Hedgeye: In The Arena

Latest Episodes:

Episode 18: Neil Howe, Hedgeye Demography Analyst Jul 30, 2019

Show notes

We are excited to release our 18th episode of In the Arena featuring renowned demographer Neil Howe – the guy who coined the term “millennial”. Neil joins Daryl Jones to discuss a number of riveting topics including populism is the U.S.

He offers interesting insights on a number of topics including:

Generational predictions
2020 U.S. presidential elections
Inversion of the yield curve
Artificial Intelligence helping us invest smarter

Episode 17: Simon Constable, Columnist, The Wall Street Journal Jul 16, 2019

Show notes

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

Episode 16: Anne-Marie Baiynd, Chief Technical Strategist, TheTradingBook.com Jul 02, 2019

Show notes

We are excited to release our latest In The Arena podcast featuring trader and author Anne-Marie Baiynd who is the CEO of TheTradingBook.com.

During this candid, in-depth conversation with host Daryl Jones, she discusses losing millions of dollars trading as a novice, learning from her mistakes, creating a process, and respecting macro forces in the market.

Episode 15: Dr. Harald Malmgren, Economist & Former Presidential Aide Jun 18, 2019

Show notes

Episode 14: Ami Joseph, Hedgeye Technology Analyst Jun 04, 2019

Show notes

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

Episode 13: Peter Atwater, President, Financial Insyghts May 21, 2019

Show notes

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

Episode 12: Tiffany McGhee, Momentum Advisors May 14, 2019

Show notes

If you didn't already know Girls Run The World you should take a listen to this episode of Hedgeye "In The Arena" with Momentum Advisors Partner and former portfolio manager Tiffany McGhee who joins host Daryl Jones for our 12th installment.

This is a motivating and insightful segment, Tiffany and Daryl discuss many topics including:

Building a successful book of clients at Merrill Lynch after struggling to get started (Tiffany has now managed $6 billion dollars in assets in her career)
Being an integral part of starting Momentum Advisors in 2012 ("being an entrepreneur is like jumping without a net")
The current financial landscape - Financial Advisors vs RIAs
The importance of having a specialty and being excellent

Episode 11: Jesse Felder, Founder & Publisher, The Felder Report Apr 30, 2019

Show notes

In this installment of "In The Arena," host Daryl Jones is joined by Jesse Felder, publisher of The Felder Report and host of the Superinvestors podcast.

Daryl and Jesse dig deep into several interesting and timely investing topics including:

The backlash against Big Tech and how that’s broadened to target American-style Capitalism
Deglobalization and the risk of inflation
The "Trade war" masking a global tech arms race
Current investable themes and favorite stock ideas

Episode 10: Josh Steiner, Hedgeye Financials & Housing Analyst Apr 16, 2019

Show notes

Episode 9: Erik Townsend, Host, Macro Voices Apr 02, 2019

Show notes

In this installment of "In The Arena," host Daryl Jones is joined by hedge fund manager and Macro Voices host Erik Townsend.

Erik shares a fascinating journey from a software entrepreneur to becoming a hedge fund manager and offers wonderful insights on the U.S. economy and stock market. In this wide ranging conversation Erik shares his views on the Fed and quantitative easing, stocks and bonds, the future of oil markets and digital cash.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected