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. 17 - Real Conversations: How Firefly Founder Tom Markusic Is Changing the New Space Paradigm 19.02.2015 22:39

In this edition of Real Conversations, Firefly Founder and CEO Tom Markusic talks with Hedgeye's Keith McCullough about the growing demand for efficient & inexpensive small satellite launches, his experiences working with entrepreneur Elon Musk, and why Firefly is poised to disrupt the new space landscape.

Ep. 16 - Real Conversations: Dan Alpert - A Dire Appraisal 18.11.2014 31:39

Dan Alpert, economic policy expert, author of “The Age of Oversupply,” and founding Managing Partner of investment bank Westwood Capital, discusses the dangerous global economic challenges the world is facing stemming from flawed government and central bank interventions with Hedgeye CEO Keith McCullough.

Ep. 15 - Real Conversations: Crisis Coming? Stockman on ‘Likely Global Recession’ & Consequences of the Fed 13.11.2014 29:17

David Stockman, the outspoken former Reagan budget director and bestselling author of “The Great Deformation,” sits down with Hedgeye CEO Keith McCullough to discuss a number of important subjects in this wide-ranging interview including consequences of what the Fed is currently doing and why a global recession may be in store.

Ep. 14 - Real Conversations: Hanke, McCullough Talk Macro, Money Supply and More 14.10.2014 26:37

In this edition of Real Conversations, Hedgeye CEO Keith McCullough has a wide-ranging conversation with Steve Hanke, a Professor of Applied Economics at Johns Hopkins University and a Senior Fellow at the Cato Institute.

Ep. 13 - Real Conversations: O'Rourke - Beware of the Bear-Mageddon 05.09.2014 18:22

Ep. 12 - Real Conversations: Neil Howe - Historian and Author of "The Fourth Turning" 01.08.2014 29:09

Hedgeye CEO Keith McCullough sits down with author and historian Neil Howe in our latest edition of Real Conversations.

Ep. 11 - Real Conversations: Kudlow & McCullough Duke It Out on Inflation 25.07.2014 7:57

Economist and CNBC senior contributor Larry Kudlow squares off with Hedgeye CEO Keith McCullough on inflation and whether market signals like gold and TIPs are forecasting higher prices.

Ep. 10 - Real Conversations: Chris Whalen on Housing Banks Economic Risk 18.06.2014 23:43

Chris Whalen, Senior Managing Director and Head of Research at Kroll Bond Rating Agency, explains why he's bearish on housing, how Washington is failing America, and opportunities he sees with Hedgeye Financials Sector Head Josh Steiner.

Ep. 9 - Real Conversations: James Grant of Grant's Interest Rate Observer 12.06.2014 12:05

James Grant, editor of Grant's Interest Rate Observer, discusses his latest thoughts on the economy, monetary policy, market froth, gold & where hidden investing opportunities may lie with Hedgeye CEO Keith McCullough in this edition of "Real Conversations."

Ep. 8 - Real Conversations: Schwab's Liz Ann Sonders Unplugged with Keith McCullough 03.06.2014 24:24

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, sits down with Hedgeye CEO Keith McCullough to talk markets, the economy and much more in this latest edition of HedgeyeTV's "Real Conversations."SHOW MORE

Ep. 7 - Real Conversations: Rickards, McCullough Unplugged on Fed, USD, Economy & More 09.05.2014 43:44

Controversial best-selling author James Rickards sits down with Hedgeye CEO Keith McCullough to discuss a number of important subjects in this wide ranging interview.

Ep. 6 - Real Conversations: Buddy Carter - Managing Emotions when trading 29.04.2014 9:05

Buddy Carter and Keith McCullough walk through why it’s crucial for investors to have a repeatable process.

Ep. 5 - Real Conversations: Biderman - Beware of the "Ideas of April" 21.03.2014 10:11

Ep. 4 - Neil Peplinksi- Keith Talks to Top Chief Investment Officer 13.03.2014 13:07

Hedgeye CEO Keith McCullough sits down with Neil Peplinksi, chief investment officer of Good Harbor Financial, a Chicago-based firm with more than $10 billion in assets under management.

Ep. 3 - Real Conversations - Andrew Huszar - The Fed, Tapering and the Future 18.12.2013 26:02

Keith talks to Andrew Huszar, a former Fed staffer who is now an outspoken critic of the central bank. Huszar doesn't see the Fed tapering this month, and he says the Fed simply has lost its way.

Ep. 2 - Real Conversations: Peter Schiff talks Bubbles, Roubini and Bailouts 28.05.2010 35:08

Euro Pacific Capital CEO Peter Schiff pulls no punches with Hedgeye CEO Keith McCullough on this latest edition of HedgeyeTV’s "Real Conversations.” Schiff minces no words on his ongoing feud with NYU economics professor Nouriel Roubini, reckless Fed monetary policy, inflation, the beleaguered U.S. middle class, gold prices and much more.

Ep. 1 -Real Conversations: Lacamp, McCullough Unplugged on Markets, Fed & the Economic Zeitgeist 22.05.2010 22:18