smartest Guy in the Room Talks Gold, Crypto & Manias" with Josh Crumb
Josh Crumb, currency and metals strategist, discusses the surprising move in energy, speculating in the cannabis market, the authenticity of cannabis dialogue, special drawing rights and Chinese stimulus impact, analyzing PPI and CPI, unwinding tech and momentum, liquidity concerns, and understanding credit spread risk and the role of gold.
Oct 25, 2018 • 46min
Hedgeye Investing Summit: "Does Fed Tightening Trigger a Crisis?" with Chris Whalen
This is an exclusive "Hedgeye Investing Summit" interview between investment banker Chris Whalen 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 24, 2018 • 54min
Hedgeye Investing Summit: "The Outlook for Retail & Gaming Stocks" with Brian McGough and Todd Jordan.
This is an exclusive "Hedgeye Investing Summit" interview between Hedgeye Retail analyst Brian McGough, Gaming, Lodging & Leisure analyst Todd Jordan 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 24, 2018 • 47min
Hedgeye Investing Summit: "The Art of Short Selling" with Andrew Left
This is an exclusive "Hedgeye Investing Summit" interview between activist short seller Andrew Left 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 23, 2018 • 52min
Hedgeye Investing Summit: "Beware This Late Cycle U.S. Economy" with Keith McCullough
This is an exclusive "Hedgeye Investing Summit" podcast replay with Hedgeye CEO Keith McCullough on the investing implications of U.S. #GrowthSlowing.We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.
Oct 23, 2018 • 48min
Hedgeye Investing Summit: "Is Tesla's Day of Reckoning Coming Soon?" with Charley Grant & Jay Van Sciver
This is an exclusive "Hedgeye Investing Summit" interview between WSJ investing journalist Charley Grant and Hedgeye Industrials analyst Jay Van Sciver.We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.
Aug 30, 2018 • 54min
Hedgeye Webcast: The Big Winner (And Loser) Stocks In The Restaurant Industry
Veteran Hedgeye Restaurants analyst Howard Penney is joined by Restaurants journalist Jonathan Maze, Executive Editor with Restaurant Business Magazine to discuss the big winners and losers.Join us for a special, in-depth investing discussion highlighting key Restaurant industry trends and the companies best positioned for success (as well as failure).DISCUSSION TOPICS INCLUDE:What is the health of the overall restaurant industry?How is the trend toward delivery impacting restaurant stocks?Is Chipotle in the “early innings of one of the greatest turnarounds you will see in the restaurant space"?Is McDonald’s still a favorite Hedgeye short call?What’s next for beleaguered Papa John’s (PZZA)?Takeaways on the casual dining space (examples include DRI, TXRH, CAKE, BLMN, DIN)
Aug 24, 2018 • 54min
Hedgeye Webcast: Is The Worst Yet To Come At Tesla?
The wild ride for Tesla longs (and shorts) has gotten even wilder over the past few weeks. In this special Hedgeye webcast, outspoken Tesla critic Chris Irons, founder of Quoth the Raven Research, joins Hedgeye Industrials analyst Jay Van Sciver to discuss what lies ahead for Tesla and its embattled CEO Elon Musk.
Aug 15, 2018 • 21min
Ep 42 - Real Conversations: The Massive Tectonic Shifts in the Global Economy with Pippa Malmgren
In this special edition of Real Conversations, influential economist, best-selling author and former White House economic advisor Pippa Malmgren will discuss her current market and economic outlook with Hedgeye CEO Keith McCullough.
Aug 8, 2018 • 59min
Hedgeye Webcast: The Market Is Getting Ready To Rotate
We’re at a critical market juncture. The U.S. economy is heading for a slowdown in the back half of 2018. Investors who fail to understand what this market regime change means for their portfolio are vulnerable.In a replay of this special Hedgeye webcast, CEO Keith McCullough opens up his investing playbook for navigating a slowing U.S. economy and explains how to profit during this market shift.
