Hedgeye Podcasts
420 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
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 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...
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...
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 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...
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...
"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 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 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 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 ...
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 ...
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 ...
Hedgeye Investing Summit | Daniel Lacalle, Chief Economist, Tressis Gestion
November 01, 2023 11:00 - 56 minutes - 38.6 MBCLICK 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 will open your eyes and make you a better investor. You don't want to miss these investing veterans'...
Hedgeye Investing Summit | Tracy Shuchart, Founder & CEO, Hilltower Resource Advisors
October 31, 2023 11:00 - 50 minutes - 34.6 MBCLICK 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 will open your eyes and make you a better investor. You don't want to miss these investing veterans'...
Hedgeye Investing Summit | Art Hyde, Portfolio Manager, Segra Capital Management
October 30, 2023 11:00 - 50 minutes - 34.6 MBCLICK 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 will open your eyes and make you a better investor. You don't want to miss these investing veterans'...
Hedgeye Investing Summit | Matt Cole, CEO & Chief Investment Officer, Strive Asset Management
October 29, 2023 11:00 - 50 minutes - 34.4 MBCLICK 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 will open your eyes and make you a better investor. You don't want to miss these investing veterans'...
Hedgeye Investing Summit | Ben Hunt, Co-Founder & CIO, Epsilon Theory
October 28, 2023 11:00 - 52 minutes - 36.4 MBCLICK 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 will open your eyes and make you a better investor. You don't want to miss these investing veterans'...
Hedgeye Investing Summit | Danielle DiMartino Booth, CEO & Chief Strategist, QI Research
October 27, 2023 11:00 - 53 minutes - 37 MBCLICK 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 will open your eyes and make you a better investor. You don't want to miss these investing veterans'...
Hedgeye Investing Summit | William Cohan, Bestselling Author, Financial Journalist, Founding Partner of Puck
October 26, 2023 11:00 - 55 minutes - 38.3 MBCLICK 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 will open your eyes and make you a better investor. You don't want to miss these investing veterans'...
Hedgeye Investing Summit | Liz Ann Sonders, Chief Investment Strategist, Charles Schwab
October 24, 2023 11:00 - 50 minutes - 35 MBCLICK 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 will open your eyes and make you a better investor. You don't want to miss these investing veterans'...
Unscripted Equity Curiosity Season 3 Episode 19: Daniel Biolsi Welcomes Unscripted To The World of Consumer Staples
October 21, 2023 11:00 - 55 minutes - 37.9 MBThis 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 and behavioral trends driving markets higher or lower. The Market Situation Report™ includes acce...
Unscripted Equity Curiosity Season 3 Episode 18: Investing in GLL - House Rules with Todd Jordan and Sean Jenkins
October 14, 2023 11:00 - 1 hour - 45.5 MBThis 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 and behavioral trends driving markets higher or lower. The Market Situation Report™ includes acce...
Weekly Notebook Review | Navigating Market Signals and Risks in Financial Investment Management | October 12, 2023
October 12, 2023 15:00 - 1 hour - 68.4 MBVisit 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 Treasury yields. Additionally, we discuss the intriguing dynamics between high-yield and risk-free deb...
Unscripted Equity Curiosity Season 3 Episode 17: Beginners Menu: Howard Penney Teaches Us How to Invest In The Restaurant Sector
October 07, 2023 11:00 - 56 minutes - 39 MBThis 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 and behavioral trends driving markets higher or lower. The Market Situation Report™ includes acce...
Unscripted Equity Curiosity Season 3 Episode 16: Felix Discusses Disruptor MNSO, Former & Potential Disruptor BILI, & Gives a Quick Intro To China Internet
September 30, 2023 11:00 - 32 minutes - 22.5 MBThis 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 and behavioral trends driving markets higher or lower. The Market Situation Report™ includes acce...
Weekly Notebook Review | Growth↘️, Inflation↗️…stick with the Signal! | September 27, 2023
September 27, 2023 18:00 - 43 minutes - 29.8 MBVisit 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. Hedgeye's Philanthropic Success: We kick off with Hedgeye's successful charity event, Hedgeye Cares, hel...
'Deep Dive' With Danielle DiMartino Booth and Lacy Hunt - Navigating Turbulent Markets
September 22, 2023 14:00 - 59 minutes - 40.9 MBBOOM! 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-acceleration of inflation and the Fed remains reluctant to lend a helping hand, there is no better time than...