Explore every episode of the podcast Hedgeye Podcasts
Dive into the complete episode list for Hedgeye Podcasts. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.
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Title
Pub. Date
Duration
The Best of Hedgeye: David Rosenberg → Inflation Tsunami: Investing During A Rising Inflationary Tide
20 Feb 2025
01:14:48
***This webcast originally aired live on Hedgeye.com on June 17th, 2021***
MORE INSIGHT WITH DAVID ROSENBERG
David previously served as Chief Economist & Strategist at Gluskin Sheff + Associates and Chief North American Economist at Merrill Lynch in New York, during which he was consistently ranked in the Institutional Investor All-Star analyst rankings.
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.
Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 9 | Cryptocurrency
15 Feb 2025
01:04:29
Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, co-host Ish Asad takes over to dig into the how, what, and why of everything Cryptocurrency - from the very basics to more complex topics.
Watch the video version on HedgeyeTV.com Go to Hedgeye.com for more investing insights.
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.
Trump’s First 30 Days – What’s Happened & What’s Next (with Neil Howe and JT Taylor)
11 Feb 2025
01:01:34
Join us for an exclusive Hedgeye webcast on Tuesday, February 11, at 1:00pm ET, as we break down the whirlwind first month of President Trump’s new term. From major executive orders to massive policy shifts, key cabinet appointments, tariffs, and more, this discussion will provide critical insights into what has unfolded—and, more importantly, what’s likely ahead.
Hedgeye President Michael Blum will host this conversation featuring:
Neil Howe, world-renowned historian and demographer, author of The Fourth Turning, and head of Hedgeye’s Demography research.
JT Taylor, Hedgeye’s Washington Policy analyst and expert on the political landscape in D.C.
With the pace of change accelerating, investors and market watchers won’t want to miss this deep dive into the political and economic implications of Trump’s early decisions.
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.
Ep.121 Real Conversations: Brian "Ponch" Rivera → The Fractal Secret of Decision-Making: TOPGUN Style
05 Feb 2025
01:04:01
Join Capt. Brian "Ponch" Rivera, USNR (Ret.), and Hedgeye CEO Keith McCullough for an eye-opening Real Conversation, originally aired on Wednesday, February 5, 2025.
Unlock the Secrets of Flow and Decision-Making
In this session, Ponch will break down essential fighter aviation principles that every leader should understand before diving into one of the most misunderstood yet powerful frameworks in decision-making: the OODA loop. This non-linear decision-making cycle—rooted in psychology, neuroscience, physics, and complexity theory—explains how living systems adapt, predict, and survive over time.
You’ll learn:
How the real OODA loop helps us process information, make predictions, and adapt effectively.
Why free energy is the key measure that defines decision-making and strategic advantage.
How these insights apply to winning in sports, managing risk in markets, improving mental resilience, and even AI development.
These insights can give you a serious edge in business, investing, and life. Don’t miss this special opportunity to gain a strategic advantage.
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.
Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 8 | How AI Really Works
01 Feb 2025
00:56:19
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 and Ish discuss the hottest topic on the market: Artificial Intelligence - and how it actually works.
DISCLAIMER
This content has been prepared by Hedgeye Risk Management, LLC (“Hedgeye”) and is presented for informational purposes only. Hedgeye is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or a solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Hedgeye or any of its employees, officers, agents, or guests. This information is presented without regard for individual investment preferences or risk parameters and is general, non- tailored, non-specific information. This content is based on information from sources believed to be reliable. Hedgeye is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this report are those of the individual expressing those opinions or conclusions and are intended solely for the use of Hedgeye’s subscribers and the authorized recipients of the content. The opinions of HedgeyeTV guests are not the opinions of Hedgeye. Hedgeye is not responsible for the opinions of their guests or the content or information they may provide.
Hedgeye distributes content on behalf of Tier 1 Alpha, LLC, a third-party content provider with shared ownership.
All investments entail a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of the content. Consult your financial professional before investing.
TERMS OF USE
The information contained herein is protected by United States and foreign copyright laws and is intended solely for the use of its authorized recipient; there is a fee associated with access to this report. Access must be provided directly by
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.
The Best of Hedgeye: Jim Rickards → Why Gold Is Going To $10,000
30 Jan 2025
00:56:27
***This webcast originally aired live on Hedgeye.com on March 15th, 2016***
Bestselling author Jim Rickards sits down with Hedgeye CEO Keith McCullough to discuss his new book “The New Case for Gold” and why a cocktail of factors makes it more critical than ever for investors to protect their portfolios with gold.
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.
The Best of Hedgeye: What May Come Next → A Real Conversation with Danielle DiMartino Booth
23 Jan 2025
01:03:31
***This webcast originally aired live on Hedgeye.com on March 18th, 2020***
Global markets are in an historic tailspin and it doesn’t look like it’s going to get better anytime soon. You don’t need us to tell you that.
What you may not know is that unlike the vast majority of conflicted and blinded prognosticators, we proactively prepared our subscribers before the crash. That’s a fact.
Good news, if you’re wondering where we think things are heading now.
We hosted a special investing webcast between Hedgeye CEO Keith McCullough and former Fed advisor Danielle DiMartino Booth.
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.
Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 7 | Who Wants to be a Millionaire?
18 Jan 2025
01:07:19
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 digs into a new study that explores how millionaires become millionaires.
DISCLAIMER
This content has been prepared by Hedgeye Risk Management, LLC (“Hedgeye”) and is presented for informational purposes only. Hedgeye is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or a solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Hedgeye or any of its employees, officers, agents, or guests. This information is presented without regard for individual investment preferences or risk parameters and is general, non- tailored, non-specific information. This content is based on information from sources believed to be reliable. Hedgeye is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this report are those of the individual expressing those opinions or conclusions and are intended solely for the use of Hedgeye’s subscribers and the authorized recipients of the content. The opinions of HedgeyeTV guests are not the opinions of Hedgeye. Hedgeye is not responsible for the opinions of their guests or the content or information they may provide.
Hedgeye distributes content on behalf of Tier 1 Alpha, LLC, a third-party content provider with shared ownership.
All investments entail a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of the content. Consult your financial professional before investing.
TERMS OF USE
The information contained herein is protected by United States and foreign copyright laws and is intended solely for the use of its authorized recipient; there is a fee associated with access to this report. Access must be provided directly by
Hedgeye. Redistribution or repu
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.
Ep.120 Real Conversations: Crystal Ball - Mike Taylor’s 2025 Market Predictions
14 Jan 2025
01:07:55
Start the new year with unmatched market insight in our first “Real Conversation” of 2025. Hedge fund veteran and Hedgeye favorite Mike Taylor sits down 1-on-1 with CEO Keith McCullough. This must-see webcast will dive into Mike’s bold predictions for the markets, economy, and geopolitics.
Here’s a peek at some of Mike’s predictions and what will be discussed:
The Federal Reserve cuts rates five or more times, with 1-year yields dropping to 3%.
Winners: REITs, Utilities, and Healthcare as the best-performing sectors.
A recovery in existing home sales in the second half of the year.
Geopolitical shockwaves as Trump imposes a 10% tariff on China and China strikes a major agricultural trade deal with the U.S.
This candid and insightful conversation will provide a clear lens into the forces shaping markets and the economy, helping investors navigate 2025 with confidence.
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.
The Best of Hedgeye: Roy Sebag - The Intelligent Investor’s Guide to Gold, Central Bank Manipulation & The ‘Future of Money’
09 Jan 2025
00:56:45
***This webcast originally aired live on Hedgeye.com on Dec. 11th, 2018***
In this edition of Real Conversations, Goldmoney Founder and CEO Roy Sebag sits down with Hedgeye CEO Keith McCullough for a deep-dive discussion on currencies, gold, the global economy and markets in a world warped by central bank manipulation. Keith and Roy dissect the current state of financial markets and the future of money (with a special focus on gold and the outsized impact of central banks).
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.
The Macro Show [FREE EDITION] | January 8th, 2025
08 Jan 2025
00:36:22
Hosted by Hedgeye CEO Keith McCullough, this exclusive online broadcast offers smart investors and traders of all stripes the sharpest insights and clearest market analysis available on Wall Street.
The Macro Show provides you with everything you need to know before the market opens. Our non-consensus analysts distill the latest global market and economic developments and explain how to position yourself accordingly.
Turn off that tired “Old Wall” TV and tune in to Hedgeye's no-BS market webcast: https://info.hedgeye.com/try-the-macro-show ✓ Everything you need to know before the market opens ✓ Contrarian insight to get you ahead of big market moves ✓ Live viewer Q&A with Hedgeye CEO Keith McCullough ✓ Replays available... access our archive of 1,000+ shows
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.
Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 6 | Debt (Part 2)
21 Dec 2024
00:41:16
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 and his co-host, Ishmael Asad, have lively debate on the pros and cons of taking on debt.
DISCLAIMER
This content has been prepared by Hedgeye Risk Management, LLC (“Hedgeye”) and is presented for informational purposes only. Hedgeye is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or a solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Hedgeye or any of its employees, officers, agents, or guests. This information is presented without regard for individual investment preferences or risk parameters and is general, non- tailored, non-specific information. This content is based on information from sources believed to be reliable. Hedgeye is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this report are those of the individual expressing those opinions or conclusions and are intended solely for the use of Hedgeye’s subscribers and the authorized recipients of the content. The opinions of HedgeyeTV guests are not the opinions of Hedgeye. Hedgeye is not responsible for the opinions of their guests or the content or information they may provide.
Hedgeye distributes content on behalf of Tier 1 Alpha, LLC, a third-party content provider with shared ownership.
All investments entail a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of the content. Consult your financial professional before investing.
TERMS OF USE
The information contained herein is protected by United States and foreign copyright laws and is intended solely for the use of its authorized recipient; there is a fee associated with access to this report. Access must be provided directly by
Hedgeye. Redistribution or republication of the content is strictly prohibited. By joining this call or possessing these materials, you agree to these terms and Hedgeye Terms of Service. For more detail, please refer to the Terms of Service
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.
Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 5 | Debt
07 Dec 2024
00:51:58
Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term.
DISCLAIMER
This content has been prepared by Hedgeye Risk Management, LLC (“Hedgeye”) and is presented for informational purposes only. Hedgeye is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or a solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Hedgeye or any of its employees, officers, agents, or guests. This information is presented without regard for individual investment preferences or risk parameters and is general, non- tailored, non-specific information. This content is based on information from sources believed to be reliable. Hedgeye is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this report are those of the individual expressing those opinions or conclusions and are intended solely for the use of Hedgeye’s subscribers and the authorized recipients of the content. The opinions of HedgeyeTV guests are not the opinions of Hedgeye. Hedgeye is not responsible for the opinions of their guests or the content or information they may provide.
Hedgeye distributes content on behalf of Tier 1 Alpha, LLC, a third-party content provider with shared ownership.
All investments entail a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of the content. Consult your financial professional before investing.
TERMS OF USE
The information contained herein is protected by United States and foreign copyright laws and is intended solely for the use of its authorized recipient; there is a fee associated with access to this report. Access must be provided directly by
Hedgeye. Redistribution or republication of the content is strictly prohibited. By joining this call or possessing these materials, you agree to these terms and Hedgeye Terms of Service. For more detail, please refer to the Terms of Service
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.
The Best of Hedgeye: Michael Saylor On Bitcoin - The Long-Term Bull Case
05 Dec 2024
01:09:23
***This webcast originally aired live on Hedgeye.com on Oct. 20, 2020***
The crypto community celebrated when MicroStrategy Founder & CEO Michael Saylor recently tapped the firm’s cash to buy $425 million in Bitcoin. “This is not speculation,” Saylor says. Watch this webcast with Saylor and Hedgeye CEO Keith McCullough discussing why Saylor believes Bitcoin is “less risky than holding cash.”
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.
The Best of Hedgeye: DiMartino Booth + McCullough: Fed Policy Mistake? Market Risk Rising
27 Nov 2024
01:01:02
***This Webcast aired live on HedgeyeTV on Thursday August 26th, 2021***
Join Hedgeye CEO Keith McCullough and Danielle DiMartino Booth, former Fed advisor and Chief Strategist at Quill Intelligence, for this special investing discussion on HedgeyeTV.
They'll discuss portfolio positioning, broader market dynamics, and actionable investment ideas based on what the Fed has to say at Jackson Hole.
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.
Ep.119 Real Conversations: Navigating the New Market Reality - Jim Rickards 1-on-1 w/Keith McCullough
19 Nov 2024
01:15:34
Join Hedgeye Founder and CEO Keith McCullough for an exclusive webcast on Tuesday, November 19, at 11:00am ET, as he hosts Wall Street veteran, bestselling author and former Department of Defense advisor Jim Rickards in an in-depth discussion on the critical forces shaping today’s financial landscape.
Keith and Jim will tackle the profound implications of Trump’s return to the White House, exploring how his policies and personnel will reshape the market and economic outlook.
This discussion will provide investors with actionable insights into fiscal and monetary policies amid this era of heightened uncertainty. With a focus on what’s essential for investors right now, they’ll examine shifting policy landscapes and the hidden risks and opportunities facing investors.
A highlight of the discussion will be Jim’s new book, MoneyGPT: AI and the Threat to the Global Economy. He’ll delve into how artificial intelligence is not just a technological breakthrough but also a profound economic disruptor, carrying risks that every investor should understand. In a world where technology increasingly influences financial stability, Jim will unpack the threats AI may pose to global markets and what this means for future economic resilience.
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.
Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 4 | Compounding
16 Nov 2024
00:44:46
Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term.
DISCLAIMER
This content has been prepared by Hedgeye Risk Management, LLC (“Hedgeye”) and is presented for informational purposes only. Hedgeye is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or a solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Hedgeye or any of its employees, officers, agents, or guests. This information is presented without regard for individual investment preferences or risk parameters and is general, non- tailored, non-specific information. This content is based on information from sources believed to be reliable. Hedgeye is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this report are those of the individual expressing those opinions or conclusions and are intended solely for the use of Hedgeye’s subscribers and the authorized recipients of the content. The opinions of HedgeyeTV guests are not the opinions of Hedgeye. Hedgeye is not responsible for the opinions of their guests or the content or information they may provide.
Hedgeye distributes content on behalf of Tier 1 Alpha, LLC, a third-party content provider with shared ownership.
All investments entail a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of the content. Consult your financial professional before investing.
TERMS OF USE
The information contained herein is protected by United States and foreign copyright laws and is intended solely for the use of its authorized recipient; there is a fee associated with access to this report. Access must be provided directly by
Hedgeye. Redistribution or republication of the content is strictly prohibited. By joining this call or possessing these materials, you agree to these terms and Hedgeye Terms of Service. For more detail, please refer to the Terms of Service
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.
The Best of Hedgeye: The New Great Depression with Jim Rickards
14 Nov 2024
01:11:19
Hedgeye CEO Keith McCullough went one-on-one with investor/bestselling author James Rickards to discuss key ideas in his book, "The New Great Depression: Winners and Losers in a Post-Pandemic World".
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.
Post-Election Analysis: Where do we go from here?
06 Nov 2024
00:52:45
Join us on Wednesday, November 6, at 10 a.m. ET for a critical election analysis featuring JT Taylor, Hedgeye's veteran Washington Policy Analyst, and Michael Blum, Hedgeye's President.
We will dive into the early insights and implications of the 2024 election. While the presidential race may still be undecided, we will examine the initial data and the results from the House and Senate races. We will also discuss possible legal challenges and important dates in the certification process.
This content has been prepared by Hedgeye Risk Management, LLC (“Hedgeye”) and is presented for informational purposes only. Hedgeye is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or a solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Hedgeye or any of its employees, officers, agents, or guests. This information is presented without regard for individual investment preferences or risk parameters and is general, non- tailored, non-specific information. This content is based on information from sources believed to be reliable. Hedgeye is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this report are those of the individual expressing those opinions or conclusions and are intended solely for the use of Hedgeye’s subscribers and the authorized recipients of the content. The opinions of HedgeyeTV guests are not the opinions of Hedgeye. Hedgeye is not responsible for the opinions of their guests or the content or information they may provide.
Hedgeye distributes content on behalf of Tier 1 Alpha, LLC, a third-party content provider with shared ownership.
All investments entail a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of the content. Consult your financial professional before inve
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.
Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 3 | Drawdowns
01 Nov 2024
00:36:36
Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term.
DISCLAIMER
This content has been prepared by Hedgeye Risk Management, LLC (“Hedgeye”) and is presented for informational purposes only. Hedgeye is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or a solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Hedgeye or any of its employees, officers, agents, or guests. This information is presented without regard for individual investment preferences or risk parameters and is general, non- tailored, non-specific information. This content is based on information from sources believed to be reliable. Hedgeye is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this report are those of the individual expressing those opinions or conclusions and are intended solely for the use of Hedgeye’s subscribers and the authorized recipients of the content. The opinions of HedgeyeTV guests are not the opinions of Hedgeye. Hedgeye is not responsible for the opinions of their guests or the content or information they may provide.
Hedgeye distributes content on behalf of Tier 1 Alpha, LLC, a third-party content provider with shared ownership.
All investments entail a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of the content. Consult your financial professional before investing.
TERMS OF USE
The information contained herein is protected by United States and foreign copyright laws and is intended solely for the use of its authorized recipient; there is a fee associated with access to this report. Access must be provided directly by
Hedgeye. Redistribution or republication of the content is strictly prohibited. By joining this call or possessing these materials, you agree to these terms and Hedgeye Terms of Service. For more detail, please refer to the Terms of Service
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.
Hedgeye Investing Summit Fall 2024 | Eric Larkin, Senior Advisor at McAlvany Precious Metals
26 Oct 2024
00:49:54
This is an exclusive "Hedgeye Investing Summit" interview between Eric Larkin, Senior Advisor at McAlvany Precious Metals, and Hedgeye CEO Keith McCullough.
To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.
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.
Ep.118 Real Conversations: Steve Hanke, Economist and Professor of Applied Economics, John Hopkins University
25 Oct 2024
00:51:42
Join us for a one-on-one conversation between renowned economist Steve Hanke and Hedgeye Founder & CEO Keith McCullough. In this exclusive webcast, Hanke will share his prescient insights on U.S. inflation, the shrinking money supply, and the potential U.S. economic slowdown.
This is a return visit for Professor Hanke (a fan favorite among #HedgeyeNation faithful) whose forecasts have been remarkably accurate—most notably his accurate prediction of the U.S. inflation spike. Don’t miss this opportunity to hear his latest outlook as he unpacks the Federal Reserve’s next move and what it means for markets and the economy.
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.
This is an exclusive "Hedgeye Investing Summit" interview between Murray Stahl, Chairman, CEO, CIO, Co-Founder, Horizon Kinetics, and Hedgeye CEO Keith McCullough.
To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.
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.
Hedgeye Investing Summit Fall 2024 | Marc Cohodes, rabblerouser/short seller
22 Oct 2024
00:56:59
This is an exclusive "Hedgeye Investing Summit" interview between Marc Cohodes, rabblerouser/short seller, and Hedgeye CEO Keith McCullough.
To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.
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.
Hedgeye Investing Summit Fall 2024 | Michael Cannivet, Founder & CIO of Silverlight Asset Management; Author of The Four Minute Retirement Plan
21 Oct 2024
00:50:14
This is an exclusive "Hedgeye Investing Summit" interview between Michael Cannivet, Founder & CIO of Silverlight Asset Management; Author of The Four Minute Retirement Plan, and Hedgeye CEO Keith McCullough.
To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.
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.
Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 2 | Diversification
18 Oct 2024
00:38:12
Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term.
DISCLAIMER
This content has been prepared by Hedgeye Risk Management, LLC (“Hedgeye”) and is presented for informational purposes only. Hedgeye is not a broker dealer and does not provide investment advice to individuals. None of the information contained herein constitutes an offer to sell, or a solicitation of an offer to buy any security or investment vehicle, nor does it constitute an investment recommendation or legal, tax, accounting, or investment advice by Hedgeye or any of its employees, officers, agents, or guests. This information is presented without regard for individual investment preferences or risk parameters and is general, non- tailored, non-specific information. This content is based on information from sources believed to be reliable. Hedgeye is not responsible for errors, inaccuracies, or omissions of information. The opinions and conclusions contained in this report are those of the individual expressing those opinions or conclusions and are intended solely for the use of Hedgeye’s subscribers and the authorized recipients of the content. The opinions of HedgeyeTV guests are not the opinions of Hedgeye. Hedgeye is not responsible for the opinions of their guests or the content or information they may provide.
Hedgeye distributes content on behalf of Tier 1 Alpha, LLC, a third-party content provider with shared ownership.
All investments entail a certain degree of risk and financial instrument prices can fluctuate based on several factors, including those not considered in the preparation of the content. Consult your financial professional before investing.
TERMS OF USE
The information contained herein is protected by United States and foreign copyright laws and is intended solely for the use of its authorized recipient; there is a fee associated with access to this report. Access must be provided directly by
Hedgeye. Redistribution or republication of the content is strictly prohibited. By joining this call or possessing these materials, you agree to these terms and Hedgeye Terms of Service. For more detail, please refer to the Terms of Service
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.
Hedgeye Investing Summit Fall 2024 | Dan Rasmussen, Founder and CIO of Verdad Advisers
17 Oct 2024
00:47:21
This is an exclusive "Hedgeye Investing Summit" interview between Dan Rasmussen, Founder and CIO of Verdad Advisers, and Hedgeye CEO Keith McCullough.
To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.
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.
Hedgeye Investing Summit Fall 2024 | Mike Taylor, Hedge Fund Manager
11 Oct 2024
00:59:10
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.
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.
Hedgeye Investing Summit Fall 2024 | Danielle DiMartino Booth, CEO & Chief Strategist, QI Research, Former Fed insider
10 Oct 2024
00:48:51
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.
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.
Hedgeye Investing Summit Fall 2024 | Daniel Lacalle, Chief Economist at Tressis
09 Oct 2024
00:52:30
This is an exclusive "Hedgeye Investing Summit" interview between Daniel Lacalle, Chief Economist at Tressis, and Hedgeye CEO Keith McCullough.
To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.
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.
Hedgeye Investing Summit Fall 2024 | Liz Ann Sonders, Chief Investment Strategist, Charles Schwab
08 Oct 2024
00:49:32
This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, and Hedgeye CEO Keith McCullough.
To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.
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.
Hedgeye NexGen: Building Wealth for Young & New Investors - Episode 1
07 Oct 2024
00:34:26
Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term.
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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.
Ep.117 Real Conversations: A Masterclass with Tier1 Alpha
19 Sep 2024
01:03:39
BOOM! Free 'All Access Week' Is HERE, featuring 8 high performance investing products FREE each day from 9/16 to 9/20.
If you haven't read Tier 1 Alpha's daily investing insights, you're missing out.
From the Market Situation Report to videos filled with thoughtful investment outlooks, the firm has provided immense value to subscribers since partnering with Hedgeye in the last year.
Now, the entire Tier 1 team (co-founders Craig Peterson, David Pegler and Senior Executive Advisor Mike Green) are set to join Hedgeye CEO Keith McCullough for a Real Conversation. Tune into this live webcast at 11:00am ET on Thursday, September 19th for a masterclass on options, flows, and volatility in today's evolved market.
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.
The Macro Show [FREE ALL ACCESS WEEK] | September 19, 2024
19 Sep 2024
00:41:30
BOOM! Free 'All Access Week' Is HERE, featuring 8 high performance investing products FREE each day from 9/16 to 9/20.
Turn off that tired “Old Wall” TV and tune in to Hedgeye's no-BS market webcast: https://info.hedgeye.com/try-the-macro-show ✓ Everything you need to know before the market opens ✓ Contrarian insight to get you ahead of big market moves ✓ Live viewer Q&A with Hedgeye CEO Keith McCullough ✓ Replays available... access our archive of 1,000+ shows
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.
The Call @ Hedgeye [FREE ALL ACCESS WEEK] | September 19, 2024
19 Sep 2024
01:11:07
BOOM! Free 'All Access Week' Is HERE, featuring 8 high performance investing products FREE each day from 9/16 to 9/20.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Join our entire research analyst team live before the market opens for deep-dive investing analysis, our favorite stock ideas and our Risk-Manager-In-Chief Keith McCullough’s Macro overlay.
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.
The Macro Show [FREE ALL ACCESS WEEK] | September 18, 2024
18 Sep 2024
00:33:29
BOOM! Free 'All Access Week' Is HERE, featuring 8 high performance investing products FREE each day from 9/16 to 9/20: https://app.hedgeye.com/insights/155694-free-all-access-week-new-product-bundles-available?type=macro%2Cmarket-insights
Turn off that tired “Old Wall” TV and tune in to Hedgeye's no-BS market webcast: https://info.hedgeye.com/try-the-macro-show ✓ Everything you need to know before the market opens ✓ Contrarian insight to get you ahead of big market moves ✓ Live viewer Q&A with Hedgeye CEO Keith McCullough ✓ Replays available... access our archive of 1,000+ shows
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 Macro Show [FREE ALL ACCESS WEEK] | September 17, 2024
17 Sep 2024
00:33:19
BOOM! Free 'All Access Week' Is HERE, featuring 8 high performance investing products FREE each day from 9/16 to 9/20: https://app.hedgeye.com/insights/155694-free-all-access-week-new-product-bundles-available?type=macro%2Cmarket-insights
Turn off that tired “Old Wall” TV and tune in to Hedgeye's no-BS market webcast: https://info.hedgeye.com/try-the-macro-show ✓ Everything you need to know before the market opens ✓ Contrarian insight to get you ahead of big market moves ✓ Live viewer Q&A with Hedgeye CEO Keith McCullough ✓ Replays available... access our archive of 1,000+ shows
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.
Ep.116 Real Conversations: Judy Shelton, Senior Fellow, Independent Institute
12 Sep 2024
01:04:22
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.
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.
Ep. 115 Real Conversations: Mike Taylor, Portfolio Manager, PINK Shares for the Cure
23 Jul 2024
01:02:42
Join us for a new "Real Conversations" webcast featuring the investing insights of acclaimed hedge fund manager Mike Taylor. Hosted by Hedgeye CEO Keith McCullough, these two market pros sat down in our studio live on Tuesday, July 23rd. They dove deep into the latest market, economic and political developments and discussed how you can position your portfolio for success.
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.
America at a Crossroads: Navigating the 2024 Election Amidst a Polarized Landscape
19 Jul 2024
01:00:48
Join us for a critical discussion featuring Neil Howe, historian, demographer, and renowned bestselling author of "The Fourth Turning Is Here," and JT Taylor, Hedgeye's veteran Washington Policy Analyst. Together, they will delve into the escalating crisis in America following the attempted assassination of former President Donald Trump. This special webcast will address key implications of recent events, intensifying polarization as we approach November’s election, what it means for races in the House and Senate, and insights into what may ultimately lie ahead for the United States as it approaches a critical juncture.
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.
CIO Corner | Measuring What Matters with Brian Schroeder
17 Jul 2024
01:02:18
Capital Allocation sector head David Salem welcomes Brian Schroeder, founder of OCIO Monitor in his latest episode of "CIO Corner" to discuss institutional investment and the Outsourced Chief Investment Officers (OCIO) industry.
In this webcast they dive into the OCIO marketplace, investment strategies, and what the future holds for similar firms.
Brian Schroeder has over 30 years of investment experience, as both an institutional manager and consultant. He founded OCIO Monitor to be the first objective and unbiased due diligence provider on behalf of institutional asset owners. He has worked for pensions, foundations and endowments with assets up to $15 billion. He has been consulted by academics and presented in 2022 to the Securities Exchange Commission’s Division of Exams’ investigators on how to spot performance reporting fraud when conducting routine firm inspections.
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.
Ep.114 Real Conversations: Jurrien Timmer, Director of Global Macro at Fidelity
09 Jul 2024
01:03:27
Join us Tuesday, July 9th at 11:00 AM ET for an engaging Real Conversation featuring Jurrien Timmer, Director of Global Macro at Fidelity, hosted by Hedgeye CEO Keith McCullough. Dive into the shifting dynamics reshaping financial markets, including the dramatic bifurcation in the S&P 500 and evolving role of massive companies like Microsoft, Apple, and Nvidia.
This deep dive conversation will cover a host of important topics, including the current interest rate climate, likely future Fed actions, and the role of bonds amidst rising U.S. debt service costs. Gain actionable insights into key economic developments and investing strategies critical for your portfolio’s success.
Don't miss this opportunity to enhance your understanding of the investment landscape and explore actionable strategies.
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.
Ep.113 Real Conversations: Peter Frankopan, an Oxford Professor and renowned historian
29 May 2024
00:48:35
Peter Frankopan, an Oxford Professor and renowned historian, joined Keith McCullough for a "Real Conversation" about Global Transformation on Wednesday, May 29 at 11:00 AM ET.
Known for his bestselling books, The World Transformed: An Untold History and The Silk Roads, Frankopan's work reshapes the Eurocentric narrative of history by highlighting the pivotal influence of the East, particularly Central Asia. His books, including The New Silk Roads, explore the significant roles these regions have played in trade, culture, and geopolitical strategies, urging a reevaluation of the forces shaping global dynamics.
If you're a Hedgeye subscriber, you already know how often McCullough references Frankopan's impactful insights. Their discussion will delve into the big ideas from his books, examining their implications for geopolitics, the global economy and much more.
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.
Weekly Notebook Review | VIX < 12 is good for US Equities | May 24, 2024
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.
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.
Hosted by Hedgeye CEO Keith McCullough, this exclusive online broadcast offers smart investors and traders of all stripes the sharpest insights and clearest market analysis available on Wall Street.
The Macro Show provides you with everything you need to know before the market opens. Our non-consensus analysts distill the latest global market and economic developments and explain how to position yourself accordingly.
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.
Weekly Notebook Review | Higher for Longer! $SPY $QQQ $VGK $INDA $DBB | May 16, 2024
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.
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.
CIO Corner | The Fastest Tortoise: Unpacking Ken Hersh’s Investment Mastery
10 May 2024
01:16:15
In this episode of the "CIO Corner" webcast series, host David Salem engages in a thought-provoking conversation with American businessman and financier Ken Hersh. Ken is the author of The Fastest Tortoise: Winning in Industries I Knew Nothing About―A Life Spent Figuring It Out. He is currently the President and CEO of the George W. Bush Presidential Center.
During this compelling discussion, Ken shares his remarkable personal and professional journey. Though initially a novice in the energy sector, Ken boldly innovated an investment strategy that redefined private investment in energy. His firm’s success established a benchmark, inspiring competitors and reshaping how capital flows into the U.S. energy industry. Ken’s journey exemplifies a bold capitalist unafraid to seize opportunities.
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.
Ep.112 Real Conversations: Stephanie Pomboy, Founder, Macro Mavens
03 May 2024
00:57:17
We are thrilled to announce that Steph Pomboy, the founder of Macro Mavens, will join Hedgeye CEO Keith McCullough for a special edition of Real Conversations. This event will take place in front of a live audience during our 3rd annual Investor Conference Hedgeye Live.
Steph and Keith will explore the nuances of the current macroeconomic landscape. They'll offer their expert insights and forecast how these conditions might influence global markets (and your portfolio) throughout 2024.
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.
Hedgeye Investing Summit Spring 2024 | Josh Crumb & Jeff Currie, Abaxx Technologies
30 Apr 2024
00:49:16
The Hedgeye Investing Summit is filled with actionable ideas and insight from 9 incredibly smart and successful money managers and strategists. You can watch all of them live or on-demand.
The stage is set and we're excited to host one of our best lineups to date. These thought-provoking and actionable investing conversations will open your eyes and make you a better investor. You don't want to miss these investing veterans' insight as we head deeper into Q4.
This special event is hosted twice a year by Hedgeye Founder and CEO Keith McCullough. Each discussion takes a deep dive into critical market and economic trends which will drive returns in the coming weeks and months. There are no commercials. There is no bullsh*t. It’s just straight up the middle, impactful and entertaining discussions which will make you a better investor.
You’re not getting this level of quality insight anywhere else. Certainly not on CNBC, or any of the other fluff financial news and pundits out there.
The Hedgeye Investing Summit was designed to help you reclaim your financial sanity. It was designed to help you sober up and gain investing insights from 9 true market pros. It’s not to be missed.
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.
Hedgeye Investing Summit Spring 2024 | Nancy Davis, Founder & CIO, Quadratic Capital Management
29 Apr 2024
00:50:47
The Hedgeye Investing Summit is filled with actionable ideas and insight from 9 incredibly smart and successful money managers and strategists. You can watch all of them live or on-demand.
The stage is set and we're excited to host one of our best lineups to date. These thought-provoking and actionable investing conversations will open your eyes and make you a better investor. You don't want to miss these investing veterans' insight as we head deeper into Q4.
This special event is hosted twice a year by Hedgeye Founder and CEO Keith McCullough. Each discussion takes a deep dive into critical market and economic trends which will drive returns in the coming weeks and months. There are no commercials. There is no bullsh*t. It’s just straight up the middle, impactful and entertaining discussions which will make you a better investor.
You’re not getting this level of quality insight anywhere else. Certainly not on CNBC, or any of the other fluff financial news and pundits out there.
The Hedgeye Investing Summit was designed to help you reclaim your financial sanity. It was designed to help you sober up and gain investing insights from 9 true market pros. It’s not to be missed.
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.