***This webcast originally aired live on Hedgeye.com on September 3, 2025***

Join Hedgeye CEO Keith McCullough for a new Real Conversation with Hedgeye Asset Management Portfolio Manager Sam Rahman.

Keith and Sam will cut through the narratives and noise to explain what’s really happening in markets. They’ll highlight the most pressing risks, the most compelling opportunities, and what investors need to focus on in today’s rapidly shifting environment.

Rahman brings deep experience to the table, having spent 15 years at Crosby Advisors, the Fidelity family office, where he worked directly with founder and chairman Ned Johnson and managed a multi-billion-dollar strategy centered on long-term capital appreciation before joining Hedgeye Asset Management.

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Ep.130 Real Conversations → Navigating Current Market Opportunities + Risks w/ Sam Rahman

Hedgeye Podcasts

Ep.130 Real Conversations → Navigating Current Market Opportunities + Risks w/ Sam Rahman