Hedgeye Podcasts

Hedgeye NexGen is for new and young investors. Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, Ryan sits down with Hedgeye analyst Bennett to give tips on the best way to plan for long-term financial success as a young investor. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Mar...

This week on Protect the Pile, the team breaks down a market being hit from every angle: war risk in the Middle East, oil above $110, rising volatility, and a sharp shift from bullish setups to a far more defensive tape. They explore why investors need to hold narratives loosely, how gold, commodities, and the dollar are behaving, and why AI, private credit, and liquidity stress could all collide...

Hedgeye NexGen is for new and young investors. Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, Ryan dives back into how inflation is calculated, why oil and energy are such a large component of it, and how the conflict in Iran is going to affect inflation in 2026. Hedgeye Founder & CEO Keith McCullough's lo...

In this episode, RPK, Sam, David & Neil Howe explain why the escalating U.S.-Israel-Iran conflict and closure of the Strait of Hormuz could mark a major turning point for markets. They examine the oil shock, rising stagflation risk, and broader policy fallout, arguing that investors need to get more defensive as geopolitical risk collides with elevated asset prices. Hedgeye Founder & CEO K...

***This webcast originally aired live on Hedgeye.com on March 5, 2026*** Hedgeye Founder and CEO Keith McCullough sits down with Primal Intelligence author Angus Fletcher for a Real Conversation that goes straight to the source of performance: how the human mind actually works under uncertainty. Keith has mentioned Primal Intelligence multiple times on The Macro Show and in The Early Look because...

Hedgeye NexGen is for new and young investors. Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, Ryan helps his producer, Eric, open his first brokerage account and discusses some of the do's and dont's of trading ETFs. This episode is a great starting point for people just getting into trading! Hedgeye...

Markets are pushing new highs, but RPK, Sam and John argue the tape still feels “choppy”—with volatility staying sticky and credit showing early warning signs.  They then unpack the AI buildout: why software’s upside may get pressured as AI agents reshape pricing, and why the real bottleneck could be “stuff” like data centers, chips, and especially power.  Guest Jay Van Sciver lays out what this c...

Go to Hedgeye.com and HedgeyeAM.com for more. Join us for an exclusive discussion with Sam Rahman, Portfolio Manager at Hedgeye Asset Management, as we dig into the accelerating platform shift from the application layer to the agent layer and what it means for software valuations, competitive positioning, and the broader investment landscape. We will walk through key elements of our agent layer th...

Hedgeye NexGen is for new and young investors. Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode: CHICKEN WARS! Ryan is joined by Hedgeye Restaurants analyst Bennett Cheer to discuss the state of the casual dining sector, how the American consumer is faring, and to taste test a LOT of chicken sandwiches. Hedgeye F...

Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, Ryan does a deep dive on the fundamentals of volatility and how they can create bubbles in assets like we've seen recently in Bitcoin and Gold. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 5...

In this episode, RPK, Sam and David welcome Neil Howe, author of "The Fourth Turning" to discuss the state of markets, currencies, and geopolitics in the context of his groundbreaking theory. They then dive into the Bitcoin and cryptocurrency crash. Protect the Pile is a no-nonsense investment show where we cut through the market noise with a panel of seasoned practitioners who've b...

https://app.hedgeye.com/su/join-the-macro-show Get more information about our investing products on Hedgye.com https://accounts.hedgeye.com/products The Macro Show provides actionable global macro analysis, contrarian insights, data-driven investment ideas, and a proven macro process before the market opens. Hosted by Hedgeye CEO Keith McCullough. Hedgeye Founder & CEO Keith McCullough's long-...

***This webcast originally aired live on Hedgeye.com on February 3rd, 2026*** Hedgeye Founder and CEO Keith McCullough sits down 1-on-1 with Jan van Eck , CEO of global asset manager VanEck, for a new Real Conversation focused on macro regime shifts, market risks, and the long-term forces reshaping global finance. Van Eck explains why VanEck’s investment framework begins with global macro drivers...

In this episode, RPK and Sam welcome Hedgeye Financials analysts Josh Steiner and Drago Malesevic to discuss the payments space and the bombshell proposal from the Trump administration to cap credit card APR rates to 10%.  Protect the Pile is a no-nonsense investment show where we cut through the market noise with a panel of seasoned practitioners who've been playing the game every single day...

CIO Corner, hosted by Hedgeye Asset Management Portfolio Manager David Salem, returns for 2026 with the third installment in a series of discussions on investing in Japan. David welcomes back Andrew McDermott to continue the discussion. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades...

Andrew Freedman, Communications and Software Sector Head at Hedgeye, hosted a fireside chat with Sam Rahman, Portfolio Manager at Hedgeye Asset Management. The discussion centered on the rapidly evolving AI landscape and its profound implications for technology platform positioning, competitive moats, and digital commerce infrastructure. This conversation represents the first in what is intended t...

Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, Ryan creates a "Wall of Shame" tier list of some of the worst ETFs on the market that he says are ripping traders off. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith...

***This webcast originally aired live on Hedgeye.com on January 22nd, 2026*** Our friend Mike Taylor has an uncanny knack for identifying winning opportunities and getting things right well ahead of the crowd. He’s built a reputation for being early, decisive, and right when it matters. A familiar face and fan favorite on HedgeyeTV, the hedge fund veteran sits down with Founder and CEO Keith McCul...

***This webcast originally aired live on Hedgeye.com on January 13th, 2026*** Hedgeye CEO Keith McCullough is joined by economist, tech entrepreneur, and author Dr. Pippa Malmgren for a must-watch edition of Real Conversations. Pippa believes we are no longer approaching a singular technological turning point. We are already living through a multiplicity of breakthroughs, with massive evolutionary...

Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, Ryan and Macro analyst Matt Cooper discuss the mountain of expenses facing Gen Z that is impeding their financial growth. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCull...

In this episode, RPK, Sam, David & John discuss the latest all-time market highs, take a deep dive on investing in Japan, break down the long-term trajectory of profit margins on data centers, and more. Protect the Pile is a no-nonsense investment show where we cut through the market noise with a panel of seasoned practitioners who've been playing the game every single day for years—not t...

***This webcast originally aired live on Hedgeye.com on December 17, 2025*** Join Hedgeye Founder and CEO Keith McCullough for a new Real Conversation with Ross Burnaman , Director at Eldridge Capital Management , this Wednesday, December 17 at 11:00am ET on HedgeyeTV. The conversation will focus on how credit markets work today and where risks and opportunities are emerging. Keith and Ross will e...

Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, Ryan sits down with Hedgeye Asset Management Portfolio Manager R. Patrick Kent (aka RPK) to discuss the ins and outs of what it means to be a portfolio manager. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available no...

Protect the Pile is a no-nonsense investment show where we cut through the market noise with a panel of seasoned practitioners who've been playing the game every single day for years—not theorists, but real money managers with skin in the game. Every episode, we bring together battle-tested investors to dissect the current landscape, debate the opportunities and risks, and help you navigate t...

Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, Ryan digs into the economic policies of the Trump and Biden administrations and how they have - and haven't - impacted U.S. inflation. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-...