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DateTitreDurée
12 Feb 2022Unscripted Equity Curiosity: "How Bad Can It Get"00:41:55

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10 Feb 2022Ep 90 Real Conversations: James Davolos, Portfolio Manager, Horizon Kinetics00:59:19

*This Real Conversation originally aired as a webcast live on Hedgeye.com on February 10, 2022*

We hosted a new Real Conversation between two of Wall Street's best macro minds; Hedgeye Founder & CEO Keith McCullough and James Davolos, Portfolio Manager of the Horizon Kinetics Inflation Beneficiaries ETF (INFL). Their conversation was LIVE on HedgeyeTV on Thursday, February 10, 2022

You can either listen to "intellectual" inflation debates on Mainstream Financial Media, or you can learn from two pros on where inflation is headed based on the data, and how to risk manage your portfolio with proper (and actionable) investment strategies.

They'll discuss how Fed policy and inflation base effects will converge in a deep #Quad4 in Q2 of 2022, whether inflation will stay sticky-high for longer than expected or roll over hard, how to invest in a variety of inflationary outcomes, and more.



Watch Real Conversations LIVE and get other great video investing content here

05 Feb 2022Unscripted Equity Curiosity: Horseshoes and Hand Grenades00:29:45

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12 Mar 2022Unscripted Equity Curiosity: AF & Ami on Russia, Peter Lynch's playbook from 2008, and echoes of 200100:38:59

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02 Apr 2019Neil Howe’s Big Picture Podcast: Yield Curve Inversion… Recession Soon?00:44:39

We hope you enjoy this complimentary access to the inaugural edition of Neil Howe’s Big Picture Podcast. This podcast is hosted each week by world-renowned demographer and Hedgeye analyst Neil Howe—the guy who coined the term millennial. It is one component of his brand new Demography Unplugged research product. If you like what you hear, and are interested in learning more, including special promotional offers on Demography Unplugged email Customer Service Director Matt Moran at mmoran@hedgeye.com.

CLICK HERE to sign up for Demography Unplugged.

03 Apr 2019Daniel Lacalle: "Why Central Banks May Trigger the Next Crisis" (Hedgeye Investing Summit)00:55:17

This is an exclusive "Hedgeye Investing Summit" podcast replay between Daniel Lacalle, chief economist and investment officer at Tressis Gestion and Hedgeye CEO Keith McCullough.

The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.

03 Apr 2019David Root: "Using Macro To Grow Your Assets" (Hedgeye Investing Summit)00:53:36

This is an exclusive "Hedgeye Investing Summit" podcast replay between wealth manager David Root and Hedgeye CEO Keith McCullough.

The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.

03 Apr 2019Neil Howe: "Deep Demographic Problems Plaguing The U.S. Economy" (Hedgeye Investing Summit)01:00:26

This is an exclusive "Hedgeye Investing Summit" podcast replay between renowned demographer Neil Howe and Hedgeye CEO Keith McCullough.

The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.

04 Apr 2019Mark Shattan: "A Hedge Fund Manager Discusses Risk & Opportunity" (Hedgeye Investing Summit)00:54:47

This is an exclusive "Hedgeye Investing Summit" interview between GrowthLine Capital Management chief investment officer Mark Shattan and Hedgeye CEO Keith McCullough.

The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.

04 Apr 2019DeMuth & Walker: "Value Investing In The 21st Century" (Hedgeye Investing Summit)00:55:57

This is an exclusive "Hedgeye Investing Summit" interview between Rangeley Capital’s Chris DeMuth, Andrew Walker and Hedgeye CEO Keith McCullough.

The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.

04 Apr 2019McGough & Van Sciver: "The Outlook for Retail & Industrials Stocks" (Hedgeye Investing Summit)00:57:50

This is an exclusive "Hedgeye Investing Summit" interview between Brian McGough (Hedgeye Retail), Jay Van Sciver (Hedgeye Industrials) and Keith McCullough (Hedgeye CEO).

The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.

05 Apr 2019Michael Holland: "Big Picture Investing Trends At Home and Abroad" (Hedgeye Investing Summit)00:54:34

This is an exclusive "Hedgeye Investing Summit" interview between Michael Holland, chairman at Holland & Co. and Hedgeye CEO Keith McCullough.

The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.

05 Apr 2019Danielle DiMartino Booth: "This Bear Market Rally Will Not Last" (Hedgeye Investing Summit)00:54:55

This is an exclusive "Hedgeye Investing Summit" interview between former Federal Reserve advisor Danielle DiMartino Booth and Hedgeye CEO Keith McCullough.

The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.

05 Apr 2019Keith McCullough: "Unmistakable Signs Of U.S. Economic Slowdown" (Hedgeye Investing Summit)00:52:29

This is an exclusive "Hedgeye Investing Summit" discussion between Hedgeye CEO Keith McCullough and Senior Macro analyst Darius Dale on our U.S. economic outlook.

The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.

05 Apr 2019Liz Ann Sonders: "Prepare Your Portfolio For A Late Cycle U.S. Economy" (Hedgeye Investing Summit)00:58:33

This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders, chief investment strategist at Charles Schwab and Hedgeye CEO Keith McCullough.

The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.

26 Mar 2022Unscripted Equity Curiosity: Unscripted Interviews a Leading EM Bond Portfolio Manager and its gets Awesome00:39:16

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09 Apr 2022Unscripted Equity Curiosity: Part 2 of Unscripted Interviewing a Leading EM Bond Portfolio Manager00:41:09

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23 Apr 2022Unscripted Equity Curiosity: The Apex Predator (Elon) That Twitter Might Not Be Able To Shake00:27:53

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28 Apr 2022Hedgeye Investing Summit VIII: Michael Green, Portfolio Manager, Simplify Asset Management00:51:31

*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 11, 2022*

This is an exclusive "Hedgeye Investing Summit" interview between Michael Green, Portfolio Manager at Simplify Asset Management, and Hedgeye CEO Keith McCullough.

To watch other "Hedgeye Investing Summit" interviews, click here.


Watch Real Conversations LIVE and get other great video investing content here

29 Apr 2022Hedgeye Investing Summit VIII: Kyle Bass, Founder & CIO, Hayman Capital00:52:35

*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 11, 2022*

This is an exclusive "Hedgeye Investing Summit" interview between Kyle Bass, Founder & Chief Investment Officer of Hayman Capital, and Hedgeye CEO Keith McCullough.

To watch other "Hedgeye Investing Summit" interviews, click here.


Watch Real Conversations LIVE and get other great video investing content here

30 Apr 2022Hedgeye Investing Summit VIII: Michael Taylor, Portfolio Manager, PINK Shares for the Cure00:55:25

*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 11, 2022*

This is an exclusive "Hedgeye Investing Summit" interview between Michael Taylor, Hedge Fund Manager & PM of Pink Shares For The Cure, and Hedgeye CEO Keith McCullough.

To watch other "Hedgeye Investing Summit" interviews, click here.


Watch Real Conversations LIVE and get other great video investing content here

02 May 2022Hedgeye Investing Summit VIII: Danielle DiMartino Booth, CEO & Chief Strategist, Quill Intelligence00:50:42

*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 12, 2022*

This is an exclusive "Hedgeye Investing Summit" interview between Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, and Hedgeye CEO Keith McCullough.

To watch other "Hedgeye Investing Summit" interviews, click here.


Watch Real Conversations LIVE and get other great video investing content here

03 May 2022Hedgeye Investing Summit VIII: Jim Chanos, Founder, Kynikos Associates00:54:20

*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 12, 2022*

This is an exclusive "Hedgeye Investing Summit" interview between Jim Chanos, Founder of Kynikos Associates, and Hedgeye CEO Keith McCullough.

To watch other "Hedgeye Investing Summit" interviews, click here.


Watch Real Conversations LIVE and get other great video investing content here

04 May 2022Hedgeye Investing Summit VIII: Buddy Carter, Former Proprietary Trader, Goldman Sachs00:52:41

*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 12, 2022*

This is an exclusive "Hedgeye Investing Summit" interview between Buddy Carter, Private Investor & Former Proprietary Trader (Goldman Sachs), and Hedgeye CEO Keith McCullough.

To watch other "Hedgeye Investing Summit" interviews, click here.


Watch Real Conversations LIVE and get other great video investing content here

25 Apr 2019Ep 45 Real Conversations: Why Kyle Bass Sees Recession Risk Rising01:05:36

Renowned hedge fund manager Kyle Bass (founder of Hayman Capital) bet against the subprime mortgage market ahead of the 2007 financial crisis. Listen to this podcast replay of the interview between Bass and Hedgeye CEO Keith McCullough's pro-to-pro discussion on China, global recession, and why interest rates may head to near zero by 2020.

This originally aired as a video webcast on Hedgeye.com on April 8, 2019.

05 May 2022Hedgeye Investing Summit VIII: Carson Block, Founder, Muddy Waters Research00:52:10

*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 13, 2022*

This is an exclusive "Hedgeye Investing Summit" interview between Carson Block, Founder of Muddy Waters Research, and Hedgeye CEO Keith McCullough.

To watch other "Hedgeye Investing Summit" interviews, click here.


Watch Real Conversations LIVE and get other great video investing content here

06 May 2022Hedgeye Investing Summit VIII: Jim Bianco, President, Bianco Research00:52:09

*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 13, 2022*

This is an exclusive "Hedgeye Investing Summit" interview between Jim Bianco, President of Bianco Research, and Hedgeye CEO Keith McCullough.

To watch other "Hedgeye Investing Summit" interviews, click here.


Watch Real Conversations LIVE and get other great video investing content here

07 May 2022Hedgeye Investing Summit VIII: Pippa Malmgren, Economist & Tech Entrepreneur00:55:03

*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 13, 2022*

This is an exclusive "Hedgeye Investing Summit" interview between Pippa Malmgren, Economist & Tech Entrepreneur, and Hedgeye CEO Keith McCullough.

To watch other "Hedgeye Investing Summit" interviews, click here.


Watch Real Conversations LIVE and get other great video investing content here

07 May 2022Unscripted Equity Curiosity S2 E9. Will Elon Delete Tesla Bears From Twitter? Part 1 With Jay Van Sciver00:27:53

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21 May 2022Part2 of Unscripted's interview of Hedgeye's JVS: Warning strong views of TSLA, EVs, + M&A, expressed herein. Only appropriate for those who can handle awesomeness.00:36:07

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04 Jun 2022Unscripted Equity Curiosity S2E11: Don't Fight The 中国人民银行 (Chinese Fed) Plus The Great Chinese Internet Snapback of 202300:39:14


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18 Jun 2022Unscripted Equity Curiosity S2E12: Andrew & Ami discuss how NOT to find multi-baggers, plus $ZM, $ROKU, $HCP, and the 10,000x of the Metaverse00:31:31

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02 Jul 2022Unscripted Equity Curiosity; Summer Smoke: S2 E13 Featuring Hedgeye’s Howard Penney on Cannabis & Restaurants, Part 1 of 200:32:08

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16 Jul 2022Unscripted; Summer Smoke: S2 E14 Featuring Hedgeye’s Howard Penney on Cannabis & Restaurants, Part 2 of 200:20:05

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30 Jul 2022Unscripted Equity Curiosity S2E15: Mr. Glenchur goes to Washington: Navigating TMT Policy & Legal Landmines (Part 1 of 2)00:28:20

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08 May 2019Ep 46 Real Conversations: Fed Rate Cuts Coming? with Danielle DiMartino Booth00:57:51

Hedgeye CEO Keith McCullough is joined by former Fed advisor Danielle DiMartino Booth (CEO of Quill Intelligence) for an exclusive investing podcast. They discuss the outlook for Fed policy, U.S. economy and markets.

13 Aug 2022Unscripted Equity Curiosity S2E16: Mr. Glenchur goes to Washington: Navigating TMT Policy & Legal Landmines (Part 2 of 2)00:34:10

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03 Sep 2022Unscripted Equity Curiosity S2 E17 Darkness in TMT, Will There Be Light? Ami & Andrew on SNAP, OKTA, AAPL, GOOG, and others00:39:20

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21 Sep 2022Ep 91 Real Conversation: Michael Taylor, Portfolio Manager, PINK Shares for the Cure01:08:50

**This Real Conversation originally aired live on Hedgeye.com on September 8, 2022**

Outspoken hedge fund manager Mike Taylor joined forces with Hedgeye CEO Keith McCullough for a new Real Conversation this week. No punches were pulled between these two market veterans during their deep-dive discussion filled with actionable investing ideas and insight.

Watch Real Conversations LIVE and get other great video investing content here

24 Sep 2022Unscripted S2E18: How Ami & Felix Started Off With Key Takes From #HedgeyeLA & Ended Up Debating China-Taiwan00:35:13

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08 Oct 2022Unscripted Equity Curiosity S2E19: The Dall-E Revolution - Things That Can Lay Waste To Trillions In Tech00:35:34

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22 Oct 2022Unscripted Equity Curiosity S2E20: The Great Felix Wang On Upcoming 3Q Earnings, What Xi Didn't Say, Globalization & De-Globalization $LMT00:25:12

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21 Oct 2022Weekly Notebook Review | Hosted by Robert McGroarty | Featuring Keith McCullough | 10.19.202201:36:21

Visit Hedgeye.com for more great investing content.

Welcome to Hedgeye's newest show!

Each week, Hedgeye’s Robert McGroarty hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. 

This week, we had a very special guest - Hedgeye’s CEO, Keith McCullough!! The conversation dove deep into several great subjects including: 

1)     In depth discussion of Global Macro assets with the best signal strength

2)     Keith McCullough reviews his Top 10 Shorts 

3)     Investing within a volatility complex that remains elevated and trending higher

4)     Sticking with “One’s” process

The #WeeklyNotebookReview is hosted live on Twitter Spaces each Wednesday and open to all interested in learning a better way to invest – the Hedgeye way. 

See you next week!

27 Oct 2022Weekly Notebook Review | Patience, Process & Short $QQQ! | 10.26.202202:01:19

Visit Hedgeye.com for more great investing content.

Welcome to Hedgeye's newest show!

Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. 

This week, the conversation dove deep into several great subjects including: 

1)     Sticking with the #Process, staying calm & executing at the fringes of the Risk Ranges

2)     Adjusting on the fly as Price, Volume and Volatility impact the #VASP signal

3)     An update on the Muni Bond market as well as a discussion around the longer-term impact of consecutive Quad 4s on the High Yield Credit market

4)     The impact of elevated volatility within the FX & Fixed Income market as well as the inverse correlation of the $SPX + $CRB to the $USD

 

The #WeeklyNotebookReview is hosted live each Wednesday and open to all interested in learning a better way to invest - the Hedgeye way. 

 

See you next week!

28 Oct 2022Hedgeye Investing Summit IX: Hugh Hendry, Founder, Eclectica Macro00:51:37

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The Macro Show
Risk Ranges
Early Look

This is an exclusive "Hedgeye Investing Summit" interview between Hugh Hendry, Founder of Eclectica Macro, and Hedgeye CEO Keith McCullough.

28 Oct 2022Hedgeye Investing Summit IX: Michael Green, Portfolio Manager, Simplify Asset Management00:51:56

Visit Hedgeye.com for more great investing content!

Subscribe to other Hedgeye Products Here:
The Macro Show
Risk Ranges
Early Look

This is an exclusive "Hedgeye Investing Summit" interview between Michael Green, Portfolio Manager at Simplify Asset Management, and Hedgeye CEO Keith McCullough.

31 Oct 2022Hedgeye Investing Summit IX: Marc Cohodes, Veteran Short-Seller01:04:29

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The Macro Show
Risk Ranges
Early Look

This is an exclusive "Hedgeye Investing Summit" interview between veteran short-seller Marc Cohodes and Hedgeye CEO Keith McCullough.

31 Oct 2022Hedgeye Investing Summit IX: Liz Ann Sonders, Chief Investment Strategist, Charles Schwab00:51:33

Visit Hedgeye.com for more great investing content!

Subscribe to other Hedgeye Products Here:
The Macro Show
Risk Ranges
Early Look

This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, and Hedgeye CEO Keith McCullough.

04 Nov 2022Weekly Notebook Review | Hosted by Robert McGroarty | Featuring Keith McCullough | 10.19.202201:36:21

Visit Hedgeye.com for more great investing content.

Welcome to Hedgeye's newest show!

Each week, Hedgeye’s Robert McGroarty hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. 

This week, we had a very special guest - Hedgeye’s CEO, Keith McCullough!! The conversation dove deep into several great subjects including: 

1)     In depth discussion of Global Macro assets with the best signal strength

2)     Keith McCullough reviews his Top 10 Shorts 

3)     Investing within a volatility complex that remains elevated and trending higher

4)     Sticking with “One’s” process

The #WeeklyNotebookReview is hosted live on Twitter Spaces each Wednesday and open to all interested in learning a better way to invest – the Hedgeye way. 

See you next week!

04 Nov 2022Weekly Notebook Review | Patience, Process & Short $QQQ! | 10.26.202202:01:19

Visit Hedgeye.com for more great investing content.

Welcome to Hedgeye's newest show!

Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. 

This week, the conversation dove deep into several great subjects including: 

1)     Sticking with the #Process, staying calm & executing at the fringes of the Risk Ranges

2)     Adjusting on the fly as Price, Volume and Volatility impact the #VASP signal

3)     An update on the Muni Bond market as well as a discussion around the longer-term impact of consecutive Quad 4s on the High Yield Credit market

4)     The impact of elevated volatility within the FX & Fixed Income market as well as the inverse correlation of the $SPX + $CRB to the $USD

 

The #WeeklyNotebookReview is hosted live each Wednesday and open to all interested in learning a better way to invest - the Hedgeye way. 

 

See you next week!

04 Nov 2022Weekly Notebook Review | The Fed Is Just A Data Point! | 11.2.202201:27:29

Visit Hedgeye.com for more great investing content.

Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. 

04 Nov 2022Hedgeye Investing Summit IX: Danielle DiMartino Booth, CEO & Chief Strategist, Quill Intelligence01:00:00

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Subscribe to other Hedgeye Products Here:
The Macro Show
Risk Ranges
Early Look

This is an exclusive "Hedgeye Investing Summit" interview between Danielle DiMartino Booth, CEO & Chief Strategist of Quill Intelligence, and Hedgeye CEO Keith McCullough.

08 Nov 2022The Outlook: Keith McCullough On Global #Quad4 Recession00:47:23

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The Macro Show
Risk Ranges
Early Look

In this special investing webcast, Keith McCullough explains why we believe growth is slowing around the world. Keith will discuss the underlying economic data as well as the asset allocations best-suited to take advantage in your portfolio.

12 Nov 2022Unscripted Equity Curiosity S2EP21: Comparing 2000, 2008, and 2021 Cycles in TMT & The Math Of Recovery00:49:51

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17 Nov 2022Ep 92 Real Conversations: Marc Cohodes, Veteran Short-Seller (FTX Collapse Special)00:35:40

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The Macro Show
Risk Ranges
Early Look

*This Real Conversation originally aired live on Hedgeye.com on Nov. 14, 2022*

FTX JUST COLLAPSED IN SPECTACULAR FASHION. WATCH THIS FOLLOW UP CONVERSATION WITH THE GUY WHO CALLED IT.

Veteran shortseller Marc Cohodes joins Hedgeye CEO Keith McCullough for a Real Conversation

17 Nov 2022Ep 93 Real Conversations: David Greely, Chief Economist, Abaxx Technologies01:01:48

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Subscribe to other Hedgeye Products Here:
The Macro Show
Risk Ranges
Early Look

*This Real Conversation originally aired live on Hedgeye.com on Nov. 15, 2022*

We're hosting a new Real Conversation between two of Wall Street's most formidable macro minds—Hedgeye Founder & CEO Keith McCullough welcomes David Greely, Chief Economist at Abaxx Technologies (former Portfolio Strategist at Bridgewater and Chief Commodities Strategist and Head of Energy Research at Goldman Sachs) 

22 Nov 2022Weekly Notebook Review | Global Quad 4's Loom! | 11.16.202201:41:04

Visit Hedgeye.com for more great investing content.

Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. 

26 Nov 2022Unscripted Equity Curiosity S2EP22: $DIS The Return Of Iger, & Freebird Magic00:40:15

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23 Nov 2022Weekly Notebook Review | Managing Particular Pivots in Signals | 11.23.202201:38:12

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Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. 

10 Dec 2022Unscripted Equity Curiosity S2EP23: How Taking A 12-Month View of TMT Changes Things, Plus A China Bull In A Hedgeye Bear Shop00:35:54

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09 Dec 2022Weekly Notebook Review | Fade Your Feelings & Execute! | 12.7.202201:23:17

Visit Hedgeye.com for more great investing content.

Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. 

19 Dec 2022The Outlook: McCullough & Steiner On Peak Cycle Inflation's Calculus00:50:57

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Subscribe to other Hedgeye Products Here:
The Macro Show
Risk Ranges
Early Look

In this special investing webcast, Keith McCullough and Josh Steiner explain why we believe inflation has peaked but will remain high and sticky. Keith and Josh will discuss the underlying economic data as well as the asset allocations best-suited to take advantage in your portfolio.

19 Dec 2022The Outlook: McCullough On U.S. #ProfitRecession00:45:33

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The Macro Show
Risk Ranges
Early Look

In this special investing webcast, Keith McCullough explains why we believe a profit recession is coming for Corporate America. Keith will discuss the underlying economic data as well as the asset allocations best-suited to take advantage in your portfolio.

19 Dec 2022Blowup Ahead? WTF Is Happening At Blackstone REIT00:55:18

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The Macro Show
Risk Ranges
Early Look

Join REITs analyst Rob Simone in this conversation with Phil Bak (CEO) and David Auerbach (Managing Director) of Armada ETF Advisors. Bak said recently that a blow-up in the private REIT space could be just as impactful to the markets as the FTX meltdown was to cryptocurrency.

19 Dec 2022Ep 94 Real Conversations: Jim Rickards, Author, "Sold Out: How Broken Supply Chains, Surging Inflation, and Political Instability Will Sink the Global Economy"01:15:07

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The Macro Show
Risk Ranges
Early Look

Join Hedgeye CEO Keith McCullough and iconoclastic provocateur and bestselling author Jim Rickards for this special investing discussion

They will discuss Jim's new book, "Sold Out: How Broken Supply Chains, Surging Inflation, and Political Instability Will Sink the Global Economy." Jim and Keith will also discuss broader market and economic dynamics, portfolio positioning and actionable investment ideas.

19 Dec 2022Brightside Capital Interviews Keith McCullough: "This Is Fall of the Roman Empire Sh*t"00:41:38

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The Macro Show
Risk Ranges
Early Look

The roles are reversed in this special replay of Brightside Capital's interview with Hedgeye CEO Keith McCullough.

No punches were pulled during this conversation between Brightside Capital Founder Alex Pezzoli and Hedgeye CEO Keith McCullough. Keith discusses our Macro process, the complexity of markets, as well as massive conflicts of interest embedded across Wall Street and MSM.

The interview kicks off with a bang. Alex asks about the FTX debacle, Sam Bankman-Fried's recent NYTimes interview with Andrew Ross Sorkin 

19 Dec 2022Ep 95 Real Conversations: David Salem, Research Partner, Sparkline Capital01:10:34

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The Macro Show
Risk Ranges
Early Look

Join Keith McCullough in this conversation with asset management veteran David Salem. If you're looking for timeless investment wisdom from two Wall Street veterans, this is the conversation for you. 

David managed over $8 billion as founding president and CIO of The Investment Fund for Foundations (TIFF) until 2010. Prior to TIFF's founding, David was a partner at the global investment advisory firm GMO, working closely with GMO co-founder Jeremy Grantham on the design and execution of investment solutions for large tax-exempt funds.

24 Dec 2022Unscripted Equity Curiosity Season 2 Finale! Biggest Risks For Software in 2023 + Some Lingering Takeaways from the Taiwan Expert Call00:30:07

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06 Jan 2023Weekly Notebook Review | Similar Signals to Start 2023 | Jan. 4, 202301:29:36

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Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. 

06 Jan 2023Ep 96 Real Conversations: Mike Taylor, Portfolio Manager, Critical Mass Partners01:04:45

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The Macro Show
Risk Ranges
Early Look

Hedgeye CEO Keith McCullough was joined by outspoken hedge fund manager Mike Taylor (and PM of Pink Shares For The Cure) this week in this must-see Real Conversation. Mike and Keith discussed longs, shorts, fraud-spotting and the evolving Macro outlook over the next six to twelve months.

07 Jan 2023Unscripted Equity Curiosity Season 3 Episode 1: Key Takeaways for TMT from Keith’s 1Q23 Macro Themes00:44:41

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11 Jan 2023Weekly Notebook Review | Sell Gamma Squeezes | January 10, 202301:25:44

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Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. 

18 Jan 2023Cohodes & McGough: Short the Hell Out of $HELE00:41:41

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The Macro Show
Risk Ranges
Early Look

If you tuned in for his appearance on the Hedgeye Investing Summit, you know that legendary short-seller Marc Cohodes takes no prisoners and suffers no fools when he speaks.

Tune in for this can't-miss webcast where Cohodes will be joined by Hedgeye Retail analysts Brian McGough and Jeremy McLean. On this webcast, McGough and Cohodes will lay out the short case on consumer goods maker Helen of Troy (HELE).

19 Jan 2023Weekly Notebook Review | $SPY $QQQ $IWM $FEZ $HYG Near TRR - #Quad4 | January 18, 202301:55:12

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Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. 

21 Jan 2023Unscripted Equity Curiosity Season 3 Episode 2: Ode to Quad4: Latest Data & How Bad Can It Get For TMT00:48:07

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04 Feb 2023Unscripted Equity Curiosity Season 3 Episode 3: TMT Investing In SouthEast Asia (ft. Venture Partner Alan Hellawell)00:56:44

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02 Feb 2023Weekly Notebook Review | Post FOMC…Reviewing the Signals! $SPY $QQQ | February 1, 202301:33:17

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Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. 

09 Feb 2023Weekly Notebook Review | Yield Curve, $MOVE, $USD & $VIX, $SPX 0dte | February 8, 202302:11:34

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Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. 

18 Feb 2023Unscripted Equity Curiosity Season 3 Episode 4: Take Your $$ To The Casino" (ft. Hedgeye's Todd Jordan, Sector Head of Gaming, Lodging, & Leisure)00:53:26

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16 Feb 2023Weekly Notebook Review | CPI, GDP, $USD, $SPX, $QQQ, $UST, $VIX #LFG | February 15, 202301:44:35

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Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. 

23 Feb 2023Weekly Notebook Review | All Access Week Edition! $SPY $QQQ $VIX $DXY | February 22, 202301:23:17

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Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. 

28 Feb 2023Ep. 97 Real Conversations: Diego Parrilla, Portfolio Manager, Quadriga Asset Managers01:02:33

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The Macro Show
Risk Ranges
Early Look

Join Hedgeye CEO Keith McCullough and Diego Parrilla, best-selling author and portfolio manager at Quadriga Asset Managers, in this pro-to-pro investing discussion about the current market environment.

01 Mar 2023Ep. 98 Real Conversations: David Dorr, Co-Founder, Dorr Asset Management01:01:29

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The Macro Show
Risk Ranges
Early Look

Join Hedgeye CEO Keith McCullough for a conversation with David Dorr (co-founder and managing principal of Dorr Asset Management) in this Real Conversation. David and Keith will discuss the Macro landscape with a particular focus on David's unique insights on the crypto space

04 Mar 2023Unscripted Equity Curiosity Season 3 Episode 5: Data Wars & The New Digital Assembly Line00:52:36

Ami, Felix, and Andrew host Ed Hoofnagle (IT Services, data warehousing & risk assessment for large financial services companies) to continue a conversation that started over dinner at #HedgeyeMiami.

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02 Mar 2023Weekly Notebook Review | Global Quad 4 ex-China $SPY $QQQ $CRB $FXI $DXY $TLT $VIX $MOVE | March 1, 202301:42:05

Some great data driven signaling chatter that morphed into a bit of Global Bond narratives which we brought back home to focusing on the numbers/building out your process.

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Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. 

02 Mar 2023WNR Bonus Episode | Hedgeye + Friends w/Mike Taylor: QT vs QE01:04:17

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Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. 

Originally aired on February 2, 2023

02 Mar 2023Ep. 99 Real Conversations: Chris Whalen, Chairman, Whalen Global Advisors01:05:11

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The Macro Show
Risk Ranges
Early Look

Join Hedgeye CEO Keith McCullough for a new Real Conversation with banker and author Christopher Whalen.

Chris is a thought leader in the analysis of monetary policy, banks and housing. He believes the FOMC arguably lost control of monetary policy and has placed America's banks in grave risk. As Chris wrote in a recent post, "As the US economy heads into the worst period of credit loss since 2008, the primary victims will be lower income Americans, the core constituents of the Democratic Party."

Buckle up and tune in. This conversation promises to be a wild ride.

03 Mar 2023WNR Bonus Episode | Hedgeye + Friends w/Dr. Andrew Menaker: Self Growth = Market Edge | March 2, 202301:10:36

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I’m stoked to host a new conversation feat. Dr. @Andrew_Menaker! We discussed ways to better understand your own, personal #InnerMarket and translate that #SelfGrowth into real #MarketEdge. Make sure to stick around to the end when Andrew reviews the need to assess #IdentityGoals in addition to #OutcomeGoals to better align one's portfolio/risk management w/clients and/or yourself.

Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. 

05 Jun 2019The Macro Show: Prepare Your Portfolio For Quad 4 Summer Scare00:45:39


ARE YOU PREPARED FOR A
QUAD 4 SCARE THIS SUMMER?

The S&P 500 just posted its worst May in seven years—its second worst May since the 1960s.
(Quad 4 is an environment where U.S. growth and inflation are slowing)

Quad 4 is a nasty environment for the U.S. stock market.

UNDERSTAND HOW TO BEST POSITION YOUR PORTFOLIO THIS SUMMER.

While Wall Street whines about the S&P 500 losing $4 trillion in market cap in May, Hedgeye subscribers have been benefiting from the Quad 4 Scare by being properly positioned.

You don’t want to miss this free podcast edition of The Macro Show with CEO Keith McCullough. 

09 Mar 2023Weekly Notebook Review | Quad 4 = Not Dead! $SPY $QQQ $DXY $TLT $VIX | March 8, 202301:54:50

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Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. 

14 Mar 2023WNR Bonus Episode | Hedgeye + Friends w/Mike Taylor: Credit Risks Cracking the Surface | March 13, 202302:18:15

Mike Taylor (@Mike_Taylor1972) reviewed with Robert McGroarty (@hedgeyeRJM) what’s going on within the current global market landscape, specifically what's starting to crack in credit along with the rest of global macro.

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Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. 

16 Mar 2023Weekly Notebook Review | #Quad4 keeps rolling! $VIX $QQQ $SPY $IWM $KRE | March 15, 202301:33:52

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Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. 

18 Mar 2023Unscripted Equity Curiosity Season 3 Episode 6: Felix Still Bullish on China? China Flex On US Diplomacy; TikTok; & Carrier 5G to 6G Transition00:53:07

This Hedgeye podcast features sector heads Ami Joseph, Andrew Freedman, and Felix Wang, as they work through investment themes, ideas, and process. In this episode, Felix discusses his broad views of investing in Chinese equities, Andrew and Felix jump into Geopolitics on Ukraine and on Tiktok, and Ami & Andrew discuss 5G capacity and 6G timeline cycle.

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19 Mar 2023#HedgeyeNation: A Beginner's Guide | March 17, 202300:46:25

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Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. 

20 Mar 2023Inside The Process with Keith McCullough & Robert McGroarty00:46:12

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Director of Subscriber Development Robert McGroarty interviewed Hedgeye CEO Keith McCullough on Tuesday, December 20 at 11am ET

Keith and Robert discussed best practices for implementing the Hedgeye risk management process and shared perspective on the thought process behind building the Hedgeye risk management process for the last fifteen years. 

23 Mar 2023The Mother of All Bubbles is Popping: Bank Failures, Contagion Risk & Coming Credit Event00:59:39

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The Macro Show
Risk Ranges
Early Look

Join Keith McCullough (CEO), Daryl Jones (Director of Research), Josh Steiner (Macro/Financials) and David Salem (Capital Allocation) for a webcast discussing recent bank failures, contagion risk and the upcoming credit event.

24 Mar 2023#HedgeyeNation: A Beginner's Guide | March 24, 202300:44:27

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Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. 

29 Mar 2023The Call @ Hedgeye: Bonus Content | Keith McCullough & Josh Steiner00:12:32

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Some of the best long-short portfolio managers in Financials didn’t see issues inside the banking sector before the crisis.

A generalist portfolio manager told CEO Keith McCullough that four of the best Financials portfolio managers he knows all missed the bank collapse entirely. Macro/Financials analyst Josh Steiner heard a similar story from a friend.

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The Call @ Hedgeye
The Macro Show
Risk Ranges
Early Look

30 Mar 2023The Pitch: 6 Hedgeye Analysts. 6 Stock Ideas. 60 Minutes.01:01:52

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During this special HedgeyeTV webcast, six Hedgeye analysts will pitch one of their high-conviction stock ideas (Long or Short) to our Risk-Manager-In-Chief Keith McCullough.

Here's the lineup from this edition (3/28/2023):

  1. Retail analyst Brian McGough
  2. Gaming, Lodging & Leisure analyst Todd Jordan
  3. Restaurants analyst Howard Penney
  4. Communications analyst Andrew Freedman
  5. Health Care analyst Tom Tobin
  6. Consumer Staples analyst Daniel Biolsi 

Interested in our analysts' research?

CHECK OUT OUR ENTIRE SUITE OF SECTOR PRO PRODUCTS.

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The Call @ Hedgeye
The Macro Show

30 Mar 2023Weekly Notebook Review | Fade The FOMO get Long Gold China and Duration! | March 29, 202302:01:43

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Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.

Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Risk Ranges
Early Look

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