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Hedgeye Risk Management · Investment

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.

Episodes

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Unscripted Equity Curiosity Season 3 Episode 18: Investing in GLL - House Rules with Todd Jordan and Sean Jenkins

14 Oct 2023
1h 6m
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Weekly Notebook Review | Navigating Market Signals and Risks in Financial Investment Management | October 12, 2023

12 Oct 2023
1h 39m
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Unscripted Equity Curiosity Season 3 Episode 17: Beginners Menu: Howard Penney Teaches Us How to Invest In The Restaurant Sector

07 Oct 2023
56m
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Unscripted Equity Curiosity Season 3 Episode 16: Felix Discusses Disruptor MNSO, Former & Potential Disruptor BILI, & Gives a Quick Intro To China Internet

30 Sep 2023
32m
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Weekly Notebook Review | Growth↘️, Inflation↗️…stick with the Signal! | September 27, 2023

27 Sep 2023
43m
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'Deep Dive' With Danielle DiMartino Booth and Lacy Hunt - Navigating Turbulent Markets

22 Sep 2023
59m
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Weekly Notebook Review | Not Hyper Focused on FOMC…the Data Rules All! | September 21, 2023

21 Sep 2023
1h 1m
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The Macro Show [FREE EDITION] | September 21, 2023

21 Sep 2023
35m
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Ep.106 Real Conversations: Mike Taylor, Hedge Fund/Portfolio Manager at Pink Shares For The Cure

19 Sep 2023
1h 3m
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Unscripted Equity Curiosity Season 3 Episode 15: Brian McGough Shares The Process

09 Sep 2023
1h 5m
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Weekly Notebook Review | Navigating the Stagflation Storm | September 6, 2023

06 Sep 2023
1h 28m
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Ep.105 Real Conversations: Tier 1 Alpha's co-founders Craig Peterson, David Pegler and Senior Executive Advisor Mike Green

05 Sep 2023
1h 4m
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Weekly Notebook Review | Raising Some Cash $SPY $QQQ $IWM $USO $GLD $VIX | August 16, 2023

17 Aug 2023
1h 25m
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Weekly Notebook Review | Looking Past CPI $SPY $QQQ $USO $TLT $EEM | August 9, 2023

10 Aug 2023
1h 26m
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Weekly Notebook Review | Vol Up, USD Up, Rates Up $SPY $QQQ $USO $GLD | August 2, 2023

03 Aug 2023
1h 53m
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Ep.104 Real Conversations: Alternative Investments with Anthony Zhang, Cormac Kinney & Artem Milinchuk

01 Aug 2023
1h 3m
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Unscripted Equity Curiosity Season 3 Episode 14: Mid Earnings Check In: Hints Of Optimism In US Ad Recovery, China Stimulus Ahead

29 Jul 2023
38m
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Weekly Notebook Review | July Inflation Re-Accelerating $SPY $QQQ $USO | July 27, 2023

27 Jul 2023
2h 28m
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The Pitch: 6 Hedgeye Analysts. 6 Stock Ideas. 60 Minutes. | July 26, 2023

26 Jul 2023
59m
AI processed

High-conviction investment pitches prioritize shorting companies vulnerable to slowing consumer spending and deteriorating credit conditions. Analysts present bearish cases for Dada, Progeny, Wayfair, Discover Financial, and Digital Realty Trust, citing factors such as rising delinquency rates, unsustainable stock-base...

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Ep.103 Real Conversations: Dan Rasmussen, Founder and CIO of Verdad Advisers

18 Jul 2023
1h 5m
Page 13

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