Hedgeye Podcasts

Hedgeye Investing Summit Spring 2026 | Jim Bianco, Founder & President of Bianco Research

Hedgeye Investing Summit Spring 2026 | Steve Hanke, Prof. of Applied Economics

Persistent inflation and structural economic instability define the current U.S. financial landscape, driven primarily by excessive money supply growth rather than isolated commodity price shocks. Professor Steve Hanke argues that inflation remains a monetary phenomenon, citing historical precedents like Japan’s 1970s ...

Hedgeye Investing Summit Spring 2026 | Chris Whalen, Chairman of Whalen Global Advisors

Hedgeye Investing Summit Spring 2026 | Hedgeye Asset Management

Navigating extreme market volatility requires a disciplined, process-driven approach that prioritizes quantitative signals over emotional reactions. Portfolio managers must distinguish between analytical insight and execution, specifically by monitoring the "rate of change on the rate of change" to manage risk during r...

Hedgeye Investing Summit Spring 2026 | David Rosenberg, Founder & President of Rosenberg Research & Associates

Calm Surface, Cracks Beneath: Oil Shocks, Credit Risk & AI Disruption | Protect the Pile Episode 10

Hedgeye NexGen | Episode 34 | Financial Planning

War Risk Meets Oil Shock: What Breaks Next? | Protect the Pile Episode 9

Hedgeye NexGen | Episode 33 | Inflation (Iran Conflict Edition)

War, Oil, and a Market Repricing in Real Time | Protect the Pile: Episode 8

Ep.137 Real Conversations → The Investor’s Edge: ‘Primal Intelligence’ in Markets w/ Angus Fletcher

Hedgeye NexGen | Episode 32 | How to Trade ETFs

AI Capex: Back to Infrastructure | Protect the Pile - Episode 7

The AI Arms Race: How 'Content Flood' Reshapes The Map | Paradigm Platforms - Episode 2

Hedgeye NexGen | Episode 31 | CHICKEN WARS! (And the State of the Consumer)

Hedgeye NexGen | Episode 30 | The Volatility of Bubbles

"A Gothic Horror In The Middle of a Pretty Good Time" | Protect The Pile: Episode 6

The Macro Show [FREE EDITION] 2/4/2026

Ep.136 Real Conversations → Jan van Eck on Global Macro Forces and the Next Investment Regime

Jan van Eck, of Van Eck ETFs, discusses the firm's history, investment philosophy, and current market trends with Keith McCullough. Jan explains his father's focus on identifying major global trends, such as investing in post-World War II Europe and Japan and famously switching to gold in 1968 due to concerns about inf...

"The Ship Would Sink In Two Months" | Protect the Pile: Episode 5

The "Protect the Pile" podcast analyzes current market dynamics, focusing on the credit card and payments landscape amidst broader economic trends. It highlights the slowing of inflation, easier comps, and tax-related tailwinds impacting market growth, suggesting potential risks in 2027 after a supportive period leadin...