Hedgeye Podcasts

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**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.

Latest Episodes:

Unscripted Equity Curiosity: The Apex Predator (Elon) That Twitter Might Not Be Able To Shake Apr 23, 2022

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Unscripted Equity Curiosity: Part 2 of Unscripted Interviewing a Leading EM Bond Portfolio Manager Apr 09, 2022

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Unscripted Equity Curiosity: Unscripted Interviews a Leading EM Bond Portfolio Manager and its gets Awesome Mar 26, 2022

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Unscripted Equity Curiosity: AF & Ami on Russia, Peter Lynch's playbook from 2008, and echoes of 2001 Mar 12, 2022

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Unscripted Equity Curiosity: "How Bad Can It Get" Feb 12, 2022

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Ep 90 Real Conversations: James Davolos, Portfolio Manager, Horizon Kinetics Feb 10, 2022

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*This Real Conversation originally aired as a webcast live on Hedgeye.com on February 10, 2022*
We hosted a new Real Conversation between two of Wall Street's best macro minds; Hedgeye Founder & CEO Keith McCullough and James Davolos, Portfolio Manager of the Horizon Kinetics Inflation Beneficiaries ETF (INFL). Their conversation was LIVE on HedgeyeTV on Thursday, February 10, 2022

You can either listen to "intellectual" inflation debates on Mainstream Financial Media, or you can learn from two pros on where inflation is headed based on the data, and how to risk manage your portfolio with proper (and actionable) investment strategies.

They'll discuss how Fed policy and inflation base effects will converge in a deep #Quad4 in Q2 of 2022, whether inflation will stay sticky-high for longer than expected or roll over hard, how to invest in a variety of inflationary outcomes, and more.

Watch Real Conversations LIVE and get other great video investing content here

Unscripted Equity Curiosity: Horseshoes and Hand Grenades Feb 05, 2022

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The Macro Show [FREE Podcast Edition] | January 27, 2022 Feb 01, 2022

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*This is an audio-only version of The Macro Show that was broadcast on Hedgeye.com on January 27, 2022*
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.

The Call @ Hedgeye [FREE Podcast Edition] - January 27, 2022 Feb 01, 2022

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*This is an audio-only version of our daily live video webcast of The Call @ Hedgeye, as broadcast on January 27, 2022*
We are pulling back the curtain on our morning research conference call. Get deep-dive investing analysis, our favorite stock ideas and CEO Keith McCullough’s macro overlay with The Call @ Hedgeye.
Get access to The Call @ Hedgeye every weekday morning at 7:45am ET

Ep 89 Real Conversations: C.J. Wilson, Former MLB Pitcher & Entrepreneuer Feb 01, 2022

Show notes

*This Real Conversation originally aired as a video webcast on Hedgeye.com on January 26, 2022*
HedgeyeTV is beyond excited to bring you one of our most eclectic and unique Real Conversation guests yet: former MLB All-Star Pitcher, professional (championship) racing team owner and driver himself, entrepreneur and Bitcoin investor (and Hedgeye Subscriber!) C.J. Wilson.
Watch Real Conversations LIVE and get other great video investing content here

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