Hedgeye Podcasts

Hedgeye Risk Management
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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.

  1. Hedgeye NexGen | Episode 35 | Wealth Inequality (The K-Shaped Economy)

    5小時前

    Hedgeye NexGen | Episode 35 | Wealth Inequality (The K-Shaped Economy)

    Hedgeye NexGen is for new and young investors. Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, Ryan discusses the growing wealth inequality in the U.S., or the "K-Shaped Economy," a term coined by Hedgeye in 2021. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book. Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.

    46 分鐘

  2. 15小時前

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

    ***This webcast originally aired live on Hedgeye.com on April 22, 2026*** This is an exclusive "Hedgeye Investing Summit" interview between Jim Bianco, Founder & President of Bianco Research, and Hedgeye CEO Keith McCullough. To watch more "Hedgeye Investing Summit" interviews, CLICK HERE. Visit Hedgeye.com for more great investing content. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book. Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.

    48 分鐘

  3. 1日前

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

    ***This webcast originally aired live on Hedgeye.com on April 22, 2026*** This is an exclusive "Hedgeye Investing Summit" interview between Steve Hanke, Prof. of Applied Economics at John Hopkins University, and Hedgeye CEO Keith McCullough. To watch more "Hedgeye Investing Summit" interviews, CLICK HERE. Visit Hedgeye.com for more great investing content. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.

    35 分鐘

  4. 2日前

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

    ***This webcast originally aired live on Hedgeye.com on April 21, 2026*** This is an exclusive "Hedgeye Investing Summit" interview between Chris Whalen, Chairman of Whalen Global Advisors, and Hedgeye CEO Keith McCullough. To watch more "Hedgeye Investing Summit" interviews, CLICK HERE. Visit Hedgeye.com for more great investing content. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book. Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.

    47 分鐘

  5. 3日前

    Hedgeye Investing Summit Spring 2026 | Hedgeye Asset Management

    ***This webcast originally aired live on Hedgeye.com on April 21, 2026*** This is an exclusive "Hedgeye Investing Summit" interview between Hedgeye Asset Management Portfolio Managers R. Patrick Kent (HEFT & HELS), Sam Rahman (HGRO) and David Salem (HECA) and Hedgeye CEO Keith McCullough. To watch more "Hedgeye Investing Summit" interviews, CLICK HERE. Visit Hedgeye.com for more great investing content. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book. Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.

    51 分鐘

  6. 4日前

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

    ***This webcast originally aired live on Hedgeye.com on April 21, 2026*** This is an exclusive "Hedgeye Investing Summit" interview between David Rosenberg, Founder & President of Rosenberg Research & Associates, and Hedgeye CEO Keith McCullough. To watch more "Hedgeye Investing Summit" interviews, CLICK HERE. Visit Hedgeye.com for more great investing content. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book. Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.

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

    4月10日

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

    This week on Protect the Pile, the team unpacks a market that appears calm on the surface but is highly volatile underneath. While the S&P 500 sits roughly flat on the year, geopolitical shocks—particularly the Iran conflict—have driven sharp moves in oil and injected a strong short-term inflation impulse. At the same time, those pressures are colliding with longer-term disinflationary trends like cooling housing data and slowing wage growth, creating a complex and uncertain macro backdrop. The discussion then turns to growing risks in credit markets, where the rise of private credit and direct lending has introduced potential fragility. Deteriorating underwriting standards, liquidity constraints, and rising redemption pressures are raising concerns about hidden losses, with banks indirectly exposed and vulnerable to volatility driven by uncertainty rather than realized credit events. Software equities are a key pressure point, as rapid advances in AI—especially from players like Anthropic—are disrupting the industry’s economics. With the marginal cost of code collapsing, traditional business models are being challenged, raising the possibility of decentralized software development, compressed valuations, and long-term structural disruption across the sector. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book. Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page. Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. 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. CLICK HERE to check out our product page.

    1 小時 11 分鐘
  8. Hedgeye NexGen | Episode 34 | Financial Planning

    4月1日

    Hedgeye NexGen | Episode 34 | Financial Planning

    Hedgeye NexGen is for new and young investors. Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, Ryan sits down with Hedgeye analyst Bennett to give tips on the best way to plan for long-term financial success as a young investor. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book. Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page. Turn off that tired “Old Wall” TV and tune into The Macro Show, Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. 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. CLICK HERE to check out our product page.

    57 分鐘
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關於

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.

資料

  • 創作者
    Hedgeye Risk Management
  • 活躍年份
    2017年 - 2026年
  • 單集
    574
  • 分級
    兒童適宜
  • 版權
    © 2026 Hedgeye Risk Management
  • 節目網站
    Hedgeye Podcasts

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