Hedgeye Risk Management
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 i...
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Hedgeye Risk Management
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Latest episode
Jul 11, 2026
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Episodes
Brightside Capital Interviews Keith McCullough: "This Is Fall of the Roman Empire Sh*t" 19.12.2022 41:38
Visit Hedgeye.com for more great investing content! Subscribe to other Hedgeye Products Here: 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 o...
Ep 95 Real Conversations: David Salem, Research Partner, Sparkline Capital 19.12.2022 1:10:34
Visit Hedgeye.com for more great investing content! Subscribe to other Hedgeye Products Here: 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 o...
Unscripted Equity Curiosity S2EP23: How Taking A 12-Month View of TMT Changes Things, Plus A China Bull In A Hedgeye Bear Shop 10.12.2022 35:54
For More Hedgeye Products Click Below: Hedgeye.com : CLICK HERE Technology Pro : CLICK HERE Comms Pro : CLICK HERE China Pro : CLICK HERE
Weekly Notebook Review | Fade Your Feelings & Execute! | 12.7.2022 09.12.2022 1:23:17
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.
Unscripted Equity Curiosity S2EP22: $DIS The Return Of Iger, & Freebird Magic 26.11.2022 40:15
For More Hedgeye Products Click Below: Hedgeye.com : CLICK HERE Technology Pro : CLICK HERE Comms Pro : CLICK HERE China Pro : CLICK HERE
Weekly Notebook Review | Managing Particular Pivots in Signals | 11.23.2022 23.11.2022 1:38:12
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.
Weekly Notebook Review | Global Quad 4's Loom! | 11.16.2022 22.11.2022 1:41:04
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.
Ep 92 Real Conversations: Marc Cohodes, Veteran Short-Seller (FTX Collapse Special) 17.11.2022 35:40
Visit Hedgeye.com for more great investing content! Subscribe to other Hedgeye Products Here: 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 Con...
Ep 93 Real Conversations: David Greely, Chief Economist, Abaxx Technologies 17.11.2022 1:01:48
Visit Hedgeye.com for more great investing content! 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 a...
Unscripted Equity Curiosity S2EP21: Comparing 2000, 2008, and 2021 Cycles in TMT & The Math Of Recovery 12.11.2022 49:51
For More Hedgeye Products Click Below: Hedgeye.com : CLICK HERE Technology Pro : CLICK HERE Comms Pro : CLICK HERE China Pro : CLICK HERE
The Outlook: Keith McCullough On Global #Quad4 Recession 08.11.2022 47:23
Visit Hedgeye.com for more great investing content! Subscribe to other Hedgeye Products Here: 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.
Hedgeye Investing Summit IX: Danielle DiMartino Booth, CEO & Chief Strategist, Quill Intelligence 04.11.2022 1:00:00
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 Danielle DiMartino Booth , CEO & Chief Strategist of Quill Intelligence, and Hedgeye CEO Keith McCullough .
Weekly Notebook Review | Hosted by Robert McGroarty | Featuring Keith McCullough | 10.19.2022 04.11.2022 1:36:21
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...
Weekly Notebook Review | Patience, Process & Short $QQQ! | 10.26.2022 04.11.2022 2:01:19
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 t...
Weekly Notebook Review | The Fed Is Just A Data Point! | 11.2.2022 04.11.2022 1:27:29
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.
Hedgeye Investing Summit IX: Marc Cohodes, Veteran Short-Seller 31.10.2022 1:04:29
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 veteran short-seller Marc Cohodes and Hedgeye CEO Keith McCullough .
Hedgeye Investing Summit IX: Liz Ann Sonders, Chief Investment Strategist, Charles Schwab 31.10.2022 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 .
Hedgeye Investing Summit IX: Hugh Hendry, Founder, Eclectica Macro 28.10.2022 51:37
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 Hugh Hendry, Founder of Eclectica Macro, and Hedgeye CEO Keith McCullough.
Hedgeye Investing Summit IX: Michael Green, Portfolio Manager, Simplify Asset Management 28.10.2022 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.
Weekly Notebook Review | Patience, Process & Short $QQQ! | 10.26.2022 27.10.2022 2:01:19
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 t...
Unscripted Equity Curiosity S2E20: The Great Felix Wang On Upcoming 3Q Earnings, What Xi Didn't Say, Globalization & De-Globalization $LMT 22.10.2022 25:12
For More Hedgeye Products Click Below: Hedgeye.com : CLICK HERE Technology Pro : CLICK HERE Comms Pro : CLICK HERE China Pro : CLICK HERE
Weekly Notebook Review | Hosted by Robert McGroarty | Featuring Keith McCullough | 10.19.2022 21.10.2022 1:36:21
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...
Unscripted Equity Curiosity S2E19: The Dall-E Revolution - Things That Can Lay Waste To Trillions In Tech 08.10.2022 35:34
For More Hedgeye Products Click Below: Hedgeye.com : CLICK HERE Technology Pro : CLICK HERE Comms Pro : CLICK HERE China Pro : CLICK HERE
Unscripted S2E18: How Ami & Felix Started Off With Key Takes From #HedgeyeLA & Ended Up Debating China-Taiwan 24.09.2022 35:13
For More Hedgeye Products Click Below: Hedgeye.com : CLICK HERE Technology Pro : CLICK HERE Comms Pro : CLICK HERE China Pro : CLICK HERE
Ep 91 Real Conversation: Michael Taylor, Portfolio Manager, PINK Shares for the Cure 21.09.2022 1:08:50
**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...
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