Hedgeye Risk Management
Hedgeye Podcasts
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...
Author
Hedgeye Risk Management
Category
Podcast website
Latest episode
Jul 11, 2026
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Episodes
Ep.117 Real Conversations: A Masterclass with Tier1 Alpha 19.09.2024 1:03:02
BOOM! Free 'All Access Week' Is HERE , featuring 8 high performance investing products FREE each day from 9/16 to 9/20. If you haven't read Tier 1 Alpha's daily investing insights, you're missing out. From the Market Situation Report to videos filled with thoughtful investment outlooks, the firm has provided immense value to subscribers since partnering with Hedgeye in the...
The Call @ Hedgeye [FREE ALL ACCESS WEEK] | September 19, 2024 19.09.2024 1:10:30
BOOM! Free 'All Access Week' Is HERE , featuring 8 high performance investing products FREE each day from 9/16 to 9/20. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Join our entire research analyst team live before the market opens for deep-dive investing analysis, our favorite stock ideas and our Risk-Manage...
The Macro Show [FREE ALL ACCESS WEEK] | September 19, 2024 19.09.2024 40:53
BOOM! Free 'All Access Week' Is HERE , featuring 8 high performance investing products FREE each day from 9/16 to 9/20. Turn off that tired “Old Wall” TV and tune in to Hedgeye's no-BS market webcast: https://info.hedgeye.com/try-the-macro-show ✓ Everything you need to know before the market opens ✓ Contrarian insight to get you ahead of big market moves ✓ Live viewer Q&A with H...
The Macro Show [FREE ALL ACCESS WEEK] | September 18, 2024 18.09.2024 33:06
BOOM! Free 'All Access Week' Is HERE, featuring 8 high performance investing products FREE each day from 9/16 to 9/20: https://app.hedgeye.com/insights/155694-free-all-access-week-new-product-bundles-available?type=macro%2Cmarket-insights Turn off that tired “Old Wall” TV and tune in to Hedgeye's no-BS market webcast: https://info.hedgeye.com/try-the-macro-show ✓ Everything you need...
The Macro Show [FREE ALL ACCESS WEEK] | September 17, 2024 17.09.2024 32:57
BOOM! Free 'All Access Week' Is HERE, featuring 8 high performance investing products FREE each day from 9/16 to 9/20: https://app.hedgeye.com/insights/155694-free-all-access-week-new-product-bundles-available?type=macro%2Cmarket-insights Turn off that tired “Old Wall” TV and tune in to Hedgeye's no-BS market webcast: https://info.hedgeye.com/try-the-macro-show ✓ Everything you need...
Ep.116 Real Conversations: Judy Shelton, Senior Fellow, Independent Institute 12.09.2024 1:03:45
Join Hedgeye CEO Keith McCullough on Thursday, September 12, at 11:00am ET as he welcomes renowned monetary economist Judy Shelton for a must-see webcast that delves into monetary policy, inflation, gold, the US Dollar and other pressing economic issues of our times. From the echoes of financial crises to the recent spikes in pandemic prices and the persistent cycles of inflation, the economic lan...
Ep. 115 Real Conversations: Mike Taylor, Portfolio Manager, PINK Shares for the Cure 23.07.2024 1:02:05
Join us for a new "Real Conversations" webcast featuring the investing insights of acclaimed hedge fund manager Mike Taylor . Hosted by Hedgeye CEO Keith McCullough , these two market pros sat down in our studio live on Tuesday, July 23rd. They dove deep into the latest market, economic and political developments and discussed how you can position your portfolio for success. Visit Hedgey...
America at a Crossroads: Navigating the 2024 Election Amidst a Polarized Landscape 19.07.2024 1:00:11
Join us for a critical discussion featuring Neil Howe , historian, demographer, and renowned bestselling author of " The Fourth Turning Is Here ," and JT Taylor , Hedgeye's veteran Washington Policy Analyst. Together, they will delve into the escalating crisis in America following the attempted assassination of former President Donald Trump. This special webcast will address key imp...
CIO Corner | Measuring What Matters with Brian Schroeder 17.07.2024 1:01:41
Capital Allocation sector head David Salem welcomes Brian Schroeder, founder of OCIO Monitor in his latest episode of "CIO Corner" to discuss institutional investment and the Outsourced Chief Investment Officers (OCIO) industry. In this webcast they dive into the OCIO marketplace, investment strategies, and what the future holds for similar firms. Brian Schroeder has over 30 years of inv...
Ep.114 Real Conversations: Jurrien Timmer, Director of Global Macro at Fidelity 09.07.2024 1:02:49
Join us Tuesday, July 9th at 11:00 AM ET for an engaging Real Conversation featuring Jurrien Timmer , Director of Global Macro at Fidelity, hosted by Hedgeye CEO Keith McCullough . Dive into the shifting dynamics reshaping financial markets, including the dramatic bifurcation in the S&P 500 and evolving role of massive companies like Microsoft, Apple, and Nvidia. This deep dive conversation wi...
Ep.113 Real Conversations: Peter Frankopan, an Oxford Professor and renowned historian 29.05.2024 47:57
Peter Frankopan , an Oxford Professor and renowned historian, joined Keith McCullough for a "Real Conversation" about Global Transformation on Wednesday, May 29 at 11:00 AM ET. Known for his bestselling books, The World Transformed: An Untold History and The Silk Roads , Frankopan's work reshapes the Eurocentric narrative of history by highlighting the pivotal influence of the East,...
Weekly Notebook Review | VIX < 12 is good for US Equities | May 24, 2024 24.05.2024 1:00:23
Visit Hedgeye.com for more great investing content. Each week, Hedgeye’s Robert McGroarty ( @HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Signal Strength Stocks Top Stock Picks Sector Pro Products Risk Ranges Early Look Hedgeye Founder & CEO K...
The Macro Show [FREE EDITION] | May 22, 2024 22.05.2024 39:44
CLICK HERE to watch the full free episode. Hosted by Hedgeye CEO Keith McCullough , this exclusive online broadcast offers smart investors and traders of all stripes the sharpest insights and clearest market analysis available on Wall Street. The Macro Show provides you with everything you need to know before the market opens. Our non-consensus analysts distill the latest global market and economi...
Weekly Notebook Review | Higher for Longer! $SPY $QQQ $VGK $INDA $DBB | May 16, 2024 16.05.2024 43:27
Visit Hedgeye.com for more great investing content. Each week, Hedgeye’s Robert McGroarty ( @HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Signal Strength Stocks Sector Pro Products Risk Ranges Early Look Hedgeye Founder & CEO Keith McCullough'...
CIO Corner | The Fastest Tortoise: Unpacking Ken Hersh’s Investment Mastery 10.05.2024 1:15:37
In this episode of the "CIO Corner" webcast series, host David Salem engages in a thought-provoking conversation with American businessman and financier Ken Hersh. Ken is the author of The Fastest Tortoise: Winning in Industries I Knew Nothing About―A Life Spent Figuring It Out. He is currently the President and CEO of the George W. Bush Presidential Center. During this compelling discus...
Ep.112 Real Conversations: Stephanie Pomboy, Founder, Macro Mavens 03.05.2024 56:39
We are thrilled to announce that Steph Pomboy, the founder of Macro Mavens, will join Hedgeye CEO Keith McCullough for a special edition of Real Conversations. This event will take place in front of a live audience during our 3rd annual Investor Conference Hedgeye Live. Steph and Keith will explore the nuances of the current macroeconomic landscape. They'll offer their expert insights and for...
Hedgeye Investing Summit Spring 2024 | Josh Crumb & Jeff Currie, Abaxx Technologies 30.04.2024 48:39
The Hedgeye Investing Summit is filled with actionable ideas and insight from 9 incredibly smart and successful money managers and strategists. You can watch all of them live or on-demand. The stage is set and we're excited to host one of our best lineups to date. These thought-provoking and actionable investing conversations will open your eyes and make you a better investor. You don't...
Hedgeye Investing Summit Spring 2024 | Nancy Davis, Founder & CIO, Quadratic Capital Management 29.04.2024 50:09
The Hedgeye Investing Summit is filled with actionable ideas and insight from 9 incredibly smart and successful money managers and strategists. You can watch all of them live or on-demand. The stage is set and we're excited to host one of our best lineups to date. These thought-provoking and actionable investing conversations will open your eyes and make you a better investor. You don't...
Hedgeye Investing Summit Spring 2024 | Mackenzie Davis, Founder & Managing Partner, SailingStone Capital 28.04.2024 49:19
The Hedgeye Investing Summit is filled with actionable ideas and insight from 9 incredibly smart and successful money managers and strategists. You can watch all of them live or on-demand. The stage is set and we're excited to host one of our best lineups to date. These thought-provoking and actionable investing conversations will open your eyes and make you a better investor. You don't...
Hedgeye Investing Summit Spring 2024 | Dan Rasmussen, Founder & CIO, Verdad Advisers 27.04.2024 49:57
The Hedgeye Investing Summit is filled with actionable ideas and insight from 9 incredibly smart and successful money managers and strategists. You can watch all of them live or on-demand. The stage is set and we're excited to host one of our best lineups to date. These thought-provoking and actionable investing conversations will open your eyes and make you a better investor. You don't...
Hedgeye Investing Summit Spring 2024 | Ryan Renteria, CEO Coach & Author of "Lead Without Burnout" 26.04.2024 50:04
The Hedgeye Investing Summit is filled with actionable ideas and insight from 9 incredibly smart and successful money managers and strategists. You can watch all of them live or on-demand. The stage is set and we're excited to host one of our best lineups to date. These thought-provoking and actionable investing conversations will open your eyes and make you a better investor. You don't...
Hedgeye Investing Summit Spring 2024 | Vivek Ramaswamy, Co-Founder, Strive & Entrepreneur 25.04.2024 53:01
The Hedgeye Investing Summit is filled with actionable ideas and insight from 9 incredibly smart and successful money managers and strategists. You can watch all of them live or on-demand. The stage is set and we're excited to host one of our best lineups to date. These thought-provoking and actionable investing conversations will open your eyes and make you a better investor. You don't...
Hedgeye Investing Summit Spring 2024 | Marc Cohodes, Veteran Short Seller 24.04.2024 1:11:45
The Hedgeye Investing Summit is filled with actionable ideas and insight from 9 incredibly smart and successful money managers and strategists. You can watch all of them live or on-demand. The stage is set and we're excited to host one of our best lineups to date. These thought-provoking and actionable investing conversations will open your eyes and make you a better investor. You don't...
Hedgeye Investing Summit Spring 2024 | Jim Bianco, President of Bianco Research 23.04.2024 51:33
The Hedgeye Investing Summit is filled with actionable ideas and insight from 9 incredibly smart and successful money managers and strategists. You can watch all of them live or on-demand. The stage is set and we're excited to host one of our best lineups to date. These thought-provoking and actionable investing conversations will open your eyes and make you a better investor. You don't...
Hedgeye Investing Summit Spring 2024 | Liz Ann Sonders, Chief Investment Strategist, Charles Schwab 22.04.2024 50:54
The Hedgeye Investing Summit is filled with actionable ideas and insight from 9 incredibly smart and successful money managers and strategists. You can watch all of them live or on-demand. The stage is set and we're excited to host one of our best lineups to date. These thought-provoking and actionable investing conversations will open your eyes and make you a better investor. You don't...
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