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
Weekly Notebook Review | Volatility up, Spews down! $SPY $QQQ $VIX $GLD | January 3, 2024 05.01.2024 1:31:48
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. 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 of Wall Street experi...
Ep.108 Real Conversations: Market Risks + Opportunities | Mike Green & Mike Taylor w/ Keith McCullough 12.12.2023 1:07:31
Credit card delinquency and interest rates are soaring. The national debt has surpassed $33.7 trillion. The S&P 500 remains afloat only because of a handful of mega-cap tech stocks. When Apple, Google and the rest of the Magnificently Manipulated 7 falter, the Mother of All Bubbles is bound to burst. Nearly all underlying economic data suggests the economy is due for a correction. As we'v...
Weekly Notebook Review | We are back in the saddle…Buckle up! | December 7, 2023 08.12.2023 59:52
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. 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 of Wall Street experi...
WEBCAST | Navigating the Investment Landscape with David Salem + Ted Oakley 28.11.2023 1:00:32
Visit Hedgeye.com for more great investing content. You're invited to join us for a thought-provoking investing webcast on strategies for effective capital allocation featuring David Salem and Ted Oakley , Managing Partner & Founder of Oxbow Advisors. This deep-dive discussion featuring two industry heavyweights will include actionable insights and strategies that could reshape your inves...
Ep.107 Real Conversations: Neil Howe, Author, The Fourth Turning Is Here 14.11.2023 1:03:44
EXCLUSIVE WEBCAST EVENT: World renowned Demographer/ Thinker/ Bestselling author Neil Howe teamed up with Hedgeye CEO Keith McCullough on November 14th for a compelling exploration of our current position in the Fourth Turning and the trajectory that lies ahead. Gain invaluable insights as Howe navigates the complex terrain of our present generational cycle, unraveling the crises and transformativ...
WEBCAST | Winning Long (And Short) Ideas w/Marc Cohodes, Brian McGough & Jeremy McLean 09.11.2023 1:04:54
Get the best deal all year on our investment research products: https://info.hedgeye.com/yt-cyberdeals-2023 Veteran short-seller Marc Cohodes joins Hedgeye Retail analysts Brian McGough and Jeremy McLean in this special investing webcast. 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 decad...
Weekly Notebook Review | Live from Chicago Hedgeye Regional | November 8, 2023 09.11.2023 55:10
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. 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 of Wall Street experi...
Weekly Notebook Review | Big Earnings and Data Week $SPY $QQQ $VIX $USD | October 25, 2023 09.11.2023 42:40
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. 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 of Wall Street experi...
Stock Pitching & Analysis | An @WOLF_Financial Spaces Session 09.11.2023 2:43:57
Visit Hedgeye.com for more great investing content. This Spaces was hosted by @WOLF_Financial, featuring members of the Hedgeye team. 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 of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid majo...
Hedgeye Investing Summit | Daniel Lacalle, Chief Economist, Tressis Gestion 01.11.2023 56:36
CLICK HERE to get access to more great Hedgeye investing content. 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 w...
Hedgeye Investing Summit | Tracy Shuchart, Founder & CEO, Hilltower Resource Advisors 31.10.2023 50:42
CLICK HERE to get access to more great Hedgeye investing content. 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 w...
Hedgeye Investing Summit | Art Hyde, Portfolio Manager, Segra Capital Management 30.10.2023 52:02
CLICK HERE to get access to more great Hedgeye investing content. 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 w...
Hedgeye Investing Summit | Matt Cole, CEO & Chief Investment Officer, Strive Asset Management 29.10.2023 50:32
CLICK HERE to get access to more great Hedgeye investing content. 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 w...
Hedgeye Investing Summit | Ben Hunt, Co-Founder & CIO, Epsilon Theory 28.10.2023 55:28
CLICK HERE to get access to more great Hedgeye investing content. 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 w...
Hedgeye Investing Summit | Danielle DiMartino Booth, CEO & Chief Strategist, QI Research 27.10.2023 54:17
CLICK HERE to get access to more great Hedgeye investing content. 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 w...
Hedgeye Investing Summit | William Cohan, Bestselling Author, Financial Journalist, Founding Partner of Puck 26.10.2023 56:11
CLICK HERE to get access to more great Hedgeye investing content. 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 w...
Hedgeye Investing Summit | Jim Bianco, President of Bianco Research 25.10.2023 52:15
CLICK HERE to get access to more great Hedgeye investing content. 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 w...
Hedgeye Investing Summit | Liz Ann Sonders, Chief Investment Strategist, Charles Schwab 24.10.2023 51:24
CLICK HERE to get access to more great Hedgeye investing content. 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 w...
Unscripted Equity Curiosity Season 3 Episode 19: Daniel Biolsi Welcomes Unscripted To The World of Consumer Staples 21.10.2023 55:33
This is a Hedgeye podcast featuring sector heads Ami Joseph ( @HedgeyeTech ), Felix Wang ( @HedgeyeChina ) and Andrew Freedman ( @HedgeyeComm ). Visit Hedgeye.com for more great investing content. For Our Hedgeye Products Click Below: Technology Pro Comms Pro China Pro Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book,...
Unscripted Equity Curiosity Season 3 Episode 18: Investing in GLL - House Rules with Todd Jordan and Sean Jenkins 14.10.2023 1:06:38
This is a Hedgeye podcast featuring sector heads Ami Joseph ( @HedgeyeTech ), Felix Wang ( @HedgeyeChina ) and Andrew Freedman ( @HedgeyeComm ). Visit Hedgeye.com for more great investing content. For Our Hedgeye Products Click Below: Technology Pro Comms Pro China Pro Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book,...
Weekly Notebook Review | Navigating Market Signals and Risks in Financial Investment Management | October 12, 2023 12.10.2023 1:42:07
Visit Hedgeye.com for more great investing content. Join us as we delve into the latest market signals and risks in the financial investment management space. Discover why reducing exposure in energy equities and oil may be a prudent move, while natural gas shows signs of strength. We also explore the impact of yield curve inversion and the potential influence of the upcoming CPI report on Treasur...
Unscripted Equity Curiosity Season 3 Episode 17: Beginners Menu: Howard Penney Teaches Us How to Invest In The Restaurant Sector 07.10.2023 57:11
This is a Hedgeye podcast featuring sector heads Ami Joseph ( @HedgeyeTech ), Felix Wang ( @HedgeyeChina ) and Andrew Freedman ( @HedgeyeComm ). Visit Hedgeye.com for more great investing content. For Our Hedgeye Products Click Below: Technology Pro Comms Pro China Pro Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural a...
Unscripted Equity Curiosity Season 3 Episode 16: Felix Discusses Disruptor MNSO, Former & Potential Disruptor BILI, & Gives a Quick Intro To China Internet 30.09.2023 33:49
This is a Hedgeye podcast featuring sector heads Ami Joseph ( @HedgeyeTech ), Felix Wang ( @HedgeyeChina ) and Andrew Freedman ( @HedgeyeComm ). Visit Hedgeye.com for more great investing content. For Our Hedgeye Products Click Below: Technology Pro Comms Pro China Pro Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book,...
Weekly Notebook Review | Growth↘️, Inflation↗️…stick with the Signal! | September 27, 2023 27.09.2023 45:04
Visit Hedgeye.com for more great investing content. Introduction: Welcome back, savvy investors! In today's video, we'll dive into an exclusive notebook review of the third quarter of 2023 and year-to-date performance in the financial investment management space. Stay tuned as we discuss market trends, signals, positions, and outlook to help you make informed investment decisions. 1. Hed...
'Deep Dive' With Danielle DiMartino Booth and Lacy Hunt - Navigating Turbulent Markets 22.09.2023 1:02:07
BOOM! Free 'All Access Week' Is HERE , featuring 8 high performance investing products FREE each day from 9/18 to 9/24 A MUST-SEE CONVERSATION. YOU’RE INVITED. Join Quill Intelligence CEO & Chief Strategist Danielle DiMartino Booth as she welcomes renowned economist and monetary policy expert Lacy Hunt in a new deep-dive discussion only on HedgeyeTV. As American consumers face a re-a...
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