Hedgeye Podcasts

BOOM! Free 'All Access Week' Is HERE , featuring 8 high performance investing products FREE each day from 9/18 to 9/24 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. Visit Hedgeye.com for more great investing content. Hedgeye Founder & CEO Keith McCullough's long-awaite...

BOOM! Free 'All Access Week' Is HERE , featuring 8 high performance investing products FREE each day from 9/18 to 9/24 " RISK HAPPENS SLOWLY AT FIRST, THEN ALL AT ONCE.” - @KeithMcCullough Here is the full, uncut edition of “The Macro Show” hosted this morning by our Founder/CEO @KeithMcCullough. This is valuable content. We’ve done this exactly zero times before. We’re doing this t...

Fan-favorite Mike Taylor joins Hedgeye CEO Keith McCullough for a new Real Conversation. The two will discuss implications of inflation's reacceleration, what to buy and sell right now, and share valuable investing insight as we head into the final quarter of 2023. Taylor is a 20-year hedge fund veteran who specializes in healthcare investing. He is also the portfolio manager of PINK , the fi...

This is a Hedgeye podcast featuring sector heads Ami Joseph ( @HedgeyeTech ), Felix Wang ( @HedgeyeChina ) and Andrew Freedman ( @HedgeyeComm ), with special guest Brian McGough ( @HedgeyeRetail ). Visit Hedgeye.com for more great investing content. For Our Hedgeye Products Click Below: Technology Pro Comms Pro China Pro Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master T...

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. Visit Hedgeye.com for more great investing content. The rules of investing have changed. Spiking volatility, surging inflation, and skyrocketing rates require smart risk management now more than ever. But how can you protect and grow you...

If you haven't read Tier 1 Alpha's daily investing insights, you're missing out. From the Market Situation Report to videos filled with thoughtful investment outlooks , the firm has provided immense value to subscribers since partnering with Hedgeye last month. Now, the entire Tier 1 team (co-founders Craig Peterson, David Pegler and Senior Executive Advisor Mike Green ) are set to...

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. Visit Hedgeye.com for more great investing content. Hedgeye's world-class investing research team is hitting the road! Join us on September 12, 2023 for Hedgeye Regional Las Vegas . Tickets are on sale now! Subscribe to other Hedgey...

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. Visit Hedgeye.com for more great investing content. Hedgeye's world-class investing research team is hitting the road! Join us on September 12, 2023 for Hedgeye Regional Las Vegas . Tickets are on sale now! Subscribe to other Hedgey...

With a special guest appearance by Mike Taylor ( @Mike_Taylor1972 ). 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. Hedgeye's world-class investing research team is hitting the road! Join us on September 12, 2023 for Hedgeye Re...

There's no shortage of disconcerting economic data in the current #Quad4 macro environment. But if you know where to look, there are still plenty of places to invest. In this Real Conversation webcast on Tuesday, August 1 at 11:00am ET , Hedgeye CEO Keith McCullough will speak with founders of three companies thriving in industries most investors would consider outside the box: diamonds , win...

This is a Hedgeye podcast featuring sector heads Ami Joseph ( @HedgeyeTech ), Felix Wang ( @HedgeyeChina ) and Andrew Freedman ( @HedgeyeComm ).  Visit Hedgeye.com for more great investing content. For Our Hedgeye Products Click Below: Technology Pro Comms Pro China Pro Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products

With special guest appearances by Hedgeye CEO Keith McCullough ( @KeithMcCullough ) and Mike Taylor ( @Mike_Taylor1972 ). 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. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye Th...

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 . The Pitch is a fan-favorite, alpha-generating webcast which gives you an inside look at how hedge funds decide what positions to put on. Best of all, our analysts pitch their actual Best Ideas , breaking down their Long (or...

In this new Real Conversation , Hedgeye CEO Keith McCullough will be joined by Dan Rasmussen , Founder and CIO of Verdad Advisers . One of the topics of discussion will be Rasmussen's thought-provoking research note on " Private Equity Fundamentals ." In it, Dan warns investors that, "Rising interest costs and multiple contraction could spell trouble for institutional investors...

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

Hedgeye's Managing Director of Capital Allocation David Salem sits down with Andrew McDermott , Founder and President of Mission Value Partners, for a live investing webcast. "Capitalizing on Japan" will provide a deep dive into various reasons why we are bullish on Japanese markets. Visit Hedgeye.com for more great investing content. WANT MORE FROM DAVID SALEM? STAY TUNED Hedgeye&a...

This is a Hedgeye podcast featuring sector heads Ami Joseph ( @HedgeyeTech ), Felix Wang ( @HedgeyeChina ) and Andrew Freedman ( @HedgeyeComm ). On today's episode, Ami and Felix dive into the hot topic of A.I and its impact on today's market, as well as, Chinese policy impacts on the semiconductor space. Visit Hedgeye.com for more great investing content. For Our Hedgeye Products Click...

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

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

Join Hedgeye CEO Keith McCullough for a new Real Conversation with Mike Green , Portfolio Manager at Simplify Asset Management. Mike is a thought leader on market structure, options flows and the risks of passive investing. It's Mike's contention that the rise of quantitative trading strategies – delta hedging dynamics, volatility-controlled rebalancing, and market cap distortions – have...

*This is an audio-only version of The Macro Show that was broadcast on Hedgeye.com on June 22, 2023* Click this link to get access to the Macro Show every day Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. Turn off that tired “Old Wall” TV and tune into The M...

This Hedgeye podcast features sector heads Ami Joseph ( @HedgeyeTech ), Felix Wang ( @HedgeyeChina ) and Andrew Freedman ( @HedgeyeComm ) as they are joined by Hedgeye's Demography sector head and author Neil Howe ( @HoweGeneration ). They dig into the latest developments in A.I, the Asian markets and the impact of the writer's strike in the U.S. Neil gives his own unique perspective on...

*This is an audio-only version of The Macro Show that was broadcast on Hedgeye.com on June 5, 2023* Click this link to get access to the Macro Show every day Our Managing Director of Capital Allocation David Salem recently hosted The Macro Show . If you’re not already familiar with David, trust us when we tell you that despite his humble demeanor, he is an impressive market veteran who’s had a sim...

We open our notebooks to touch on everything from Europe to commodities as we navigate into the summer months. $SPY $QQQ $GLD $USD $TLT 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. Subscribe to other Hedgeye Products Here: The Cal...

Each week, Hedgeye’s Robert McGroarty ( @HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, current stock ideas and recent market trends. Visit Hedgeye.com for more great investing content. Aired on March 30, 2023 ( Watch video version on YouTube ) Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Products...