

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


Platform Paradigms | A Fireside Chat with Sam Rahman

Hedgeye NexGen | Episode 29 | The ETF Wall of Shame

Ep.135 Real Conversations → Crystal Ball: Mike Taylor’s 2026 Market Predictions

Ep.134 Real Conversations → Beyond the Singularity: Tech, Power, Money, and a World in Rapid Transition w/ Dr. Pippa Malmgren

Hedgeye NexGen | Episode 28 | Gen Z Expenses

Japan Dreams & Data Center Reality Checks | Protect the Pile: Episode 4

Ep.133 Real Conversations → Inside Credit: Rates, CLOs, and the Next Phase of the Cycle w/ Ross Burnaman

Hedgeye NexGen | Episode 27 | Inside Portfolio Management (w/ R. Patrick Kent)
In this episode of Hedgeye Next Gen, Ryan Ricci interviews RPK, a portfolio manager at Hedgeye Asset Management, to explore his background, investment philosophy, and views on the evolution of active management. RPK discusses his unconventional path into finance, starting with English and philosophy before transitionin...

"Phase Two of AI: Who’s Got Staying Power?" | Protect the Pile: Episode 3

Hedgeye NexGen | Episode 26 | Trumponomics & Recent Inflation
In this episode of Hedgeye Next Gen, Ryan Ricci and Hedgeye Food Analyst, Bennett Scheer, dissect Trumponomics, playing a game of "delusional or not delusional" regarding Trump's economic claims. They analyze inflation trends, food costs, and energy prices using charts and data, contrasting Trump's statements with econ...

The Best of Hedgeye: Bent Hunt → A Day Of Reckoning Coming?

Ep. 132 Real Conversations | Jim Rickards: Gold, Chaos and the Great Reckoning Ahead

"Two-Day Market Hyperventilation" | Protect the Pile: Episode 2

Stagflation to Goldilocks: 7 ETFs to Front-Run the Move & Profit

Protect the Pile: A Hedgeye Asset Management Podcast | Episode 1

Hedgeye NexGen | Episode 25 | Government Shutdowns

Hedgeye Investing Summit Fall 2025 | Hedgeye Asset Management Portfolio Managers Sam Rahman, R. Patrick Kent, & David Salem

Hedgeye Investing Summit Fall 2025 | Neil Howe, Author of The Fourth Turning; Hedgeye Demography Head, & JT Taylor, Hedgeye Washington Policy Analyst

Hedgeye Investing Summit Fall 2025 | Steve Diggle, Founder & CEO, Vulpes Investment Management
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