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

Happy Hour! Live Q&A With Keith McCullough 25.11.2020 46:14

Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Hurry, it ends Nov. 30. **This webcast originally aired on November 16, 2020** Hedgeye CEO Keith McCullough & Dir. of Research Daryl Jones host an informal Q&A and crack open a few cold ones as they dig into investing, hockey, life lessons and more.

Sector Spotlight: The Outlook For Health Care Stocks 24.11.2020 59:52

Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Hurry, it ends Nov. 30. **This webcast originally aired on November 12, 2020** Join veteran Hedgeye Healthcare analyst Tom Tobin for a deep-dive, under-the-hood look at Healthcare stocks, including a sneak peek at his Best Idea long and short list. CEO Keith McCullough joins Tom to provide additional "M...

Sector Spotlight: The Outlook for Cannabis, Restaurants & Consumer Staples Stocks 24.11.2020 46:14

Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Hurry, it ends Nov. 30. **This webcast originally aired on November 11, 2020** Join Hedgeye Consumables analysts Howard Penney and Daniel Biolsi for a deep-dive, under-the-hood look at Restaurants, Consumer Staples and Cannabis stocks, including a sneak peek at their Best Idea long and short list.

Sector Spotlight: The Outlook for Financials Stocks 23.11.2020 1:11:12

Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Hurry, it ends Nov. 30. **This webcast originally aired on November 10, 2020** Veteran Hedgeye Financials analyst Josh Steiner hosted a deep-dive, under-the-hood look at the Financials sector and stocks, including a sneak peek at his Best Idea long and short list earlier today.

Howe & McCullough: "The Fourth Turning: Navigating The Crisis In America" 10.11.2020 1:02:20

**This webcast originally aired on Hedgeye.com on Nov. 9, 2020** Join world-renowned author and Demography analyst Neil Howe for a deep dive inside his groundbreaking generational theory "The Fourth Turning." Neil and Hedgeye CEO Keith McCullough will discuss the social, economic and political ramifications of this theory and why it led Neil to write in 1991 that "a national crisis...

Mike Taylor: "Buckle Up! The Wild Road Ahead For Financial Markets" (Hedgeye Investing Summit) 05.11.2020 50:22

**This originally aired as a video webcast live on Hedgeye.com on October 15, 2020** This is an exclusive "Hedgeye Investing Summit" interview between Mike Taylor, Portfolio Manager at Critical Mass Partners and Hedgeye CEO Keith McCullough.

The Macro Show [FREE Podcast Edition]: November 5, 2020 05.11.2020 32:05

Enjoy this FREE podcast edition of The Macro Show . Join Hedgeye CEO Keith McCullough for a completely free edition of "The Macro Show." Keith will discuss the big picture macro trends driving financial markets and how to position your portfolio to take advantage of them. Sign up for Hedgeye's flagship daily morning show here: https://hedgeye.com/tms

Jim Chanos: "Casino Capitalism: Fraud, Mania & Euphoria On Wall Street" (Hedgeye Investing Summit) 30.10.2020 48:14

**This originally aired as a video webcast live on Hedgeye.com on October 15, 2020** This is an exclusive "Hedgeye Investing Summit" interview between short seller Jim Chanos, President & Founder of Kynikos Associates, and Hedgeye CEO Keith McCullough.

Danielle DiMartino Booth: "What’s Really Happening Inside The Fed" (Hedgeye Investing Summit) 30.10.2020 49:43

**This originally aired as a video webcast live on Hedgeye.com on October 14, 2020** This is an exclusive "Hedgeye Investing Summit" interview between Danielle DiMartino Booth, CEO & Chief Strategist of Quill Intelligence and CEO Keith McCullough.

Carson Block: "The Intelligent Investor’s Guide To Short Selling" (Hedgeye Investing Summit) 29.10.2020 43:33

**This originally aired as a video webcast live on Hedgeye.com on October 14, 2020** This is an exclusive "Hedgeye Investing Summit" interview between short seller Carson Block, Founder of Muddy Waters, and Hedgeye CEO Keith McCullough.

Crumb & Wieler: "The Great Gold Bull Market: What Comes Next?" (Hedgeye Investing Summit) 29.10.2020 47:49

**This originally aired as a video webcast live on Hedgeye.com on October 14, 2020** This is an exclusive "Hedgeye Investing Summit" interview between Josh Crumb, Founder of Abaxx Tech, Goldmoney Director Stefan Wieler and Hedgeye CEO Keith McCullough.

Liz Ann Sonders: "Fear & Greed: A Sober Investor’s Guide To Market Risk" (Hedgeye Investing Summit) 29.10.2020 46:42

**This originally aired as a video webcast live on Hedgeye.com on October 14, 2020** This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders, Chief Investment Strategist at Charles Schwab and Hedgeye CEO Keith McCullough.

John Mauldin: "Crisis, Collapse & Conflict: A World At The Crossroads" (Hedgeye Investing Summit) 27.10.2020 59:57

**This originally aired as a video webcast live on Hedgeye.com on October 13, 2020** This is an exclusive "Hedgeye Investing Summit" interview between John Mauldin, Founder of Mauldin Economic, renowned Demographer Neil Howe and Hedgeye CEO Keith McCullough.

Raoul Pal: "Pro-To-Pro: A Macro Investing Masterclass" (Hedgeye Investing Summit) 27.10.2020 49:16

**This originally aired as a video webcast live on Hedgeye.com on October 13, 2020** This is an exclusive "Hedgeye Investing Summit" interview between Raoul Pal, founder of Global Macro Investor & Real Vision, and Hedgeye CEO Keith McCullough.

Diego Parrilla: "Building Your Own ‘Anti-Bubble’ Portfolio" (Hedgeye Investing Summit) 27.10.2020 47:45

**This originally aired as a video webcast live on Hedgeye.com on October 13, 2020** This is an exclusive "Hedgeye Investing Summit" interview between Diego Parrilla, Portfolio Manager at Quadriga, and Hedgeye CEO Keith McCullough.

Ep 71 Real Conversations: Michael Saylor, Founder & CEO, MicroStrategy 27.10.2020 1:06:37

**This originally aired as a video webcast on Hedgeye.com on Oct. 20, 2020** The crypto community celebrated when MicroStrategy Founder & CEO Michael Saylor recently tapped the firm’s cash to buy $425 million in Bitcoin. “This is not speculation,” Saylor says. Watch this webcast with Saylor and Hedgeye CEO Keith McCullough discussing why Saylor believes Bitcoin is “less risky than holding cash...

Ep 70 Real Conversations: Allen Gannett, Author, "The Creative Curve" 01.10.2020 59:00

Hedgeye CEO Keith McCullough sits down for a new Real Conversation with Allen Gannett. Allen is the author of The Creative Curve, a book which overturns the mythology around creative genius, and reveals the science and secrets behind achieving breakout commercial success in any field. **This originally aired live as a video webcast on Hedgeye.com on September 25, 2020**

Ep 69 Real Conversations: Jim Bianco, President & CEO, Bianco Research 30.07.2020 1:01:33

Join CEO Keith McCullough and Jim Bianco, President and CEO of Bianco Research, for a discussion on the current investing outlook with global central bankers flooding financial markets with liquidity.

Ep 68 Real Conversations: Mike Taylor, Portfolio Manager, Critical Mass Partners 29.07.2020 1:02:27

Join CEO Keith McCullough and Michael Taylor, Portfolio Manager at Critical Mass Partners, for a virologist/hedge fund manager's unique perspective on the investing implications of COVID-19.

Ep 67 Real Conversations: Nancy Davis, Founder & Managing Partner, Quadratic Capital Management 28.07.2020 1:00:06

Join Hedgeye CEO Keith McCullough and Nancy Davis, founder and managing partner of Quadratic Capital Management as they discuss the big risks and opportunities in the current market environment.

Ep 66 Real Conversations: Steph Pomboy, President, MacroMavens 27.07.2020 1:01:06

Hedgeye CEO Keith McCullough and Stephanie Pomboy, President of MacroMavens discuss the current market environment. This webcast aired on June 17th, 2020

Ep 65 Real Conversations: Jesse Felder, Founder, Publisher & Editor, 'The Felder Report' 04.06.2020 1:01:24

**This webcast originally aired live on Hedgeye.com on June 1, 2020** Join Hedgeye CEO Keith McCullough and Jesse Felder, former hedge fund manager and founder of The Felder Report, in this pro-to-pro investing discussion about the current market environment.

Ep 64 Real Conversations: Diego Parrilla, Portfolio Manager, Quadriga Asset Managers 29.05.2020 1:03:27

**This webcast originally aired live on Hedgeye.com on May 26, 2020** 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.

Ep 63 Real Conversations: Danielle DiMartino Booth, CEO & Founder, Quill Intelligence 28.05.2020 1:01:11

**This webcast originally aired live on Hedgeye.com on May 21, 2020** Join Hedgeye CEO Keith McCullough and Danielle DiMartino Booth, former Fed advisor and Chief Strategist at Quill Intelligence, in this pro-to-pro investing discussion about the current market environment.

Ep 61 Real Conversations: Ben Hunt, CIO, Epsilon Theory 19.05.2020 1:02:42

**This webcast originally aired live on Hedgeye.com on May 12, 2020** Join Hedgeye CEO Keith McCullough and Epsilon Theory CIO Ben Hunt for a pro-to-pro investing discussion about the current market environment.