Hedgeye Podcasts

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Ep.103 Real Conversations: Dan Rasmussen, Founder and CIO of Verdad Advisers Jul 18, 2023

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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.
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The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look

Weekly Notebook Review | Earnings Season Is Upon Us! $SPY $QQQ $USO $GLD | July 13, 2023 Jul 13, 2023

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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.
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The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look

"Capitalizing on Japan" with David Salem & Andrew McDermott Jul 11, 2023

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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.
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WANT MORE FROM DAVID SALEM? STAY TUNED

Hedgeye'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 Masses
The Manic-Depressive Tendencies Of U.S. Stocks
Ready to receive more insights like this when Capital Allocation goes live? Email support@hedgeye.com to sign up.

Unscripted Equity Curiosity Season 3 Episode 13: “Is today’s A.I climate similar to 1999’s Internet Boom" (Plus China Trade War Impact on Semiconductor Multiples) Jul 08, 2023

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This is a Hedgeye podcast featuring sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm). On today's episode, Ami and Felix dive into the hot topic of A.I and its impact on today's market, as well as, Chinese policy impacts on the semiconductor space.
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Weekly Notebook Review | June 27, 2023 Jul 05, 2023

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Weekly Notebook Review | June 21, 2023 Jul 05, 2023

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Ep.102 Real Conversations: Mike Green, Portfolio Manager at Simplify Asset Management Jun 28, 2023

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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 @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look

The Macro Show [FULL FREE EPISODE] | June 22, 2023 Jun 22, 2023

Show notes

*This is an audio-only version of The Macro Show that was broadcast on Hedgeye.com on June 22, 2023*
Click this link to get access to the Macro Show every day
Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, 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.

Unscripted Equity Curiosity Season 3 Episode 12: "Turnings & Tech", Neil Howe Decodes China's Demographic Dance and A.I. Jun 17, 2023

Show notes

This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm) as they are joined by Hedgeye's Demography sector head and author Neil Howe (@HoweGeneration). They dig into the latest developments in A.I, the Asian markets and the impact of the writer's strike in the U.S. Neil gives his own unique perspective on these topics from a demographer's point of view.
Neil's new book, The Fourth Turning Is Here, will be available July 2023. Pre-order your copy HERE.
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The Macro Show | Dir. of Capital Allocation David Salem & Dir. of Research Daryl Jones | June 5, 2023 Jun 13, 2023

Show notes

*This is an audio-only version of The Macro Show that was broadcast on Hedgeye.com on June 5, 2023*
Click this link to get access to the Macro Show every day
Our Managing Director of Capital Allocation David Salem recently hosted The Macro Show. If you’re not already familiar with David, trust 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.

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