Hedgeye Podcasts – Détails, épisodes et analyse

This is an exclusive "Hedgeye Investing Summit" interview between Mike Taylor, Hedge Fund Manager, and Hedgeye CEO Keith McCullough.

To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.

Visit Hedgeye.com for more great investing content.

Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks

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.

Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.

The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. 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.

This is an exclusive "Hedgeye Investing Summit" interview between Danielle DiMartino Booth, CEO & Chief Strategist, QI Research, Former Fed insider, and Hedgeye CEO Keith McCullough.

To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.

Visit Hedgeye.com for more great investing content.

Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks

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.

Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.

The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.

Join Hedgeye CEO Keith McCullough on Thursday, September 12, at 11:00am ET as he welcomes renowned monetary economist Judy Shelton for a must-see webcast that delves into monetary policy, inflation, gold, the US Dollar and other pressing economic issues of our times.

From the echoes of financial crises to the recent spikes in pandemic prices and the persistent cycles of inflation, the economic landscape remains tumultuous. Yet, amid the murky discourse of economics dominated by questionable pundits and politicians, Judy Shelton stands out with clear, courageous insights that provide real and actionable solutions.

A Senior Fellow at the Independent Institute and former Chairman of the National Endowment for Democracy, Shelton brings to the table a profound understanding of monetary policies and their far-reaching implications. Her latest book Good as Gold: How to Unleash the Power of Sound Money offers more than just analysis; it provides a blueprint for a prosperous economic future. Shelton challenges the status quo, particularly criticizing the inflationary policies that disproportionately benefit the elite while disadvantaging the middle and lower classes. Her bold stance is that this can—and must—change.

In our upcoming webcast, Shelton will discuss her vision for the US Dollar—a vision that sees it perform "as good as gold... or even better." She argues for a new international monetary order, advocating for a use of gold that transcends traditional and historical constraints, offering a step-by-step guide on how gold can act as a universal measure of value, enhancing financial stability and fostering global economic growth.

Visit Hedgeye.com for more great investing content.

Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks

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.

Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.

The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. 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.

*This is an audio-only version of The Macro Show that was broadcast on Hedgeye.com on June 22, 2023*

Click this link to get access to the Macro Show every day

Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A.

Turn off that tired “Old Wall” TV and tune into The Macro Show. 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. More often than not, the show is hosted by Hedgeye CEO Keith McCullough. On the occasions that Keith isn’t hosting, another Hedgeye analyst fills the spot. Each broadcast brings you our real-time global macro market analysis, tracking trends in stocks, commodities, currencies and interest rates across the globe.

This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm) as they are joined by Hedgeye's Demography sector head and author Neil Howe (@HoweGeneration). They dig into the latest developments in A.I, the Asian markets and the impact of the writer's strike in the U.S. Neil gives his own unique perspective on these topics from a demographer's point of view.

Neil's new book, The Fourth Turning Is Here, will be available July 2023. Pre-order your copy HERE.

Visit Hedgeye.com for more great investing content.

For Our Hedgeye Products Click Below:

• Technology Pro
• Comms Pro
• China Pro

Subscribe to other Hedgeye Products Here:

• The Call @ Hedgeye
• The Macro Show
• Sector Pro Products

*This is an audio-only version of The Macro Show that was broadcast on Hedgeye.com on June 5, 2023*

Click this link to get access to the Macro Show every day

Our Managing Director of Capital Allocation David Salem recently hosted The Macro Show. If you’re not already familiar with David, trust us when we tell you that despite his humble demeanor, he is an impressive market veteran who’s had a similarly impressive and successful career in finance spanning multiple decades.

In addition to being the former founding CEO/CIO at TIFF, he was also a Partner at GMO where he and Jeremy Grantham worked very closely together. In other words, he’s seen a lot. Interesting fact—David was a subscriber and power user of Hedgeye before joining our team. We are thrilled he’s wearing the Hedgeye jersey now!

Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A.

Turn off that tired “Old Wall” TV and tune into The Macro Show. 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. More often than not, the show is hosted by Hedgeye CEO Keith McCullough. On the occasions that Keith isn’t hosting, another Hedgeye analyst fills the spot. Each broadcast brings you our real-time global macro market analysis, tracking trends in stocks, commodities, currencies and interest rates across the globe.

We open our notebooks to touch on everything from Europe to commodities as we navigate into the summer months. $SPY $QQQ $GLD $USD $TLT

Visit Hedgeye.com for more great investing content.

Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.

Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look

Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, current stock ideas and recent market trends.

Visit Hedgeye.com for more great investing content.

Aired on March 30, 2023 (Watch video version on YouTube)

Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look

This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm) as they are joined by Hedgeye's Consumer Staples sector head Daniel Biolsi (@Hedgeye_Staples). Daniel dives deep into his sector, hitting on the latest Bud Light news, the Buyside vs. Sell-Side process and the current outlook on egg prices.

Visit Hedgeye.com for more great investing content.

For Our Hedgeye Products Click Below:

• Technology Pro
• Comms Pro
• China Pro

Subscribe to other Hedgeye Products Here:

• The Call @ Hedgeye
• The Macro Show
• Sector Pro Products

Biggest topic of interest on #WeeklyNotebookReview today revolved around UST Yields. Stick with the signal and, if its not clear cut, go hunt somewhere that's bullish/bearish trade + Trend. The decision is yours, as @thousandairefx reminded us!

Visit Hedgeye.com for more great investing content.

Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.

Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look