Latest Hedgeye Podcast Episodes
Weekly Notebook Review | Navigating Market Signals and Risks in Financial Investment Management | October 12, 2023
Hedgeye Podcasts - October 12, 2023 15:00 - 1 hour ★★★★ - 176 ratingsVisit 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 expl...
Unscripted Equity Curiosity Season 3 Episode 17: Beginners Menu: Howard Penney Teaches Us How to Invest In The Restaurant Sector
Hedgeye Podcasts - October 07, 2023 11:00 - 56 minutes ★★★★ - 176 ratingsThis 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 t...
Unscripted Equity Curiosity Season 3 Episode 16: Felix Discusses Disruptor MNSO, Former & Potential Disruptor BILI, & Gives a Quick Intro To China Internet
Hedgeye Podcasts - September 30, 2023 11:00 - 32 minutes ★★★★ - 176 ratingsThis 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 t...
Weekly Notebook Review | Growth↘️, Inflation↗️…stick with the Signal! | September 27, 2023
Hedgeye Podcasts - September 27, 2023 18:00 - 43 minutes ★★★★ - 176 ratingsVisit 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 mark...
'Deep Dive' With Danielle DiMartino Booth and Lacy Hunt - Navigating Turbulent Markets
Hedgeye Podcasts - September 22, 2023 14:00 - 59 minutes ★★★★ - 176 ratingsBOOM! 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 L...
The Macro Show [FREE EDITION] | September 21, 2023
Hedgeye Podcasts - September 21, 2023 15:00 - 35 minutes ★★★★ - 176 ratingsBOOM! Free 'All Access Week' Is HERE, featuring 8 high performance investing products FREE each day from 9/18 to 9/24 "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...
Weekly Notebook Review | Not Hyper Focused on FOMC…the Data Rules All! | September 21, 2023
Hedgeye Podcasts - September 21, 2023 15:00 - 1 hour ★★★★ - 176 ratingsBOOM! Free 'All Access Week' Is HERE, featuring 8 high performance investing products FREE each day from 9/18 to 9/24 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. Visit Hedgeye....
Ep.106 Real Conversations: Mike Taylor, Hedge Fund/Portfolio Manager at Pink Shares For The Cure
Hedgeye Podcasts - September 19, 2023 17:00 - 1 hour ★★★★ - 176 ratingsFan-favorite Mike Taylor joins Hedgeye CEO Keith McCullough for a new Real Conversation. The two will discuss implications of inflation's reacceleration, what to buy and sell right now, and share valuable investing insight as we head into the final quarter of 2023. Taylor is a 20-year hedge fun...
Unscripted Equity Curiosity Season 3 Episode 15: Brian McGough Shares The Process
Hedgeye Podcasts - September 09, 2023 11:00 - 1 hour ★★★★ - 176 ratingsThis is a Hedgeye podcast featuring sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm), with special guest Brian McGough (@HedgeyeRetail). Visit Hedgeye.com for more great investing content. For Our Hedgeye Products Click Below: Technology P...
Weekly Notebook Review | Navigating the Stagflation Storm | September 6, 2023
Hedgeye Podcasts - September 06, 2023 18:00 - 1 hour ★★★★ - 176 ratingsEach week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. Visit Hedgeye.com for more great investing content. The rules of investing have changed. Spiking volatility, surging inflation, and ...
Ep.105 Real Conversations: Tier 1 Alpha's co-founders Craig Peterson, David Pegler and Senior Executive Advisor Mike Green
Hedgeye Podcasts - September 05, 2023 16:00 - 1 hour ★★★★ - 176 ratingsIf 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 last month. Now, the entire Tier 1 team (co-f...
Weekly Notebook Review | Raising Some Cash $SPY $QQQ $IWM $USO $GLD $VIX | August 16, 2023
Hedgeye Podcasts - August 17, 2023 15:00 - 1 hour ★★★★ - 176 ratingsEach week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. Visit Hedgeye.com for more great investing content. Hedgeye's world-class investing research team is hitting the road! Join us on Se...
Weekly Notebook Review | Looking Past CPI $SPY $QQQ $USO $TLT $EEM | August 9, 2023
Hedgeye Podcasts - August 10, 2023 16:00 - 1 hour ★★★★ - 176 ratingsEach week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. Visit Hedgeye.com for more great investing content. Hedgeye's world-class investing research team is hitting the road! Join us on Se...
Weekly Notebook Review | Vol Up, USD Up, Rates Up $SPY $QQQ $USO $GLD | August 2, 2023
Hedgeye Podcasts - August 03, 2023 15:00 - 1 hour ★★★★ - 176 ratingsWith a special guest appearance by Mike Taylor (@Mike_Taylor1972). 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's wo...
Ep.104 Real Conversations: Alternative Investments with Anthony Zhang, Cormac Kinney & Artem Milinchuk
Hedgeye Podcasts - August 01, 2023 16:00 - 1 hour ★★★★ - 176 ratingsThere's no shortage of disconcerting economic data in the current #Quad4 macro environment. But if you know where to look, there are still plenty of places to invest. In this Real Conversation webcast on Tuesday, August 1 at 11:00am ET, Hedgeye CEO Keith McCullough will speak with founders of t...
Unscripted Equity Curiosity Season 3 Episode 14: Mid Earnings Check In: Hints Of Optimism In US Ad Recovery, China Stimulus Ahead
Hedgeye Podcasts - July 29, 2023 11:00 - 38 minutes ★★★★ - 176 ratingsThis 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 Subscribe to other Hedgey...
Weekly Notebook Review | July Inflation Re-Accelerating $SPY $QQQ $USO | July 27, 2023
Hedgeye Podcasts - July 27, 2023 15:00 - 2 hours ★★★★ - 176 ratingsWith special guest appearances by Hedgeye CEO Keith McCullough (@KeithMcCullough) and Mike Taylor (@Mike_Taylor1972). 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 eve...
The Pitch: 6 Hedgeye Analysts. 6 Stock Ideas. 60 Minutes. | July 26, 2023
Hedgeye Podcasts - July 26, 2023 17:00 - 59 minutes ★★★★ - 176 ratingsDuring this special HedgeyeTV webcast, six Hedgeye analysts will pitch one of their high-conviction stock ideas (Long or Short) to our Risk-Manager-In-Chief Keith McCullough. The Pitch is a fan-favorite, alpha-generating webcast which gives you an inside look at how hedge funds decide what posi...
Ep.103 Real Conversations: Dan Rasmussen, Founder and CIO of Verdad Advisers
Hedgeye Podcasts - July 18, 2023 12:00 - 1 hour ★★★★ - 176 ratingsIn this new Real Conversation, Hedgeye CEO Keith McCullough will be joined by Dan Rasmussen, Founder and CIO of Verdad Advisers. One of the topics of discussion will be Rasmussen's thought-provoking research note on "Private Equity Fundamentals." In it, Dan warns investors that, "Rising interest...
Weekly Notebook Review | Earnings Season Is Upon Us! $SPY $QQQ $USO $GLD | July 13, 2023
Hedgeye Podcasts - July 13, 2023 17:00 - 1 hour ★★★★ - 176 ratingsVisit 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 Sect...
"Capitalizing on Japan" with David Salem & Andrew McDermott
Hedgeye Podcasts - July 11, 2023 18:00 - 1 hour ★★★★ - 176 ratingsHedgeye's Managing Director of Capital Allocation David Salem sits down with Andrew McDermott, Founder and President of Mission Value Partners, for a live investing webcast. "Capitalizing on Japan" will provide a deep dive into various reasons why we are bullish on Japanese markets. Visit Hed...
Unscripted Equity Curiosity Season 3 Episode 13: “Is today’s A.I climate similar to 1999’s Internet Boom" (Plus China Trade War Impact on Semiconductor Multiples)
Hedgeye Podcasts - July 08, 2023 11:00 - 42 minutes ★★★★ - 176 ratingsThis is a Hedgeye podcast featuring sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm). On today's episode, Ami and Felix dive into the hot topic of A.I and its impact on today's market, as well as, Chinese policy impacts on the semiconductor sp...
Weekly Notebook Review | June 21, 2023
Hedgeye Podcasts - July 05, 2023 17:00 - 1 hour ★★★★ - 176 ratingsVisit 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 Sect...
Weekly Notebook Review | June 27, 2023
Hedgeye Podcasts - July 05, 2023 17:00 - 1 hour ★★★★ - 176 ratingsVisit 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 Sect...
Ep.102 Real Conversations: Mike Green, Portfolio Manager at Simplify Asset Management
Hedgeye Podcasts - June 28, 2023 16:00 - 1 hour ★★★★ - 176 ratingsJoin Hedgeye CEO Keith McCullough for a new Real Conversation with Mike Green, Portfolio Manager at Simplify Asset Management. Mike is a thought leader on market structure, options flows and the risks of passive investing. It's Mike's contention that the rise of quantitative trading strategies ...
The Macro Show [FULL FREE EPISODE] | June 22, 2023
Hedgeye Podcasts - June 22, 2023 14:00 - 36 minutes ★★★★ - 176 ratings*This is an audio-only version of The Macro Show that was broadcast on Hedgeye.com on June 22, 2023* Click this link to get access to the Macro Show every day Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, in...
Unscripted Equity Curiosity Season 3 Episode 12: "Turnings & Tech", Neil Howe Decodes China's Demographic Dance and A.I.
Hedgeye Podcasts - June 17, 2023 11:00 - 1 hour ★★★★ - 176 ratingsThis Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm) as they are joined by Hedgeye's Demography sector head and author Neil Howe (@HoweGeneration). They dig into the latest developments in A.I, the Asian markets and t...
The Macro Show | Dir. of Capital Allocation David Salem & Dir. of Research Daryl Jones | June 5, 2023
Hedgeye Podcasts - June 13, 2023 18:00 - 34 minutes ★★★★ - 176 ratings*This is an audio-only version of The Macro Show that was broadcast on Hedgeye.com on June 5, 2023* Click this link to get access to the Macro Show every day Our Managing Director of Capital Allocation David Salem recently hosted The Macro Show. If you’re not already familiar with David, trust...
Weekly Notebook Review | Navigating the Seasons $SPY $QQQ $GLD $USD $TLT | June 7, 2023
Hedgeye Podcasts - June 08, 2023 18:00 - 1 hour ★★★★ - 176 ratingsWe open our notebooks to touch on everything from Europe to commodities as we navigate into the summer months. $SPY $QQQ $GLD $USD $TLT Visit Hedgeye.com for more great investing content. Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data set...
Sector Head Spotlight | Director of Research Daryl Jones
Hedgeye Podcasts - June 04, 2023 11:00 - 24 minutes ★★★★ - 176 ratingsEach week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, current stock ideas and recent market trends. Visit Hedgeye.com for more great investing content. Aired on March 30, 2023 (Watch video version on Y...
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