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    Business

    Hedgeye Podcasts

    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.

    Advertise

    Copyright: © 2022 Real Conversations

    • Apple Podcasts
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    Latest Episodes:
    The Best of Hedgeye: David Rosenberg → Inflation Tsunami: Investing During A Rising Inflationary Tide Feb 20, 2025
    Show notes

    ***This webcast originally aired live on Hedgeye.com on June 17th, 2021***

    MORE INSIGHT WITH DAVID ROSENBERG

    David previously served as Chief Economist & Strategist at Gluskin Sheff + Associates and Chief North American Economist at Merrill Lynch in New York, during which he was consistently ranked in the Institutional Investor All-Star analyst rankings.

    Visit Hedgeye.com for more great investing content.
    Subscribe to other Hedgeye Products Here:
    The Call @ Hedgeye
    The Macro Show
    Signal Strength Stocks
    Top Stock Picks


    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.


    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 NexGen: Building Wealth for Young & New Investors | Episode 9 | Cryptocurrency Feb 15, 2025
    Show notes

    Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, co-host Ish Asad takes over to dig into the how, what, and why of everything Cryptocurrency - from the very basics to more complex topics.

    Watch the video version on HedgeyeTV.com Go to Hedgeye.com for more investing insights.


    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.


    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.


    Trump’s First 30 Days – What’s Happened & What’s Next (with Neil Howe and JT Taylor) Feb 11, 2025
    Show notes

    Join us for an exclusive Hedgeye webcast on Tuesday, February 11, at 1:00pm ET, as we break down the whirlwind first month of President Trump’s new term. From major executive orders to massive policy shifts, key cabinet appointments, tariffs, and more, this discussion will provide critical insights into what has unfolded—and, more importantly, what’s likely ahead.

    Hedgeye President Michael Blum will host this conversation featuring:

    • Neil Howe, world-renowned historian and demographer, author of The Fourth Turning, and head of Hedgeye’s Demography research.
    • JT Taylor, Hedgeye’s Washington Policy analyst and expert on the political landscape in D.C.

    With the pace of change accelerating, investors and market watchers won’t want to miss this deep dive into the political and economic implications of Trump’s early decisions.

    Visit Hedgeye.com for more great investing content.
    Subscribe to other Hedgeye Products Here:
    The Call @ Hedgeye
    The Macro Show
    Signal Strength Stocks
    Top Stock Picks


    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.


    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.


    Ep.121 Real Conversations: Brian "Ponch" Rivera → The Fractal Secret of Decision-Making: TOPGUN Style Feb 05, 2025
    Show notes

    Join Capt. Brian "Ponch" Rivera, USNR (Ret.), and Hedgeye CEO Keith McCullough for an eye-opening Real Conversation, originally aired on Wednesday, February 5, 2025.
    Unlock the Secrets of Flow and Decision-Making
    In this session, Ponch will break down essential fighter aviation principles that every leader should understand before diving into one of the most misunderstood yet powerful frameworks in decision-making: the OODA loop. This non-linear decision-making cycle—rooted in psychology, neuroscience, physics, and complexity theory—explains how living systems adapt, predict, and survive over time.
    You’ll learn:
    How the real OODA loop helps us process information, make predictions, and adapt effectively.
    Why free energy is the key measure that defines decision-making and strategic advantage.
    How these insights apply to winning in sports, managing risk in markets, improving mental resilience, and even AI development.
    These insights can give you a serious edge in business, investing, and life. Don’t miss this special opportunity to gain a strategic advantage.


    Visit Hedgeye.com for more great investing content.

    Subscribe to other Hedgeye Products Here:
    The Call @ Hedgeye
    The Macro Show
    Signal Strength Stocks
    Top Stock Picks


    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.


    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 NexGen: Building Wealth for Young & New Investors | Episode 8 | How AI Really Works Feb 01, 2025
    Show notes

    Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, Ryan and Ish discuss the hottest topic on the market: Artificial Intelligence - and how it actually works.
    DISCLAIMER

    This content has been prepared by Hedgeye Risk Management, LLC (“Hedgeye”) and is presented for informational purposes only. Hedgeye is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or a solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Hedgeye or any of its employees, officers, agents, or guests. This information is presented without regard for individual investment preferences or risk parameters and is general, non- tailored, non-specific information. This content is based on information from sources believed to be reliable. Hedgeye is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this report are those of the individual expressing those opinions or conclusions and are intended solely for the use of Hedgeye’s subscribers and the authorized recipients of the content. The opinions of HedgeyeTV guests are not the opinions of Hedgeye. Hedgeye is not responsible for the opinions of their guests or the content or information they may provide.

    Hedgeye distributes content on behalf of Tier 1 Alpha, LLC, a third-party content provider with shared ownership.

    All investments entail a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of the content. Consult your financial professional before investing.

    TERMS OF USE

    The information contained herein is protected by United States and foreign copyright laws and is intended solely for the use of its authorized recipient; there is a fee associated with access to this report. Access must be provided directly by

    Hedgeye.


    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.


    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.


    The Best of Hedgeye: Jim Rickards → Why Gold Is Going To $10,000 Jan 30, 2025
    Show notes

    ***This webcast originally aired live on Hedgeye.com on March 15th, 2016***
    Bestselling author Jim Rickards sits down with Hedgeye CEO Keith McCullough to discuss his new book “The New Case for Gold” and why a cocktail of factors makes it more critical than ever for investors to protect their portfolios with gold.
    Visit Hedgeye.com for more great investing content.
    Subscribe to other Hedgeye Products Here:
    The Call @ Hedgeye
    The Macro Show
    Signal Strength Stocks
    Top Stock Picks


    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.


    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.


    The Best of Hedgeye: Danielle DiMartino Booth → Market Carnage: What May Come Next Jan 23, 2025
    Show notes

    ***This webcast originally aired live on Hedgeye.com on March 18th, 2020***
    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 investing webcast between Hedgeye CEO Keith McCullough and former Fed advisor Danielle DiMartino Booth.
    Visit Hedgeye.com for more great investing content.
    Subscribe to other Hedgeye Products Here:
    The Call @ Hedgeye
    The Macro Show
    Signal Strength Stocks
    Top Stock Picks


    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.


    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 NexGen: Building Wealth for Young & New Investors | Episode 7 | Who Wants to be a Millionaire? Jan 18, 2025
    Show notes

    Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, Ryan digs into a new study that explores how millionaires become millionaires.
    DISCLAIMER

    This content has been prepared by Hedgeye Risk Management, LLC (“Hedgeye”) and is presented for informational purposes only. Hedgeye is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or a solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Hedgeye or any of its employees, officers, agents, or guests. This information is presented without regard for individual investment preferences or risk parameters and is general, non- tailored, non-specific information. This content is based on information from sources believed to be reliable. Hedgeye is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this report are those of the individual expressing those opinions or conclusions and are intended solely for the use of Hedgeye’s subscribers and the authorized recipients of the content. The opinions of HedgeyeTV guests are not the opinions of Hedgeye. Hedgeye is not responsible for the opinions of their guests or the content or information they may provide.

    Hedgeye distributes content on behalf of Tier 1 Alpha, LLC, a third-party content provider with shared ownership.

    All investments entail a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of the content. Consult your financial professional before investing.

    TERMS OF USE

    The information contained herein is protected by United States and foreign copyright laws and is intended solely for the use of its authorized recipient; there is a fee associated with access to this report. Access must be provided directly by

    Hedgeye. Redistribution or republication of the content is strictly prohibited. By joining this call or possessing these materials, you agree to these terms and Hedgeye Terms of Service. For more detail, please refer to the Terms of Service


    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.


    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.


    Ep.120 Real Conversations: Crystal Ball - Mike Taylor’s 2025 Market Predictions Jan 14, 2025
    Show notes

    Start the new year with unmatched market insight in our first “Real Conversation” of 2025. Hedge fund veteran and Hedgeye favorite Mike Taylor sits down 1-on-1 with CEO Keith McCullough. This must-see webcast will dive into Mike’s bold predictions for the markets, economy, and geopolitics.
    Here’s a peek at some of Mike’s predictions and what will be discussed:

    • The Federal Reserve cuts rates five or more times, with 1-year yields dropping to 3%.
    • Winners: REITs, Utilities, and Healthcare as the best-performing sectors.
    • Losers: MRNA (-50%), CVNA (-50%), WMT misses earnings, MPW faces bankruptcy amid malfeasance.
    • A recovery in existing home sales in the second half of the year.
    • Geopolitical shockwaves as Trump imposes a 10% tariff on China and China strikes a major agricultural trade deal with the U.S.

    This candid and insightful conversation will provide a clear lens into the forces shaping markets and the economy, helping investors navigate 2025 with confidence.
    Visit Hedgeye.com for more great investing content.
    Subscribe to other Hedgeye Products Here:
    The Call @ Hedgeye
    The Macro Show
    Signal Strength Stocks
    Top Stock Picks


    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.


    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.


    The Best of Hedgeye: Roy Sebag - The Intelligent Investor’s Guide to Gold, Central Bank Manipulation & The ‘Future of Money’ Jan 09, 2025
    Show notes

    ***This webcast originally aired live on Hedgeye.com on Dec. 11th, 2018***
    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).
    Visit Hedgeye.com for more great investing content.
    Subscribe to other Hedgeye Products Here:
    The Call @ Hedgeye
    The Macro Show
    Signal Strength Stocks
    Top Stock Picks


    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.


    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.


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