Hedgeye Risk Management

Hedgeye Podcasts

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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

Ep 51 Real Conversations: Jim Chanos, Founder & Managing Partner, Kynikos Associates 21.11.2019 1:06:32

Join us for an exclusive, pro-to-pro conversation featuring renowned short seller Jim Chanos and Hedgeye CEO Keith McCullough . No commercial interruptions. No clueless pundits. Just two sharp investors discussing the art of short selling. You don't want to miss this. This webcast originally aired live on Hedgeye.com on Nov. 21, 2019.

Kyle Bass: "China: The Most Reckless Financial Experiment In History" (Hedgeye Investing Summit) 21.11.2019 58:57

This is an exclusive "Hedgeye Investing Summit" interview between Hayman Capital CIO Kyle Bass and Hedgeye CEO Keith McCullough. This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14th-16th and 23rd, 2019.

Josh Crumb: "An Intelligent Investor’s Guide To Gold & Crypto" (Hedgeye Investing Summit) 20.11.2019 52:56

This is an exclusive "Hedgeye Investing Summit" interview between Josh Crumb, Founder of Abaxx Tech, co-founder of Goldmoney and Hedgeye CEO Keith McCullough. This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14-16, 2019.

Buddy Carter: "A Successful Trader’s Survival Guide" (Hedgeye Investing Summit) 19.11.2019 47:29

This is an exclusive "Hedgeye Investing Summit" interview between Buddy Carter, private investor/former senior executive at Lehman Brothers & Goldman Sachs and Hedgeye CEO Keith McCullough. This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14-16, 2019.

Robert Spalding: "Geopolitical Risk Rising: Stealth War With China" (Hedgeye Investing Summit) 19.11.2019 45:58

This is an exclusive "Hedgeye Investing Summit" interview between Brigadier General (Ret) Robert Spalding, China thought leader, fund manager & author and Hedgeye CEO Keith McCullough. This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14-16, 2019.

Liz Ann Sonders: "Be Prepared For Volatile Investing Terrain" (Hedgeye Investing Summit) 14.11.2019 34:14

This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders, chief investment strategist at Charles Schwab and Hedgeye CEO Keith McCullough. This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14-16, 2019.

Daniel Lacalle: "Beware of Central Bankers, Bazookas & Slow Growth" (Hedgeye Investing Summit) 13.11.2019 49:42

This is an exclusive "Hedgeye Investing Summit" interview between Daniel Lacalle, chief economist and investment officer at Tressis Gestion and Hedgeye CEO Keith McCullough. This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14-16, 2019.

Long or Short Netflix? A Bull and Bear Debate 12.11.2019 28:57

Long or short NFLX? Citron Research’s Andrew Left thinks shares of Netflix are heading to $350. Hedgeye Communications analyst Andrew Freedman disagrees. He has Netflix on his “Best Idea” short list and believes significant downside remains. Listen to this audio-only replay of a webcast that aired live on Hedgeye.com.

Jeff Snider: "Global Growth Slowing & The U.S. Dollar Liquidity Shortage" (Hedgeye Investing Summit) 12.11.2019 46:31

This is an exclusive "Hedgeye Investing Summit" interview between Jeff Snider, head of global research at Alhambra Investments, and Hedgeye CEO Keith McCullough. This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14-16, 2019.

(Webcast Replay) Risk(s) Rising → Where to Invest Right Now 06.11.2019 1:05:13

Check out this completely free webcast audio replay featuring Hedgeye CEO Keith McCullough . Keith discusses our current market outlook and provide investing implications. You do not want to miss this investing webcast (and viewer Q&A). This is an audio-only version of a webcast that originally aired live on Hedgeye.com on Nov. 6, 2019

Neil Howe: "A 'Sobering Outlook' For The U.S. Economy" (Hedgeye Investing Summit) 06.11.2019 51:03

This is an exclusive "Hedgeye Investing Summit" interview with world-renowned demographer Neil Howe. This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV on October 14, 2019.

Jurrien Timmer: "Stormy Weather Ahead For Markets" (Hedgeye Investing Summit) 05.11.2019 51:54

This is an exclusive "Hedgeye Investing Summit" interview with Jurrien Timmer, director of global macro at Fidelity. This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV on October 14, 2019.

Ep 50 Real Conversations: Danielle DiMartino Booth - Global 'Black Hole' Risk Rising 26.09.2019 59:41

The verdict is in—the Fed wasn’t dovish enough. As you know, the Fed cut rates 25 basis points yesterday. But the future path for rates is murky at best. There’s more than a fair amount of dissent on the FOMC. Take a look at the “dot plot” (individual Fed governors’ interest rate targets) for the end of 2019. Here’s what’s happening: Five members approved of the 25 basis point cut (but those same...

The Macro Show: Navigating This 'Black Hole Of Risk' 03.09.2019 40:33

U.S. growth is slowing . Most investors are unprepared for this developing reality. Financial markets have been telling you this for some time now. The Russell 2000 is down -16.3% from its August 2018 high Five of 11 S&P sectors entered an earnings recession in the second quarter Virtually every single major equity market around the global is bearish trend Meanwhile… according to our Macro tea...

Ep 49 Real Conversations: Raoul Pal - Is A Recession Coming? 13.08.2019 1:01:54

We just hosted a conversation between Macro guru and Real Vision co-founder Raoul Pal and Hedgeye CEO Keith McCullough . When two sharp Macro minds are in agreement, like Keith and Raoul are right now, it’s worth closer analysis. Here’s an important quote from Raoul that nicely sums up their hour-long conversation: “We're now in the longest cycle in all recorded U.S. history. So it's alr...

Ep 48 Real Conversations: Jim Rickards - How To Protect Your Wealth When This Bubble Bursts 06.08.2019 1:07:53

Ep 47 Real Conversations: One-On-One With Renowned Short-Seller Marc Cohodes 26.06.2019 1:10:37

We hosted a “no-holds-barred” investing webcast between renowned short-seller Marc Cohodes and Hedgeye CEO Keith McCullough . ( Click here for webcast access. A video replay is now available.) Trust us when we tell you—this conversation is not to be missed. Consider this quote from Cohodes: "I like to short complete pieces of garbage with fraudulent management and horrifically bad balance she...

The Macro Show: Prepare Your Portfolio For Quad 4 Summer Scare 05.06.2019 45:39

ARE YOU PREPARED FOR A QUAD 4 SCARE THIS SUMMER? The S&P 500 just posted its worst May in seven years—its second worst May since the 1960s. (Quad 4 is an environment where U.S. growth and inflation are slowing) Quad 4 is a nasty environment for the U.S. stock market. UNDERSTAND HOW TO BEST POSITION YOUR PORTFOLIO THIS SUMMER. While Wall Street whines about the S&P 500 losing $4 trillion in...

Ep 46 Real Conversations: Fed Rate Cuts Coming? with Danielle DiMartino Booth 08.05.2019 57:51

Hedgeye CEO Keith McCullough is joined by former Fed advisor Danielle DiMartino Booth (CEO of Quill Intelligence) for an exclusive investing podcast. They discuss the outlook for Fed policy, U.S. economy and markets.

Ep 45 Real Conversations: Why Kyle Bass Sees Recession Risk Rising 25.04.2019 1:05:36

Renowned hedge fund manager Kyle Bass (founder of Hayman Capital) bet against the subprime mortgage market ahead of the 2007 financial crisis. Listen to this podcast replay of the interview between Bass and Hedgeye CEO Keith McCullough's pro-to-pro discussion on China, global recession, and why interest rates may head to near zero by 2020. This originally aired as a video webcast on Hedgeye.c...

Keith McCullough: "Unmistakable Signs Of U.S. Economic Slowdown" (Hedgeye Investing Summit) 05.04.2019 52:29

This is an exclusive "Hedgeye Investing Summit" discussion between Hedgeye CEO Keith McCullough and Senior Macro analyst Darius Dale on our U.S. economic outlook. The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.

Liz Ann Sonders: "Prepare Your Portfolio For A Late Cycle U.S. Economy" (Hedgeye Investing Summit) 05.04.2019 58:33

This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders, chief investment strategist at Charles Schwab and Hedgeye CEO Keith McCullough. The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.

Danielle DiMartino Booth: "This Bear Market Rally Will Not Last" (Hedgeye Investing Summit) 05.04.2019 54:55

This is an exclusive "Hedgeye Investing Summit" interview between former Federal Reserve advisor Danielle DiMartino Booth and Hedgeye CEO Keith McCullough. The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.

Michael Holland: "Big Picture Investing Trends At Home and Abroad" (Hedgeye Investing Summit) 05.04.2019 54:34

This is an exclusive "Hedgeye Investing Summit" interview between Michael Holland, chairman at Holland & Co. and Hedgeye CEO Keith McCullough. The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.

McGough & Van Sciver: "The Outlook for Retail & Industrials Stocks" (Hedgeye Investing Summit) 04.04.2019 57:50

This is an exclusive "Hedgeye Investing Summit" interview between Brian McGough (Hedgeye Retail), Jay Van Sciver (Hedgeye Industrials) and Keith McCullough (Hedgeye CEO). The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.