Hedgeye Podcasts

Hedgeye Risk Management
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May 3, 2025 • 45min

Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 14 | Annuities

Ryan Ricci simplifies finance, focusing on essential wealth-building strategies for new investors. Delve into the complexities of annuities, exploring their role in retirement planning and the hidden fees that can eat into returns. The discussion critiques the often expensive choice between annuities and mutual funds, pointing out smarter, cost-effective alternatives. Listeners gain insights on effective retirement savings methods, emphasizing low-cost investment options and accessible tools that empower young investors to make informed financial decisions.
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May 1, 2025 • 56min

The Best of Hedgeye: Steve Hanke → Inflation Tsunami: Investing During A Rising Inflationary Tide

Steve Hanke, a renowned economist and senior fellow at the Cato Institute, dives into the intricacies of inflation and its impact on markets. He discusses the crucial role of money supply in driving inflation trends, challenging the notion of temporary price increases. Hanke critiques current economic models and shares insights on navigating commodity price surges and the speculative nature of cryptocurrencies. With a focus on effective investment strategies, he emphasizes the importance of recognizing shifts in economic conditions as inflation dynamics evolve.
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Apr 22, 2025 • 49min

Hedgeye Investing Summit Spring 2025 | Brendan Ahern, CIO of KraneShares

***This webcast originally aired live on Hedgeye.com on April 10th, 2025***This is an exclusive "Hedgeye Investing Summit" interview between Brendan Ahern, CIO of KraneShares and Hedgeye CEO Keith McCullough.To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.In addition to paid advertisement, KraneShares and Hedgeye Asset Management, LLC (“HAM”), a subsidiary of Hedgeye Risk Management, LLC (“Hedgeye” or “HRM”), have entered into a model index provider agreement, pursuant to which HAM has licensed the exclusive use of the Hedgeye Hedged Equity Index to Kraneshares and under which HAM receives a fee based in part on the level of assets under management in the KSPY ETF. As such, HAM and Hedgeye may benefit directly or indirectly from an investment in KSPY.Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book. Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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Apr 21, 2025 • 49min

Hedgeye Investing Summit Spring 2025 | Jim Bianco, President & Macro Strategist of Bianco Research

***This webcast originally aired live on Hedgeye.com on April 10th, 2025***This is an exclusive "Hedgeye Investing Summit" interview between Jim Bianco, President & Macro Strategist of Bianco Research and Hedgeye CEO Keith McCullough.To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book. Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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Apr 20, 2025 • 50min

Hedgeye Investing Summit Spring 2025 | Danielle DiMartino Booth, CEO & Chief Strategist of QI Research

***This webcast originally aired live on Hedgeye.com on April 10th, 2025***This is an exclusive "Hedgeye Investing Summit" interview between Danielle DiMartino Booth, CEO & Chief Strategist of QI Research and Hedgeye CEO Keith McCullough.To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book. Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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Apr 19, 2025 • 44min

Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 13 | Life Insurance

Explore the essential aspects of life insurance, from its role as a financial safety net to the differences between term and whole life policies. Discover the intricacies of cash value and death benefit, revealing common myths and financial implications. The conversation highlights potential pitfalls, encouraging personalized financial planning, particularly for young investors. Learn how life insurance can serve as both a protective measure and an investment strategy while navigating the complexities of policy loans.
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Apr 19, 2025 • 50min

Hedgeye Investing Summit Spring 2025 | David McAlvany, CEO of McAlvany Precious Metals

David McAlvany, CEO of McAlvany Precious Metals, shares his extensive expertise on the dynamics of precious metals investing. He discusses the evolution of gold as a timeless asset and reflects on how family legacy impacts wealth strategy. Listeners learn about the challenges of physical gold ownership, including storage and liquidity options. McAlvany also examines how gold imports affect GDP calculations and the rising interest among wealthy investors seeking stability in volatile markets. His insights make a compelling case for gold's role in modern investment portfolios.
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Apr 18, 2025 • 47min

Hedgeye Investing Summit Spring 2025 | Abaxx Technologies Founder & CEO, Josh Crumb & Chief Economist David Greely

In this enlightening discussion, Josh Crumb, the Founder and CEO of Abaxx Technologies, and David Greely, Chief Economist at Abaxx, explore the evolving landscape of global commodity markets. They dive into the rising significance of natural gas and the geopolitical factors reshaping energy pricing. The duo also addresses gold market dynamics, including central banks' growing influence and the disparities in trading cultures across continents. Additionally, they highlight innovative approaches to streamline gold transactions and the launch of a new exchange aimed at enhancing trading in critical commodities.
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Apr 17, 2025 • 47min

Hedgeye Investing Summit Spring 2025 | Meb Faber, Co-Founder & CIO of Cambria IM

Meb Faber, co-founder and CIO of Cambria Investment Management, shares his expertise in global asset allocation and quantitative investing. He discusses the interplay between market valuations and economic indicators, stressing flexibility in strategies. Faber compares investment planning to a balanced diet, advocating for diverse asset allocation. He critiques traditional passive investing, emphasizing the importance of adapting to market conditions. Finally, he highlights the significance of managing stress through robust investment strategies and continuous education.
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20 snips
Apr 16, 2025 • 58min

Hedgeye Investing Summit Spring 2025 | , Portfolio Manager for PINK Shares for the Cure

Mike Taylor, a seasoned Portfolio Manager for PINK Shares for the Cure, discusses market forecasts and investment strategies influenced by current economic conditions. He delves into the complexities of navigating high-yield corporate debt and equity bubbles amidst U.S.-China tensions. Taylor emphasizes the importance of understanding economic trends through 'quads' and the evolving dynamics of bond markets. Additionally, he shares lessons from past market turbulence, including the GameStop event, highlighting the emotional resilience needed for successful trading.

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