Hedgeye: In The Arena

Episode 28: JT Taylor, Hedgeye Macro Policy Analyst

James (JT) Taylor Hedgeye's Macro Policy Senior analyst joins Hedgeye's Daryl Jones in this 28th episode of Hedeye | In The Arena.  Taylor has extensive experience in both government and business in Washington, DC, with a career spanning the legislative and executive branches as well as the financial services industry. Taylor and Jones dive in on a number of vital topics that will be very impactful on the economy and financial industry in the near future.  TOPICS INCLUDED: Donald Trump Im...

Episode 27: Andrew Left, Founder, Citron Research

Andrew Left, the colorful and engaging founder of Citron Research, joins Hedgeye's Daryl Jones in this 27th episode of Hedeye | In The Arena. Left opened up to Jones with honestly, humility and some great insights for trading and having a fruitful career in the industry. He shared many real life examples of his process, when and why he got things wrong, and some of his current ideas. Stocks the two discussed included: Wayfair (W) Tesla (TSLA) McKesson (MCK) Grand Canyon Education (LOPE)...

Episode 26: Daryl Jones, Hedgeye Director of Research & Sales

Veteran Hedgeye Director of Research "Big Alberta" Daryl Jones gets interviewed in the 26th episode of Hedeye | In The Arena by Media VP Dan Holland. Daryl gets candid and shares his journey from a small town in Canada (with one stop sign and one bar) to playing hockey at Yale University with Hedgeye CEO Keith McCullough. This engaging talk hits on a wide ranging array of topics including: Hedgeye's beginning and research edge Policy and fundamental research Owning a NHL hockey team  Fa...

Episode 25: Mike "Mish" Shedlock, RIA, Author, "MishTalk"

Registered investment advisor and author of MishTalk  Mike "Mish" Shedlock joined Daryl Jones for the 25th episode of Hedgeye | In The Arena.  In this wide ranging conversation Mish shares his seasoned views on many topical items including: Good Reason to Expect Recession: Greenspan doesn't Rate Cut or Hike What's Next: It's clear what they want to do Central Bank Independence: I would abolish the Fed in a second   Inflation or Deflation Debate: There is a lot of hidden inflation  Favo...

Episode 24: Andrew Freedman, Hedgeye Communications Analyst

Hedgeye Communications analyst Andrew Freedman sat down with Daryl Jones for the 24th episode of Hedgeye | In The Arena.  Freedman storied his unprecedented path to research analyst, discussed his passion for stock picking, his ever-evolving research process and where he stands on his short Netflix (NFLX) thesis.

Episode 23: Charlie Gasparino, Senior Correspondent, FOX Business Network

Charlie Gasparino, Senior Correspondent at Fox Business Network joined Hedgeye's Daryl Jones for the 23rd episode of Hedgeye: In The Arena.  Gasparino pulls no punches on a number of important subjects in this wide-ranging interview including the changing landscape of media, controversial stock stories, consequences of the presidential election and much more.

Episode 22: Joe McMonigle, Hedgeye Energy Policy Analyst

Hedgeye Energy Policy analyst Joe McMonigle joined Daryl Jones to tackle some of the most important questions facing energy investors today in our 22nd episode of In The Arena.  Daryl jumped right in by asking Joe, "What do you see as the single greatest risk to oil markets right now"? Joe held nothing back and detailed the current geo-political risk, "The attack on the oil processing facility in Saudi Arabia really awakened the geopolitical risk factor. I still think it’s not fully priced...

Episode 21: Darius Dale, Hedgeye Senior Macro Analyst (Part 2)

In the 21st episode of In the Arena Senior Macro analyst Darius Dale joins Daryl Jones for a deep-dive conversation into our macro process and addresses some of the most frequently asked questions we receive from subscribers. The dynamic duo hit on a number of vital components to our modeling of financial markets including: Hedgeye's Growth Inflation Policy (GIP) Model: How to use our 4 quadrant regime to maximize investing profits and minimize losses Hedgeye's Risk Ranges: How Hedgeye CE...

Episode 20: Joe Calhoun, CEO, Alhambra Investments

Episode 19: Daniel Lacalle, Economist & Author

This new episode of In the Arena features a timely and insightful conversation with author, economist and fund manager Daniel Lacalle. Lacalle discusses a number of important topics including:  Whether the U.S. made a mistake cutting interest rates Chinese currency manipulation and global economic implications The slowdown in the Eurozone and ECB actions Risk of global recession

Episode 18: Neil Howe, Hedgeye Demography Analyst

We are excited to release our 18th episode of In the Arena featuring renowned demographer Neil Howe – the guy who coined the term “millennial”. Neil joins Daryl Jones to discuss a number of riveting topics including populism is the U.S.  He offers interesting insights on a number of topics including: Generational predictions   2020 U.S. presidential elections  Inversion of the yield curve Artificial Intelligence helping us invest smarter 

Episode 17: Simon Constable, Columnist, The Wall Street Journal

We invite you to listen to the 17th episode of our In the Arena podcast featuring an in-depth discussion with Simon Constable. Simon is a veteran economics and markets commentator and author of The WSJ Guide to the 50 Economic Indicators That Really Matter. He speaks with host Daryl Jones.

Episode 16: Anne-Marie Baiynd, Chief Technical Strategist, TheTradingBook.com

We are excited to release our latest In The Arena podcast featuring trader and author Anne-Marie Baiynd who is the CEO of TheTradingBook.com. During this candid, in-depth conversation with host Daryl Jones, she discusses losing millions of dollars trading as a novice, learning from her mistakes, creating a process, and respecting macro forces in the market. 

Episode 15: Dr. Harald Malmgren, Economist & Former Presidential Aide

Episode 14: Ami Joseph, Hedgeye Technology Analyst

Technology analyst Ami Joseph joins host Daryl Jones in our 14th installment of In The Arena. Ami has a wide array of industry experience and almost two decades of buy-side and sell-side experience covering the technology sector. 

Episode 13: Peter Atwater, President, Financial Insyghts

Peter Atwater joins us in our 13th installment of In The Arena. Peter is the President of Financial Insyghts and author of the book Moods and Markets. He writes and speaks extensively about how changes in confidence affect our investing preferences, decisions and actions.

Episode 12: Tiffany McGhee, Momentum Advisors

If you didn't already know Girls Run The World you should take a listen to this episode of Hedgeye "In The Arena" with Momentum Advisors Partner and former portfolio manager Tiffany McGhee who joins host Daryl Jones for our 12th installment.  This is a motivating and insightful segment, Tiffany and Daryl discuss many topics including: Building a successful book of clients at Merrill Lynch after struggling to get started (Tiffany has now managed $6 billion dollars in assets in her career) ...

Episode 11: Jesse Felder, Founder & Publisher, The Felder Report

In this installment of "In The Arena," host Daryl Jones is joined by Jesse Felder, publisher of The Felder Report and host of the Superinvestors podcast. Daryl and Jesse dig deep into several interesting and timely investing topics including: The backlash against Big Tech and how that’s broadened to target American-style Capitalism Deglobalization and the risk of inflation The "Trade war" masking a global tech arms race Current investable themes and favorite stock ideas

Episode 10: Josh Steiner, Hedgeye Financials & Housing Analyst

Episode 9: Erik Townsend, Host, Macro Voices

In this installment of "In The Arena," host Daryl Jones is joined by hedge fund manager and Macro Voices host Erik Townsend.  Erik shares a fascinating journey from a software entrepreneur to becoming a hedge fund manager and offers wonderful insights on the U.S. economy and stock market. In this wide ranging conversation Erik shares his views on the Fed and quantitative easing, stocks and bonds, the future of oil markets and digital cash.  

Episode 8: Christian Drake, Hedgeye Macro & Housing Analyst

In this installment of "In The Arena," host Daryl Jones is joined by Macro and Housing analyst and former body builder Christian Drake. Christian was pursuing his PhD in molecular biophysics when he replied to a Craigslist add for a start-up company in New Haven and the rest is sort of Hedgeye history. In this episode Christian gives his unique perspective on the beginning days of Hedgeye, being a macro analyst, what he would personally invest in right now and the $20 trillion asset class Ho...

Episode 7: Dr. Pippa Malmgren, Former U.S. Presidential Advisor, Co-Founder H Robotics

In this installment of "In The Arena," host Daryl Jones is joined by former economic advisor to President George W. Bush and co-founder of H Robotics Dr. Pippa Malmgren. Pippa is an economist, two-time bestselling author and entrepreneur who is brilliantly able to bridge the gap between the numbers in finance and the people of politics creating a clear understanding of the world economy.  Pippa has been credited with anticipating the Financial Crisis in 2007, the slowdown in China, Brexit, ...

Episode 6: Howard Penney, Hedgeye Restaurants, Consumer Staples & Cannabis Analyst

Episode 5: Jay Van Sciver, Hedgeye Industrials & Materials Analyst

In this installment of "In The Arena," host Daryl Jones is joined by Hedgeye Industrials and Materials analyst Jay Van Sciver. In this episode Jay and Daryl dive deep into developing edge as a research analyst and some of Jay's best, worst and favorite calls (GE, DE, TSLA) and how the industry is changing.   The duo also discuss Jay's journey from a chemistry major at Yale University, to co-founding his own fund, to joining Hedgeye.

Episode 4: Todd Jordan, Hedgeye CFO & Gaming, Lodging & Leisure Analyst

In this installment of "In The Arena," host Daryl Jones is joined by Hedgeye CFO and Gaming, Lodging, and Leisure analyst Todd Jordan. Todd has experience producing research on both the buy side and the sell side as well as managing his own fund. In this episode, Todd talks about his career prior to joining Hedgeye, his passion for proprietary research and being able to write about whatever he wants, and why he thinks his team has the best cruise pricing survey in the industry. 

Episode 3: Brian McGough, Hedgeye Retail Analyst

In this installment of "Hedgeye: In The Arena," host Daryl Jones is joined by veteran Hedgeye Retail analyst Brian McGough. Brian was one of the first members of the Hedgeye team and instrumental in taking the vision to fruition. Brian and Daryl discuss Brian's unconventional ride to Wall Street, working on both the buy side and the sell side, the early days of Hedgeye and how he has solidified himself as one of the best retail analysts in the business. ABOUT "HEDGEYE: IN THE ARENA" Our D...

Episode 2: Darius Dale, Hedgeye Senior Macro Analyst

We are excited to bring you episode two of our brand new podcast Hedgeye: In The Arena. Our Director of Sales Daryl Jones will be your personal tour guide into the world of Hedgeye and the investing world beyond. This podcast offers an inside glimpse into our "locker room," our failures, our wins, and most importantly, our investment processes. In this installment, Daryl is joined by one of Hedgeye’s first employees, Senior Macro analyst Darius Dale. At 31-years old, Darius talks about his...

Episode 1: Keith McCullough, Hedgeye Founder & CEO

We are excited to bring you our brand new podcast Hedgeye: In The Arena. Our Director of Sales Daryl Jones will be your personal tour guide into the world of Hedgeye and the investing world beyond. This first podcast offers an inside glimpse into our "locker room," our failures, our wins, and most importantly, our investment processes. In this this inaugural installment, Daryl is joined by his old friend, Hedgeye Founder and CEO Keith McCullough. This dynamic duo travel back in time to dis...