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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.

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    Copyright: © 2022 Real Conversations

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    Latest Episodes:
    Weekly Notebook Review | Navigating the Seasons $SPY $QQQ $GLD $USD $TLT | June 7, 2023 Jun 08, 2023
    Show notes

    We open our notebooks to touch on everything from Europe to commodities as we navigate into the summer months. $SPY $QQQ $GLD $USD $TLT
    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 @ Hedgeye
    The Macro Show
    Sector Pro Products
    Risk Ranges
    Early Look

    Sector Head Spotlight | Director of Research Daryl Jones Jun 04, 2023
    Show notes

    Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, current stock ideas and recent market trends.
    Visit Hedgeye.com for more great investing content.
    Aired on March 30, 2023 (Watch video version on YouTube)
    Subscribe to other Hedgeye Products Here:
    The Call @ Hedgeye
    The Macro Show
    Sector Pro Products
    Risk Ranges
    Early Look

    Unscripted Equity Curiosity Season 3 Episode 11: Beer Wars, "The Bud Light Impairment" with Hedgeye's Daniel Biolsi Jun 03, 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 Consumer Staples sector head Daniel Biolsi (@Hedgeye_Staples). Daniel dives deep into his sector, hitting on the latest Bud Light news, the Buyside vs. Sell-Side process and the current outlook on egg prices.
    Visit Hedgeye.com for more great investing content.
    For Our Hedgeye Products Click Below:

    • Technology Pro
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    Subscribe to other Hedgeye Products Here:

    • The Call @ Hedgeye
    • The Macro Show
    • Sector Pro Products
    Weekly Notebook Review | All Eyes on the US10/2YC & Quad 4! $SPY $QQQ | May 31, 2023 Jun 01, 2023
    Show notes

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

    Ep.101 Real Conversations: Mark Gordon, Co-Founder & Partner, Ascent Funds Jun 01, 2023
    Show notes

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

    Weekly Notebook Review | Portfolio Construction + Market Setup $SPY $QQQ | May 24, 2023 May 31, 2023
    Show notes

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

    Sector Head Spotlight | Communications Sector Head Andrew Freedman May 28, 2023
    Show notes

    Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, current stock ideas and recent market trends.
    Visit Hedgeye.com for more great investing content.
    Aired on January 12, 2023 (Watch video version on YouTube)
    Subscribe to other Hedgeye Products Here:
    The Call @ Hedgeye
    The Macro Show
    Sector Pro Products
    Risk Ranges
    Early Look

    Sector Head Spotlight | Health Policy Sector Head Emily Evans May 21, 2023
    Show notes

    Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, current stock ideas and recent market trends.
    Visit Hedgeye.com for more great investing content.
    Aired on February 16, 2023 (Watch video version on YouTube)
    Subscribe to other Hedgeye Products Here:
    The Call @ Hedgeye
    The Macro Show
    Sector Pro Products
    Risk Ranges
    Early Look

    Unscripted Equity Curiosity Season 3 Episode 10: Hedgeye's Rob Simone Wearing His Cape (No Tights) Fighting for Truth, Justice & Calling Out Total Bullsh*t May 20, 2023
    Show notes

    This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech) and Andrew Freedman (@HedgeyeComm) as they are joined by Hedgeye's REITs sector head Rob Simone (@HedgeyeREITs). Get an inside look into Rob's process and this method of uncovering the dirty truths in the REITs space.
    Visit Hedgeye.com for more great investing content.
    For Our Hedgeye Products Click Below:

    • Technology Pro
    • Comms Pro
    • China Pro

    Subscribe to other Hedgeye Products Here:

    • The Call @ Hedgeye
    • The Macro Show
    • Sector Pro Products
    #HedgeyeNation: A Beginner's Guide | May 19, 2023 May 19, 2023
    Show notes

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

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