Hedgeye Risk Management

Hedgeye Podcasts

Business EN ↓ 592 episodes

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

Episodes

Unscripted Equity Curiosity S2 E17 Darkness in TMT, Will There Be Light? Ami & Andrew on SNAP, OKTA, AAPL, GOOG, and others 03.09.2022 39:20

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Unscripted Equity Curiosity S2E16: Mr. Glenchur goes to Washington: Navigating TMT Policy & Legal Landmines (Part 2 of 2) 13.08.2022 34:10

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Unscripted Equity Curiosity S2E15: Mr. Glenchur goes to Washington: Navigating TMT Policy & Legal Landmines (Part 1 of 2) 30.07.2022 28:20

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Unscripted; Summer Smoke: S2 E14 Featuring Hedgeye’s Howard Penney on Cannabis & Restaurants, Part 2 of 2 16.07.2022 20:05

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Unscripted Equity Curiosity; Summer Smoke: S2 E13 Featuring Hedgeye’s Howard Penney on Cannabis & Restaurants, Part 1 of 2 02.07.2022 32:08

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Unscripted Equity Curiosity S2E12: Andrew & Ami discuss how NOT to find multi-baggers, plus $ZM, $ROKU, $HCP, and the 10,000x of the Metaverse 18.06.2022 31:31

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Unscripted Equity Curiosity S2E11: Don't Fight The 中国人民银行 (Chinese Fed) Plus The Great Chinese Internet Snapback of 2023 04.06.2022 39:14

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Part2 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. 21.05.2022 36:07

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Hedgeye Investing Summit VIII: Pippa Malmgren, Economist & Tech Entrepreneur 07.05.2022 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...

Unscripted Equity Curiosity S2 E9. Will Elon Delete Tesla Bears From Twitter? Part 1 With Jay Van Sciver 07.05.2022 27:53

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Hedgeye Investing Summit VIII: Jim Bianco, President, Bianco Research 06.05.2022 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 in...

Hedgeye Investing Summit VIII: Carson Block, Founder, Muddy Waters Research 05.05.2022 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 vi...

Hedgeye Investing Summit VIII: Buddy Carter, Former Proprietary Trader, Goldman Sachs 04.05.2022 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 Conversat...

Hedgeye Investing Summit VIII: Jim Chanos, Founder, Kynikos Associates 03.05.2022 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 i...

Hedgeye Investing Summit VIII: Danielle DiMartino Booth, CEO & Chief Strategist, Quill Intelligence 02.05.2022 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...

Hedgeye Investing Summit VIII: Michael Taylor, Portfolio Manager, PINK Shares for the Cure 30.04.2022 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 L...

Hedgeye Investing Summit VIII: Kyle Bass, Founder & CIO, Hayman Capital 29.04.2022 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...

Hedgeye Investing Summit VIII: Michael Green, Portfolio Manager, Simplify Asset Management 28.04.2022 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 g...

Unscripted Equity Curiosity: The Apex Predator (Elon) That Twitter Might Not Be Able To Shake 23.04.2022 27:53

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Unscripted Equity Curiosity: Part 2 of Unscripted Interviewing a Leading EM Bond Portfolio Manager 09.04.2022 41:09

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Unscripted Equity Curiosity: Unscripted Interviews a Leading EM Bond Portfolio Manager and its gets Awesome 26.03.2022 39:16

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Unscripted Equity Curiosity: AF & Ami on Russia, Peter Lynch's playbook from 2008, and echoes of 2001 12.03.2022 38:59

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Unscripted Equity Curiosity: "How Bad Can It Get" 12.02.2022 41:55

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Ep 90 Real Conversations: James Davolos, Portfolio Manager, Horizon Kinetics 10.02.2022 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 c...

Unscripted Equity Curiosity: Horseshoes and Hand Grenades 05.02.2022 29:45

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