Hedgeye Podcasts

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Ep 96 Real Conversations: Mike Taylor, Portfolio Manager, Critical Mass Partners Jan 06, 2023

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The Macro Show
Risk Ranges
Early Look
Hedgeye CEO Keith McCullough was joined by outspoken hedge fund manager Mike Taylor (and PM of Pink Shares For The Cure) this week in this must-see Real Conversation. Mike and Keith discussed longs, shorts, fraud-spotting and the evolving Macro outlook over the next six to twelve months.

Weekly Notebook Review | Similar Signals to Start 2023 | Jan. 4, 2023 Jan 06, 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.

Unscripted Equity Curiosity Season 2 Finale! Biggest Risks For Software in 2023 + Some Lingering Takeaways from the Taiwan Expert Call Dec 24, 2022

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Ep 95 Real Conversations: David Salem, Research Partner, Sparkline Capital Dec 19, 2022

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The Macro Show
Risk Ranges
Early Look
Join Keith McCullough in this conversation with asset management veteran David Salem. If you're looking for timeless investment wisdom from two Wall Street veterans, this is the conversation for you.

David managed over $8 billion as founding president and CIO of The Investment Fund for Foundations (TIFF) until 2010. Prior to TIFF's founding, David was a partner at the global investment advisory firm GMO, working closely with GMO co-founder Jeremy Grantham on the design and execution of investment solutions for large tax-exempt funds.

Brightside Capital Interviews Keith McCullough: "This Is Fall of the Roman Empire Sh*t" Dec 19, 2022

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The Macro Show
Risk Ranges
Early Look
The roles are reversed in this special replay of Brightside Capital's interview with Hedgeye CEO Keith McCullough.
No punches were pulled during this conversation between Brightside Capital Founder Alex Pezzoli and Hedgeye CEO Keith McCullough. Keith discusses our Macro process, the complexity of markets, as well as massive conflicts of interest embedded across Wall Street and MSM.

The interview kicks off with a bang. Alex asks about the FTX debacle, Sam Bankman-Fried's recent NYTimes interview with Andrew Ross Sorkin

Ep 94 Real Conversations: Jim Rickards, Author, "Sold Out: How Broken Supply Chains, Surging Inflation, and Political Instability Will Sink the Global Economy" Dec 19, 2022

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The Macro Show
Risk Ranges
Early Look

Join Hedgeye CEO Keith McCullough and iconoclastic provocateur and bestselling author Jim Rickards for this special investing discussion

They will discuss Jim's new book, "Sold Out: How Broken Supply Chains, Surging Inflation, and Political Instability Will Sink the Global Economy." Jim and Keith will also discuss broader market and economic dynamics, portfolio positioning and actionable investment ideas.

Blowup Ahead? WTF Is Happening At Blackstone REIT Dec 19, 2022

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The Macro Show
Risk Ranges
Early Look
Join REITs analyst Rob Simone in this conversation with Phil Bak (CEO) and David Auerbach (Managing Director) of Armada ETF Advisors. Bak said recently that a blow-up in the private REIT space could be just as impactful to the markets as the FTX meltdown was to cryptocurrency.

The Outlook: McCullough On U.S. #ProfitRecession Dec 19, 2022

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The Macro Show
Risk Ranges
Early Look
In this special investing webcast, Keith McCullough explains why we believe a profit recession is coming for Corporate America. Keith will discuss the underlying economic data as well as the asset allocations best-suited to take advantage in your portfolio.

The Outlook: McCullough & Steiner On Peak Cycle Inflation's Calculus Dec 19, 2022

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The Macro Show
Risk Ranges
Early Look
In this special investing webcast, Keith McCullough and Josh Steiner explain why we believe inflation has peaked but will remain high and sticky. Keith and Josh will discuss the underlying economic data as well as the asset allocations best-suited to take advantage in your portfolio.

Unscripted Equity Curiosity S2EP23: How Taking A 12-Month View of TMT Changes Things, Plus A China Bull In A Hedgeye Bear Shop Dec 10, 2022

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