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Real Conversations Profile

Real Conversations

English, Financial News, 3 seasons, 417 episodes, 1 day, 4 hours, 8 minutes
About
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 intellectual property of Hedgeye. All rights reserved. For more information, and to subscribe, go to www.hedgeye.com.
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Weekly Notebook Review | Write it down & #Compound! | March 21, 2024

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.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSignal Strength StocksSector Pro ProductsRisk RangesEarly LookGet 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 our product page. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page. Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
3/21/20241 hour, 5 minutes, 33 seconds
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Weekly Notebook Review | Volatility ↘️, Price ↗️ $VIX $SPY $QQQ $USO $GLD | March 14, 2024

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.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSignal Strength StocksSector Pro ProductsRisk RangesEarly LookGet 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 our product page. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
3/14/202451 minutes, 9 seconds
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Ep.111 Real Conversations: What's Next? An Intelligent Conversation About the Markets & Economy with Steve Hanke

CLICK 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 conversation on the state of the markets and economy. Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSignal Strength StocksSector Pro ProductsRisk RangesEarly LookGet 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 our product page. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page. Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
3/5/20241 hour, 2 minutes, 19 seconds
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The Call @ Hedgeye [FREE ALL ACCESS WEEK] | March 1, 2024

Try 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 @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly LookGet 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 our product page. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page. Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
3/1/20241 hour, 6 minutes, 30 seconds
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The Macro Show [FREE ALL ACCESS WEEK] | March 1, 2024

Try 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.” - @KeithMcCulloughHere 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 is the antidote. We’re not for everyone, but we may be right for you.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly LookGet 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 our product page. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
3/1/202447 minutes, 53 seconds
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Weekly Notebook Review | February 28, 2024

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.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly LookGet 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 our product page. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page. Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
2/29/20241 hour, 7 minutes, 52 seconds
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The Macro Show [FREE ALL ACCESS WEEK] | February 29, 2024

Try 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.” - @KeithMcCulloughHere 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 is the antidote. We’re not for everyone, but we may be right for you.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly LookGet 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 our product page. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
2/29/202434 minutes, 56 seconds
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The Call @ Hedgeye [FREE ALL ACCESS WEEK] | February 29, 2024

Try 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 @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly LookGet 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 our product page. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page. Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
2/29/20241 hour, 8 minutes, 12 seconds
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"In The Arena" With Daryl Jones and Special Guest Enrique Abeyta

CLICK 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 navigate market/economic uncertainty for the remainder of 2024.Visit Hedgeye.com for more great investing content.Helpful Links:Join New Subscriber OrientationNew Conference: Hedgeye Live 2024 May 2-5Hedgeye University | Become a Better InvestorHedgeye Education Center | Learn More About HedgeyeNEW PRODUCT ALERT | Signal Strength StocksGet 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 our product page. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
2/28/202448 minutes, 52 seconds
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The Call @ Hedgeye [FREE ALL ACCESS WEEK] | February 28, 2024

Try 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 @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly LookGet 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 our product page. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page. Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
2/28/20241 hour, 9 minutes, 32 seconds
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The Macro Show [FREE ALL ACCESS WEEK] | February 28, 2024

Try 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.” - @KeithMcCulloughHere 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 is the antidote. We’re not for everyone, but we may be right for you.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly LookGet 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 our product page. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
2/28/202440 minutes, 28 seconds
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The Macro Show [FREE ALL ACCESS WEEK] | February 27, 2024

Try 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.” - @KeithMcCulloughHere 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 is the antidote. We’re not for everyone, but we may be right for you.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly LookGet 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 our product page. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
2/27/202432 minutes, 38 seconds
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The Call @ Hedgeye [FREE ALL ACCESS WEEK] | February 27, 2024

Try 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 @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly LookGet 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 our product page. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page. Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
2/27/20241 hour, 14 minutes, 5 seconds
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The Macro Show [FREE ALL ACCESS WEEK] | February 26, 2024

Try 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.” - @KeithMcCulloughHere 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 is the antidote. We’re not for everyone, but we may be right for you.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly LookGet 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 our product page. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
2/26/202434 minutes, 52 seconds
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The Call @ Hedgeye [FREE ALL ACCESS WEEK] | February 26, 2024

Try 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 @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly LookGet 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 our product page. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page. Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
2/26/20241 hour, 5 minutes, 30 seconds
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Ep.110 Real Conversations: Global Chaos Ahead. Buckle Up (with Jim Rickards).

CLICK 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 other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly LookGet 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 our product page. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page. Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
2/15/20241 hour, 7 minutes, 1 second
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Weekly Notebook Review | Data-Driven Decisions: Navigating the Investment Seas $SPY $VIX $USD | February 15, 2023

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.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly LookGet 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 our product page. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
2/15/202446 minutes, 51 seconds
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"In The Arena" with Daryl Jones and Special Guest Doug Kass

CLICK 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 @ HedgeyeJoin New Subscriber OrientationNew Conference: Hedgeye Live 2024 May 2-5Hedgeye University | Become a Better InvestorHedgeye Education Center | Learn More About HedgeyeGet 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 our product page. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
2/13/202441 minutes, 21 seconds
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Election Year Risks (and Warnings) For Your Portfolio: Deep Dive with Danielle DiMartino Booth

CLICK 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 storylines. How will the markets react? How will your portfolio fare? Tune in to make sure you are prepared for any possibility.Visit Hedgeye.com for more great investing content.HELPFUL LINKS:Join New Subscriber OrientationNew Conference: Hedgeye Live 2024 May 2-5Hedgeye University | Become a Better InvestorHedgeye Education Center | Learn More About HedgeyeWATCH | Position Sizing A Long-Only Portfolio with KeithNew Product Alert: P.S. InsightsFree Edition of The Macro Show - Recession Risk Rising: Are You Prepared?Learn AbGet 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 our product page. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page. Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
1/30/20241 hour, 3 minutes, 9 seconds
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OPTIONS WEBCAST | Systematic Flows, ETF Based Options Strategies and ‘The Machine’

CLICK 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 content.HELPFUL LINKS:Join New Subscriber OrientationNew Conference: Hedgeye Live 2024 May 2-5Hedgeye University | Become a Better InvestorHedgeye Education Center | Learn More About HedgeyeWATCH | Position Sizing A Long-Only Portfolio with KeithNew Product Alert: P.S. InsightsFree Edition of The Macro Show - Recession Risk Rising: Are You Prepared?Learn About Our New Sectors: Global Technology Pro and Software ProGet 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 our product page.
1/30/202452 minutes, 52 seconds
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"In The Arena" with Daryl Jones and Special Guest Bill Pulte

Join 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 OrientationNew Conference: Hedgeye Live 2024 May 2-5Hedgeye University | Become a Better InvestorHedgeye Education Center | Learn More About HedgeyeWATCH | Position Sizing A Long-Only Portfolio with KeithNew Product Alert: P.S. InsightsFree Edition of The Macro Show - Recession Risk Rising: Are You Prepared?Learn About Our New Sectors: Global Technology Pro and Software ProGet 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 our product page.
1/25/202441 minutes, 23 seconds
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Weekly Notebook Review | Bullish Trends & a Balanced Book! | January 24, 2024

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.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly LookGet 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 our product page.
1/25/202453 minutes, 13 seconds
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Ep.109 Real Conversations: The Biggest Risks to the Market Narrative with Daniel Lacalle

CLICK 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 Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly LookGet 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 our product page.
1/23/20241 hour, 8 minutes, 23 seconds
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Weekly Notebook Review | The Winds may be a Changing! $TLT $SPY $USD $QQQ | January 10, 2024

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.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly LookGet 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 our product page.
1/11/20241 hour, 17 minutes, 30 seconds
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The Macro Show [FREE EDITION] | January 9, 2024

"RISK HAPPENS SLOWLY AT FIRST, THEN ALL AT ONCE.” - @KeithMcCulloughHere 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 is the antidote. We’re not for everyone, but we may be right for you.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly LookGet 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 our product page.
1/9/202431 minutes, 17 seconds
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Weekly Notebook Review | Volatility up, Spews down! $SPY $QQQ $VIX $GLD | January 3, 2024

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.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 our product page.
1/5/20241 hour, 29 minutes, 15 seconds
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Ep.108 Real Conversations: Market Risks + Opportunities | Mike Green & Mike Taylor w/ Keith McCullough

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've seen in recessions past, investors who aren't proactively prepared are in for a world of hurt.In this new Real Conversations webcast, Hedgeye CEO Keith McCullough is joined by Mike Taylor, hedge fund manager and PM of PINK Shares and Mike Green, chief strategist at Simplify Asset Management. This conversation between pros will include valuable insights going into the home stretch of 2023 and a new year filled with potential turmoil.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly LookGet 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 our product page.
12/12/20231 hour, 4 minutes, 57 seconds
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Weekly Notebook Review | We are back in the saddle…Buckle up! | December 7, 2023

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.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 our product page.
12/8/202357 minutes, 19 seconds
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WEBCAST | Navigating the Investment Landscape with David Salem + Ted Oakley

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 investment perspective.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 our product page. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page. Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
11/28/20231 hour, 7 seconds
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Ep.107 Real Conversations: Neil Howe, Author, The Fourth Turning Is Here

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 transformative shifts that characterize this pivotal era. If you're interested in understanding where we are and where we're going, don't miss this unique opportunity to listen to the world's foremost expert.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly LookGet 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 our product page. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page. Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
11/14/20231 hour, 3 minutes, 19 seconds
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WEBCAST | Winning Long (And Short) Ideas w/Marc Cohodes, Brian McGough & Jeremy McLean

Get the best deal all year on our investment research products: https://info.hedgeye.com/yt-cyberdeals-2023Veteran 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 webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
11/9/20231 hour, 2 minutes, 20 seconds
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Weekly Notebook Review | Live from Chicago Hedgeye Regional | November 8, 2023

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.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 our product page.
11/9/202352 minutes, 37 seconds
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Stock Pitching & Analysis | An @WOLF_Financial Spaces Session

Visit 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 our product page. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page. Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
11/9/20232 hours, 43 minutes, 32 seconds
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Weekly Notebook Review | Big Earnings and Data Week $SPY $QQQ $VIX $USD | October 25, 2023

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.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 our product page.
11/9/202340 minutes, 56 seconds
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Hedgeye Investing Summit | Daniel Lacalle, Chief Economist, Tressis Gestion

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 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 twice a year by Hedgeye Founder and CEO Keith McCullough. Each discussion takes a deep dive into critical market and economic trends which will drive returns in the coming weeks and months. There are no commercials. There is no bullsh*t. It’s just straight up the middle, impactful and entertaining discussions which will make you a better investor.You’re not getting this level of quality insight anywhere else. Certainly not on CNBC, or any of the other fluff financial news and pundits out there.The Hedgeye Investing Summit was designed to help you reclaim your financial sanity. It was designed to help you sober up and gain investing insights from 9 true market pros. It’s not to be missed.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 our product page. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page. Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
11/1/202356 minutes, 11 seconds
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Hedgeye Investing Summit | Tracy Shuchart, Founder & CEO, Hilltower Resource Advisors

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 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 twice a year by Hedgeye Founder and CEO Keith McCullough. Each discussion takes a deep dive into critical market and economic trends which will drive returns in the coming weeks and months. There are no commercials. There is no bullsh*t. It’s just straight up the middle, impactful and entertaining discussions which will make you a better investor.You’re not getting this level of quality insight anywhere else. Certainly not on CNBC, or any of the other fluff financial news and pundits out there.The Hedgeye Investing Summit was designed to help you reclaim your financial sanity. It was designed to help you sober up and gain investing insights from 9 true market pros. It’s not to be missed.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 our product page. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
10/31/202350 minutes, 17 seconds
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Hedgeye Investing Summit | Art Hyde, Portfolio Manager, Segra Capital Management

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 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 twice a year by Hedgeye Founder and CEO Keith McCullough. Each discussion takes a deep dive into critical market and economic trends which will drive returns in the coming weeks and months. There are no commercials. There is no bullsh*t. It’s just straight up the middle, impactful and entertaining discussions which will make you a better investor.You’re not getting this level of quality insight anywhere else. Certainly not on CNBC, or any of the other fluff financial news and pundits out there.The Hedgeye Investing Summit was designed to help you reclaim your financial sanity. It was designed to help you sober up and gain investing insights from 9 true market pros. It’s not to be missed.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 our product page.
10/30/202350 minutes, 17 seconds
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Hedgeye Investing Summit | Matt Cole, CEO & Chief Investment Officer, Strive Asset Management

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 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 twice a year by Hedgeye Founder and CEO Keith McCullough. Each discussion takes a deep dive into critical market and economic trends which will drive returns in the coming weeks and months. There are no commercials. There is no bullsh*t. It’s just straight up the middle, impactful and entertaining discussions which will make you a better investor.You’re not getting this level of quality insight anywhere else. Certainly not on CNBC, or any of the other fluff financial news and pundits out there.The Hedgeye Investing Summit was designed to help you reclaim your financial sanity. It was designed to help you sober up and gain investing insights from 9 true market pros. It’s not to be missed.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 our product page. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
10/29/202350 minutes, 7 seconds
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Hedgeye Investing Summit | Ben Hunt, Co-Founder & CIO, Epsilon Theory

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 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 twice a year by Hedgeye Founder and CEO Keith McCullough. Each discussion takes a deep dive into critical market and economic trends which will drive returns in the coming weeks and months. There are no commercials. There is no bullsh*t. It’s just straight up the middle, impactful and entertaining discussions which will make you a better investor.You’re not getting this level of quality insight anywhere else. Certainly not on CNBC, or any of the other fluff financial news and pundits out there.The Hedgeye Investing Summit was designed to help you reclaim your financial sanity. It was designed to help you sober up and gain investing insights from 9 true market pros. It’s not to be missed.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 our product page.
10/28/202352 minutes, 55 seconds
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Hedgeye Investing Summit | Danielle DiMartino Booth, CEO & Chief Strategist, QI Research

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 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 twice a year by Hedgeye Founder and CEO Keith McCullough. Each discussion takes a deep dive into critical market and economic trends which will drive returns in the coming weeks and months. There are no commercials. There is no bullsh*t. It’s just straight up the middle, impactful and entertaining discussions which will make you a better investor.You’re not getting this level of quality insight anywhere else. Certainly not on CNBC, or any of the other fluff financial news and pundits out there.The Hedgeye Investing Summit was designed to help you reclaim your financial sanity. It was designed to help you sober up and gain investing insights from 9 true market pros. It’s not to be missed.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 our product page. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page. Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
10/27/202353 minutes, 52 seconds
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Hedgeye Investing Summit | William Cohan, Bestselling Author, Financial Journalist, Founding Partner of Puck

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 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 twice a year by Hedgeye Founder and CEO Keith McCullough. Each discussion takes a deep dive into critical market and economic trends which will drive returns in the coming weeks and months. There are no commercials. There is no bullsh*t. It’s just straight up the middle, impactful and entertaining discussions which will make you a better investor.You’re not getting this level of quality insight anywhere else. Certainly not on CNBC, or any of the other fluff financial news and pundits out there.The Hedgeye Investing Summit was designed to help you reclaim your financial sanity. It was designed to help you sober up and gain investing insights from 9 true market pros. It’s not to be missed.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 our product page. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page. Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
10/26/202355 minutes, 46 seconds
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Hedgeye Investing Summit | Jim Bianco, President of Bianco Research

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 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 twice a year by Hedgeye Founder and CEO Keith McCullough. Each discussion takes a deep dive into critical market and economic trends which will drive returns in the coming weeks and months. There are no commercials. There is no bullsh*t. It’s just straight up the middle, impactful and entertaining discussions which will make you a better investor.You’re not getting this level of quality insight anywhere else. Certainly not on CNBC, or any of the other fluff financial news and pundits out there.The Hedgeye Investing Summit was designed to help you reclaim your financial sanity. It was designed to help you sober up and gain investing insights from 9 true market pros. It’s not to be missed.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 our product page. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
10/25/202351 minutes, 50 seconds
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Hedgeye Investing Summit | Liz Ann Sonders, Chief Investment Strategist, Charles Schwab

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 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 twice a year by Hedgeye Founder and CEO Keith McCullough. Each discussion takes a deep dive into critical market and economic trends which will drive returns in the coming weeks and months. There are no commercials. There is no bullsh*t. It’s just straight up the middle, impactful and entertaining discussions which will make you a better investor.You’re not getting this level of quality insight anywhere else. Certainly not on CNBC, or any of the other fluff financial news and pundits out there.The Hedgeye Investing Summit was designed to help you reclaim your financial sanity. It was designed to help you sober up and gain investing insights from 9 true market pros. It’s not to be missed.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 our product page. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
10/24/202350 minutes, 59 seconds
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Weekly Notebook Review | Navigating Market Signals and Risks in Financial Investment Management | October 12, 2023

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 Treasury yields. Additionally, we discuss the intriguing dynamics between high-yield and risk-free debt, the risks of crowding in mega-cap tech stocks, and the factors affecting Treasury yields. Tune in to gain valuable insights and stay ahead in the ever-changing world of financial investments.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 our product page.
10/12/20231 hour, 39 minutes, 34 seconds
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Weekly Notebook Review | Growth↘️, Inflation↗️…stick with the Signal! | September 27, 2023

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.com for more great investing content.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 our product page.
9/27/202343 minutes, 19 seconds
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'Deep Dive' With Danielle DiMartino Booth and Lacy Hunt - Navigating Turbulent Markets

BOOM! Free 'All Access Week' Is HERE, featuring 8 high performance investing products FREE each day from 9/18 to 9/24A 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 now to arm your portfolio with crucial insights from Lacy Hunt. DiMartino Booth and Lacy will go over their strategies for navigating this turbulent market, and provide key insights to help investors moving forward. Visit Hedgeye.com for more great investing content.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 our product page.
9/22/202359 minutes, 33 seconds
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The Macro Show [FREE EDITION] | September 21, 2023

BOOM! 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.” - @KeithMcCulloughHere is the full, uncut edition of “The Macro Show” hosted this morning by our Founder/CEO @KeithMcCullough. This is valuable content. We’ve done this exactly zero times before. 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 is the antidote. We’re not for everyone, but we may be right for you.Visit Hedgeye.com for more great investing content.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 our product page.
9/21/202335 minutes, 16 seconds
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Weekly Notebook Review | Not Hyper Focused on FOMC…the Data Rules All! | September 21, 2023

BOOM! Free 'All Access Week' Is HERE, featuring 8 high performance investing products FREE each day from 9/18 to 9/24Each 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.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 our product page.
9/21/20231 hour, 1 minute, 24 seconds
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Ep.106 Real Conversations: Mike Taylor, Hedge Fund/Portfolio Manager at Pink Shares For The Cure

Fan-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 fund veteran who specializes in healthcare investing. He is also the portfolio manager of PINK, the first ETF committed to donating all net profits to the Susan G. Komen breast cancer organization. As a former virologist, you won’t want to miss his unique perspective on capital allocation in the healthcare asset class amid turbulent economic conditions.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly LookGet 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 our product page. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page. Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
9/19/20231 hour, 3 minutes, 40 seconds
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Weekly Notebook Review | Navigating the Stagflation Storm | September 6, 2023

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.com for more great investing content.The rules of investing have changed. Spiking volatility, surging inflation, and skyrocketing rates require smart risk management now more than ever. But how can you protect and grow your portfolio in this unpredictable market? In this episode, several respected financial advisors and investment managers reveal their hard-earned rules for managing risk today:• Position sizing is everything - Maximize gains by dynamically sizing into trades within defined risk ranges. Utilize bigger sizes when conditions are optimal.• Cash is a weapon - Allocate more funds to cash during uncertain times to mitigate potential drawdowns and capitalize on the next opportunity.• Watch debt like a hawk - Rising rates and high leverage pose major threats to the bond market and credit-sensitive sectors. Monitor credit risks early to prepare for potential turbulence.• Gold thrives in quad 3 -Low real rates and systemic risks make gold an effective inflation hedge and portfolio diversifier, especially in periods of slowing growth and high inflation.• Manage adaptively - Respond quickly to changing conditions, prepare for market surprises, and don’t ignore shorter-term opportunities for the sake of longer-term forecasts. Flexibility is key right now.These active risk management techniques could make the difference between average returns and exceptional gains in 2023 and beyond. Tune in to hear straight talk from seasoned investors on how to navigate today’s treacherous markets and come out on top.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 our product page. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page. Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page. Hedgeye's world-class investing research team is hitting the road! Join us on September 12, 2023 for Hedgeye Regional Las Vegas. Tickets are on sale now!
9/6/20231 hour, 29 minutes, 8 seconds
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Ep.105 Real Conversations: Tier 1 Alpha's co-founders Craig Peterson, David Pegler and Senior Executive Advisor Mike Green

If 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-founders Craig Peterson, David Pegler and Senior Executive Advisor Mike Green) are set to join Keith McCullough for a Real Conversation. Tune into this live webcast at 11:00am ET on Tuesday, September 5th to hear how emerging volatility might impact the markets going forward.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly LookGet 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 our product page. Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page. The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page. Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page. Hedgeye's world-class investing research team is hitting the road! Join us on September 12, 2023 for Hedgeye Regional Las Vegas. Tickets are on sale now!
9/5/20231 hour, 5 minutes, 6 seconds
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Weekly Notebook Review | Raising Some Cash $SPY $QQQ $IWM $USO $GLD $VIX | August 16, 2023

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.com for more great investing content.Hedgeye's world-class investing research team is hitting the road! Join us on September 12, 2023 for Hedgeye Regional Las Vegas. Tickets are on sale now!Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
8/17/20231 hour, 25 minutes, 51 seconds
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Weekly Notebook Review | Looking Past CPI $SPY $QQQ $USO $TLT $EEM | August 9, 2023

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.com for more great investing content.Hedgeye's world-class investing research team is hitting the road! Join us on September 12, 2023 for Hedgeye Regional Las Vegas. Tickets are on sale now!Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
8/10/20231 hour, 26 minutes, 19 seconds
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Weekly Notebook Review | Vol Up, USD Up, Rates Up $SPY $QQQ $USO $GLD | August 2, 2023

With 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 world-class investing research team is hitting the road! Join us on September 12, 2023 for Hedgeye Regional Las Vegas. Tickets are on sale now!Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
8/3/20231 hour, 53 minutes, 40 seconds
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Ep.104 Real Conversations: Alternative Investments with Anthony Zhang, Cormac Kinney & Artem Milinchuk

There'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 three companies thriving in industries most investors would consider outside the box: diamonds, wine and farmland.This complimentary hourlong conversation will include actionable insights from: Cormac Kinney: Founder & CEO of Diamond StandardAnthony Zhang: Co-Founder & CEO of VinovestArtem Milinchuk: Founder of FarmTogetherTake the next step in your "go-anywhere" investing education.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
8/1/20231 hour, 3 minutes, 22 seconds
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Weekly Notebook Review | July Inflation Re-Accelerating $SPY $QQQ $USO | July 27, 2023

With 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 events that jump out of their Notebooks.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
7/27/20232 hours, 28 minutes, 21 seconds
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The Pitch: 6 Hedgeye Analysts. 6 Stock Ideas. 60 Minutes. | July 26, 2023

During 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 positions to put on. Best of all, our analysts pitch their actual Best Ideas, breaking down their Long (or Short) calls in real-time. Here's the lineup for this edition:China analyst Felix WangHealth Care analyst Tom TobinFinancials analyst Josh SteinerREITs analyst Rob SimoneConsumer Staples analyst Daniel Biolsi Retail analyst Jeremy McLeanVisit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
7/26/202359 minutes, 26 seconds
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Ep.103 Real Conversations: Dan Rasmussen, Founder and CIO of Verdad Advisers

In 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 costs and multiple contraction could spell trouble for institutional investors' favorite asset class."This is a must-see macro webcast which will illuminate various risks and opportunities ahead for investors.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
7/18/20231 hour, 5 minutes, 19 seconds
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Weekly Notebook Review | Earnings Season Is Upon Us! $SPY $QQQ $USO $GLD | July 13, 2023

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.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
7/13/20231 hour, 1 minute, 21 seconds
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"Capitalizing on Japan" with David Salem & Andrew McDermott

Hedgeye'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 Hedgeye.com for more great investing content.WANT MORE FROM DAVID SALEM? STAY TUNEDHedgeye's new Capital Allocation product is in the works, with David Salem leading the charge. While hosting The Macro Show, Hedgeye's Managing Director of Capital Allocation gave a sneak peek at the actionable data/guidance he will provide subscribers later this year. Check out the following clips:Capital Allocation Pro: Private Market Research for the MassesThe Manic-Depressive Tendencies Of U.S. StocksReady to receive more insights like this when Capital Allocation goes live? Email [email protected] to sign up.
7/11/20231 hour, 2 minutes, 47 seconds
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Weekly Notebook Review | June 21, 2023

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.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
7/5/20231 hour, 4 minutes, 52 seconds
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Weekly Notebook Review | June 27, 2023

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.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
7/5/20231 hour, 34 minutes, 35 seconds
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Ep.102 Real Conversations: Mike Green, Portfolio Manager at Simplify Asset Management

Join 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 – delta hedging dynamics, volatility-controlled rebalancing, and market cap distortions – have altered financial markets forever.Keith and Mike will discuss these dynamics and much more in this wide-ranging conversation about what comes next for financial markets. Buckle up and tune in. This conversation promises to be a wild ride.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
6/28/20231 hour, 5 minutes, 20 seconds
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The Macro Show [FULL FREE EPISODE] | June 22, 2023

*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 dayGet the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A.Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. More often than not, the show is hosted by Hedgeye CEO Keith McCullough. On the occasions that Keith isn’t hosting, another Hedgeye analyst fills the spot. Each broadcast brings you our real-time global macro market analysis, tracking trends in stocks, commodities, currencies and interest rates across the globe.
6/22/202336 minutes, 28 seconds
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The Macro Show | Dir. of Capital Allocation David Salem & Dir. of Research Daryl Jones | June 5, 2023

*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 dayOur Managing Director of Capital Allocation David Salem recently hosted The Macro Show. If you’re not already familiar with David, trust us when we tell you that despite his humble demeanor, he is an impressive market veteran who’s had a similarly impressive and successful career in finance spanning multiple decades.In addition to being the former founding CEO/CIO at TIFF, he was also a Partner at GMO where he and Jeremy Grantham worked very closely together. In other words, he’s seen a lot. Interesting fact—David was a subscriber and power user of Hedgeye before joining our team. We are thrilled he’s wearing the Hedgeye jersey now!Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A.Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. More often than not, the show is hosted by Hedgeye CEO Keith McCullough. On the occasions that Keith isn’t hosting, another Hedgeye analyst fills the spot. Each broadcast brings you our real-time global macro market analysis, tracking trends in stocks, commodities, currencies and interest rates across the globe.
6/13/202334 minutes, 42 seconds
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Weekly Notebook Review | Navigating the Seasons $SPY $QQQ $GLD $USD $TLT | June 7, 2023

We open our notebooks to touch on everything from Europe to commodities as we navigate into the summer months. $SPY $QQQ $GLD $USD $TLTVisit 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 @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
6/8/20231 hour, 29 minutes, 48 seconds
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Ep.101 Real Conversations: Mark Gordon, Co-Founder & Partner, Ascent Funds

In this new Real Conversation hosted by Keith McCullough, Mark Gordon, co-founder of Ascent Funds, will diagnose the issues within this current dynamic and propose a better path forward. Mark is an experienced energy investment professional with a career spanning 20+ years in senior positions. He launched Ascent Funds in 2015 to take advantage of the global energy cycle.This is a pivotal moment for global energy supply. Much of the world remains uninformed. Forward-thinking investors will not want to miss the insights Mark shares in this webcast.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
6/1/20231 hour, 4 minutes, 26 seconds
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Weekly Notebook Review | All Eyes on the US10/2YC & Quad 4! $SPY $QQQ | May 31, 2023

Biggest topic of interest on #WeeklyNotebookReview today revolved around UST Yields. Stick with the signal and, if its not clear cut, go hunt somewhere that's bullish/bearish trade + Trend. The decision is yours, as @thousandairefx reminded us!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.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
6/1/202357 minutes, 35 seconds
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Weekly Notebook Review | Portfolio Construction + Market Setup $SPY $QQQ | May 24, 2023

Featuring special guest Mike Taylor (@Mike_Taylor1972 on Twitter). We touch on how to effectively construct your personal portfolio, as well as, discussing the current market setup.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.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
5/31/20231 hour, 36 minutes, 7 seconds
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#HedgeyeNation: A Beginner's Guide | May 19, 2023

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.Tune in LIVE Fridays @11:30am ET exclusively on our subscriber-only message board, "The Arena."Check out our A Beginner's Guide To Hedgeye playlists on YouTube!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookThe Call @ HedgeyeSector Pro Products
5/19/202336 minutes, 10 seconds
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Weekly Notebook Review | Beware Sinkhole Developing $SPY $QQQ $IWM $XLY | May 17, 2023

Per usual, we reviewed the signals and setup across global macro. The US Dollar, volatility across assets as well as the Quad 4 economic data were all a core focus of discussion. We also touched on the recent ramp in US Equities as a great opportunity to add to core shorts like $XLY $XLI $XOP $XLE $XRT $XLF $XLRE.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.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
5/18/20231 hour, 25 minutes, 37 seconds
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#HedgeyeNation: A Beginner's Guide | May 12, 2023

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.Tune in LIVE Fridays @11:30am ET exclusively on our subscriber-only message board, "The Arena."Check out our A Beginner's Guide To Hedgeye playlists on YouTube!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookThe Call @ HedgeyeSector Pro Products
5/12/202326 minutes, 42 seconds
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Weekly Notebook Review | CPI is a Data Point…Let the Signal Guide You! | May 10, 2023

We discussed the process and the signals jumping off the page. A key topic is the consolidation of certain Risk Ranges across varying asset classes (Volatility, FI, FX, EQ, etc.) as well as new economic data that continues to update our @Hedgeye Nowcast model. Recession risk continues to rise throughout the rest of 2023.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.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
5/11/20231 hour, 15 minutes, 53 seconds
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Ep.100 Real Conversations: Hugh Hendry, Founder of Eclectica Macro

Join Hedgeye CEO Keith McCullough as he sits down live with Hugh Hendry, Founder of Eclectica Macro and former hedge fund manager for this very special investing conversation only on HedgeyeTV. During this 100th episode of Real Conversations (in front of an audience at Hedgeye Live), Hugh and Keith will provide a Macro reality check for investors as we progress deeper into a #Quad4 recession. Hugh is a true market pro, best known for his outspoken commentary leading up to the financial crisis of 2008, a year when his Eclectica Macro hedge fund achieved a 30+% positive return.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
5/5/20231 hour, 2 minutes, 41 seconds
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Hedgeye Investing Summit | Jim Bianco, President of Bianco Research

This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg.Watch the other 8 Hedgeye Investing Summit conversationsVisit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
5/2/202349 minutes, 54 seconds
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Hedgeye Investing Summit | David Salem, Director of Capital Allocation at Hedgeye

This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg.Watch the other 8 Hedgeye Investing Summit conversationsVisit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
5/1/202346 minutes, 59 seconds
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Hedgeye Investing Summit | Dr. Gio Valiante, Performance Coach and Psychologist

This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg.Watch the other 8 Hedgeye Investing Summit conversationsVisit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
4/28/20231 hour, 2 minutes, 50 seconds
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Hedgeye Investing Summit | Liz Ann Sonders, Chief Investment Strategist at Charles Schwab

This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg.Watch the other 8 Hedgeye Investing Summit conversationsVisit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
4/27/202350 minutes, 46 seconds
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Hedgeye Investing Summit | Ben Hunt, Co-Founder and CIO of Epsilon Theory

This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg.Watch the other 8 Hedgeye Investing Summit conversationsVisit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
4/26/20231 hour, 4 minutes, 1 second
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Hedgeye Investing Summit | Ayesha Tariq, Co-Founder of Traderade

This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg.Watch the other 8 Hedgeye Investing Summit conversationsVisit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
4/25/202345 minutes, 47 seconds
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Hedgeye Investing Summit | David Rosenberg, Founder and President of Rosenberg Research & Associates

This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg.Watch the other 8 Hedgeye Investing Summit conversationsVisit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
4/20/202358 minutes, 21 seconds
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Hedgeye Investing Summit | Lyn Alden, Founder of Lyn Alden Investment Strategy

This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg.Watch the other 8 Hedgeye Investing Summit conversationsVisit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
4/19/202349 minutes, 44 seconds
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Hedgeye Investing Summit | Steph Pomboy, Founder of MacroMavens

This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg.Watch the other 8 Hedgeye Investing Summit conversations Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
4/18/202348 minutes, 30 seconds
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#HedgeyeNation: A Beginner's Guide | April 14, 2023

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.Tune in LIVE Fridays @11:30am ET exclusively on our subscriber-only message board, "The Arena."Check out our A Beginner's Guide To Hedgeye playlists on YouTube!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookThe Call @ HedgeyeSector Pro Products
4/14/202338 minutes, 46 seconds
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Weekly Notebook Review | Fade the Macro Tourists and Chart Chasers (feat. Healthcare Sector Head Tom Tobin) | April 12, 2023

Reviewed the market reaction to #CPI and the signal/setup across major Global Assets. Healthcare Sector Head, Tom Tobin (@HedgeyeHC) dropped by as well and discussed his Quad Factor Scores. It’s how we translate Quad 4 to a concentrated list of high probability shorts and longs inside the Healthcare sector. $SPY $QQQ $GLD $TLT $UUP $FXE $VIX $USO $FXIVisit 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 @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
4/13/20231 hour, 52 minutes, 21 seconds
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Weekly Notebook Review | Get Short & Get Paid $QQQ $XLK $XLY $SPY $USO | April 5, 2023

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.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
4/6/20231 hour, 30 minutes, 58 seconds
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The Mother of All Bubbles is Popping [PART 2]: Bank Failures, Contagion Risk & Coming Credit Event

In this part 2 of our "Mother of All Bubbles" webcast series, historian, author and dean of the Darden School of Business Robert Bruner is joined by Financials analyst Josh Steiner and Director of Capital Allocation David Salem.Bruner, Steiner and Salem will discuss Bruner's acclaimed 2007 book, The Panic of 1907: Lessons Learned from the Market's Perfect Storm and learn what other bank crises can tell us about what comes next. Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
4/3/20231 hour, 5 minutes, 1 second
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WNR Bonus Episode | Hedgeye + Friends w/The Muni Guy (Brian Nurick) | March 30, 2023

If you like learning about different investment vehicles and structuring a portfolio for success, this Hedgeye + Friends session is for you!! Director of Subscriber Development, @HedgeyeRJM, had the pleasure of speaking with Brian Nurick, @bgnurick. Brian is known as "The Muni Guy" and now forever known as “The Muni King” after this phenomenal conversation with Robert and #HedgeyeNation.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. Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
4/1/20231 hour, 21 minutes, 4 seconds
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A Beginner's Guide: A Continuing Education of the Hedgeye Process | March 31, 2023

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. Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSector Pro ProductsRisk RangesEarly Look
3/31/202334 minutes, 16 seconds
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Weekly Notebook Review | Fade The FOMO get Long Gold China and Duration! | March 29, 2023

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. Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowRisk RangesEarly Look
3/30/20232 hours, 1 minute, 43 seconds
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The Pitch: 6 Hedgeye Analysts. 6 Stock Ideas. 60 Minutes.

Visit Hedgeye.com for more great investing content.During 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.Here's the lineup from this edition (3/28/2023):Retail analyst Brian McGoughGaming, Lodging & Leisure analyst Todd JordanRestaurants analyst Howard PenneyCommunications analyst Andrew FreedmanHealth Care analyst Tom TobinConsumer Staples analyst Daniel Biolsi Interested in our analysts' research?CHECK OUT OUR ENTIRE SUITE OF SECTOR PRO PRODUCTS.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro Show
3/30/20231 hour, 1 minute, 52 seconds
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The Call @ Hedgeye: Bonus Content | Keith McCullough & Josh Steiner

Visit Hedgeye.com for more great investing content.Some of the best long-short portfolio managers in Financials didn’t see issues inside the banking sector before the crisis.A generalist portfolio manager told CEO Keith McCullough that four of the best Financials portfolio managers he knows all missed the bank collapse entirely. Macro/Financials analyst Josh Steiner heard a similar story from a friend.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowRisk RangesEarly Look
3/29/202312 minutes, 32 seconds
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A Beginner's Guide: A Continuing Education of the Hedgeye Process | March 24, 2023

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. 
3/24/202344 minutes, 27 seconds
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The Mother of All Bubbles is Popping: Bank Failures, Contagion Risk & Coming Credit Event

Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookJoin Keith McCullough (CEO), Daryl Jones (Director of Research), Josh Steiner (Macro/Financials) and David Salem (Capital Allocation) for a webcast discussing recent bank failures, contagion risk and the upcoming credit event.
3/23/202359 minutes, 39 seconds
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Inside The Process with Keith McCullough & Robert McGroarty

Visit Hedgeye.com for more great investing content.Director of Subscriber Development Robert McGroarty interviewed Hedgeye CEO Keith McCullough on Tuesday, December 20 at 11am ET. Keith and Robert discussed best practices for implementing the Hedgeye risk management process and shared perspective on the thought process behind building the Hedgeye risk management process for the last fifteen years. 
3/20/202346 minutes, 12 seconds
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A Beginner's Guide: A Continuing Education of the Hedgeye Process | March 17, 2023

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. 
3/19/202346 minutes, 25 seconds
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Weekly Notebook Review | #Quad4 keeps rolling! $VIX $QQQ $SPY $IWM $KRE | March 15, 2023

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. 
3/16/20231 hour, 33 minutes, 52 seconds
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WNR Bonus Episode | Hedgeye + Friends w/Mike Taylor: Credit Risks Cracking the Surface | March 13, 2023

Mike Taylor (@Mike_Taylor1972) reviewed with Robert McGroarty (@hedgeyeRJM) what’s going on within the current global market landscape, specifically what's starting to crack in credit along with the rest of global macro.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. 
3/14/20232 hours, 18 minutes, 15 seconds
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Weekly Notebook Review | Quad 4 = Not Dead! $SPY $QQQ $DXY $TLT $VIX | March 8, 2023

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. 
3/9/20231 hour, 54 minutes, 50 seconds
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WNR Bonus Episode | Hedgeye + Friends w/Dr. Andrew Menaker: Self Growth = Market Edge | March 2, 2023

Visit Hedgeye.com for more great investing content.I’m stoked to host a new conversation feat. Dr. @Andrew_Menaker! We discussed ways to better understand your own, personal #InnerMarket and translate that #SelfGrowth into real #MarketEdge. Make sure to stick around to the end when Andrew reviews the need to assess #IdentityGoals in addition to #OutcomeGoals to better align one's portfolio/risk management w/clients and/or yourself.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. 
3/3/20231 hour, 10 minutes, 36 seconds
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Ep. 99 Real Conversations: Chris Whalen, Chairman, Whalen Global Advisors

Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookJoin Hedgeye CEO Keith McCullough for a new Real Conversation with banker and author Christopher Whalen.Chris is a thought leader in the analysis of monetary policy, banks and housing. He believes the FOMC arguably lost control of monetary policy and has placed America's banks in grave risk. As Chris wrote in a recent post, "As the US economy heads into the worst period of credit loss since 2008, the primary victims will be lower income Americans, the core constituents of the Democratic Party."Buckle up and tune in. This conversation promises to be a wild ride.
3/2/20231 hour, 5 minutes, 11 seconds
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WNR Bonus Episode | Hedgeye + Friends w/Mike Taylor: QT vs QE

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. Originally aired on February 2, 2023
3/2/20231 hour, 4 minutes, 17 seconds
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Weekly Notebook Review | Global Quad 4 ex-China $SPY $QQQ $CRB $FXI $DXY $TLT $VIX $MOVE | March 1, 2023

Some great data driven signaling chatter that morphed into a bit of Global Bond narratives which we brought back home to focusing on the numbers/building out your process.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. 
3/2/20231 hour, 42 minutes, 5 seconds
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Ep. 98 Real Conversations: David Dorr, Co-Founder, Dorr Asset Management

Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookJoin Hedgeye CEO Keith McCullough for a conversation with David Dorr (co-founder and managing principal of Dorr Asset Management) in this Real Conversation. David and Keith will discuss the Macro landscape with a particular focus on David's unique insights on the crypto space
3/1/20231 hour, 1 minute, 29 seconds
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Ep. 97 Real Conversations: Diego Parrilla, Portfolio Manager, Quadriga Asset Managers

Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookJoin Hedgeye CEO Keith McCullough and Diego Parrilla, best-selling author and portfolio manager at Quadriga Asset Managers, in this pro-to-pro investing discussion about the current market environment.
2/28/20231 hour, 2 minutes, 33 seconds
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Weekly Notebook Review | All Access Week Edition! $SPY $QQQ $VIX $DXY | February 22, 2023

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. 
2/23/20231 hour, 23 minutes, 17 seconds
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Weekly Notebook Review | CPI, GDP, $USD, $SPX, $QQQ, $UST, $VIX #LFG | February 15, 2023

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. 
2/16/20231 hour, 44 minutes, 35 seconds
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Weekly Notebook Review | Yield Curve, $MOVE, $USD & $VIX, $SPX 0dte | February 8, 2023

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. 
2/9/20232 hours, 11 minutes, 34 seconds
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Weekly Notebook Review | Post FOMC…Reviewing the Signals! $SPY $QQQ | February 1, 2023

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. 
2/2/20231 hour, 33 minutes, 17 seconds
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Weekly Notebook Review | $SPY $QQQ $IWM $FEZ $HYG Near TRR - #Quad4 | January 18, 2023

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. 
1/19/20231 hour, 55 minutes, 12 seconds
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Cohodes & McGough: Short the Hell Out of $HELE

Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookIf you tuned in for his appearance on the Hedgeye Investing Summit, you know that legendary short-seller Marc Cohodes takes no prisoners and suffers no fools when he speaks.Tune in for this can't-miss webcast where Cohodes will be joined by Hedgeye Retail analysts Brian McGough and Jeremy McLean. On this webcast, McGough and Cohodes will lay out the short case on consumer goods maker Helen of Troy (HELE).
1/18/202341 minutes, 41 seconds
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Weekly Notebook Review | Sell Gamma Squeezes | January 10, 2023

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. 
1/11/20231 hour, 25 minutes, 44 seconds
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Ep 96 Real Conversations: Mike Taylor, Portfolio Manager, Critical Mass Partners

Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookHedgeye CEO Keith McCullough was joined by outspoken hedge fund manager Mike Taylor (and PM of Pink Shares For The Cure) this week in this must-see Real Conversation. Mike and Keith discussed longs, shorts, fraud-spotting and the evolving Macro outlook over the next six to twelve months.
1/6/20231 hour, 4 minutes, 45 seconds
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Weekly Notebook Review | Similar Signals to Start 2023 | Jan. 4, 2023

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. 
1/6/20231 hour, 29 minutes, 36 seconds
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Unscripted Equity Curiosity Season 2 Finale! Biggest Risks For Software in 2023 + Some Lingering Takeaways from the Taiwan Expert Call

For More Hedgeye Products Click Below:Hedgeye.com: CLICK HERE Technology Pro: CLICK HEREComms Pro: CLICK HERE China Pro: CLICK HERE 
12/24/202230 minutes, 7 seconds
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Ep 95 Real Conversations: David Salem, Research Partner, Sparkline Capital

Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookJoin Keith McCullough in this conversation with asset management veteran David Salem. If you're looking for timeless investment wisdom from two Wall Street veterans, this is the conversation for you. David managed over $8 billion as founding president and CIO of The Investment Fund for Foundations (TIFF) until 2010. Prior to TIFF's founding, David was a partner at the global investment advisory firm GMO, working closely with GMO co-founder Jeremy Grantham on the design and execution of investment solutions for large tax-exempt funds.
12/19/20221 hour, 10 minutes, 34 seconds
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Ep 94 Real Conversations: Jim Rickards, Author, "Sold Out: How Broken Supply Chains, Surging Inflation, and Political Instability Will Sink the Global Economy"

Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookJoin Hedgeye CEO Keith McCullough and iconoclastic provocateur and bestselling author Jim Rickards for this special investing discussionThey will discuss Jim's new book, "Sold Out: How Broken Supply Chains, Surging Inflation, and Political Instability Will Sink the Global Economy." Jim and Keith will also discuss broader market and economic dynamics, portfolio positioning and actionable investment ideas.
12/19/20221 hour, 15 minutes, 7 seconds
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The Outlook: McCullough & Steiner On Peak Cycle Inflation's Calculus

Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookIn this special investing webcast, Keith McCullough and Josh Steiner explain why we believe inflation has peaked but will remain high and sticky. Keith and Josh will discuss the underlying economic data as well as the asset allocations best-suited to take advantage in your portfolio.
12/19/202250 minutes, 57 seconds
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Blowup Ahead? WTF Is Happening At Blackstone REIT

Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookJoin REITs analyst Rob Simone in this conversation with Phil Bak (CEO) and David Auerbach (Managing Director) of Armada ETF Advisors. Bak said recently that a blow-up in the private REIT space could be just as impactful to the markets as the FTX meltdown was to cryptocurrency.
12/19/202255 minutes, 18 seconds
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Brightside Capital Interviews Keith McCullough: "This Is Fall of the Roman Empire Sh*t"

Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookThe roles are reversed in this special replay of Brightside Capital's interview with Hedgeye CEO Keith McCullough.No punches were pulled during this conversation between Brightside Capital Founder Alex Pezzoli and Hedgeye CEO Keith McCullough. Keith discusses our Macro process, the complexity of markets, as well as massive conflicts of interest embedded across Wall Street and MSM.The interview kicks off with a bang. Alex asks about the FTX debacle, Sam Bankman-Fried's recent NYTimes interview with Andrew Ross Sorkin 
12/19/202241 minutes, 38 seconds
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The Outlook: McCullough On U.S. #ProfitRecession

Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookIn this special investing webcast, Keith McCullough explains why we believe a profit recession is coming for Corporate America. Keith will discuss the underlying economic data as well as the asset allocations best-suited to take advantage in your portfolio.
12/19/202245 minutes, 33 seconds
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Unscripted Equity Curiosity S2EP23: How Taking A 12-Month View of TMT Changes Things, Plus A China Bull In A Hedgeye Bear Shop

For More Hedgeye Products Click Below:Hedgeye.com: CLICK HERE Technology Pro: CLICK HEREComms Pro: CLICK HERE China Pro: CLICK HERE 
12/10/202235 minutes, 54 seconds
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Weekly Notebook Review | Fade Your Feelings & Execute! | 12.7.2022

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. 
12/9/20221 hour, 23 minutes, 17 seconds
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Unscripted Equity Curiosity S2EP22: $DIS The Return Of Iger, & Freebird Magic

For More Hedgeye Products Click Below:Hedgeye.com: CLICK HERE Technology Pro: CLICK HEREComms Pro: CLICK HERE China Pro: CLICK HERE 
11/26/202240 minutes, 15 seconds
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Weekly Notebook Review | Managing Particular Pivots in Signals | 11.23.2022

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. 
11/23/20221 hour, 38 minutes, 12 seconds
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Weekly Notebook Review | Global Quad 4's Loom! | 11.16.2022

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. 
11/22/20221 hour, 41 minutes, 4 seconds
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Ep 92 Real Conversations: Marc Cohodes, Veteran Short-Seller (FTX Collapse Special)

Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly Look*This Real Conversation originally aired live on Hedgeye.com on Nov. 14, 2022*FTX JUST COLLAPSED IN SPECTACULAR FASHION. WATCH THIS FOLLOW UP CONVERSATION WITH THE GUY WHO CALLED IT.Veteran shortseller Marc Cohodes joins Hedgeye CEO Keith McCullough for a Real Conversation
11/17/202235 minutes, 40 seconds
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Ep 93 Real Conversations: David Greely, Chief Economist, Abaxx Technologies

Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly Look*This Real Conversation originally aired live on Hedgeye.com on Nov. 15, 2022*We're hosting a new Real Conversation between two of Wall Street's most formidable macro minds—Hedgeye Founder & CEO Keith McCullough welcomes David Greely, Chief Economist at Abaxx Technologies (former Portfolio Strategist at Bridgewater and Chief Commodities Strategist and Head of Energy Research at Goldman Sachs) 
11/17/20221 hour, 1 minute, 48 seconds
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The Outlook: Keith McCullough On Global #Quad4 Recession

Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookIn this special investing webcast, Keith McCullough explains why we believe growth is slowing around the world. Keith will discuss the underlying economic data as well as the asset allocations best-suited to take advantage in your portfolio.
11/8/202247 minutes, 23 seconds
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Hedgeye Investing Summit IX: Danielle DiMartino Booth, CEO & Chief Strategist, Quill Intelligence

Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookThis is an exclusive "Hedgeye Investing Summit" interview between Danielle DiMartino Booth, CEO & Chief Strategist of Quill Intelligence, and Hedgeye CEO Keith McCullough.
11/4/20221 hour
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Weekly Notebook Review | The Fed Is Just A Data Point! | 11.2.2022

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. 
11/4/20221 hour, 27 minutes, 29 seconds
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Weekly Notebook Review | Hosted by Robert McGroarty | Featuring Keith McCullough | 10.19.2022

Visit Hedgeye.com for more great investing content.Welcome to Hedgeye's newest show!Each week, Hedgeye’s Robert McGroarty hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. This week, we had a very special guest - Hedgeye’s CEO, Keith McCullough!! The conversation dove deep into several great subjects including: 1)     In depth discussion of Global Macro assets with the best signal strength2)     Keith McCullough reviews his Top 10 Shorts 3)     Investing within a volatility complex that remains elevated and trending higher4)     Sticking with “One’s” processThe #WeeklyNotebookReview is hosted live on Twitter Spaces each Wednesday and open to all interested in learning a better way to invest – the Hedgeye way. See you next week!
11/4/20221 hour, 36 minutes, 21 seconds
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Weekly Notebook Review | Patience, Process & Short $QQQ! | 10.26.2022

Visit Hedgeye.com for more great investing content.Welcome to Hedgeye's newest show!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. This week, the conversation dove deep into several great subjects including: 1)     Sticking with the #Process, staying calm & executing at the fringes of the Risk Ranges2)     Adjusting on the fly as Price, Volume and Volatility impact the #VASP signal3)     An update on the Muni Bond market as well as a discussion around the longer-term impact of consecutive Quad 4s on the High Yield Credit market4)     The impact of elevated volatility within the FX & Fixed Income market as well as the inverse correlation of the $SPX + $CRB to the $USD The #WeeklyNotebookReview is hosted live each Wednesday and open to all interested in learning a better way to invest - the Hedgeye way.  See you next week!
11/4/20222 hours, 1 minute, 19 seconds
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Hedgeye Investing Summit IX: Liz Ann Sonders, Chief Investment Strategist, Charles Schwab

Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookThis is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, and Hedgeye CEO Keith McCullough.
10/31/202251 minutes, 33 seconds
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Hedgeye Investing Summit IX: Marc Cohodes, Veteran Short-Seller

Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookThis is an exclusive "Hedgeye Investing Summit" interview between veteran short-seller Marc Cohodes and Hedgeye CEO Keith McCullough.
10/31/20221 hour, 4 minutes, 29 seconds
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Hedgeye Investing Summit IX: Hugh Hendry, Founder, Eclectica Macro

Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookThis is an exclusive "Hedgeye Investing Summit" interview between Hugh Hendry, Founder of Eclectica Macro, and Hedgeye CEO Keith McCullough.
10/28/202251 minutes, 37 seconds
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Hedgeye Investing Summit IX: Michael Green, Portfolio Manager, Simplify Asset Management

Visit Hedgeye.com for more great investing content!Subscribe to other Hedgeye Products Here:The Macro ShowRisk RangesEarly LookThis is an exclusive "Hedgeye Investing Summit" interview between Michael Green, Portfolio Manager at Simplify Asset Management, and Hedgeye CEO Keith McCullough.
10/28/202251 minutes, 56 seconds
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Weekly Notebook Review | Patience, Process & Short $QQQ! | 10.26.2022

Visit Hedgeye.com for more great investing content.Welcome to Hedgeye's newest show!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. This week, the conversation dove deep into several great subjects including: 1)     Sticking with the #Process, staying calm & executing at the fringes of the Risk Ranges2)     Adjusting on the fly as Price, Volume and Volatility impact the #VASP signal3)     An update on the Muni Bond market as well as a discussion around the longer-term impact of consecutive Quad 4s on the High Yield Credit market4)     The impact of elevated volatility within the FX & Fixed Income market as well as the inverse correlation of the $SPX + $CRB to the $USD The #WeeklyNotebookReview is hosted live each Wednesday and open to all interested in learning a better way to invest - the Hedgeye way.  See you next week!
10/27/20222 hours, 1 minute, 19 seconds
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Weekly Notebook Review | Hosted by Robert McGroarty | Featuring Keith McCullough | 10.19.2022

Visit Hedgeye.com for more great investing content.Welcome to Hedgeye's newest show!Each week, Hedgeye’s Robert McGroarty hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks. This week, we had a very special guest - Hedgeye’s CEO, Keith McCullough!! The conversation dove deep into several great subjects including: 1)     In depth discussion of Global Macro assets with the best signal strength2)     Keith McCullough reviews his Top 10 Shorts 3)     Investing within a volatility complex that remains elevated and trending higher4)     Sticking with “One’s” processThe #WeeklyNotebookReview is hosted live on Twitter Spaces each Wednesday and open to all interested in learning a better way to invest – the Hedgeye way. See you next week!
10/21/20221 hour, 36 minutes, 21 seconds
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Ep 91 Real Conversation: Michael Taylor, Portfolio Manager, PINK Shares for the Cure

**This Real Conversation originally aired live on Hedgeye.com on September 8, 2022**Outspoken hedge fund manager Mike Taylor joined forces with Hedgeye CEO Keith McCullough for a new Real Conversation this week. No punches were pulled between these two market veterans during their deep-dive discussion filled with actionable investing ideas and insight.Watch Real Conversations LIVE and get other great video investing content here
9/21/20221 hour, 8 minutes, 50 seconds
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Part2 of Unscripted's interview of Hedgeye's JVS: Warning strong views of TSLA, EVs, + M&A, expressed herein. Only appropriate for those who can handle awesomeness.

For More Hedgeye Products Click Below:Hedgeye.com: CLICK HERE Technology Pro: CLICK HEREComms Pro: CLICK HERE China Pro: CLICK HERE 
5/21/202236 minutes, 7 seconds
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Hedgeye Investing Summit VIII: Pippa Malmgren, Economist & Tech Entrepreneur

*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 13, 2022*This is an exclusive "Hedgeye Investing Summit" interview between Pippa Malmgren, Economist & Tech Entrepreneur, and Hedgeye CEO Keith McCullough.To watch other "Hedgeye Investing Summit" interviews, click here.Watch Real Conversations LIVE and get other great video investing content here
5/7/202255 minutes, 3 seconds
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Hedgeye Investing Summit VIII: Jim Bianco, President, Bianco Research

*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 13, 2022*This is an exclusive "Hedgeye Investing Summit" interview between Jim Bianco, President of Bianco Research, and Hedgeye CEO Keith McCullough.To watch other "Hedgeye Investing Summit" interviews, click here.Watch Real Conversations LIVE and get other great video investing content here
5/6/202252 minutes, 9 seconds
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Hedgeye Investing Summit VIII: Carson Block, Founder, Muddy Waters Research

*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 13, 2022*This is an exclusive "Hedgeye Investing Summit" interview between Carson Block, Founder of Muddy Waters Research, and Hedgeye CEO Keith McCullough.To watch other "Hedgeye Investing Summit" interviews, click here.Watch Real Conversations LIVE and get other great video investing content here
5/5/202252 minutes, 10 seconds
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Hedgeye Investing Summit VIII: Buddy Carter, Former Proprietary Trader, Goldman Sachs

*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 12, 2022*This is an exclusive "Hedgeye Investing Summit" interview between Buddy Carter, Private Investor & Former Proprietary Trader (Goldman Sachs), and Hedgeye CEO Keith McCullough.To watch other "Hedgeye Investing Summit" interviews, click here.Watch Real Conversations LIVE and get other great video investing content here
5/4/202252 minutes, 41 seconds
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Hedgeye Investing Summit VIII: Jim Chanos, Founder, Kynikos Associates

*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 12, 2022*This is an exclusive "Hedgeye Investing Summit" interview between Jim Chanos, Founder of Kynikos Associates, and Hedgeye CEO Keith McCullough.To watch other "Hedgeye Investing Summit" interviews, click here.Watch Real Conversations LIVE and get other great video investing content here
5/3/202254 minutes, 20 seconds
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Hedgeye Investing Summit VIII: Danielle DiMartino Booth, CEO & Chief Strategist, Quill Intelligence

*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 12, 2022*This is an exclusive "Hedgeye Investing Summit" interview between Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, and Hedgeye CEO Keith McCullough.To watch other "Hedgeye Investing Summit" interviews, click here.Watch Real Conversations LIVE and get other great video investing content here
5/2/202250 minutes, 42 seconds
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Hedgeye Investing Summit VIII: Michael Taylor, Portfolio Manager, PINK Shares for the Cure

*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 11, 2022*This is an exclusive "Hedgeye Investing Summit" interview between Michael Taylor, Hedge Fund Manager & PM of Pink Shares For The Cure, and Hedgeye CEO Keith McCullough.To watch other "Hedgeye Investing Summit" interviews, click here.Watch Real Conversations LIVE and get other great video investing content here
4/30/202255 minutes, 25 seconds
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Hedgeye Investing Summit VIII: Kyle Bass, Founder & CIO, Hayman Capital

*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 11, 2022*This is an exclusive "Hedgeye Investing Summit" interview between Kyle Bass, Founder & Chief Investment Officer of Hayman Capital, and Hedgeye CEO Keith McCullough.To watch other "Hedgeye Investing Summit" interviews, click here.Watch Real Conversations LIVE and get other great video investing content here
4/29/202252 minutes, 35 seconds
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Hedgeye Investing Summit VIII: Michael Green, Portfolio Manager, Simplify Asset Management

*This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 11, 2022*This is an exclusive "Hedgeye Investing Summit" interview between Michael Green, Portfolio Manager at Simplify Asset Management, and Hedgeye CEO Keith McCullough.To watch other "Hedgeye Investing Summit" interviews, click here.Watch Real Conversations LIVE and get other great video investing content here
4/28/202251 minutes, 31 seconds
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Ep 90 Real Conversations: James Davolos, Portfolio Manager, Horizon Kinetics

*This Real Conversation originally aired as a webcast live on Hedgeye.com on February 10, 2022*We hosted a new Real Conversation between two of Wall Street's best macro minds; Hedgeye Founder & CEO Keith McCullough and James Davolos, Portfolio Manager of the Horizon Kinetics Inflation Beneficiaries ETF (INFL). Their conversation was LIVE on HedgeyeTV on Thursday, February 10, 2022You can either listen to "intellectual" inflation debates on Mainstream Financial Media, or you can learn from two pros on where inflation is headed based on the data, and how to risk manage your portfolio with proper (and actionable) investment strategies.They'll discuss how Fed policy and inflation base effects will converge in a deep #Quad4 in Q2 of 2022, whether inflation will stay sticky-high for longer than expected or roll over hard, how to invest in a variety of inflationary outcomes, and more.Watch Real Conversations LIVE and get other great video investing content here
2/10/202259 minutes, 19 seconds
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Ep 89 Real Conversations: C.J. Wilson, Former MLB Pitcher & Entrepreneuer

*This Real Conversation originally aired as a video webcast on Hedgeye.com on January 26, 2022*HedgeyeTV is beyond excited to bring you one of our most eclectic and unique Real Conversation guests yet: former MLB All-Star Pitcher, professional (championship) racing team owner and driver himself, entrepreneur and Bitcoin investor (and Hedgeye Subscriber!) C.J. Wilson. Watch Real Conversations LIVE and get other great video investing content here
2/1/20221 hour, 1 minute, 44 seconds
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The Macro Show [FREE Podcast Edition] | January 27, 2022

*This is an audio-only version of The Macro Show that was broadcast on Hedgeye.com on January 27, 2022*Click this link to get access to the Macro Show every dayGet the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A.Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. More often than not, the show is hosted by Hedgeye CEO Keith McCullough. On the occasions that Keith isn’t hosting, another Hedgeye analyst fills the spot. Each broadcast brings you our real-time global macro market analysis, tracking trends in stocks, commodities, currencies and interest rates across the globe.
2/1/202231 minutes, 28 seconds
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The Call @ Hedgeye [FREE Podcast Edition] - January 27, 2022

*This is an audio-only version of our daily live video webcast of The Call @ Hedgeye, as broadcast on January 27, 2022*We are pulling back the curtain on our morning research conference call. Get deep-dive investing analysis, our favorite stock ideas and CEO Keith McCullough’s macro overlay with The Call @ Hedgeye.Get access to The Call @ Hedgeye every weekday morning at 7:45am ET
2/1/20221 hour, 1 minute, 8 seconds
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The Macro Show [FREE Podcast Edition] | January 11, 2022

Get access to the Macro Show every day: https://info.hedgeye.com/l/764243/2021-02-26/dcysv1Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A.Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. More often than not, the show is hosted by Hedgeye CEO Keith McCullough. On the occasions that Keith isn’t hosting, another Hedgeye analyst fills the spot. Each broadcast brings you our real-time global macro market analysis, tracking trends in stocks, commodities, currencies and interest rates across the globe.
1/11/202231 minutes, 54 seconds
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Ep 88 Real Conversations: gmoney, NFT Expert & Metaverse Thoughtleader

*This Real Conversation originally aired as a video webcast on Hedgeye.com on Dec. 10, 2021*Join Hedgeye CEO Keith McCullough & Retail analyst Jeremy McLean and Metaverse thought leader, gmoney, for a special discussion NFT's.Watch Real Conversations LIVE and get other great video investing content here
12/17/20211 hour, 1 minute, 29 seconds
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Ep 87 Real Conversations: Raoul Pal, Founder, Real Vision

*This Real Conversation originally aired as a video webcast on Hedgeye.com on Nov. 18, 2021*Real Vision co-founder Raoul Pal joins Keith McCullough to discuss where the Macro environment may be heading as the market and economic data evolves. In particular, Keith digs into Raoul's investment process in crypto.Watch Real Conversations LIVE and get other great video investing content here
11/19/20211 hour, 5 minutes, 53 seconds
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Ep 86 Real Conversations: Jeff Booth, Author, "Price of Tomorrow"

*This Real Conversation originally aired as a video webcast on Hedgeye.com on Nov. 8, 2021*Jeff Booth, Entrepreneur/Tech Leader/Author of "The Price Of Tomorrow" joins Hedgeye Founder & CEO Keith McCullough to discuss crypto, the inevitable rise of Bitcoin, and the role it may play as the global status of the U.S. Dollar faces headwinds.Watch Real Conversations LIVE and get other great video investing content here
11/12/202158 minutes, 45 seconds
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Hedgeye Investing Summit VII: Ben Hunt, CIO, Epsilon Theory

This is an exclusive "Hedgeye Investing Summit" interview between Ben Hunt, Founder of Second Foundation Partners & lead author of the Epsilon Theory blog, and Hedgeye CEO Keith McCullough.***This content aired as a video webcast live on Monday, October 4, 2021***Want access to our 8 other webcast in this series? Click HERE to get free access:Register for our new Simulated Trading Tournament HedgEye On The Prize for the chance to win cash prizes and Hedgeye product subscriptions!
10/28/202147 minutes, 26 seconds
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Hedgeye Investing Summit VII: Grant Williams, Founder, Things That Make You Go Hmmm...

This is an exclusive "Hedgeye Investing Summit" interview between Grant Williams, Founder of Things That Make You Go Hmmm... and Hedgeye CEO Keith McCullough.***This content aired as a video webcast live on Tuesday, October 5, 2021***Want access to our 8 other webcast in this series? Click HERE to get free access:Register for our new Simulated Trading Tournament HedgEye On The Prize for the chance to win cash prizes and Hedgeye product subscriptions!
10/28/202146 minutes, 31 seconds
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Hedgeye Investing Summit VII: Joe Calhoun, Founder & CEO, Alhambra Investments

This is an exclusive "Hedgeye Investing Summit" interview between Joe Calhoun, Founder & CEO of Alhambra Investments, and Hedgeye CEO Keith McCullough.***This content aired as a video webcast live on Wednesday, October 6, 2021***Want access to our 8 other webcast in this series? Click HERE to get free access:Register for our new Simulated Trading Tournament HedgEye On The Prize for the chance to win cash prizes and Hedgeye product subscriptions!
10/28/202148 minutes, 23 seconds
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Hedgeye Investing Summit VII: Josh Crumb, Founder, Abaxx Tech

This is an exclusive "Hedgeye Investing Summit" interview between Josh Crumb, Founder of Abaxx Tech, and Hedgeye CEO Keith McCullough.***This content aired as a video webcast live on Wednesday, October 6, 2021***Want access to our 8 other webcast in this series? Click HERE to get free access:Register for our new Simulated Trading Tournament HedgEye On The Prize for the chance to win cash prizes and Hedgeye product subscriptions!
10/28/202147 minutes, 12 seconds
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Hedgeye Investing Summit VII: Jurrien Timmer, Director of Global Macro, Fidelity

This is an exclusive "Hedgeye Investing Summit" interview between Jurrien Timmer, Director of Global Macro at Fidelity, and Hedgeye CEO Keith McCullough.***This content aired as a video webcast live on Tuesday, October 5, 2021***Want access to our 8 other webcast in this series? Click HERE to get free access:Register for our new Simulated Trading Tournament HedgEye On The Prize for the chance to win cash prizes and Hedgeye product subscriptions!
10/19/202148 minutes, 9 seconds
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Hedgeye Investing Summit VII: Diego Parrilla, Portfolio Manager, Quadriga

This is an exclusive "Hedgeye Investing Summit" interview between Diego Parrilla, Portfolio Manager at Quadriga, and Hedgeye CEO Keith McCullough.***This content aired as a video webcast live on Wednesday, October 5, 2021***Want access to our 8 other webcast in this series? Click HERE to get free access:Register for our new Simulated Trading Tournament HedgEye On The Prize for the chance to win cash prizes and Hedgeye product subscriptions!
10/18/202147 minutes, 33 seconds
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Hedgeye Investing Summit VII: Kyle Bass, Founder & Chief Investment Officer, Hayman Capital

This is an exclusive "Hedgeye Investing Summit" interview between Kyle Bass, Founder & Chief Investment Officer of Hayman Capital, and Hedgeye CEO Keith McCullough.***This content aired as a video webcast live on Wednesday, October 6, 2021***Want access to our 8 other webcast in this series? Click HERE to get free access:Register for our new Simulated Trading Tournament HedgEye On The Prize for the chance to win cash prizes and Hedgeye product subscriptions!
10/17/202153 minutes, 51 seconds
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Hedgeye Investing Summit VII: Michael Green, Portfolio Manager, Simplify Asset Management

This is an exclusive "Hedgeye Investing Summit" interview between Michael Green, Portfolio Manager at Simplify Asset Management, and Hedgeye CEO Keith McCullough. Watch the broadcast now.***This content aired as a video webcast live on Tuesday, October 5, 2021***Want access to our 8 other webcast in this series? Click HERE to get free access:Register for our new Simulated Trading Tournament HedgEye On The Prize for the chance to win cash prizes and Hedgeye product subscriptions!
10/16/202154 minutes, 15 seconds
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Hedgeye Investing Summit VII: Liz Ann Sonders, Chief Investment Strategist, Charles Schwab

This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders, Chief Investment Strategist of Charles Schwab, and Hedgeye CEO Keith McCullough.***This content aired as a video webcast live on Monday October 4, 2021***Want access to our 8 other webcast in this series? Click HERE to get free access: Register for our new Simulated Trading Tournament HedgEye On The Prize for the chance to win cash prizes and Hedgeye product subscriptions!
10/15/202147 minutes, 8 seconds
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The Macro Show Week In Review [Podcast Edition] - Week of Sept. 20-24

Get access to the Macro Show live and on-demand video every day: https://info.hedgeye.com/l/764243/2021-02-26/dcysv1In 2014, we were sick and tired of hearing narrative after narrative on "Old Wall" TV. We created The Macro Show for everyday investors looking for a better way to access real-time investable market analysis.Track trends in stocks, commodities, currencies, and interest rates across the globe every morning before the market opens with former hedge fund veterans, Hedgeye CEO Keith McCullough and Director of Research Daryl Jones.To help keep you Macro Aware, we've included audio highlights from this week's key themes from The Macro Show. We’ve also transcribed brief excerpts to speed up your idea generation process.Enjoy and have a great weekend.
9/24/202111 minutes, 59 seconds
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Ep 85 Real Conversations: Daniel Lacalle, Chief Economist, Tressis SV

**This Real Conversation originally aired as a video webcast on Hedgeye.com on September 7, 2021**Watch Real Conversations LIVE and get other great video investing content here: https://info.hedgeye.com/l/764243/2021-09-02/j1scnfJoin Hedgeye CEO Keith McCullough and Daniel Lacalle, Chief Economist at Tressis SV, for this special investing discussion on HedgeyeTV.They discuss portfolio positioning, broader market dynamics, and actionable investment ideas based on what the Fed has to say at Jackson Hole.
9/20/20211 hour, 3 minutes, 4 seconds
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The Macro Show Week In Review [Podcast Edition] - Week of Sept. 13-17

Get access to the Macro Show live and on-demand video every day: https://info.hedgeye.com/l/764243/2021-02-26/dcysv1In 2014, we were sick and tired of hearing narrative after narrative on "Old Wall" TV. We created The Macro Show for everyday investors looking for a better way to access real-time investable market analysis.Track trends in stocks, commodities, currencies, and interest rates across the globe every morning before the market opens with former hedge fund veterans, Hedgeye CEO Keith McCullough and Director of Research Daryl Jones.To help keep you Macro Aware, we've included audio highlights from this week's key themes from The Macro Show. We’ve also transcribed brief excerpts to speed up your idea generation process.Enjoy and have a great weekend.
9/17/202113 minutes, 20 seconds
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Ep 84 Real Conversations: Jim Rickards, New York Times Bestselling Author

**This Real Conversation originally aired as a video webcast on Hedgeye.com on August 26, 2021**Watch Real Conversations LIVE and get other great video investing content here: https://info.hedgeye.com/l/764243/2021-09-02/j1scnfJoin Hedgeye CEO Keith McCullough and Jim Rickards, A New York Times Bestselling Author and renowned investor, for this special investing discussion on HedgeyeTV.They'll discuss portfolio positioning, broader market dynamics, and actionable investment ideas based on what the Fed has to say at Jackson Hole.
9/7/20211 hour, 5 minutes, 46 seconds
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Ep 83 Real Conversations: Danielle DiMartino Booth, CEO & Chief Strategist, Quill Intelligence

**This Real Conversation originally aired as a video webcast on Hedgeye.com on August 26, 2021**Watch Real Conversations LIVE and get other great video investing content here: https://info.hedgeye.com/l/764243/2021-09-02/j1scnfJoin Hedgeye CEO Keith McCullough and Danielle DiMartino Booth, former Fed advisor and Chief Strategist at Quill Intelligence, for this special investing discussion on HedgeyeTV.They'll discuss portfolio positioning, broader market dynamics, and actionable investment ideas based on what the Fed has to say at Jackson Hole. 
9/2/202158 minutes, 30 seconds
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The Macro Show [FREE Podcast Edition] | September 1, 2021

Get access to the Macro Show every day: https://info.hedgeye.com/l/764243/2021-02-26/dcysv1Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A.Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. More often than not, the show is hosted by Hedgeye CEO Keith McCullough. On the occasions that Keith isn’t hosting, another Hedgeye analyst fills the spot. Each broadcast brings you our real-time global macro market analysis, tracking trends in stocks, commodities, currencies and interest rates across the globe.
9/1/202131 minutes, 46 seconds
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Ep 82 Real Conversations: Harley Bassman, Managing Partner, Simplify Asset Management

**This originally aired as a video webcast on Hedgeye.com on July 27, 2021**Hedgeye CEO Keith McCullough is joined by Harley Bassman, Managing Partner at Simplify Asset Management and creator of the MOVE Index as part of our July Real Conversations series, "The Great Reopening: Investing Implications In A Post-Pandemic World."
8/11/20211 hour, 2 minutes, 47 seconds
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Ep 81 Real Conversations: Mike Taylor, Portfolio Manager, Critical Mass Partners

**This originally aired as a video webcast on Hedgeye.com on July 13, 2021**Throughout July, Hedgeye CEO Keith McCullough will be joined by four leading investment strategists for a special Real Conversations series, The Great Reopening: Investing Implications In A Post-Pandemic World.To lead off our webcast series, Keith is joined by none other than Mike Taylor, Portfolio Manager at Critical Mass Partners. From Delta-variants to “garbage stocks,” you won’t want to miss the replay of this pro-to-pro discussion.
7/23/20211 hour, 3 minutes
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Ep 80 Real Conversations: Jeff Snider, Head of Global Research at Alhambra Investments.

**This interview originally aired via webcast on Hedgeye.com on June 23, 2021**Hedgeye CEO Keith McCullough and Director of Research Daryl Jones are hosting a special Real Conversations series with four leading market strategists: Inflation Tsunami: Investing During A Rising Inflationary Tide. In this edition, Daryl will be joined by Jeff Snider, Head of Global Research at Alhambra Investments.
7/9/202147 minutes
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Ep 79 Real Conversations: David Rosenberg, Chief Economist & Strategist at Rosenberg Research & Associates

**This interview originally aired via webcast on Hedgeye.com on June 17, 2021**Hedgeye CEO Keith McCullough is hosting a special Real Conversations series with four leading market strategists: Inflation Tsunami: Investing During A Rising Inflationary Tide. In this edition, Keith will be joined by David Rosenberg, Chief Economist & Strategist at Rosenberg Research & Associates.
7/8/20211 hour, 12 minutes, 31 seconds
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Ep 78 Real Conversations: Prof. Steve Hanke, Johns Hopkins University

**This podcast originally aired as a video livestream on Hedgeye.com on June 16, 2021**Throughout June, Hedgeye CEO Keith McCullough is hosting a special Real Conversations series with four leading market strategists: Inflation Tsunami: Investing During A Rising Inflationary Tide. In this edition, Keith will be joined by Steve Hanke, professor of applied economics at Johns Hopkins and renowned FX and commodity trader.
6/29/202154 minutes, 2 seconds
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Ep 77 Real Conversations: James Davolos, Portfolio Manager, Horizon Kinetics

**This originally aired as a video webcast on Hedgeye.com on June 9, 2021**Throughout June, Hedgeye CEO Keith McCullough is hosting a special Real Conversations series with four leading market strategists: Inflation Tsunami: Investing During A Rising Inflationary Tide. In this edition, Keith is joined by James Davolos, Portfolio Manager at Horizon Kinetics.For access to the rest of our special "Inflation Tsunami" interviews, click here.
6/16/202153 minutes, 43 seconds
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Ep 76 Real Conversations: Danielle DiMartino Booth, CEO & Chief Strategist, Quill Intelligence

**This originally aired as a video webcast on Hedgeye.com on May 11, 2021**Listen to Hedgeye CEO Keith McCullough and Danielle DiMartino Booth, former Fed advisor and Chief Strategist at Quill Intelligence in this special investing discussion. They discuss important market implications in the wake of the COVID-19, particularly the extraordinary fiscal and monetary mess D.C. bureaucrats and policy wonks have created.
5/12/20211 hour, 1 minute, 24 seconds
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Ep 75 Real Conversations: Christopher Whalen, Chairman, Whalen Global Advisors, LLC

**This originally aired as a video webcast live on Hedgeye.com on May 7, 2020**We are excited to bring you another heavy-hitting macro-dose of financial insight with our newest Real Conversation on HedgeyeTV. Hedgeye CEO Keith McCullough will be joined by renowned banker and author Christopher Whalen.Chris has had a storied career on Wall Street, and now uses his expertise to pull out high-level insights from the nitty-gritty of Macro; this is an analytical range you won't find anywhere else.
5/7/202159 minutes, 40 seconds
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Ep 74 Real Conversations: Annie Duke, Author, Speaker & Decision Strategist

**This originally aired as a video webcast live on Hedgeye.com on April 7, 2020**In this new edition of Real Conversations, Hedgeye CEO Keith McCullough is joined by Annie Duke, former professional poker player, World Series of poker winner and author of How to Decide: Simple Tools for Making Better Choices.
4/14/20211 hour, 1 minute, 47 seconds
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Steph Pomboy | Pro-to-Pro: A Smart Investor's Big Picture Macro Outlook (Hedgeye Investing Summit)

**This originally aired as a video webcast live on Hedgeye.com on March 18, 2020**This is an exclusive "Hedgeye Investing Summit" interview between Steph Pomboy, Founder of MacroMavens, and Hedgeye CEO Keith McCullough.
4/13/202159 minutes, 20 seconds
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Jeffrey Snider: Making Sense And Money Out Of The Global Monetary Madness (Hedgeye Investing Summit)

**This originally aired as a video webcast live on Hedgeye.com on March 18, 2020**This is an exclusive "Hedgeye Investing Summit" interview between Jeffrey Snider, Head of Global Research at Alhambra Investments, and Hedgeye CEO Keith McCullough.
4/12/202149 minutes, 1 second
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Murray Stahl & James Davolos | Why Inflation Hedging Is Critical (Hedgeye Investing Summit)

**This originally aired as a video webcast live on Hedgeye.com on March 18, 2020**This is an exclusive "Hedgeye Investing Summit" interview between Murray Stahl, Chief Investment Officer at Horizon Kinetics, James Davolos, Portfolio Manager at Horizon Kinetics, and Hedgeye CEO Keith McCullough.
4/11/202147 minutes, 58 seconds
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Mike Taylor | How I'm Positioning My Portfolio Right Now (And Why) (Hedgeye Investing Summit)

**This originally aired as a video webcast live on Hedgeye.com on March 16, 2020**This is an exclusive "Hedgeye Investing Summit" interview between Mike Taylor, Portfolio Manager at Critical Mass Partners, and Hedgeye CEO Keith McCullough.
4/10/20211 hour, 2 minutes, 44 seconds
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Daniel Lacalle | Inflation Is Back: How To Protect Your Capital (Hedgeye Investing Summit)

**This originally aired as a video webcast live on Hedgeye.com on March 17, 2020**This is an exclusive "Hedgeye Investing Summit" interview between Daniel Lacalle, Chief Economist at Tressis SV, and Hedgeye CEO Keith McCullough.
4/9/202149 minutes, 19 seconds
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George Goncalves | The Fed B.S. Detector – A Deep Dive On What Comes Next (Hedgeye Investing Summit)

**This originally aired as a video webcast live on Hedgeye.com on March 17, 2020**This is an exclusive "Hedgeye Investing Summit" interview between George Goncalves, a Bond Market Strategist, and Hedgeye CEO Keith McCullough.
4/8/202147 minutes, 12 seconds
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Grant Williams | A Sober Investor's Guide For A World Gone Completely Mad (Hedgeye Investing Summit)

**This originally aired as a video webcast live on Hedgeye.com on March 17, 2020**This is an exclusive "Hedgeye Investing Summit" interview between Grant Williams, Founder of Things That Make You Go Hmmm... and Hedgeye CEO Keith McCullough.
4/7/202159 minutes, 21 seconds
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Michael Green | Taking Advantage Of Topsy-Turvy Market Dynamics (Hedgeye Investing Summit)

**This originally aired as a video webcast live on Hedgeye.com on March 16, 2020**This is an exclusive "Hedgeye Investing Summit" interview between Michael Green, Portfolio Manager at Logica Capital Advisors, and Hedgeye CEO Keith McCullough.
4/6/202146 minutes, 29 seconds
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Liz Ann Sonders | U.S. Economy Enters 'Creative Destruction' Phase (Hedgeye Investing Summit)

**This originally aired as a video webcast live on Hedgeye.com on March 16, 2020**This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders, Chief Investment Strategist of Charles Schwab, and Hedgeye CEO Keith McCullough.
4/5/202147 minutes, 59 seconds
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The Macro Show [FREE Podcast Edition]: March 5, 2021

Sign up for Hedgeye's flagship show, The Macro Showhttps://hedgeye.com/tmsGet the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A.Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. More often than not, the show is hosted by Hedgeye CEO Keith McCullough. On the occasions that Keith isn’t hosting, another Hedgeye analyst fills the spot. Each broadcast brings you our real-time global macro market analysis, tracking trends in stocks, commodities, currencies and interest rates across the globe.
3/5/202131 minutes, 10 seconds
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The Macro Show [FREE Podcast Edition]: February 25, 2021

Sign up for Hedgeye's flagship show, The Macro Showhttps://hedgeye.com/tmsGet the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A.Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. More often than not, the show is hosted by Hedgeye CEO Keith McCullough. On the occasions that Keith isn’t hosting, another Hedgeye analyst fills the spot. Each broadcast brings you our real-time global macro market analysis, tracking trends in stocks, commodities, currencies and interest rates across the globe.
2/25/202135 minutes, 12 seconds
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The Macro Show [FREE Podcast Edition]: February 5, 2021

Sign up for Hedgeye's flagship show, The Macro Showhttps://hedgeye.com/tmsGet the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A.Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. More often than not, the show is hosted by Hedgeye CEO Keith McCullough. On the occasions that Keith isn’t hosting, another Hedgeye analyst fills the spot. Each broadcast brings you our real-time global macro market analysis, tracking trends in stocks, commodities, currencies and interest rates across the globe.
2/5/202134 minutes, 20 seconds
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Ep 73 Real Conversations: Danielle DiMartino Booth, CEO & Founder, Quill Intelligence

Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbriefJoin Hedgeye CEO Keith McCullough and Danielle DiMartino Booth, former Fed advisor and Chief Strategist at Quill Intelligence, in this masterclass investing discussion about critical market and economic developments.This broadcast originally aired on video webcast on Hedgeye.com on Tuesday January 26, 2021
2/1/20211 hour, 21 seconds
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The Macro Show [FREE Podcast Edition]: January 29, 2021

Sign up for Hedgeye's flagship show, The Macro Showhttps://hedgeye.com/tmsGet the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A.Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. More often than not, the show is hosted by Hedgeye CEO Keith McCullough. On the occasions that Keith isn’t hosting, another Hedgeye analyst fills the spot. Each broadcast brings you our real-time global macro market analysis, tracking trends in stocks, commodities, currencies and interest rates across the globe.
1/29/202133 minutes, 25 seconds
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Ep 72 Real Conversations: Jim Rickards, Author, "The New Great Depression"

Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbriefCheck out all of our research products here: https://hedgeye.com/researchHedgeye CEO Keith McCullough went one-on-one with investor/bestselling author James Rickards to discuss key ideas in his new book, "The New Great Depression: Winners and Losers in a Post-Pandemic World".
1/15/20211 hour, 7 minutes, 26 seconds
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The Macro Show [FREE Podcast Edition]: January 15, 2021

Sign up for Hedgeye's flagship show, The Macro Showhttps://hedgeye.com/tmsGet the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A.Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. More often than not, the show is hosted by Hedgeye CEO Keith McCullough. On the occasions that Keith isn’t hosting, another Hedgeye analyst fills the spot. Each broadcast brings you our real-time global macro market analysis, tracking trends in stocks, commodities, currencies and interest rates across the globe.
1/15/202134 minutes, 6 seconds
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The Macro Show [FREE Podcast Edition]: December 18, 2020

Sign up for Hedgeye's flagship show, The Macro Showhttps://hedgeye.com/tmsGet the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A.Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. More often than not, the show is hosted by Hedgeye CEO Keith McCullough. On the occasions that Keith isn’t hosting, another Hedgeye analyst fills the spot. Each broadcast brings you our real-time global macro market analysis, tracking trends in stocks, commodities, currencies and interest rates across the globe.
12/18/202028 minutes, 53 seconds
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Sector Spotlight: The Outlook for Industrials Stocks

Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Hurry, it ends Nov. 30.**This webcast originally aired on November 19, 2020**Join Hedgeye Industrials analyst Jay Van Sciver for a deep-dive, under-the-hood look at Industrials stocks, including a sneak peek at his Best Idea long and short list. CEO Keith McCullough joins Jay to provide additional "Macro Overlay" to the Industrials stock outlook.
11/27/202052 minutes, 56 seconds
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Sector Spotlight: The Outlook for Retail Stocks

Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Sign up for Retail Pro and our other investing products. Hurry, it ends Nov. 30.**This webcast originally aired on November 18, 2020**Join Hedgeye Retail analyst Brian McGough for a deep-dive, under-the-hood look at Retail stocks, including a sneak peek at his Best Idea long and short list.
11/27/202058 minutes, 47 seconds
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Sector Spotlight: The Outlook for Communications Stocks

Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Sign up for Communications Pro and our other investing products. Hurry, it ends Nov. 30.**This webcast originally aired on November 17, 2020**
11/25/202049 minutes, 34 seconds
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Happy Hour! Live Q&A With Keith McCullough

Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Hurry, it ends Nov. 30.**This webcast originally aired on November 16, 2020**Hedgeye CEO Keith McCullough & Dir. of Research Daryl Jones host an informal Q&A and crack open a few cold ones as they dig into investing, hockey, life lessons and more.
11/25/202046 minutes, 14 seconds
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Sector Spotlight: The Outlook For Health Care Stocks

Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Hurry, it ends Nov. 30.**This webcast originally aired on November 12, 2020**Join veteran Hedgeye Healthcare analyst Tom Tobin for a deep-dive, under-the-hood look at Healthcare stocks, including a sneak peek at his Best Idea long and short list. CEO Keith McCullough joins Tom to provide additional "Macro Overlay" to the Healthcare stock outlook.
11/24/202059 minutes, 52 seconds
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Sector Spotlight: The Outlook for Cannabis, Restaurants & Consumer Staples Stocks

Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Hurry, it ends Nov. 30.**This webcast originally aired on November 11, 2020**Join Hedgeye Consumables analysts Howard Penney and Daniel Biolsi for a deep-dive, under-the-hood look at Restaurants, Consumer Staples and Cannabis stocks, including a sneak peek at their Best Idea long and short list.
11/24/202046 minutes, 14 seconds
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Sector Spotlight: The Outlook for Financials Stocks

Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Hurry, it ends Nov. 30.**This webcast originally aired on November 10, 2020**Veteran Hedgeye Financials analyst Josh Steiner hosted a deep-dive, under-the-hood look at the Financials sector and stocks, including a sneak peek at his Best Idea long and short list earlier today.
11/23/20201 hour, 11 minutes, 12 seconds
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Howe & McCullough: "The Fourth Turning: Navigating The Crisis In America"

**This webcast originally aired on Hedgeye.com on Nov. 9, 2020**Join world-renowned author and Demography analyst Neil Howe for a deep dive inside his groundbreaking generational theory "The Fourth Turning." Neil and Hedgeye CEO Keith McCullough will discuss the social, economic and political ramifications of this theory and why it led Neil to write in 1991 that "a national crisis of immense proportions will occur around 2020."
11/10/20201 hour, 2 minutes, 20 seconds
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Mike Taylor: "Buckle Up! The Wild Road Ahead For Financial Markets" (Hedgeye Investing Summit)

**This originally aired as a video webcast live on Hedgeye.com on October 15, 2020**This is an exclusive "Hedgeye Investing Summit" interview between Mike Taylor, Portfolio Manager at Critical Mass Partners and Hedgeye CEO Keith McCullough.
11/5/202050 minutes, 22 seconds
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The Macro Show [FREE Podcast Edition]: November 5, 2020

Enjoy this FREE podcast edition of The Macro Show.Join Hedgeye CEO Keith McCullough for a completely free edition of "The Macro Show." Keith will discuss the big picture macro trends driving financial markets and how to position your portfolio to take advantage of them.Sign up for Hedgeye's flagship daily morning show here: https://hedgeye.com/tms
11/5/202032 minutes, 5 seconds
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Jim Chanos: "Casino Capitalism: Fraud, Mania & Euphoria On Wall Street" (Hedgeye Investing Summit)

**This originally aired as a video webcast live on Hedgeye.com on October 15, 2020**This is an exclusive "Hedgeye Investing Summit" interview between short seller Jim Chanos, President & Founder of Kynikos Associates, and Hedgeye CEO Keith McCullough.
10/30/202048 minutes, 14 seconds
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Danielle DiMartino Booth: "What’s Really Happening Inside The Fed" (Hedgeye Investing Summit)

**This originally aired as a video webcast live on Hedgeye.com on October 14, 2020**This is an exclusive "Hedgeye Investing Summit" interview between Danielle DiMartino Booth, CEO & Chief Strategist of Quill Intelligence and CEO Keith McCullough.
10/30/202049 minutes, 43 seconds
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Carson Block: "The Intelligent Investor’s Guide To Short Selling" (Hedgeye Investing Summit)

**This originally aired as a video webcast live on Hedgeye.com on October 14, 2020**This is an exclusive "Hedgeye Investing Summit" interview between short seller Carson Block, Founder of Muddy Waters, and Hedgeye CEO Keith McCullough.
10/29/202043 minutes, 33 seconds
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Crumb & Wieler: "The Great Gold Bull Market: What Comes Next?" (Hedgeye Investing Summit)

**This originally aired as a video webcast live on Hedgeye.com on October 14, 2020**This is an exclusive "Hedgeye Investing Summit" interview between Josh Crumb, Founder of Abaxx Tech, Goldmoney Director Stefan Wieler and Hedgeye CEO Keith McCullough.
10/29/202047 minutes, 49 seconds
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Liz Ann Sonders: "Fear & Greed: A Sober Investor’s Guide To Market Risk" (Hedgeye Investing Summit)

**This originally aired as a video webcast live on Hedgeye.com on October 14, 2020**This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders, Chief Investment Strategist at Charles Schwab and Hedgeye CEO Keith McCullough.
10/29/202046 minutes, 42 seconds
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John Mauldin: "Crisis, Collapse & Conflict: A World At The Crossroads" (Hedgeye Investing Summit)

**This originally aired as a video webcast live on Hedgeye.com on October 13, 2020**This is an exclusive "Hedgeye Investing Summit" interview between John Mauldin, Founder of Mauldin Economic, renowned Demographer Neil Howe and Hedgeye CEO Keith McCullough.
10/27/202059 minutes, 57 seconds
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Raoul Pal: "Pro-To-Pro: A Macro Investing Masterclass" (Hedgeye Investing Summit)

**This originally aired as a video webcast live on Hedgeye.com on October 13, 2020**This is an exclusive "Hedgeye Investing Summit" interview between Raoul Pal, founder of Global Macro Investor & Real Vision, and Hedgeye CEO Keith McCullough.
10/27/202049 minutes, 16 seconds
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Diego Parrilla: "Building Your Own ‘Anti-Bubble’ Portfolio" (Hedgeye Investing Summit)

**This originally aired as a video webcast live on Hedgeye.com on October 13, 2020**This is an exclusive "Hedgeye Investing Summit" interview between Diego Parrilla, Portfolio Manager at Quadriga, and Hedgeye CEO Keith McCullough.
10/27/202047 minutes, 45 seconds
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Ep 71 Real Conversations: Michael Saylor, Founder & CEO, MicroStrategy

**This originally aired as a video webcast on Hedgeye.com on Oct. 20, 2020**The crypto community celebrated when MicroStrategy Founder & CEO Michael Saylor recently tapped the firm’s cash to buy $425 million in Bitcoin. “This is not speculation,” Saylor says. Watch this webcast with Saylor and Hedgeye CEO Keith McCullough discussing why Saylor believes Bitcoin is “less risky than holding cash.”
10/27/20201 hour, 6 minutes, 37 seconds
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Ep 70 Real Conversations: Allen Gannett, Author, "The Creative Curve"

Hedgeye CEO Keith McCullough sits down for a new Real Conversation with Allen Gannett. Allen is the author of The Creative Curve, a book which overturns the mythology around creative genius, and reveals the science and secrets behind achieving breakout commercial success in any field.**This originally aired live as a video webcast on Hedgeye.com on September 25, 2020**
10/1/202059 minutes
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Ep 69 Real Conversations: Jim Bianco, President & CEO, Bianco Research

Join CEO Keith McCullough and Jim Bianco, President and CEO of Bianco Research, for a discussion on the current investing outlook with global central bankers flooding financial markets with liquidity.
7/30/20201 hour, 1 minute, 33 seconds
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Ep 68 Real Conversations: Mike Taylor, Portfolio Manager, Critical Mass Partners

Join CEO Keith McCullough and Michael Taylor, Portfolio Manager at Critical Mass Partners, for a virologist/hedge fund manager's unique perspective on the investing implications of COVID-19.
7/29/20201 hour, 2 minutes, 27 seconds
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Ep 67 Real Conversations: Nancy Davis, Founder & Managing Partner, Quadratic Capital Management

Join Hedgeye CEO Keith McCullough and Nancy Davis, founder and managing partner of Quadratic Capital Management as they discuss the big risks and opportunities in the current market environment.
7/28/20201 hour, 6 seconds
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Ep 66 Real Conversations: Steph Pomboy, President, MacroMavens

Hedgeye CEO Keith McCullough and Stephanie Pomboy, President of MacroMavens discuss the current market environment. This webcast aired on June 17th, 2020
7/27/20201 hour, 1 minute, 6 seconds
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Ep 65 Real Conversations: Jesse Felder, Founder, Publisher & Editor, 'The Felder Report'

**This webcast originally aired live on Hedgeye.com on June 1, 2020**Join Hedgeye CEO Keith McCullough and Jesse Felder, former hedge fund manager and founder of The Felder Report, in this pro-to-pro investing discussion about the current market environment. 
6/4/20201 hour, 1 minute, 24 seconds
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Ep 64 Real Conversations: Diego Parrilla, Portfolio Manager, Quadriga Asset Managers

**This webcast originally aired live on Hedgeye.com on May 26, 2020**Join Hedgeye CEO Keith McCullough and Diego Parrilla, best-selling author and portfolio manager at Quadriga Asset Managers, in this pro-to-pro investing discussion about the current market environment.
5/29/20201 hour, 3 minutes, 27 seconds
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Ep 63 Real Conversations: Danielle DiMartino Booth, CEO & Founder, Quill Intelligence

**This webcast originally aired live on Hedgeye.com on May 21, 2020**Join Hedgeye CEO Keith McCullough and Danielle DiMartino Booth, former Fed advisor and Chief Strategist at Quill Intelligence, in this pro-to-pro investing discussion about the current market environment.
5/28/20201 hour, 1 minute, 11 seconds
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Ep 61 Real Conversations: Ben Hunt, CIO, Epsilon Theory

**This webcast originally aired live on Hedgeye.com on May 12, 2020**Join Hedgeye CEO Keith McCullough and Epsilon Theory CIO Ben Hunt for a pro-to-pro investing discussion about the current market environment.
5/19/20201 hour, 2 minutes, 42 seconds
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Ep 62 Real Conversations: David Rosenberg, Chief Economist & Strategist of Rosenberg Research & Associates

**This webcast originally aired live on Hedgeye.com on May 18, 2020**Watch Hedgeye CEO Keith McCullough and David Rosenberg, Chief Economist & Strategist of Rosenberg Research & Associates in this pro-to-pro investing discussion about the current market environment.
5/19/20201 hour, 5 minutes, 28 seconds
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Jeffrey Kleintop: "Navigating A Difficult Road Ahead" (Hedgeye Investing Summit)

***This interview originally aired live on Hedgeye.com on April 16, 2020***This is an exclusive "Hedgeye Investing Summit" interview between Jeffrey Kleintop, Chief Global Investment Strategist at Charles Schwab and Hedgeye CEO Keith McCullough.
5/7/202046 minutes, 9 seconds
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Grant Williams: "A COVID-19 Crisis Roadmap" (Hedgeye Investing Summit)

***This interview originally aired live on Hedgeye.com on April 16, 2020***This is an exclusive "Hedgeye Investing Summit" interview between Real Vision co-founder Grant Williams and Hedgeye CEO Keith McCullough.
5/7/202048 minutes, 29 seconds
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James Bianco: "Is The Fed's 'Cure' Worse Than the Disease?" (Hedgeye Investing Summit)

***This interview originally aired live on Hedgeye.com on April 15, 2020***This is an exclusive "Hedgeye Investing Summit" interview between James Bianco, CEO of Bianco Research and Hedgeye CEO Keith McCullough.
5/7/202050 minutes, 28 seconds
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Steve Hanke: "COVID-19, Panicky Markets & The Economic Implications" (Hedgeye Investing Summit)

***This interview originally aired live on Hedgeye.com on April 16, 2020***This is an exclusive "Hedgeye Investing Summit" interview between renowned Economics Professor Steve Hanke of Johns Hopkins and CEO Keith McCullough.
5/7/202051 minutes, 5 seconds
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Josh Crumb: "Macro Masterclass: Pro-to-Pro On Gold, Energy & Crypto" (Hedgeye Investing Summit)

***This interview originally aired live on Hedgeye.com on April 15, 2020***This is an exclusive "Hedgeye Investing Summit" interview between Josh Crumb, Founder of Abaxx Tech and Hedgeye CEO Keith McCullough.
5/4/202046 minutes, 7 seconds
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Danielle DiMartino Booth: "Recession Coming? The Fed’s Endgame" (Hedgeye Investing Summit)

***This interview originally aired live on Hedgeye.com on April 15, 2020***Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbriefThis is an exclusive "Hedgeye Investing Summit" interview between Danielle DiMartino Booth, CEO of Quill Intelligence and Hedgeye CEO Keith McCullough.
5/1/202047 minutes, 37 seconds
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Ep 60 Real Conversations: Daniel Lacalle, Chief Economist, Tressis SV

**This webcast originally aired live on Hedgeye.com on April 30, 2020**Join us for a pro-to-pro discussion between Hedgeye CEO Keith McCullough and Daniel Lacalle, chief economist and investment officer at Tressis Gestion. Keith and Daniel discuss the current market environment and assess the big investing implications.
5/1/20201 hour, 2 minutes, 7 seconds
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Michael Taylor: "A Hedge Fund Manager’s Unique Investing Outlook" (Hedgeye Investing Summit)

***This interview originally aired live on Hedgeye.com on April 14, 2020***This is an exclusive "Hedgeye Investing Summit" interview between Michael Taylor, Portfolio Manager at Critical Mass Partners and Hedgeye CEO Keith McCullough.
4/30/202047 minutes, 36 seconds
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Chris Whalen: "Panic, Bubbles & Liquidity Shocks" (Hedgeye Investing Summit)

***This interview originally aired live on Hedgeye.com on April 14, 2020***This is an exclusive "Hedgeye Investing Summit" interview between Chris Whalen, Chairman of Whalen Global Advisors and Hedgeye CEO Keith McCullough.
4/29/202046 minutes, 3 seconds
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Nadine Terman: Current Market Volatility = Stocks 'Uninvestable' (Hedgeye Investing Summit)

***This interview originally aired live on Hedgeye.com on April 14, 2020***This is an exclusive "Hedgeye Investing Summit" interview between Nadine Terman, CEO and CIO of Solstein Capital and Hedgeye CEO Keith McCullough.
4/28/202046 minutes, 55 seconds
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Ep 59 Real Conversations: Pippa Malmgren, Former Presidential Economics Adviser, Founder, H Robotics

**This webcast originally aired live on Hedgeye.com on April 23, 2020**Watch Hedgeye CEO Keith McCullough and Dr. Pippa Malmgren on this special Hedgeye Webcast.Pippa is a trend-spotting economist, entrepreneur, two-time bestselling author, former economic advisor to President George W. Bush and co-founder of H Robotics.
4/27/202051 minutes, 22 seconds
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Ep 58 Real Conversations: Jim Rickards - Defending Your Wealth During Global Crisis

**This webcast originally aired live on Hedgeye.com on April 1, 2020**Join Hedgeye CEO Keith McCullough for a very special conversation with Strategic Intelligence editor James Rickards. Keith and Jim dive deep into the current market chaos, key economic ramifications, the failure of central banks to arrest the recent decline and how investors can protect their wealth amidst the market tumult.
4/6/20201 hour, 3 minutes, 52 seconds
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COVID-19 Pandemic Update: Analysis From Neil Howe & Daryl Jones

**This webcast originally aired live on Hedgeye.com on March 19, 2020**Get access to Hedgeye's FREE Market Brief newsletterWorld-renowned Demography analyst Neil Howe and Hedgeye Director of Research Daryl Jones walk through the latest COVID-19 developments and offer a clear-eyed assessment of the pandemic’s global spread and various implications.Importantly, Neil will weigh in with his assessment of the broader economic, political and societal implications.
3/19/202049 minutes, 30 seconds
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Ep 57 Real Conversations: Danielle DiMartino Booth, CEO & Founder, Quill Intelligence

Global markets are in an historic tailspin and it doesn’t look like it’s going to get better anytime soon. You don’t need us to tell you that.What you may not know is that unlike the vast majority of conflicted and blinded prognosticators, we proactively prepared our subscribers before the crash. That’s a fact.Good news, if you’re wondering where we think things are heading now.We hosted a special (and FREE) investing webcast between Hedgeye CEO Keith McCullough and former Fed advisor Danielle DiMartino Booth.
3/19/20201 hour, 52 seconds
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Ep 56 Real Conversations: Daniel Lacalle, Chief Economist, Tressis SV

A pro-to-pro discussion between Hedgeye CEO Keith McCullough and Daniel Lacalle, chief economist and investment officer at Tressis Gestion. Keith and Daniel discuss the current market environment, the impact of COVID-19, recent emergency Fed rate cuts and big investing implications.This is an audio-only version of a webcast originally aired live on Hedgeye.com on March 12, 2020.
3/16/202049 minutes, 46 seconds
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The Macro Show [FREE Podcast Edition]: March 16, 2020

The Fed just cut rates to 0% and added $700 billion in Quantitative Easing. Financial markets are freaking out.Were you proactively prepared?Join Hedgeye CEO Keith McCullough for this complimentary edition of The Macro Show where he'll dissect the current market environment and explain the investing implications.Sign up for The Macro Show: https://hedgeye.com/tms
3/16/202034 minutes, 50 seconds
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Podcast Special: Neil Howe On Coronavirus Outlook & Its Impact On The Global Economy

**This webcast originally aired live on Hedgeye.com on March 11, 2020**COVID-19 has now spread to 110 countries in every continent except Antarctica. The number of cases outside of China continues to double every four days while political leaders declare emergencies, global equities plunge, and volatility and risk premia soar.Is this now a pandemic?What's actually happening in China?How should we think about the timing of the epidemic, the ultimate death toll, the policy response, and its impact on the real global economy?Join Hedgeye Demography analyst Neil Howe as he analyzes the impact of COVID-19 and takes questions from the audience.
3/12/202053 minutes, 4 seconds
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Ep 55 Real Conversations: John Taylor, Chairman & CEO, Taylor Global Vision

Legendary forex trader John Taylor sits down for a new Real Conversation with Hedgeye CEO Keith McCullough. John and Keith discuss the current market outlook and powerful lessons learned from running the largest, multi-billion dollar foreign exchange hedge fund of its time.
3/5/20201 hour, 7 minutes, 8 seconds
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Ep 54 Real Conversations: Raoul Pal, Co-Founder, Real Vision (with Guest Host Neil Howe)

Q: What do you get when two of the smartest people in the room sit down for a discussion?A: Serious investing insight.We recently hosted a free investing webcast featuring Real Vision co-founder Raoul Pal and Hedgeye Demography analyst and generational theorist Neil Howe.They didn’t disappoint.See for yourself why people are eating up this special one-on-one conversation between two of the smartest people in the room.
3/4/20201 hour, 2 minutes, 24 seconds
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FREE Podcast Replay Edition of "The Macro Show" (2/28/2020)

You don't want to miss this free edition with Hedgeye CEO Keith McCullough and Senior Macro analyst Darius Dale. Keith and Darius will be discussing our outlook for the U.S. economy and what that means for investors.Subscribe to The Macro Show HERE.
2/28/202037 minutes, 31 seconds
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In The Trenches with Darius Dale: Financial Market Outlook → Is A Big Rotation Underway?

***This webcast originally aired live on Hedgeye.com on February 11, 2020***Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbriefThe U.S. economy is undergoing a significant phase transition—understanding the market implications is critical.We discussed this development during a free webcast with Merk Investments portfolio manager Nick Reece and Senior Macro analyst Darius Dale.In case you missed it, this was the inaugural episode in our new webcast series, In the Trenches. Darius is the host and he’s opening up his rolodex, selecting the sharpest minds in finance to interview.
2/25/20201 hour, 3 minutes, 31 seconds
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The Macro Show: Free Podcast Replay (1/8/2020)

Are you prepared for the current market environment? Listen to this audio replay of Hedgeye CEO Keith McCullough and Senior Macro analyst Darius Dale from a free edition of The Macro Show.Watch The Macro Show every Monday through Friday at 9AM ET on Hedgeye.com.
1/8/202042 minutes, 11 seconds
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Ep 53 Real Conversations: Danielle DiMartino Booth - Trouble Ahead For The Fed & Economy

***This webcast originally aired live on Hedgeye.com on December 10, 2019***Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbriefHedgeye CEO Keith McCullough is joined by former Fed advisor Danielle DiMartino Booth in the audio replay of this special investing webcast. Danielle and Keith discuss the current economic set-up, Fed policy and the implications for financial markets.
12/18/20191 hour, 1 minute, 11 seconds
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Ep 52 Real Conversations: Mark Gordon, CIO, Ascent Oil Fund

11/26/20191 hour, 6 minutes, 3 seconds
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Ep 51 Real Conversations: Jim Chanos, Founder & Managing Partner, Kynikos Associates

Join us for an exclusive, pro-to-pro conversation featuring renowned short seller Jim Chanos and Hedgeye CEO Keith McCullough.No commercial interruptions. No clueless pundits. Just two sharp investors discussing the art of short selling. You don't want to miss this.This webcast originally aired live on Hedgeye.com on Nov. 21, 2019.
11/21/20191 hour, 6 minutes, 32 seconds
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Kyle Bass: "China: The Most Reckless Financial Experiment In History" (Hedgeye Investing Summit)

This is an exclusive "Hedgeye Investing Summit" interview between Hayman Capital CIO Kyle Bass and Hedgeye CEO Keith McCullough.This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14th-16th and 23rd, 2019.
11/21/201958 minutes, 57 seconds
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Josh Crumb: "An Intelligent Investor’s Guide To Gold & Crypto" (Hedgeye Investing Summit)

This is an exclusive "Hedgeye Investing Summit" interview between Josh Crumb, Founder of Abaxx Tech, co-founder of Goldmoney and Hedgeye CEO Keith McCullough.This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14-16, 2019.
11/20/201952 minutes, 56 seconds
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Robert Spalding: "Geopolitical Risk Rising: Stealth War With China" (Hedgeye Investing Summit)

This is an exclusive "Hedgeye Investing Summit" interview between Brigadier General (Ret) Robert Spalding, China thought leader, fund manager & author and Hedgeye CEO Keith McCullough.This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14-16, 2019.
11/19/201945 minutes, 58 seconds
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Buddy Carter: "A Successful Trader’s Survival Guide" (Hedgeye Investing Summit)

This is an exclusive "Hedgeye Investing Summit" interview between Buddy Carter, private investor/former senior executive at Lehman Brothers & Goldman Sachs and Hedgeye CEO Keith McCullough.This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14-16, 2019.
11/19/201947 minutes, 29 seconds
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Liz Ann Sonders: "Be Prepared For Volatile Investing Terrain" (Hedgeye Investing Summit)

This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders, chief investment strategist at Charles Schwab and Hedgeye CEO Keith McCullough.This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14-16, 2019.
11/14/201934 minutes, 14 seconds
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Daniel Lacalle: "Beware of Central Bankers, Bazookas & Slow Growth" (Hedgeye Investing Summit)

This is an exclusive "Hedgeye Investing Summit" interview between Daniel Lacalle, chief economist and investment officer at Tressis Gestion and Hedgeye CEO Keith McCullough.This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14-16, 2019.
11/13/201949 minutes, 42 seconds
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Long or Short Netflix? A Bull and Bear Debate

Long or short NFLX?Citron Research’s Andrew Left thinks shares of Netflix are heading to $350.Hedgeye Communications analyst Andrew Freedman disagrees. He has Netflix on his “Best Idea” short list and believes significant downside remains.Listen to this audio-only replay of a webcast that aired live on Hedgeye.com.
11/12/201928 minutes, 57 seconds
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Jeff Snider: "Global Growth Slowing & The U.S. Dollar Liquidity Shortage" (Hedgeye Investing Summit)

This is an exclusive "Hedgeye Investing Summit" interview between Jeff Snider, head of global research at Alhambra Investments, and Hedgeye CEO Keith McCullough.This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14-16, 2019.
11/12/201946 minutes, 31 seconds
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(Webcast Replay) Risk(s) Rising → Where to Invest Right Now

Check out this completely free webcast audio replay featuring Hedgeye CEO Keith McCullough. Keith discusses our current market outlook and provide investing implications.You do not want to miss this investing webcast (and viewer Q&A).This is an audio-only version of a webcast that originally aired live on Hedgeye.com on Nov. 6, 2019
11/6/20191 hour, 5 minutes, 13 seconds
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Neil Howe: "A 'Sobering Outlook' For The U.S. Economy" (Hedgeye Investing Summit)

This is an exclusive "Hedgeye Investing Summit" interview with world-renowned demographer Neil Howe.This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV on October 14, 2019.
11/6/201951 minutes, 3 seconds
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Jurrien Timmer: "Stormy Weather Ahead For Markets" (Hedgeye Investing Summit)

This is an exclusive "Hedgeye Investing Summit" interview with Jurrien Timmer, director of global macro at Fidelity.This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV on October 14, 2019.
11/5/201951 minutes, 54 seconds
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Ep 50 Real Conversations: Danielle DiMartino Booth - Global 'Black Hole' Risk Rising

The verdict is in—the Fed wasn’t dovish enough.As you know, the Fed cut rates 25 basis points yesterday. But the future path for rates is murky at best. There’s more than a fair amount of dissent on the FOMC.Take a look at the “dot plot” (individual Fed governors’ interest rate targets) for the end of 2019.Here’s what’s happening:Five members approved of the 25 basis point cut (but those same governors expect rates to hold steady at the current target of 1.75% to 2% for the rest of the year)Seven members favor at least one more cut by year endFive members think rates should end 2019 between 2% and 2.25%So what’s next?Outspoken former Fed advisor Danielle DiMartino Booth has an interesting idea you should consider. She discussed it during a new discussion with CEO Keith McCullough
9/26/201959 minutes, 41 seconds
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The Macro Show: Navigating This 'Black Hole Of Risk'

U.S. growth is slowing. Most investors are unprepared for this developing reality.Financial markets have been telling you this for some time now.The Russell 2000 is down -16.3% from its August 2018 highFive of 11 S&P sectors entered an earnings recession in the second quarterVirtually every single major equity market around the global is bearish trendMeanwhile… according to our Macro team, the worst U.S. economic data hasn’t even been reported yet.We want you and your portfolio to be prepared.On that note, Hedgeye CEO Keith McCullough hosted a special, complimentary edition of The Macro Show on August 28th, 2019. Please enjoy this free podcast replay of the episode. Visit https://hedgeye.com/tms to get access to The Macro Show.
9/3/201940 minutes, 33 seconds
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Ep 49 Real Conversations: Raoul Pal - Is A Recession Coming?

We just hosted a conversation between Macro guru and Real Vision co-founder Raoul Pal and Hedgeye CEO Keith McCullough.When two sharp Macro minds are in agreement, like Keith and Raoul are right now, it’s worth closer analysis. Here’s an important quote from Raoul that nicely sums up their hour-long conversation:“We're now in the longest cycle in all recorded U.S. history. So it's already very long in the tooth. The structure of the cycle looks negative.”
8/13/20191 hour, 1 minute, 54 seconds
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Ep 48 Real Conversations: Jim Rickards - How To Protect Your Wealth When This Bubble Bursts

8/6/20191 hour, 7 minutes, 53 seconds
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Ep 47 Real Conversations: One-On-One With Renowned Short-Seller Marc Cohodes

We hosted a “no-holds-barred” investing webcast between renowned short-seller Marc Cohodes and Hedgeye CEO Keith McCullough.(Click herefor webcast access. A video replay is now available.)Trust us when we tell you—this conversation is not to be missed.Consider this quote from Cohodes:"I like to short complete pieces of garbage with fraudulent management and horrifically bad balance sheets.”With a conflicted old Wall Street (and its media) perpetually bullish on the stock market, this conversation between two ardent short-sellers is as informative, as it is enlightening.(This episode contains some strong language)
6/26/20191 hour, 10 minutes, 37 seconds
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The Macro Show: Prepare Your Portfolio For Quad 4 Summer Scare

ARE YOU PREPARED FOR A QUAD 4 SCARE THIS SUMMER?The S&P 500 just posted its worst May in seven years—its second worst May since the 1960s. (Quad 4 is an environment where U.S. growth and inflation are slowing)Quad 4 is a nasty environment for the U.S. stock market.UNDERSTAND HOW TO BEST POSITION YOUR PORTFOLIO THIS SUMMER.While Wall Street whines about the S&P 500 losing $4 trillion in market cap in May, Hedgeye subscribers have been benefiting from the Quad 4 Scare by being properly positioned.You don’t want to miss this free podcast edition of The Macro Show with CEO Keith McCullough. 
6/5/201945 minutes, 39 seconds
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Ep 46 Real Conversations: Fed Rate Cuts Coming? with Danielle DiMartino Booth

Hedgeye CEO Keith McCullough is joined by former Fed advisor Danielle DiMartino Booth (CEO of Quill Intelligence) for an exclusive investing podcast. They discuss the outlook for Fed policy, U.S. economy and markets.
5/8/201957 minutes, 51 seconds
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Ep 45 Real Conversations: Why Kyle Bass Sees Recession Risk Rising

Renowned hedge fund manager Kyle Bass (founder of Hayman Capital) bet against the subprime mortgage market ahead of the 2007 financial crisis. Listen to this podcast replay of the interview between Bass and Hedgeye CEO Keith McCullough's pro-to-pro discussion on China, global recession, and why interest rates may head to near zero by 2020.This originally aired as a video webcast on Hedgeye.com on April 8, 2019.
4/25/20191 hour, 5 minutes, 36 seconds
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Keith McCullough: "Unmistakable Signs Of U.S. Economic Slowdown" (Hedgeye Investing Summit)

This is an exclusive "Hedgeye Investing Summit" discussion between Hedgeye CEO Keith McCullough and Senior Macro analyst Darius Dale on our U.S. economic outlook.The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.
4/5/201952 minutes, 29 seconds
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Liz Ann Sonders: "Prepare Your Portfolio For A Late Cycle U.S. Economy" (Hedgeye Investing Summit)

This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders, chief investment strategist at Charles Schwab and Hedgeye CEO Keith McCullough.The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.
4/5/201958 minutes, 33 seconds
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Danielle DiMartino Booth: "This Bear Market Rally Will Not Last" (Hedgeye Investing Summit)

This is an exclusive "Hedgeye Investing Summit" interview between former Federal Reserve advisor Danielle DiMartino Booth and Hedgeye CEO Keith McCullough.The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.
4/5/201954 minutes, 55 seconds
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Michael Holland: "Big Picture Investing Trends At Home and Abroad" (Hedgeye Investing Summit)

This is an exclusive "Hedgeye Investing Summit" interview between Michael Holland, chairman at Holland & Co. and Hedgeye CEO Keith McCullough.The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.
4/5/201954 minutes, 34 seconds
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McGough & Van Sciver: "The Outlook for Retail & Industrials Stocks" (Hedgeye Investing Summit)

This is an exclusive "Hedgeye Investing Summit" interview between Brian McGough (Hedgeye Retail), Jay Van Sciver (Hedgeye Industrials) and Keith McCullough (Hedgeye CEO).The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.
4/4/201957 minutes, 50 seconds
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DeMuth & Walker: "Value Investing In The 21st Century" (Hedgeye Investing Summit)

This is an exclusive "Hedgeye Investing Summit" interview between Rangeley Capital’s Chris DeMuth, Andrew Walker and Hedgeye CEO Keith McCullough.The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.
4/4/201955 minutes, 57 seconds
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Mark Shattan: "A Hedge Fund Manager Discusses Risk & Opportunity" (Hedgeye Investing Summit)

This is an exclusive "Hedgeye Investing Summit" interview between GrowthLine Capital Management chief investment officer Mark Shattan and Hedgeye CEO Keith McCullough.The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.
4/4/201954 minutes, 47 seconds
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Neil Howe: "Deep Demographic Problems Plaguing The U.S. Economy" (Hedgeye Investing Summit)

This is an exclusive "Hedgeye Investing Summit" podcast replay between renowned demographer Neil Howe and Hedgeye CEO Keith McCullough.The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.
4/3/20191 hour, 26 seconds
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David Root: "Using Macro To Grow Your Assets" (Hedgeye Investing Summit)

This is an exclusive "Hedgeye Investing Summit" podcast replay between wealth manager David Root and Hedgeye CEO Keith McCullough.The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.
4/3/201953 minutes, 36 seconds
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Daniel Lacalle: "Why Central Banks May Trigger the Next Crisis" (Hedgeye Investing Summit)

This is an exclusive "Hedgeye Investing Summit" podcast replay between Daniel Lacalle, chief economist and investment officer at Tressis Gestion and Hedgeye CEO Keith McCullough.The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.
4/3/201955 minutes, 17 seconds
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Neil Howe’s Big Picture Podcast: Yield Curve Inversion… Recession Soon?

We hope you enjoy this complimentary access to the inaugural edition of Neil Howe’s Big Picture Podcast. This podcast is hosted each week by world-renowned demographer and Hedgeye analyst Neil Howe—the guy who coined the term millennial. It is one component of his brand new Demography Unplugged research product. If you like what you hear, and are interested in learning more, including special promotional offers on Demography Unplugged email Customer Service Director Matt Moran at [email protected] HERE to sign up for Demography Unplugged.
4/2/201944 minutes, 39 seconds
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[Ep 44 Real Conversations] Pro-To-Pro: Why Two of the Sharpest Minds in Macro are Bearish with Raoul Pal

This is a new “Real Conversation” between two macro heavyweights—Real Vision CEO Raoul Pal & Hedgeye CEO Keith McCullough. They dive deep into the dicey global macro set-up with a special focus on big risks and rewards facing investors. 
2/14/201959 minutes, 55 seconds
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The Macro Show: The Fourth Turning with Neil Howe

This is a special edition of The Macro Show hosted by Hedgeye Demography analyst Neil Howe. He discusses a wide range of subjects including the volatile current state of financial markets through the prism of his groundbreaking theory, The Fourth Turning.
1/30/201927 minutes, 43 seconds
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The Macro Show: Prepare Your Portfolio for the Year to Come

Over $17.5 trillion has been erased from global equity markets since 2018’s highs. Yes, that’s officially bear market territory (down -21.5%).For the record, the Hedgeye Macro team proactively prepared our subscribers for this last January.Guess what?Our 2019 global outlook remains decidedly bearish.We want you to be prepared for the year ahead. Watch Hedgeye CEO Keith McCullough in this free edition of The Macro Show. Keith will discuss our current market outlook and prepare you (and your portfolio) for the year ahead.Visit http://hedgeye.com/tms to sign up for the video version of The Macro Show
1/4/201933 minutes, 6 seconds
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Ep 43 - Real Conversations: The Intelligent Investor’s Guide to Gold, Central Bank Manipulation & The ‘Future of Money’ with Roy Sebag

In this edition of Real Conversations, Goldmoney Founder and CEO Roy Sebag sits down with Hedgeye CEO Keith McCullough for a deep-dive discussion on currencies, gold, the global economy and markets in a world warped by central bank manipulation. Keith and Roy dissect the current state of financial markets and the future of money (with a special focus on gold and the outsized impact of central banks).
12/14/201854 minutes, 23 seconds
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Quad4: The Worst Is Yet To Come

We predicted the market selloff in late September—right before it happened. It was all about our contrarian #Quad4 call.In this podcast replay of a video webcast aired live on Hedgeye.com on Nov. 26, 2018, we explain what we think comes next and how to position your portfolio accordingly.
11/26/201854 minutes, 43 seconds
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McCullough: How I Built My Wealth Without Huge Drawdowns

“Don’t lose money.” That’s Risk Management Rule #1.The current, volatile market terrain indicates trouble ahead. It’s already happening overseas. Lackadaisical investors there have lost a lot of money. Now it’s heading to the U.S.We want you to be prepared.Watch the replay of this special webcast with Hedgeye CEO Keith McCullough, “How I Built My Wealth Without Huge Drawdowns.” You may have watched Keith explain our current market outlook recently—now he takes this analysis to the next-level.Keith delivers:A practical guide on how to use our current investment outlook.A former hedge fund manager’s playbook for crucial topics like “position sizing” and managing a portfolio of longs and shortsHow best to use our dynamic risk management tools – from our Risk Ranges to our Growth, Inflation, Policy (GIP) model.Bottom line: Our mission at Hedgeye is to bring hedge fund quality research to everyday investors. You don’t want to miss this.
11/6/201848 minutes, 20 seconds
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The Macro Show Webcast (Replay): Sell The Bounce?

Visit Hedgeye.com/TMS to subscribe to the daily video version of The Macro ShowIt’s been a painful month for many investors.S&P 500 is down 7% from its YTD highNasdaq is down 10%Russell 2000 is down 13%Something big has changed in financial markets after almost 2 years of uninterrupted stock gains.We have some clear thoughts on what may lie ahead for the market—after warning our subscribers to get out of the way in late September.Listen to the replay of a free edition of The Macro Show with CEO Keith McCullough above.Keith covers what’s driving recent market volatility and why we think it continues through at least mid-2019. It’s time to prepare your portfolio for the next market move.You don’t want to miss this.
11/1/201831 minutes, 9 seconds
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Hedgeye Investing Summit: "U.S. Stocks: Time to Develop An Exit Strategy?" with Chris Ciavacco

This is an exclusive "Hedgeye Investing Summit" interview between money manager Chris Ciovacco and Hedgeye CEO Keith McCullough.We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.
10/30/201854 minutes, 36 seconds
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Hedgeye Investing Summit: "The Eurozone’s Coming Debt Crisis" with Daniel Lacalle

This is an exclusive "Hedgeye Investing Summit" interview between economist and fund manager Daniel Lacalle and Hedgeye CEO Keith McCullough.We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.
10/29/201845 minutes, 56 seconds
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Hedgeye Investing Summit: "Are We In Another Slow-Motion Meltdown?" with Jim Rickards

This is an exclusive "Hedgeye Investing Summit" interview between Strategic Intelligence editor Jim Rickards and Hedgeye CEO Keith McCullough.We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.
10/26/201854 minutes, 46 seconds
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Hedgeye Investing Summit: "Smartest Guy in the Room Talks Gold, Crypto & Manias" with Josh Crumb

This is an exclusive "Hedgeye Investing Summit" interview between currency and metals strategist Josh Crumb and Hedgeye CEO Keith McCullough.We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.
10/25/201848 minutes, 24 seconds
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Hedgeye Investing Summit: "Does Fed Tightening Trigger a Crisis?" with Chris Whalen

This is an exclusive "Hedgeye Investing Summit" interview between investment banker Chris Whalen and Hedgeye CEO Keith McCullough.We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.
10/25/201846 minutes, 25 seconds
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Hedgeye Investing Summit: "The Outlook for Retail & Gaming Stocks" with Brian McGough and Todd Jordan.

This is an exclusive "Hedgeye Investing Summit" interview between Hedgeye Retail analyst Brian McGough, Gaming, Lodging & Leisure analyst Todd Jordan and Hedgeye CEO Keith McCullough.We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.
10/24/201854 minutes, 23 seconds
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Hedgeye Investing Summit: "The Art of Short Selling" with Andrew Left

This is an exclusive "Hedgeye Investing Summit" interview between activist short seller Andrew Left and Hedgeye CEO Keith McCullough.We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.
10/24/201847 minutes, 10 seconds
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Hedgeye Investing Summit: "Is Tesla's Day of Reckoning Coming Soon?" with Charley Grant & Jay Van Sciver

This is an exclusive "Hedgeye Investing Summit" interview between WSJ investing journalist Charley Grant and Hedgeye Industrials analyst Jay Van Sciver.We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.
10/23/201847 minutes, 58 seconds
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Hedgeye Investing Summit: "Beware This Late Cycle U.S. Economy" with Keith McCullough

This is an exclusive "Hedgeye Investing Summit" podcast replay with Hedgeye CEO Keith McCullough on the investing implications of U.S. #GrowthSlowing.We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.
10/23/201851 minutes, 43 seconds
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Hedgeye Webcast: The Big Winner (And Loser) Stocks In The Restaurant Industry

Veteran Hedgeye Restaurants analyst Howard Penney is joined by Restaurants journalist Jonathan Maze, Executive Editor with Restaurant Business Magazine to discuss the big winners and losers. Join us for a special, in-depth investing discussion highlighting key Restaurant industry trends and the companies best positioned for success (as well as failure). DISCUSSION TOPICS INCLUDE: What is the health of the overall restaurant industry? How is the trend toward delivery impacting restaurant stocks? Is Chipotle in the “early innings of one of the greatest turnarounds you will see in the restaurant space"? Is McDonald’s still a favorite Hedgeye short call? What’s next for beleaguered Papa John’s (PZZA)? Takeaways on the casual dining space (examples include DRI, TXRH, CAKE, BLMN, DIN)
8/30/201853 minutes, 46 seconds
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Hedgeye Webcast: Is The Worst Yet To Come At Tesla?

The wild ride for Tesla longs (and shorts) has gotten even wilder over the past few weeks. In this special Hedgeye webcast, outspoken Tesla critic Chris Irons, founder of Quoth the Raven Research, joins Hedgeye Industrials analyst Jay Van Sciver to discuss what lies ahead for Tesla and its embattled CEO Elon Musk. 
8/24/201853 minutes, 32 seconds
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Ep 42 - Real Conversations: The Massive Tectonic Shifts in the Global Economy with Pippa Malmgren

In this special edition of Real Conversations, influential economist, best-selling author and former White House economic advisor Pippa Malmgren will discuss her current market and economic outlook with Hedgeye CEO Keith McCullough.
8/15/201820 minutes, 57 seconds
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Hedgeye Webcast: The Market Is Getting Ready To Rotate

We’re at a critical market juncture. The U.S. economy is heading for a slowdown in the back half of 2018. Investors who fail to understand what this market regime change means for their portfolio are vulnerable. In a replay of this special Hedgeye webcast, CEO Keith McCullough opens up his investing playbook for navigating a slowing U.S. economy and explains how to profit during this market shift.
8/8/201859 minutes, 22 seconds
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Ep 41 - Real Conversations: The "Synchronized Global Recovery" Is Falling Apart with Daniel Lacalle

The “synchronized recovery” narrative is falling apart as Chinese and European growth begins to slow… (This largely explains the spike in volatility this year!) What comes next? In this special edition of Real Conversations, renowned economist, portfolio manager and author Daniel Lacalle dissects Wall Street’s “synchronized global recovery” narrative in an in-depth discussion with Hedgeye CEO Keith McCullough.
3/9/201837 minutes, 39 seconds
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Ep 40 - Real Conversations: MacroVoices' Erik Townsend -The Future of Cryptocurrencies

In this Real Conversation, hedge fund manager and MacroVoices podcast host Erik Townsend joins Hedgeye CEO Keith McCullough for an in-depth discussion of the future of Bitcoin, cryptocurrencies and why blockchain is “one of the most-important breakthroughs of all time.” Critically, Townsend also thinks governments will ultimately co-opt cryptocurrency technologies for their own benefit.
2/23/201826 minutes, 55 seconds
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Ep 39 - Real Conversations: Legendary Investor Mario Gabelli's Best Stock Ideas for 2018

Listen to this special Real Conversation with Hedgeye CEO Keith McCullough and legendary investor Mario Gabelli. Mario discusses his top stock ideas for 2018 with Hedgeye CEO Keith McCullough. Following this deep-dive discussion, Keith and Mario take viewer questions.
1/30/201833 minutes, 33 seconds
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Ep 38 - Real Conversations: Josh Crumb - Bitcoin Boom or Bust?

1. ARE INVESTORS GETTING AHEAD OF THEMSELVES? The cumulative proceeds from Initial Coin Offerings (ICO) – the cryptocurrency equivalent of a stock’s Initial Public Offering – have reached $3.8 billion, according to Coindesk. Are investors getting ahead of themselves in all these new ICOs? “Probably,” Crumb says. “Just like the dot-com bubble, most of them will return to their intrinsic value, which is 0.” But that’s the point. Bitcoin is “one of the most perfect medium of exchanges we’ve ever had,” Crumb says. “Just like we had no idea what the Internet was going to do, but we knew it was important, this wave of cryptocurrency capital is pushing all of these things to crazy multiples.” In other words, some will win. Some will lose. But cryptocurrencies are here to stay. Another thing to note about the nearly $4 billion in ICO proceeds: There’s no transparency. “I think that number is totally fraudulent,” Crumb says. “There are so many wash trades of financing these things. So we see this big number, but it may just be shifting back and forth between different ICOs.” That says nothing about the “revolutionary” nature of cryptocurrencies more broadly, Crumb says. “I think that we have another period of rounding up and taking a lot of these ICO people to jail,” Crumb says. That’s what has happened in transformative markets throughout history. 2. ISN'T BITCOIN A BUBBLE? “The annual production of bitcoin is now larger than the silver market, larger than the lead market, and we’re approaching zinc,” Crumb says. “It’s still probably only 10% of the gold market. But it’s getting into the levels of value where people are going to have to start to trade this asset class.” This is important. The total market cap of all cryptocurrencies recently hit $600 billion. That’s larger than the market cap of massive companies like Amazon (AMZN), Berkshire Hathaway (BRK.A) and Exxon Mobil (XOM). Mr. Market is advising investors to take cryptocurrencies seriously. Still, a lot of investors believe bitcoin is a bubble. Crumb turns this argument on its head. He says to consider the “bubbly” nature of more traditional asset classes. “Look at the size of the fiat government bond bubble,” he says. Crumb asks whether you are more confident you’ll be able to send your son or daughter to college in 10 years with money invested in bitcoin or European government bonds? “If I was going to buy a European bond with a negative interest rate, nominally we already know it won’t get to par. In real terms, I absolutely think there’s no way 10 years from now. So as a store of value I think that’s a massive bubble,” he says. As for bitcoin, “It could pay for your son’s college in the next 2 months. That’s what people are buying it for right now.” Short-term, say in the next three months, Crumb says he’s unsure of the price of bitcoin. But, in three years, he thinks the price of bitcoin is higher. After the fallout from the wave of questionable ICOs that sends some to jail, Crumb thinks there will be these “adaptive peaks, where more and more people are coming in and getting comfortable with bitcoin.” 3. CAN THE ESTABLISHMENT CONTROL CRYPTOCURRENCIES? Many are speculating about the launch of fedcoin, a national cryptocurrency controlled by the Federal Reserve. These people think, as cryptocurrencies are more broadly adopted, the government won’t let them usurp the U.S. dollar and overtake the Fed’s control of the money supply. Might the establishment (governments or Wall Street types) attempt to undermine bitcoin? “I don’t think they can,” says Crumb. “You have to remember, central banks created this. It was their control of the market that caused people to say, ‘I don’t like you controlling it. I’m going to figure out a way to create a currency no one could control.’” In other words, Pandora’s Box has been opened. And there’s no turning back now. ABOUT JOSH CRUMB: Mr. Crumb is a co-founder of Goldmoney
12/18/201750 minutes, 34 seconds
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Ep 37 - Real Conversations: John Mauldin - Crisis On The Horizon? Biggest Risks to this Bull Market

You’re going to want to listen our exclusive discussion with best-selling author John Mauldin. How will risky Fed policies impact the U.S. economy? When will America’s pension crisis reach it’s tipping point? Will driverless cars lead to massive job loss? The answer to these questions will shape what happens in financial markets for years to come.
11/2/201729 minutes, 56 seconds
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Ep 36 - Real Conversations: Daniel Lacalle - AMZN vs. WMT Reveals Everything You Need to Know About US Economy

Precious few PhD-trained economists understand the inner-workings of financial markets. Then again, very few economists have actually worked as a portfolio manager for such investment shops as PIMCO, the Ecofin Global Oil & Gas Fund and Citadel. Economist Daniel Lacalle holds this market pedigree and then some. In the latest edition of our Real Conversations video series, Lacalle joins Hedgeye CEO Keith McCullough for a dynamic discussion about the divergence between the strengthening U.S. economic outlook and Europe’s slow slide into stagnation. No punches pulled here. Lacalle draws a sharp contrast between the two. “The problem with analyzing the U.S. economy is that if you base it on your political views, you forget that this is an economy that relies less on the government than in Europe,” Lacalle says in the video above. “A lot of economists said the only solution for the U.S. economy was the government would have to start borrowing massively to drive the economy. But what has proven to be the success of this economy is that it is driven by families and companies. A profit led economy is a lot more sustainable than a spending led economy.” Think of the big battle being waged between Wal-Mart and Amazon. “Wal-Mart is a stronger company today because of Amazon,” Lacalle says. “The economy isn’t going to get stronger by poor capital allocation directed by the government.” Lacalle lays out a scenario in which U.S. growth heads back to 3.5% versus 3% reported most recently for 3Q 2017. Europe faces an entirely different problem. “The problem of the European Union is that every single economic position is based on the pillar of not touching the welfare state,” Lacalle says. Consider the numbers. Europe is about 3.5% of the world’s population, 24% of its GDP but 55% of its public spending, he says. “One of those numbers is at risk and it’s big.” Most investors see newly-elected leaders, like France’s President Emmanuel Macron, and hope Europe is changing its ways. Lacalle is emphatically skeptical. “In the EU we live in varying degrees of socialism. France is the epicenter of this. We have seen these reformists before. Sarkozy promised big reforms but it didn’t happen. You have to remember that the first serious economic position Macron took was to nationalize a shipyard. Yea, that’s going to definitely make the economy stronger.” Another prime example: Think back to the European Union’s post-recession “austerity” measures. “The European Union took government spending to almost 50% of GDP, then it lowered it by 5% and they called it austerity,” Lacalle says. “It’s like you spent three years eating donuts, then you have an orange juice and say you’re in detox." Lacalle shares some equally compelling thoughts on Catalonia, calling it “bad for Spain and bad for Catalonia.” He calls it “absurd” that economists “don’t pay attention to demographics.” He rails against socialism: “Socialism doesn’t fix anything.” You won’t hear another economist speak quite as eloquently about markets as Lacalle.
10/27/201739 minutes, 34 seconds
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Ep 35 - Real Conversations: Jim Rickards - Trouble Ahead?

Iconoclastic, best-selling author Jim Rickards joined Hedgeye CEO Keith McCullough one-on-one in the studio to discuss their divergent market and economic outlook. Don’t miss this “Real Conversation” between two of the sharpest minds in finance.
10/18/201745 minutes, 21 seconds
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Ep 34 - Real Conversations: Daniel Lacalle - Escape from the Central Bank Trap

The omnipotent PhDs leading the world’s central banks equate economics to physics. Like Newton’s laws of motion, an economy at rest will remain at rest unless compelled to grow by some outside force. Enter the Fed, European Central Bank and Bank of Japan, which have collectively added more than $20,000,000,000,000 worth of asset purchases globally since the onset of the Great Recession. This endeavor has been fundamentally misguided from the start says economist, author and Tressis CIO Daniel Lacalle. In his latest book “Escape from the Central Bank Trap,” he dissects what central bankers can and can’t do, while providing some healthy advice toward finding a better way. In this latest edition of our Real Conversations video series, Lacalle joins Hedgeye CEO Keith McCullough for a frank discussion about central bankers and the growth setup for U.S. and European economies. Lacalle offers some particularly interest insights about France and Italy. As a European-based economist, Lacalle is extremely skeptical of France’s newly-elected President Emmanuel Macron. In particular, whether the self-described reformist will drastically alter France’s love affair with Socialism: “The first position Mr. Macron has taken was to nationalize a French port because the Italians were going to buy it. Is that the reform that we’re thinking about? There’s been no labor market reform. There’s been no public sector reform. Their public sector is one of the largest in the world (about 22% of the workforce). It’s a very directed economy. If the first decision of an allegedly free-market oriented leader is to nationalize a port, I think that we should be a little bit skeptical about saying it’s going to be different this time.” In his book, Lacalle is equally pithy. Here are two quotes from the book (bolded) along with his additional commentary (italicized) from the video above: 1. “Central Bankers cannot print growth.” “What central bankers can do is provide liquidity and generate a level of backstop in the markets in an environment of panic. But what they cannot do is make people decide to invest or force consumers to be more confident. The first thing people are not is amnesiac and the second thing they’re not is stupid. Everybody perceives reality and interest rates so low are an anomaly … They also see extreme liquidity and it’s not changing the perception of overcapacity and companies instead of investing they buy back shares and use that extra liquidity to increase dividends. It makes absolute sense.” 2. “Cheap money becomes very expensive in the long run.” “With all this massive liquidity, what happens is that all that money is going somewhere, and we don’t pay attention to it because it’s not making prices rise. However, it is creating very perverse incentives. We’ve seen in the latest Bank of international settlements report that zombie companies are going through the roof and how excess capacity and excess debt are perpetuated. Instead of helping deleverage, low interest rates incentivizes more debt and more risk taking. Imbalance between risk and price signals.” This is a must-see interview from an economist who is also a market practitioner, a skillset combination sorely absent from the résumés of our illustrious central bankers.
8/7/201727 minutes, 47 seconds
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Ep 33. - Real Conversations: Christopher Whalen - Trump Can't Prevent U.S. Economy from Fading in 2017

In this edition of Real Conversations, Hedgeye CEO Keith McCullough welcomes Christopher Whalen, chairman of Whalen Global Advisors, in an extensive discussion ranging from his newly-released book Ford Men, a study of Ford Motor Co and the Ford family, to a host of important financial market issues affecting investors.
5/4/201730 minutes, 53 seconds
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Ep. 32 - Real Conversations: Jim Rickards "The Death of Money"

You don't want to miss this no-punches-pulled unplugged Q&A session with bestselling author Jim Rickards and hosted by Hedgeye CEO Keith McCullough. Exclusively on HedgeyeTV.
4/21/20171 hour, 15 minutes, 23 seconds
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Ep. 31 - Real Conversations: Stefan Wieler -  A Deep Dive on What’s Next with a Top Commodities Strategist

Most investors will dismissively tell you gold prices are entirely driven by greed and fear, and that the only way gold works as an investable asset is if the world ends. That’s simple-minded. Gold is a stable store of value. It’s money. “If you saved in gold over the past 20 to 25 years rather than any currency anywhere in the world, gold has outperformed all these currencies,” says Stefan Wieler, Vice President of Goldmoney. Wieler continues: “We don’t think that gold will make you rich but it will help you retain your purchasing power. So yes it has gone up several thousand percent since the demonetization of gold but it still buys you the same amount of oil or the same size house it’s just very good money.” In the HedgeyeTV video interview above, Wieler and Hedgeye CEO Keith McCullough discuss… What drives gold prices (“real interest rates and energy prices,” Wieler says) The impact of upcoming Fed rate hikes and what that means for gold prices And on the U.S. economy: “Even in an absolute goldilocks scenario, gold prices would only come off a little bit until we hit the next recession and the Fed has to lower rates,” Wieler says. For more, check out our interview with Goldmoney co-founder Josh Crumb, “GOLD: The Complete Investor’s Guide From the Smartest Guy In the Room.”
4/20/201738 minutes, 27 seconds
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Ep. 30 - Real Conversations: Pippa Malmgren - Investing In An Age of Global Angst

It is an age of heightened global angst and uncertainty, an era of discontent. An age which gives birth to brazen, Never-In-a-Million-Years political outsiders like Donald Trump. And Brexit, Britain’s equally shocking decision to exit the EU. Political “elites” might argue recent voting decisions of their electorate are chaotic, or mad. Whatever you call it, it’s the reality we must grapple with today, says Pippa Malmgren, founder of economic consultancy DRPM Group and author of the best-selling book “Signals.” “The philosophical question of our time is are you a globalist or are you a patriot,” she says. “And can you be a global patriot or a patriotic globalist?” Once you accept that the global zeitgeist is divided along these two competing interests, Malmgren says, the world falls more neatly into place. Malmgren knows a thing or two about simplifying the complex. She’s had a storied career on Wall Street and in Washington, having served as special assistant to President George W. Bush for economic policy on the National Economic Council. She also has considerable experience interpreting financial markets, serving as Deputy Head of Global Strategy at UBS and Chief Currency Strategist for Bankers Trust. “What I find is that people in financial markets love to go around blind in one eye. They only look at things through a mathematical or data lens,” Malmgren says in the Real Conversations interview above with Hedgeye CEO Keith McCullough. These people miss a lot of things. On Brexit or Trump’s victory, Malmgren had the foresight to see both coming long before these events shocked markets. “What’s fascinating is that you see this populist uprising everywhere in the world and everywhere people think it’s a local issue,” Malmgren says. The underlying driver is really simple. The debt burden is so big it can’t be paid down so that causes lack of jobs, slow economic growth and kills your hope for the future, she says. Meanwhile, the only solution policymakers have come up with is to inflate away that debt by devaluing the currency. This hurts domestic purchasing power as citizens see their paychecks worth less and less. “The question then becomes how come my wealth is being distributed to some other guy and not me?” Malmgren says. That leads to a final question that should frighten any career politician desperately clinging onto their post, “Why are you in charge?” If you follow this line of logic the rise of Trump in the U.S. or Le Pen and Macron in France isn’t a big leap. Malmgren has some intriguing ideas on Trump: “I’ve been describing Trump as the “Uber of politics.” It’s important to think this way because he is literally disrupting, displacing, disintermediating the traditional power structures. That includes the media. It also includes the fundraisers, because there’s no need for them if you can win the presidency without them. It’s the technocracy, where I come from, and where people are normally hired into the senior jobs in bureaucracy and expect to get big titles. They’ve all been told we can run the government without you.” Populist tides are clearly rising in Europe too. Malmgren lives with her family in London. She watched as the Brexit vote unfolded in real-time. As freaked-out investors watched at home, Malmgren watched with curiosity as Italian banks got whacked in early morning trading as British voters repudiated their EU membership. The market was sending a clear message to politicians across the continent. Get your act together or more countries could leave the Eurozone. The reaction also served as a self-perpetuating feedback loop. With share prices tumbling, the pressure was on Italian banks to come up with more capital. The government stepped in: “Italian politicians said we’ve got to have a bailout because this is such a structurally important institution. And the public heard this and said ‘We’re going to find $5 billion to bail out a bank
3/10/201726 minutes, 36 seconds
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Ep. 29 - Real Conversations: Danielle DiMartino Booth - Our Central Bank Is Failing, Here’s How to Fix It

It’s simple really. Inside the hallowed halls of the Federal Reserve, unelected, largely unaccountable bureaucrats decide whether the economy is running too hot or too cold, then tinker with monetary policy accordingly. It’s a tremendous amount of power. A generous reading of history suggests the Fed has a dubious track record of forecasting where the U.S. economy is headed. In fact, many are searching for a better way – an alternative to a broken system. None is in more earnest pursuit than Danielle DiMartino Booth, whose brand new book “Fed Up” explains why the current Federal Reserve system is due for a serious revamp. Few are as critical or as qualified to suggest fixes. DiMartino Booth joined Richard Fisher’s Dallas Federal Reserve shortly after the cracks in the financial system were beginning to show. The Fed spent much of 2007 vehemently denying these cracks even existed. Recall in July 2005, that when asked about an impending housing bubble bursting, one that might trigger recession, then Fed chair Ben Bernanke famously said, “I guess I don't buy your premise. It's a pretty unlikely possibility.” During her decade or so at the Dallas Fed, DiMartino Booth recalls feeling initially “daunted” by all these “brilliant people” who could “do calculus in their sleep.” She quickly became disillusioned by how insular the organization was. Sure, the halls were packed with Ph.D’s but many of these academics really didn’t understand the ins and outs of markets. “Generally, if you say stock market to a Ph.D. economist it’s like saying ‘Boo!’ on Halloween. They get all freaked out,” DiMartino Booth says. As the housing market was rolling over and Bear Stearns blew up, “it felt like a hospital,” she says. “Nobody was really worried.” Unsurprisingly, the Fed’s cloistered monasticism has come under tremendous scrutiny and criticism. Many things need to change. “I think the first step should be an acknowledgement of their own fallibility,” she says. “They really are espousing one view of economic thought that would make even Keynes rotate in his grave.” What else? DiMartino Booth suggests a number practical reforms. “We’re no longer the same nation that we were in 1913 when the Federal Reserve act was initially conceived,” she says. In other words, let’s bring the Fed into the realities of the 21st Century. • Reduce the Fed’s mandate to just minimizing inflation. • Take the labor mandate out of the equation and put it back in the hands of the private sector. • Reduce regional Fed offices to ten districts (from twelve currently) by adding a regional Federal Reserve office (or two) on the West Coast and absorbing Minneapolis, St. Louis and Cleveland into Chicago. • Give every district a permanent vote to minimize the power of votes in New York and Washington D.C. • The Fed should hire a more diverse staff with more financial market familiarity and experience • The Fed needs a better appreciation of monetary policy rules, like the Taylor Rule, which would help serve as a system of checks and balances There’s hope. By June of 2018, vocal Fed critic President Donald Trump will be able to nominate as many as five Federal Open Market Committee (FOMC) members, DiMartino Booth notes. Meanwhile, accomplished former Goldman Sachs execs like Treasury Secretary Steven Mnuchin and director of the National Economic Council Gary Cohn have Trump’s ear on fixing the Fed. “They are clearly the two most powerful people when it comes to the economy and finance,” DiMartino Booth says. The crusade to fix the Fed continues. Change is coming.
3/3/201728 minutes, 49 seconds
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Ep. 28 - Real Conversations: Dan Alpert- Us Economy Will Go Crazy 

“The virtuous cycle of capital has broken down,” says Dan Alpert, Managing Partner at Westwood Capital in this new edition of Real Conversations. That’s not hyperbole. Alpert wrote the book, “The Age of Oversupply.” In it, he argues that a global labor glut, excess productive capacity, and a rising ocean of cheap capital have kept the economies of the first world (notably the United States) mired in underemployment and anemic growth. In the “age of oversupply,” companies are unlikely to reinvest profits due to all this excess capacity. “When you have a global capital glut, capital starts to back up and say ‘Geez, you know I can’t make a dime taking risk free returns anywhere,’” Alpert says. As a result, instead of reinvesting profits in their businesses, companies buy back stock and purchase competitors. Money finds its way into equity markets rather than factories, equipment, and more manpower. “You don’t need additional primary investment so that capital becomes hyper activated in the secondary markets,” Alpert says in the video interview above with Hedgeye CEO Keith McCullough. Sound familiar? That’s why the $24 trillion worth in central bank asset purchases global have been a drop in the bucket. Growth in productive capacity has been anemic so global economic growth continues to slow. According to the IMF, global growth for 2016 is expected to be 3.1% versus 3.2% in 2015. Advanced economies fared even worse, posting 1.9% growth versus 2.1% in 2015. There’s hope. In the video interview above, Alpert suggests a solution that the Trump Administration is already predisposed to endorse: “If you have a massive glut of capital and it’s not flowing back into the U.S. economy in the form of productive plants and equipment, you really ought to take it using the agency that can borrow it cheaply, the U.S. government. Use it to pull up wages by reemploying a large number of steel workers, and construction workers and all of the support industries to rebuild our domestic infrastructure that is the shot in the arm that this country requires.” On the campaign trail, President Donald Trump proposed $1 trillion in infrastructure spending. “Trump is absolutely right on about the need for an aggressive infrastructure program in the U.S.,” Alpert says. The reason this stimulates economic growth is relatively simple to understand, Alpert says. By increasing the demand for skilled labor at the top, you employ the underemployed and create demand for other workers to fill those vacated positions and employ the unemployed. Alpert calls this “trickle down labor demand.” “Take the former construction worker who’s now a bartender and give him a hammer back. Well, now you need a new guy to tend bar.” Logistics… A fiscal spending program like the one proposed by Trump are typically spread out over a period of five years, Alpert says, so $200 billion each year. “If you spend $200 billion in this economy in additional government infrastructure spending, rebuild bridges, airports and railways, especially if it’s well targeted. This economy is going to go crazy. It’s going to do great.” Bottom line? If Trump gets his way and passes a targeted fiscal stimulus program, the U.S. economy is “going to go crazy.”
2/9/201731 minutes, 39 seconds
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Ep. 27 - Real Conversations: Bradley Belt -Retirement Guru: Social Security Is Broken, But Fixable 

Is America’s Social Security system bankrupt? Well, not exactly. It is, however, significantly underfunded. No shocker there. What’s perhaps more interesting is that we have the tools to fix the problem right now, says retirement guru Bradley Belt. He knows a thing or two. Belt used to run the Pension Benefit Guaranty Corporation (PBGC) where he was responsible for leading the federal pension insurance program and overseeing a $60 billion investment portfolio. The bigger challenge? Getting flimsy politicians on board. (No shocker there either.) As Belt says in the HedgeyeTV Real Conversations interview above: “Social Security is actually pretty easy to solve from a math standpoint. There are a few levers that you can adjust that actually most reasonable, rational people when you sit them down in a room would say, ‘Yes that’s a reasonable rational trade off.’ And you can actually solve for the fiscal deficit over the long term, but it’s more about the political willingness to change things.” SOCIAL SECURITY: HERE ARE THE NUMBERS The Social Security Board of Trustees estimates that the Social Security trust fund will be depleted by 2034. After that, under current law, just three quarters of scheduled benefits are projected to be payable to each retiring recipient from 2035 onward. Projecting that out 75 years, if Congress does nothing the expected benefits deficit would reach a staggering $11.4 trillion. These are obviously massive numbers, which explains why the issue is such a political hot potato. But Belt suggests some fixes in the video above. While Belt is now vice chairman of alternative asset manager Orchard Global Asset Management, he has spent much of his career working on retirement issues in the public sector. Belt served as executive director of the PBGC under President George W. Bush, which was set up by the U.S. government to fill the gap of employer pension plans that cannot afford to fulfill promised benefits. It’s an even bigger problems these days, Belt says. Private pension shortfalls will be exacerbated over the coming years by global trends, related to low productivity and population growth, he says. This suggests “lower returns over the medium to longer term.” On the public pension side, Belt is equally qualified to suggest fixes to Social Security. After serving on a Congressional commission called the National Commission on Retirement Policy during the Clinton Presidency, Belt and others put forth proposals like raising the retirement age – and indexing for gains in longevity. Belt’s discussion with Hedgeye CEO Keith McCullough above is thought-provoking. And should help you get up to speed on an issue affects all Americans.
2/3/201719 minutes, 6 seconds
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Ep. 26 - Real Conversations: Josh Crumb - GOLD: The Complete Investor’s Guide From the Smartest Guy In the Room

On the one hand, you've got the gold bugs. They long for the good old days when the U.S. dollar was backed by the precious metal. On the other hand you've got clueless financial journalists derisively dismissing it as "just a rock." Both may be missing the point. Gold is a currency, says Goldmoney co-founder Josh Crumb. He knows a thing or two about metals. In addition to being a former Goldman Sachs metals strategist, Crumb holds a masters degree in Mineral Economics from the Colorado School of Mines. As Hedgeye CEO Keith McCullough says in the interview above, "Josh is probably the best gold analyst there is." Most investors don't truly understand the long-term case for owning gold, according to Crumb. "People want to bean count gold like it's oil or copper," Crumb says. That's misguided. There's roughly $7 trillion of gold money stock and inventory, he says, and, unlike other commodities, gold is scarce and non-perishable. So that $7 trillion in inventory is basically the last 5,000 years of production. "I like the math of gold. It's got this deep simplicity" as money stock, Crumb says. According to Crumb, that’s why investors bid up gold prices in 2016. At its peak last year, gold was up more than 20%. It was a year of “extraordinary monetary policy” experiments, Crumb says. Last year beats out even 2010 and 2011, which saw the introduction of quantitative easing, he says. Consider a few of the facts. The European Central Bank deepened its negative interest rate policy. India banned what amounted to 50% of circulated cash to curb corruption and tax evasion. The Bank of Japan fixed the yield curve of the country’s 10-year bonds at 0%. Investors were desperately searching for alternatives to the euro, yen and rupee. WHY HAVE GOLD PRICES FALLEN THE LAST SIX MONTHS? Crumb thinks recent selling in gold is a temporary distraction brought on by the surprise Election Day victory of Donald Trump. The exuberance radically shifted investor expectations. But once this initial honeymoon period wears off, investors will go back to worrying about central banks again, he says. As they should. The hubris among global central bankers is palpable. “We can’t predict the weather tomorrow. But we’re going to tell you what interest rates are going to be 30 years from now.” A few weeks ago, Crumb debated the case for gold as money with a panel which included some prominent central bankers. The panelists were all arguing that money is “a construct of our minds.” In other words, you have to believe that it has value and that someone else is willing to accept it. That’s misguided. As Crumb retorts: “Just because the central bank’s models are more and more wrong doesn’t make the economy more and more subjective.” The best proof of gold’s stability as a currency is that, in the more than four decades since abandoning the Gold Standard, gold has maintained its value. In fact, a Goldmoney study from 2015, celebrating the 30th anniversary of the movie Back to the Future, shows that gold has maintained its per ounce value across a variety of consumer goods, from Big Macs to sports cars, even in the face of rising inflation. “It wasn’t by central bank decree. It wasn’t the Gold Standard, or because of the Bank of England. None of them actually made gold work. Gold worked without them. That’s the most important fact we have.” This is why people should own gold, Crumb says. The stability of gold over long periods of time,is compelling, especially in an era of increased central bank meddling. Crumb suggests slowly adding your gold position on pullbacks like we've just had. “Just like we’ve been trained to buy the dip on anything else investors should be in that accumulation phase for gold,” he says. Watch the entire interview between Crumb and Hedgeye CEO Keith McCullough in the video above.
1/18/201752 minutes, 52 seconds
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Ep. 25 - Real Conversations: Gary Shilling- 35 year Bull Market

Even financial market legends, from Dalio to Druckenmiller, can’t claim a market call that’s played out precisely as predicted over the next 40 years. But Gary Shilling can claim exactly that. Shilling is, of course, the President and Founder of institutional investor consultancy A. Gary Shilling, and the Godfather of the Long-Term Treasury Bond call. In 1981, Shilling proclaimed that the bond market was on the precipice of “the bond rally of a lifetime.” That was a long time ago. Back then, Ronald Reagan was in the early innings of his first term. Paul Volcker was only two years into his war against rampant inflation. The 30-year Treasury bond yield was an unbelievable 15.2%. Today, it’s 3%. Since Shilling’s “rally of a lifetime” call, the long bond has outperformed the S&P 500 by 5.5 times. Talk about beating your benchmark. SHILLING'S MARKET OUTLOOK: TRUMP, FED & DEFLATION In this HedgeyeTV exclusive, Hedgeye CEO Keith McCullough sits down with Shilling for a Real Conversation to discuss what we’re to make of the precipitous 26% rise in the 10-year Treasury yield, from 1.857% to today's 2.346%, following the Election Day victory of Donald Trump. Shilling is dismissive of pumped up market expectations about a Trump presidency. He thinks Wall Street’s excitement over proposed infrastructure spending will prove underwhelming. Shilling offers some amusing insight on the topic: “If you look at the fiscal spending in 2009, part of that fiscal stimulus was infrastructure spending that was supposed to be shovel-ready projects. Well, it turned out they hadn’t even made the shovels yet and they were probably going to be made in china. Two years afterward only 30% of that money had been allocated.” On long-term bonds, Shilling says the post-Election Day selloff has everything to do with Trump-inspired inflation expectations. He’s skeptical about this too. “I don’t see inflation because there’s too much supply in the world.” Ultimately, Shilling doesn’t think bureaucrats can actually get the job done. Deflation will prove pervasive, he says, especially once the Trump expectations wear off. Importantly, Shilling thinks the Federal Reserve can’t do much about this and won’t be able to devalue the dollar and stimulate asset prices once again: “When did these guys have that much power? They overrate their ability. Their forecasting has been absolutely atrocious. These guys think they have a lot more impact on not just the U.S. but the world than they actually do.” Shilling sees it all ending rather poorly. Furthermore, the Fed has tacitly admitted that “monetary policy is impotent,” Shilling says, since they’ve been “screaming for fiscal stimulus” for some time now. He thinks Yellen & Co. will implicitly encourage Donald Trump to run deficits by buying Treasuries to finance all the extra spending. “That’s called helicopter money,” he says. THE BOND BULL MARKET ISN'T OVER In other words, long-term bond yields go down once again. So no, the 40-year bond bull market isn’t dead, Shilling says. It’s taken a brief hiatus as Wall Street celebrates the coronation of Donald Trump. But Shilling says this doesn’t end well for bond bears. Since the 1980s, “Wall Street has been saying it’s done with every backup in yields all the way down,” Shilling says. Time will tell, of course, but this is must-see TV with the Long Bond Godfather. The guy who’s seen it all before.
1/13/201736 minutes, 20 seconds
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Ep. 24 - Real Conversations: Richard L. Peterson - How to Successfully Trade Sentiment

Behavioral finance expert Dr. Richard Peterson, a board-certified psychiatrist and CEO of MarketPsych, sits down with Hedgeye CEO Keith McCullough in this edition of Real Conversations. An expert on financial market psychology, Peterson discusses how to potentially time stock market turns by analyzing investor behavior and social media. His firm produces sentiment and macroeconomic indices derived from language analysis of global news and social media. His latest book Trading on Sentiment digs underneath technicals and fundamentals to explain the primary mover of market prices - the global information flow and how investors react to it.
9/29/201631 minutes, 54 seconds
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Ep. 23 - Real Conversations: Michael Aronstein ‘Unplugged’ on the Biggest Market Risks

Industry veteran and portfolio manager Michael Aronstein, CIO of Marketfield Asset Management, sits down with private investor Buddy Carter and Hedgeye CEO Keith McCullough in this edition of “Real Conversations.” The trio discusses critical developments facing investors right now and why the markets and economy look increasingly vulnerable.
9/22/201634 minutes, 8 seconds
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Ep. 22 - Real Conversations: Lasse H. Pedersen- How the Smart(est) Money Invests

In this edition of “Real Conversations,” AQR Capital Management principal and Efficiently Inefficient author Lasse H. Pedersen sits down with Hedgeye CEO Keith McCullough to demystify the “secret” world of active investing. Pedersen, who is also a finance professor at Copenhagen Business School and NYU Stern School of Business, describes some of the key trading strategies used by top hedge fund managers, many of whom he interviewed one-one-one for his book.
8/5/201631 minutes, 54 seconds
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Ep. 21 - Real Conversations: Benn Steil - Mercurial Central Bankers 

In this edition of “Real Conversations,” Benn Steil, director of international economics at the Council on Foreign Relations and author of "The Battle of Bretton Woods" discusses the significant challenges facing investors as global central bankers continue to manipulate and flummox markets with Hedgeye CEO Keith McCullough. “This environment has never been more complicated for investors,” explains Dr. Steil. “They can no longer count on what monetary policy makers are telling them.”
6/3/201628 minutes, 15 seconds
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Ep. 20 - Real Conversations: Pelosky: Our Worrisome ‘Tri Polar World’ and Its Global Implications

In this second installment of our recent interview with J2Z Founder and Principal Jay Pelosky, Pelosky lays out the implications of his Tri Polar World (TPW) theme. According to Pelosky, TPW simply means we are now in a world of 1) Insufficient demand; 2) Excess supply; 3) No inflation; and 4) Excess debt. It comes from his view that, “2008 was not only a financial crisis and crash, but it also meant the crash of all major global growth models at the same time.” He speaks with Hedgeye Director of Research Daryl Jones.
11/11/201515 minutes
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Ep. 19 - Real Conversations: Seeing What Others Don’t with Dr. Gary Klein

Best-selling author and cognitive psychologist Dr. Gary Klein talks with Hedgeye CEO Keith McCullough about his most recent book, Seeing What Others Don’t. Klein offers his own personal experience about gaining insight and valuable lessons for market practitioners and academics alike on this new edition of Real Conversations. Dr. Klein is widely known for changing the landscape of cognitive psychology by pioneering the Naturalistic Decision Making (NDM) movement in 1989. Dr. Klein currently works as a Senior Scientist at MacroCognition LLC in Dayton, Ohio and recently started a new company in 2014, ShadowBox LLC, which develops training for organizations that allows novices to think like the experts. He is also a fellow of the American Psychological Association and the Human Factors and Ergonomics Society (HFES), and received the 2008 HFES Jack A. Kraft Innovator Award.
10/9/201523 minutes, 10 seconds
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Ep. 18 - Real Conversations: Stephen Roach on Global Imbalances, Risks and How It All Ends

Stephen Roach, Yale University professor and former Chairman of Morgan Stanley Asia, sits down with Hedgeye CEO Keith McCullough to discuss a number of important subjects in this extensive interview.
4/6/201536 minutes, 10 seconds
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Ep. 17 - Real Conversations: How Firefly Founder Tom Markusic Is Changing the New Space Paradigm

In this edition of Real Conversations, Firefly Founder and CEO Tom Markusic talks with Hedgeye's Keith McCullough about the growing demand for efficient & inexpensive small satellite launches, his experiences working with entrepreneur Elon Musk, and why Firefly is poised to disrupt the new space landscape.
2/19/201522 minutes, 39 seconds
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Ep. 16 - Real Conversations: Dan Alpert - A Dire Appraisal 

Dan Alpert, economic policy expert, author of “The Age of Oversupply,” and founding Managing Partner of investment bank Westwood Capital, discusses the dangerous global economic challenges the world is facing stemming from flawed government and central bank interventions with Hedgeye CEO Keith McCullough.
11/18/201431 minutes, 39 seconds
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Ep. 15 - Real Conversations: Crisis Coming? Stockman on ‘Likely Global Recession’ & Consequences of the Fed

David Stockman, the outspoken former Reagan budget director and bestselling author of “The Great Deformation,” sits down with Hedgeye CEO Keith McCullough to discuss a number of important subjects in this wide-ranging interview including consequences of what the Fed is currently doing and why a global recession may be in store.
11/13/201429 minutes, 17 seconds
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Ep. 14 - Real Conversations: Hanke, McCullough Talk Macro, Money Supply and More

In this edition of Real Conversations, Hedgeye CEO Keith McCullough has a wide-ranging conversation with Steve Hanke, a Professor of Applied Economics at Johns Hopkins University and a Senior Fellow at the Cato Institute.
10/14/201426 minutes, 37 seconds
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Ep. 13 - Real Conversations: O'Rourke - Beware of the Bear-Mageddon

9/5/201418 minutes, 22 seconds
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Ep. 12 - Real Conversations: Neil Howe - Historian and Author of "The Fourth Turning"

Hedgeye CEO Keith McCullough sits down with author and historian Neil Howe in our latest edition of Real Conversations.
8/1/201429 minutes, 9 seconds
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Ep. 11 - Real Conversations: Kudlow & McCullough Duke It Out on Inflation

Economist and CNBC senior contributor Larry Kudlow squares off with Hedgeye CEO Keith McCullough on inflation and whether market signals like gold and TIPs are forecasting higher prices.
7/25/20147 minutes, 57 seconds
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Ep. 10 - Real Conversations: Chris Whalen on Housing Banks Economic Risk

Chris Whalen, Senior Managing Director and Head of Research at Kroll Bond Rating Agency, explains why he's bearish on housing, how Washington is failing America, and opportunities he sees with Hedgeye Financials Sector Head Josh Steiner.
6/18/201423 minutes, 43 seconds
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Ep. 9 - Real Conversations: James Grant of Grant's Interest Rate Observer

James Grant, editor of Grant's Interest Rate Observer, discusses his latest thoughts on the economy, monetary policy, market froth, gold & where hidden investing opportunities may lie with Hedgeye CEO Keith McCullough in this edition of "Real Conversations."
6/12/201412 minutes, 5 seconds
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Ep. 8 - Real Conversations: Schwab's Liz Ann Sonders Unplugged with Keith McCullough

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, sits down with Hedgeye CEO Keith McCullough to talk markets, the economy and much more in this latest edition of HedgeyeTV's "Real Conversations." SHOW MORE
6/3/201424 minutes, 24 seconds
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Ep. 7 - Real Conversations:  Rickards, McCullough Unplugged on Fed, USD, Economy & More

Controversial best-selling author James Rickards sits down with Hedgeye CEO Keith McCullough to discuss a number of important subjects in this wide ranging interview.
5/9/201443 minutes, 44 seconds
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Ep. 6 - Real Conversations: Buddy Carter - Managing Emotions when trading 

Buddy Carter and Keith McCullough walk through why it’s crucial for investors to have a repeatable process.
4/29/20149 minutes, 5 seconds
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Ep. 5 - Real Conversations: Biderman - Beware of the "Ideas of April"

3/21/201410 minutes, 11 seconds
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Ep. 4 - Neil Peplinksi- Keith Talks to Top Chief Investment Officer

Hedgeye CEO Keith McCullough sits down with Neil Peplinksi, chief investment officer of Good Harbor Financial, a Chicago-based firm with more than $10 billion in assets under management.
3/13/201413 minutes, 7 seconds
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Ep. 3 - Real Conversations - Andrew Huszar - The Fed, Tapering and the Future

Keith talks to Andrew Huszar, a former Fed staffer who is now an outspoken critic of the central bank. Huszar doesn't see the Fed tapering this month, and he says the Fed simply has lost its way.
12/18/201326 minutes, 2 seconds
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Ep. 2 - Real Conversations: Peter Schiff talks Bubbles, Roubini and Bailouts

Euro Pacific Capital CEO Peter Schiff pulls no punches with Hedgeye CEO Keith McCullough on this latest edition of HedgeyeTV’s "Real Conversations.” Schiff minces no words on his ongoing feud with NYU economics professor Nouriel Roubini, reckless Fed monetary policy, inflation, the beleaguered U.S. middle class, gold prices and much more.
5/28/201035 minutes, 8 seconds
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Ep. 1 -Real Conversations: Lacamp, McCullough Unplugged on Markets, Fed & the Economic Zeitgeist

5/22/201022 minutes, 18 seconds