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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:
    #HedgeyeNation: A Beginner's Guide | March 31, 2023 Mar 31, 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.
    Subscribe to other Hedgeye Products Here:
    The Call @ Hedgeye
    The Macro Show
    Sector Pro Products
    Risk Ranges
    Early Look

    Weekly Notebook Review | Fade The FOMO get Long Gold China and Duration! | March 29, 2023 Mar 30, 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.
    Subscribe to other Hedgeye Products Here:
    The Call @ Hedgeye
    The Macro Show
    Risk Ranges
    Early Look

    The Pitch: 6 Hedgeye Analysts. 6 Stock Ideas. 60 Minutes. Mar 30, 2023
    Show notes

    Visit Hedgeye.com for more great investing content.
    During this special HedgeyeTV webcast, six Hedgeye analysts will pitch one of their high-conviction stock ideas (Long or Short) to our Risk-Manager-In-Chief Keith McCullough.
    Here's the lineup from this edition (3/28/2023):

    1. Retail analyst Brian McGough
    2. Gaming, Lodging & Leisure analyst Todd Jordan
    3. Restaurants analyst Howard Penney
    4. Communications analyst Andrew Freedman
    5. Health Care analyst Tom Tobin
    6. Consumer Staples analyst Daniel Biolsi

    Interested in our analysts' research?

    CHECK OUT OUR ENTIRE SUITE OF SECTOR PRO PRODUCTS.
    Subscribe to other Hedgeye Products Here:
    The Call @ Hedgeye
    The Macro Show

    The Call @ Hedgeye: Bonus Content | Keith McCullough & Josh Steiner Mar 29, 2023
    Show notes

    Visit Hedgeye.com for more great investing content.
    Some of the best long-short portfolio managers in Financials didn’t see issues inside the banking sector before the crisis.

    A generalist portfolio manager told CEO Keith McCullough that four of the best Financials portfolio managers he knows all missed the bank collapse entirely. Macro/Financials analyst Josh Steiner heard a similar story from a friend.

    Subscribe to other Hedgeye Products Here:
    The Call @ Hedgeye
    The Macro Show
    Risk Ranges
    Early Look

    #HedgeyeNation: A Beginner's Guide | March 24, 2023 Mar 24, 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.

    The Mother of All Bubbles is Popping: Bank Failures, Contagion Risk & Coming Credit Event Mar 23, 2023
    Show notes

    Visit Hedgeye.com for more great investing content.
    Subscribe to other Hedgeye Products Here:
    The Macro Show
    Risk Ranges
    Early Look
    Join Keith McCullough (CEO), Daryl Jones (Director of Research), Josh Steiner (Macro/Financials) and David Salem (Capital Allocation) for a webcast discussing recent bank failures, contagion risk and the upcoming credit event.

    Inside The Process with Keith McCullough & Robert McGroarty Mar 20, 2023
    Show notes

    Visit Hedgeye.com for more great investing content.
    Director of Subscriber Development Robert McGroarty interviewed Hedgeye CEO Keith McCullough on Tuesday, December 20 at 11am ET.

    Keith and Robert discussed best practices for implementing the Hedgeye risk management process and shared perspective on the thought process behind building the Hedgeye risk management process for the last fifteen years.

    #HedgeyeNation: A Beginner's Guide | March 17, 2023 Mar 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.

    Unscripted Equity Curiosity Season 3 Episode 6: Felix Still Bullish on China? China Flex On US Diplomacy; TikTok; & Carrier 5G to 6G Transition Mar 18, 2023
    Show notes

    This Hedgeye podcast features sector heads Ami Joseph, Andrew Freedman, and Felix Wang, as they work through investment themes, ideas, and process. In this episode, Felix discusses his broad views of investing in Chinese equities, Andrew and Felix jump into Geopolitics on Ukraine and on Tiktok, and Ami & Andrew discuss 5G capacity and 6G timeline cycle.
    For More Hedgeye Products Click Below:

    • Hedgeye.com: CLICK HERE
    • Technology Pro: CLICK HERE
    • Comms Pro: CLICK HERE
    • China Pro: CLICK HERE
    Weekly Notebook Review | #Quad4 keeps rolling! $VIX $QQQ $SPY $IWM $KRE | March 15, 2023 Mar 16, 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.

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