Hedgeye: In The Arena

Latest Episodes:

Episode 8: Christian Drake, Hedgeye Macro & Housing Analyst Mar 19, 2019

Show notes

In this installment of "In The Arena," host Daryl Jones is joined by Macro and Housing analyst and former body builder Christian Drake. Christian was pursuing his PhD in molecular biophysics when he replied to a Craigslist add for a start-up company in New Haven and the rest is sort of Hedgeye history. In this episode Christian gives his unique perspective on the beginning days of Hedgeye, being a macro analyst, what he would personally invest in right now and the $20 trillion asset class Housing.

Episode 7: Dr. Pippa Malmgren, Former U.S. Presidential Advisor, Co-Founder H Robotics Mar 05, 2019

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In this installment of "In The Arena," host Daryl Jones is joined by former economic advisor to President George W. Bush and co-founder of H Robotics Dr. Pippa Malmgren. Pippa is an economist, two-time bestselling author and entrepreneur who is brilliantly able to bridge the gap between the numbers in finance and the people of politics creating a clear understanding of the world economy.

Pippa has been credited with anticipating the Financial Crisis in 2007, the slowdown in China, Brexit, the election of Donald Trump and the return of inflation. In this episode Daryl and Pippa discuss her time at the White House, her current market outlook (hint: she's not a bear), China and much much more.

This is one segment you don't want to miss!

Episode 6: Howard Penney, Hedgeye Restaurants, Consumer Staples & Cannabis Analyst Feb 19, 2019

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Episode 5: Jay Van Sciver, Hedgeye Industrials & Materials Analyst Feb 05, 2019

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In this installment of "In The Arena," host Daryl Jones is joined by Hedgeye Industrials and Materials analyst Jay Van Sciver. In this episode Jay and Daryl dive deep into developing edge as a research analyst and some of Jay's best, worst and favorite calls (GE, DE, TSLA) and how the industry is changing.

The duo also discuss Jay's journey from a chemistry major at Yale University, to co-founding his own fund, to joining Hedgeye.

Episode 4: Todd Jordan, Hedgeye CFO & Gaming, Lodging & Leisure Analyst Jan 22, 2019

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In this installment of "In The Arena," host Daryl Jones is joined by Hedgeye CFO and Gaming, Lodging, and Leisure analyst Todd Jordan. Todd has experience producing research on both the buy side and the sell side as well as managing his own fund.

In this episode, Todd talks about his career prior to joining Hedgeye, his passion for proprietary research and being able to write about whatever he wants, and why he thinks his team has the best cruise pricing survey in the industry.

Episode 3: Brian McGough, Hedgeye Retail Analyst Jan 08, 2019

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In this installment of "Hedgeye: In The Arena," host Daryl Jones is joined by veteran Hedgeye Retail analyst Brian McGough. Brian was one of the first members of the Hedgeye team and instrumental in taking the vision to fruition.

Brian and Daryl discuss Brian's unconventional ride to Wall Street, working on both the buy side and the sell side, the early days of Hedgeye and how he has solidified himself as one of the best retail analysts in the business.
ABOUT "HEDGEYE: IN THE ARENA"

Below is a sneak peak inside episode 3 with Retail analyst Brian McGough talking about his time at Nike.

“It seemed like a great way to just go to that next leg of just learning, like going into a company like being in a sausage making factory and you see how the sausage is made. And I'll tell you Daryl, those two years I was there at Nike - everything I did there from the IR part of it and the strat planning part of it and the acquisition vetting, it was like eye opening. I still do things here every day that I learned back then and that was one of the best transitions I've ever had.”

And below Brian talks about working on the buy side vs. sell side.

“When your sell side, you do work and you share it with people, you do work, you give it away. When you do more work, you give that away. And you actually did give it away in Old Wall. I'm doing quotes with my fingers now because you often didn't get paid for it. And your phone is ringing everyday at Morgan Stanley you're the man. My phone rang like 30 times a day, literally because there's always someone who wanted you. So if you're, and maybe this is like an insecurity thing, I don't know where you have to be needed and wanted and loved.
That's a great job because you are the man. Then you go to a buy side role, and this was an adjustment and this is probably why I only lasted a couple of years. Instead of doing research and sharing it, you consume research and you sit on it. Your phone doesn't ring anymore. All of a sudden you're alone in an office. You have to call up a company, you have to call up a sell side analyst, explain to them who you are and why they should talk to you. And that's just a really tough adjustment. I think the biggest difference is that, and this might come out wrong, but on the sell side, I believe, and I don't subscribe to this here because ultimately we have to be right and we have to be right for the right reasons and we have all the tools and latitude and blue sky in order to do that and do it well, but if you're covering your 20 companies over at a Morgan Stanley or a Goldman Sachs, you can still add value to a client and be wrong on the stock.”

Episode 2: Darius Dale, Hedgeye Senior Macro Analyst Dec 18, 2018

Show notes

We are excited to bring you episode two of our brand new podcast Hedgeye: In The Arena.

Our Director of Sales Daryl Jones will be your personal tour guide into the world of Hedgeye and the investing world beyond. This podcast offers an inside glimpse into our "locker room," our failures, our wins, and most importantly, our investment processes.
In this installment, Daryl is joined by one of Hedgeye’s first employees, Senior Macro analyst Darius Dale. At 31-years old, Darius talks about his career at Hedgeye – from Yale student athlete to administrative assistant to now Senior Macro analyst and Managing Director.

Darius and Daryl talk about the importance of “learning how to deal with failure,” how rapidly the financial industry has changed in recent years and the strategies currently employed by best and brightest fund managers to beat the markets.

We think you will enjoy it! Keep your eyes (and ears) open, as we will be releasing a new podcast every other Tuesday morning.

Episode 1: Keith McCullough, Hedgeye Founder & CEO Dec 04, 2018

Show notes

We are excited to bring you our brand new podcast Hedgeye: In The Arena.

Our Director of Sales Daryl Jones will be your personal tour guide into the world of Hedgeye and the investing world beyond. This first podcast offers an inside glimpse into our "locker room," our failures, our wins, and most importantly, our investment processes.
In this this inaugural installment, Daryl is joined by his old friend, Hedgeye Founder and CEO Keith McCullough. This dynamic duo travel back in time to discuss cut-off jean shorts, how Hedgeye was created, investing mistakes and the critical importance of macro.

We think you will enjoy it! Keep your eyes (and ears) open, as we will be releasing a new podcast every other Tuesday morning.

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