Hedgeye Podcasts
435 episodes - English - Latest episode: about 1 month ago - ★★★★ - 176 ratingsHedgeye 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 intellectual property of Hedgeye. All rights reserved. For more information, and to subscribe, go to www.hedgeye.com.
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Episodes
Ep.113 Real Conversations: Peter Frankopan, an Oxford Professor and renowned historian
May 29, 2024 16:00 - 47 minutes - 32.7 MBPeter 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, particularly Central Asia. His books, including The New Silk Roads, explore the significant roles these regions...
Weekly Notebook Review | VIX < 12 is good for US Equities | May 24, 2024
May 24, 2024 15:00 - 59 minutes - 41.2 MBVisit 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 Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the str...
The Macro Show [FREE EDITION] | May 22, 2024
May 22, 2024 15:00 - 39 minutes - 27 MBCLICK 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 economic developments and explain how to position yourself accordingly. Subscribe to other Hedgeye Pr...
Weekly Notebook Review | Higher for Longer! $SPY $QQQ $VGK $INDA $DBB | May 16, 2024
May 16, 2024 14:00 - 43 minutes - 29.6 MBVisit 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 Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and beha...
CIO Corner | The Fastest Tortoise: Unpacking Ken Hersh’s Investment Mastery
May 10, 2024 17:00 - 1 hour - 51.7 MBIn 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 discussion, Ken shares his remarkable personal and professional journey. Though initially a novice in the energ...
Ep.112 Real Conversations: Stephanie Pomboy, Founder, Macro Mavens
May 03, 2024 21:00 - 56 minutes - 38.7 MBWe 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 forecast how these conditions might influence global markets (and your portfolio) throughout 2024. Vis...
Hedgeye Investing Summit Spring 2024 | Josh Crumb & Jeff Currie, Abaxx Technologies
April 30, 2024 11:00 - 48 minutes - 33.2 MBThe 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 want to miss these investing veterans' insight as we head deeper into Q4. This special event is hosted t...
Hedgeye Investing Summit Spring 2024 | Nancy Davis, Founder & CIO, Quadratic Capital Management
April 29, 2024 11:00 - 49 minutes - 34.2 MBThe 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 want to miss these investing veterans' insight as we head deeper into Q4. This special event is hosted t...
Hedgeye Investing Summit Spring 2024 | Mackenzie Davis, Founder & Managing Partner, SailingStone Capital
April 28, 2024 11:00 - 48 minutes - 33.6 MBThe 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 want to miss these investing veterans' insight as we head deeper into Q4. This special event is hosted t...
Hedgeye Investing Summit Spring 2024 | Dan Rasmussen, Founder & CIO, Verdad Advisers
April 27, 2024 11:00 - 49 minutes - 34 MBThe 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 want to miss these investing veterans' insight as we head deeper into Q4. This special event is hosted t...
Hedgeye Investing Summit Spring 2024 | Ryan Renteria, CEO Coach & Author of "Lead Without Burnout"
April 26, 2024 11:00 - 49 minutes - 34.1 MBThe 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 want to miss these investing veterans' insight as we head deeper into Q4. This special event is hosted t...
Hedgeye Investing Summit Spring 2024 | Vivek Ramaswamy, Co-Founder, Strive & Entrepreneur
April 25, 2024 11:00 - 52 minutes - 36.2 MBThe 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 want to miss these investing veterans' insight as we head deeper into Q4. This special event is hosted t...
Hedgeye Investing Summit Spring 2024 | Marc Cohodes, Veteran Short Seller
April 24, 2024 11:00 - 1 hour - 49 MBThe 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 want to miss these investing veterans' insight as we head deeper into Q4. This special event is hosted t...
Hedgeye Investing Summit Spring 2024 | Jim Bianco, President of Bianco Research
April 23, 2024 11:00 - 51 minutes - 35.1 MBThe 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 want to miss these investing veterans' insight as we head deeper into Q4. This special event is hosted t...
Hedgeye Investing Summit Spring 2024 | Liz Ann Sonders, Chief Investment Strategist, Charles Schwab
April 22, 2024 11:00 - 50 minutes - 34.7 MBThe 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 want to miss these investing veterans' insight as we head deeper into Q4. This special event is hosted t...
Weekly Notebook Review | Write it down & #Compound! | March 21, 2024
March 21, 2024 15:00 - 1 hour - 45.1 MBVisit 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 Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and beha...
Weekly Notebook Review | Volatility ↘️, Price ↗️ $VIX $SPY $QQQ $USO $GLD | March 14, 2024
March 14, 2024 14:00 - 51 minutes - 35.2 MBVisit 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 Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and beha...
Ep.111 Real Conversations: What's Next? An Intelligent Conversation About the Markets & Economy with Steve Hanke
March 05, 2024 18:00 - 1 hour - 42.8 MBCLICK HERE to watch the full webcast. Johns Hopkins Economics professor Steve Hanke joins Hedgeye CEO Keith McCullough live on Tuesday, March 5th at 11:00am ET. Their conversation will cover a lot of ground with an emphasis on Fed monetary policy, inflation, whether a recession is still in the cards, and probable outcomes for the U.S. economy and markets in the year ahead. As Professor Hanke says, "95% of what you read in the press is either WRONG or IRRELEVANT." Join us for a transparent ...
The Macro Show [FREE ALL ACCESS WEEK] | March 1, 2024
March 01, 2024 15:00 - 47 minutes - 32.9 MBTry our hedge fund-quality research, investment ideas, and risk management tools FREE during ALL ACCESS WEEK! CLICK HERE for FREE access. "RISK HAPPENS SLOWLY AT FIRST, THEN ALL AT ONCE.” - @KeithMcCullough Here is the full, uncut edition of “The Macro Show” hosted this morning by our Founder/CEO @KeithMcCullough. This is valuable content. We’re doing this to prove to openminded people there really is a better way to look at (and navigate) the markets/economy, then letting them judge for t...
The Call @ Hedgeye [FREE ALL ACCESS WEEK] | March 1, 2024
March 01, 2024 15:00 - 1 hour - 45.7 MBTry our hedge fund-quality research, investment ideas, and risk management tools FREE during ALL ACCESS WEEK! CLICK HERE for FREE access. Ever wonder what it's like behind the scenes of a hedge fund? Hedgeye pulls back the curtain with a deep-dive in our stock picking process with The Call @ Hedgeye. Weekdays at 7:45 AM ET. CLICK HERE for more info. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Pr...
Weekly Notebook Review | February 28, 2024
February 29, 2024 16:00 - 1 hour - 46.6 MBVisit 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 Sector Pro Products Risk Ranges Early Look Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving m...
The Macro Show [FREE ALL ACCESS WEEK] | February 29, 2024
February 29, 2024 15:00 - 34 minutes - 24 MBTry our hedge fund-quality research, investment ideas, and risk management tools FREE during ALL ACCESS WEEK! CLICK HERE for FREE access. "RISK HAPPENS SLOWLY AT FIRST, THEN ALL AT ONCE.” - @KeithMcCullough Here is the full, uncut edition of “The Macro Show” hosted this morning by our Founder/CEO @KeithMcCullough. This is valuable content. We’re doing this to prove to openminded people there really is a better way to look at (and navigate) the markets/economy, then letting them judge for t...
The Call @ Hedgeye [FREE ALL ACCESS WEEK] | February 29, 2024
February 29, 2024 15:00 - 1 hour - 46.9 MBTry our hedge fund-quality research, investment ideas, and risk management tools FREE during ALL ACCESS WEEK! CLICK HERE for FREE access. Ever wonder what it's like behind the scenes of a hedge fund? Hedgeye pulls back the curtain with a deep-dive in our stock picking process with The Call @ Hedgeye. Weekdays at 7:45 AM ET. CLICK HERE for more info. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Pr...
"In The Arena" With Daryl Jones and Special Guest Enrique Abeyta
February 28, 2024 19:00 - 48 minutes - 33.6 MBCLICK HERE to watch the full free webcast. Join us for a special investing conversation between Enrique Abeyta, founder and CEO of HX Research and Hedgeye's Director of Research Daryl Jones. They will discuss what lies ahead for the markets, economy and what investors should be focusing most on right now. Like Hedgeye CEO Keith McCullough, Abeyta listens to data-based signals to inform his market outlooks. In this free webcast, Jones and Abeyta will provide investors insights on how to nav...
The Call @ Hedgeye [FREE ALL ACCESS WEEK] | February 28, 2024
February 28, 2024 15:00 - 1 hour - 47.8 MBTry our hedge fund-quality research, investment ideas, and risk management tools FREE during ALL ACCESS WEEK! CLICK HERE for FREE access. Ever wonder what it's like behind the scenes of a hedge fund? Hedgeye pulls back the curtain with a deep-dive in our stock picking process with The Call @ Hedgeye. Weekdays at 7:45 AM ET. CLICK HERE for more info. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Pr...
The Macro Show [FREE ALL ACCESS WEEK] | February 28, 2024
February 28, 2024 15:00 - 40 minutes - 27.8 MBTry our hedge fund-quality research, investment ideas, and risk management tools FREE during ALL ACCESS WEEK! CLICK HERE for FREE access. "RISK HAPPENS SLOWLY AT FIRST, THEN ALL AT ONCE.” - @KeithMcCullough Here is the full, uncut edition of “The Macro Show” hosted this morning by our Founder/CEO @KeithMcCullough. This is valuable content. We’re doing this to prove to openminded people there really is a better way to look at (and navigate) the markets/economy, then letting them judge for t...
The Macro Show [FREE ALL ACCESS WEEK] | February 27, 2024
February 27, 2024 16:00 - 32 minutes - 22.4 MBTry our hedge fund-quality research, investment ideas, and risk management tools FREE during ALL ACCESS WEEK! CLICK HERE for FREE access. "RISK HAPPENS SLOWLY AT FIRST, THEN ALL AT ONCE.” - @KeithMcCullough Here is the full, uncut edition of “The Macro Show” hosted this morning by our Founder/CEO @KeithMcCullough. This is valuable content. We’re doing this to prove to openminded people there really is a better way to look at (and navigate) the markets/economy, then letting them judge for t...
The Call @ Hedgeye [FREE ALL ACCESS WEEK] | February 27, 2024
February 27, 2024 15:00 - 1 hour - 50.9 MBTry our hedge fund-quality research, investment ideas, and risk management tools FREE during ALL ACCESS WEEK! CLICK HERE for FREE access. Ever wonder what it's like behind the scenes of a hedge fund? Hedgeye pulls back the curtain with a deep-dive in our stock picking process with The Call @ Hedgeye. Weekdays at 7:45 AM ET. CLICK HERE for more info. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Pr...
The Macro Show [FREE ALL ACCESS WEEK] | February 26, 2024
February 26, 2024 17:00 - 34 minutes - 24 MBTry our hedge fund-quality research, investment ideas, and risk management tools FREE during ALL ACCESS WEEK! CLICK HERE for FREE access. "RISK HAPPENS SLOWLY AT FIRST, THEN ALL AT ONCE.” - @KeithMcCullough Here is the full, uncut edition of “The Macro Show” hosted this morning by our Founder/CEO @KeithMcCullough. This is valuable content. We’re doing this to prove to openminded people there really is a better way to look at (and navigate) the markets/economy, then letting them judge for t...
The Call @ Hedgeye [FREE ALL ACCESS WEEK] | February 26, 2024
February 26, 2024 15:00 - 1 hour - 45 MBTry our hedge fund-quality research, investment ideas, and risk management tools FREE during ALL ACCESS WEEK! CLICK HERE for FREE access. Ever wonder what it's like behind the scenes of a hedge fund? Hedgeye pulls back the curtain with a deep-dive in our stock picking process with The Call @ Hedgeye. Weekdays at 7:45 AM ET. CLICK HERE for more info. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Sector Pro Pr...
Ep.110 Real Conversations: Global Chaos Ahead. Buckle Up (with Jim Rickards).
February 15, 2024 19:00 - 1 hour - 46 MBCLICK HERE to watch the full webcast. Bestselling author and iconoclastic macro strategist Jim Rickards is back by popular demand for another Real Conversation webcast with Keith McCullough. In addition to his previous appearances on HedgeyeTV and Hedgeye Live, Rickards is a sought-after economic veteran. With 40+ years of experience working in capital markets, his insights have been shared in major publications nationwide. Visit Hedgeye.com for more great investing content. Subscribe to...
Weekly Notebook Review | Data-Driven Decisions: Navigating the Investment Seas $SPY $VIX $USD | February 15, 2023
February 15, 2024 18:00 - 46 minutes - 32.2 MBVisit 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 Sector Pro Products Risk Ranges Early Look Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving m...
Weekly Notebook Review | Data-Driven Decisions: Navigating the Investment Seas $SPY $VIX $USD | February 15, 2024
February 15, 2024 18:00 - 46 minutes - 32.2 MBVisit 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 Sector Pro Products Risk Ranges Early Look Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving m...
"In The Arena" with Daryl Jones and Special Guest Doug Kass
February 13, 2024 17:00 - 41 minutes - 28.4 MBCLICK HERE to watch the full free webcast. Doug Kass, founder and president of Seabreeze Partners Management, will join Hedgeye Director of Research Daryl Jones "In The Arena" at 11:00am ET Tuesday, February 13. This webcast will cover what Kass is watching in the markets right now and how investors can capitalize on various economic developments. Visit Hedgeye.com for more great investing content. Helpful Links: WATCH | Get 10 Stock Picks on The Call @ Hedgeye Join New Subscriber Ori...
Election Year Risks (and Warnings) For Your Portfolio: Deep Dive with Danielle DiMartino Booth
January 30, 2024 19:00 - 1 hour - 43.4 MBCLICK HERE to watch the full webcast. Join QI Research CEO & Chief Strategist Danielle DiMartino Booth as she discusses the dynamics of the looming 2024 Election with renowned Hedgeye Demography analyst and Fourth Turning author Neil Howe and Macro Policy analyst JT Taylor. Amid ever shifting campaign dynamics within both parties, there is no better time to review the possible outcomes the country faces come November. Get up to speed on all of the conflicting viewpoints and interwoven stor...
OPTIONS WEBCAST | Systematic Flows, ETF Based Options Strategies and ‘The Machine’
January 30, 2024 14:00 - 52 minutes - 36.3 MBCLICK HERE to watch the full webcast. You are invited to join us for this special options focused webcast featuring Tier1 Alpha Co-Founders David Pegler and Craig Peterson and NEOS Co-Founders Garrett Paolella and Troy Cates. This in-depth investing discussion will focus on how systematic flows and ETF Based Options Strategies interact and ways in which investors can take advantage of this dynamic ecosystem to protect and grow their portfolio. Visit Hedgeye.com for more great investing con...
"In The Arena" with Daryl Jones and Special Guest Bill Pulte
January 25, 2024 17:00 - 41 minutes - 28.4 MBJoin us for a no-punches-pulled interview hosted by Hedgeye Director of Research Daryl Jones with Bill Pulte, philanthropist and CEO of Pulte Capital Partners. Watch live at 11:10am ET or on-demand. They will discuss Pulte's new stock communities, shenanigans going on at Pulte Group (PHM), CEO malfeasance, America's housing market, and much more. You don't want to miss this conversation. Visit Hedgeye.com for more great investing content. HELPFUL LINKS: Join New Subscriber Orientation ...
Weekly Notebook Review | Bullish Trends & a Balanced Book! | January 24, 2024
January 25, 2024 16:00 - 53 minutes - 36.6 MBVisit 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 Sector Pro Products Risk Ranges Early Look Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving m...
Ep.109 Real Conversations: The Biggest Risks to the Market Narrative with Daniel Lacalle
January 23, 2024 20:00 - 1 hour - 47 MBCLICK HERE to watch the full conversation. Join us for an insightful conversation between renowned economist Daniel Lacalle, Chief Economist at Tressis SV, and Hedgeye CEO Keith McCullough, as we embark on 2024. They will discuss the big risks (and opportunities) investors face this year, centering their discussion on the looming recession and the catalysts fueling differing perspectives. Don't miss this opportunity to gain valuable insights and prepare for a successful year ahead. Visit ...
Weekly Notebook Review | The Winds may be a Changing! $TLT $SPY $USD $QQQ | January 10, 2024
January 11, 2024 18:00 - 1 hour - 53.3 MBVisit 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 Sector Pro Products Risk Ranges Early Look Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving m...
The Macro Show [FREE EDITION] | January 9, 2024
January 09, 2024 18:00 - 31 minutes - 21.5 MB"RISK HAPPENS SLOWLY AT FIRST, THEN ALL AT ONCE.” - @KeithMcCullough Here is the full, uncut edition of “The Macro Show” hosted this morning by our Founder/CEO @KeithMcCullough. This is valuable content. We’re doing this to prove to openminded people there really is a better way to look at (and navigate) the markets/economy, then letting them judge for themselves. Make no mistake—there is a tremendous amount of bullsh*t being spewed every single day on Establishment Media like CNBC. Hedgeye...
Weekly Notebook Review | Volatility up, Spews down! $SPY $QQQ $VIX $GLD | January 3, 2024
January 05, 2024 18:00 - 1 hour - 61.3 MBVisit 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. Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring ...
Ep.108 Real Conversations: Market Risks + Opportunities | Mike Green & Mike Taylor w/ Keith McCullough
December 12, 2023 20:00 - 1 hour - 44.6 MBCredit 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've seen in recessions past, investors who aren't proactively prepared are in for a world of hurt. In thi...
Weekly Notebook Review | We are back in the saddle…Buckle up! | December 7, 2023
December 08, 2023 19:00 - 57 minutes - 39.4 MBVisit 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. Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring ...
WEBCAST | Navigating the Investment Landscape with David Salem + Ted Oakley
November 28, 2023 20:00 - 1 hour - 41.3 MBVisit 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 investment perspective. Get an investing edge on the enormous amount of money flowing into options every day,...
Ep.107 Real Conversations: Neil Howe, Author, The Fourth Turning Is Here
November 14, 2023 18:00 - 1 hour - 43.5 MBEXCLUSIVE 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 transformative shifts that characterize this pivotal era. If you're interested in understanding where we are ...
WEBCAST | Winning Long (And Short) Ideas w/Marc Cohodes, Brian McGough & Jeremy McLean
November 09, 2023 21:00 - 1 hour - 42.8 MBGet 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. Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and ...
Weekly Notebook Review | Live from Chicago Hedgeye Regional | November 8, 2023
November 09, 2023 17:00 - 52 minutes - 36.2 MBVisit 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. Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring ...
Weekly Notebook Review | Big Earnings and Data Week $SPY $QQQ $VIX $USD | October 25, 2023
November 09, 2023 16:00 - 40 minutes - 28.1 MBVisit 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. Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring ...
Stock Pitching & Analysis | An @WOLF_Financial Spaces Session
November 09, 2023 16:00 - 2 hours - 112 MBVisit Hedgeye.com for more great investing content. This Spaces was hosted by @WOLF_Financial, featuring members of the Hedgeye team. Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out ...