Hedgeye Podcasts
Hedgeye is an investment research and financial media company founded in 2008. Its Real Conversations series, hosted by CEO Keith McCullough, brings together top minds to discuss financial market moves. The podcast aims to cut through noise and focus on what matters. Opinions expressed are those of the speakers, not Hedgeye.
Episodes
Hedgeye Investing Summit Fall 2026 | Jim Bianco, President of Bianco Research
***This episode originally aired live on Hedgeye.com on October 6, 2026***This is an exclusive "Hedgeye Investing Summit" interview between Jim Bianco, President of Bianco Research, and Hedgeye CEO Keith McCullough.To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.Get an investing edge on the enormous amount of money flowing into options every day, what they’re si
Hedgeye Investing Summit Fall 2026 | Jim Rickards, NYT Bestselling Author
***This episode originally aired live on Hedgeye.com on October 6, 2026***This is an exclusive "Hedgeye Investing Summit" interview between Jim Rickards, NYT Bestselling Author, and Hedgeye CEO Keith McCullough.To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.Get an investing edge on the enormous amount of money flowing into options every day, what they’re signal
The Election Risks Markets Can’t Ignore | Protect the Pile Episode 28
Go to HedgeyeAM.com for more info.With the midterms just weeks away, the battle for Congress is getting tighter—and the market implications are growing.On the latest Protect the Pile, R. Patrick Kent, Sam Rahman and Brooks Cutright welcome Hedgeye Chief Political Strategist JT Taylor to break down the races, voter trends and policy risks that could shape Washington after Election Day. Taylor walks
The Cheap Money Era Is Over | Protect the Pile Episode 27
00:00 – Meet George Noble: Four Decades in the Markets 03:50 – How Markets Changed: From Fundamentals to Financialization 07:30 – The Hidden Problem With Private Equity & Private Credit 14:20 – What Rising Cost of Capital Could Break Next 16:40 – Why Insurance Could Be the Next Big Risk 20:00 – Gold, Deficits & the Coming Liquidity Problem 24:00 – Are “Uncorrelated” Assets Really Diversifi
Software vs. Semis: The Next Battle in AI | Protect the Pile Episode 26
Visit HedgeyeAM.com for more info00:00 – A Strange Market Near All-Time Highs05:20 – Market Rotation, Narrowing Breadth & Investor Positioning07:30 – Why Oil Is Driving Everything Right Now13:50 – When High Energy Prices Become Demand Destruction17:30 – Software vs. Semiconductors: The Momentum Battle23:10 – Can Software and Semis Rally Together?28:10 – The AI Safety Narrative & Push for R
Ep. 143 Real Conversations | The AI Bubble and the Market Risks Ahead w/ Mike Taylor
**This episode originally aired live on Hedgeye.com on September 15, 2026***Artificial Intelligence is the biggest story in markets. It’s also creating some of the biggest risks.Longtime Hedgeye Nation fan favorite and hedge fund manager Mike Taylor joins Hedgeye CEO Keith McCullough for a new Real Conversation.They’ll tackle the elephant in the room: the growing AI bubble and the various risks bu
The AI Gold Rush Meets an Oil Shock | Protect the Pile Episode 25
Visit HedgeyeAM.com for more info00:00 – Markets Return With Oil, Rates & Quad 2 in Focus06:00 – The Weak Dollar Tug-of-War12:30 – Midterms, Politics & the Coming Defense Spending Boom15:00 – Iran, the Red Sea & the Growing Oil Supply Risk23:00 – Why Modern Warfare Is Becoming More Expensive28:30 – Can Policymakers Keep Markets Going Through the Midterms?33:20 – Russia, Ukraine & a
Ep. 142 Real Conversations | The Math of America w/ Rick Rule
**This episode originally aired live on Hedgeye.com on August, 26, 2026**Visit Hedgeye.com for more great investing content.Debt keeps climbing. The dollar keeps falling and losing purchasing power. Most portfolios still aren't built for what comes next.Join us for a new Real Conversation between Hedgeye CEO Keith McCullough and Rick Rule, CEO of Rule Investment Media, founder of Battle Bank
Gold, Market Flows, AI & the Next Investing Regime | Protect the Pile Episode 24
On this episode of Protect the Pile, R. Patrick Kent, Sam Rahman, Brooks Cutright and their guest Jerry Jordan unpack a market increasingly driven by flows, leverage, momentum and corporate buybacks—and what that means for investors trying to separate underlying fundamentals from price action. They discuss the hidden weakness beneath top-heavy indices, record valuations and margins, and the danger
The Five Follies Investors Can’t Ignore | Protect the Pile Episode 23
On this episode of Protect the Pile, R. Patrick Kent, Sam Rahman, Brooks Cutright and David Salem reunite for a wide-ranging market roundtable built around David’s “five follies” framework. With U.S. markets near all-time highs and the domestic setup still broadly bullish, the group debates the risks investors may be underestimating beneath the surface.Topics include the Iran conflict, energy posi
Lunch Break with Keith & Steve | Financial Media Has Japan Dead Wrong
On Friday afternoon, after US equity markets closed, the United States government bought Japanese yen for the first time in twenty-eight years.And every explanation we've seen from the mainstream media looks like fish floundering. So Hedgeye CEO Keith McCullough called the money doctor. Professor Steve Hanke of Johns Hopkins has spent forty years watching governments try to outsmart currency
The Outsider's Edge: Why the Smart Money Is Trapped in a Box | Protect the Pile Episode 22 w/ Nick Nemeth
Visit HedgeyeAM.com for more information00:00 — Welcome to Protect the Pile01:01 — Meet Nick Nemeth of Mispriced Assets02:43 — 20 years in markets at 31: Nick's origin story06:11 — The open letter to Secretary Bessent11:43 — GFC flashback: no adults in the room16:22 — "Loans are bad the day you write them"20:41 — The AI CapEx problem: who actually builds the data centers?30:16 — Sma
The Fed's Next Punch in the Mouth | Protect the Pile Episode 21 w/ Danielle DiMartino Booth
Visit HedgeyeAM.com for more information00:00 Welcome to Protect the Pile with Danielle DiMartino Booth02:01 The Fed’s “Punched in the Mouth” Moment04:34 Kevin Warsh, Fed Independence & the Next Market Test06:12 Commercial Real Estate, Credit Risk & 2026–2027 Maturities08:03 The Fed’s Ambiguous Mandate10:21 Is the Fed Fighting the Wrong Inflation War?14:29 Can Kevin Warsh Actually Change t
Ep.141 Real Conversations | Rising Geostrategic Risk: The New Rules for Global Markets w/ John O’Connor
***This webcast originally aired live on Hedgeye.com on July 22, 2026***The age of frictionless globalization is over. Investors are now operating in a world where geopolitical conflict, national security policy, supply-chain control and technology leadership can move markets as much as earnings, rates or inflation. For decades, investors benefited from a world shaped by globalization, open supply
The AI Trade Faces Its First Real Test | Protect the Pile Episode 20
On this episode of Protect the Pile, R. Patrick Kent, Sam Rahman and Brooks Cutright break down a summer market that keeps defying the noise. With the S&P 500 up double digits, small caps suddenly outperforming and the Mag 7 barely positive on the year, the group debates whether the market’s leadership is truly broadening or just rotating through crowded trades. They dig into early earnings se
The Great Private Equity Hangover | Protect the Pile Episode 19 w/ Dan Rasmussen
On this episode of Protect the Pile, R. Patrick Kent, John McNamara and Brooks Cutright sit down with Dan Rasmussen, Founder and Managing Partner of Verdad Advisers, for a sharp, skeptical look at private markets, Japan, small caps and the AI boom. Rasmussen explains why private equity may be less of a magic asset class and more like “levered microcaps” with delayed marks, inflated valuations and
America's 250-Year Market Miracle | Protect the Pile Episode 18 w/ Meb Faber
On this episode of Protect the Pile, R. Patrick Kent, Sam Rahman and David Salem sit down with Meb Faber, Co-Founder and CIO of Cambria Investment Management, for a wide-ranging conversation on America’s 250-year market story, the power of long-term equity ownership and the risks hiding beneath today’s bull market.Faber discusses his new book, Investing in America, and explains why the U.S. stock
When the Music Stops in Private Markets | Protect the Pile Episode 17 w/ Leyla Kunimoto
Visit HedgeyeAM.com for more info00:00 - Welcome to Protect the Pile01:18 - Market Setup: S&P, Rates, Dollar and Credit Spreads02:02 - Leyla Kunimoto’s Background and Accredited Investor Insights04:38 - RPK’s Top 5 Market Notes08:26 - Redemption Gates and “Semi-Liquid” Funds12:01 - David Salem on the Yale Model vs. Democratized Alternatives20:17 - The Problem With Retail Access to Private Equi
The Rebalance Steamroller | Protect the Pile Episode 16
In this episode of Protect the Pile, the RPK, Sam & Brooks discuss the market’s hidden flow machine. Brooks breaks down the June quarterly rebalance, explaining how Marvell, Flextronics, SpaceX, and major index changes forced large-scale buying, selling, and completion-index redistribution beneath the surface. The panel connects those mechanics to small-cap outperformance, mega-cap pressure, s
The Fed (Finally) Admits the Problem | Rooster Reacts | June 18, 2026
"Rooster Reacts" returns after a long break with Ryan “Rooster” Ricci evaluating Kevin Warsh’s first meeting as the new Fed chair. Ricci frames Warsh as “the new sheriff in town” and focuses on whether he can restore Fed credibility after years of missed inflation targets. He reacts positively to Warsh’s emphasis on price stability, accountability, better data, and less reliance on stale
Neil Howe on the SpaceX IPO: Party Like It’s 1999? | Protect the Pile Episode 15
In this episode of Protect the Pile, Hedgeye Asset Management portfolio managers R. Patrick Kent, Sam Rahman, Brooks Cutright, and Neil Howe unpack whether today’s AI frenzy looks more like 1999, the railroad bubble, or something entirely new. The group debates market concentration, hyperscaler CapEx, AI commoditization, private-market excess, and how practitioners should navigate momentum without
Ep.140 Real Conversations | The Fractals of Finance: Richard Brennan on the Hidden Geometry of Markets
***This webcast originally aired live on Hedgeye.com on June 9, 2026***Markets may look chaotic. But are they truly random?In this special Real Conversation, Hedgeye Founder and CEO Keith McCullough sits down with Richard Brennan, author of The Fractals of Finance: Determinism, Adaptation and the Geometry of Markets, for a fascinating discussion on the deeper structure driving financial markets.Br
The Market’s Weak Zebra | Protect the Pile Episode 14
In the latest episode of Protect the Pile, RPK and Sam break down a volatile market setup: strong U.S. growth data, tightening dollar liquidity, tech factor reversals, and continued strength in semiconductors despite a sharp pullback. Patrick and Sam debate whether current conditions remain Quad 2 or are drifting toward Quad 1 or Quad 3, with health care showing early relative strength. They also
When Passive Money Meets Mega IPOs | Protect the Pile Episode 13
In this episode of Protect the Pile, the team covers liquidity-driven market strength, record S&P levels, resilient global equities, and oil’s strange weakness despite tightening inventories. Patrick Kent, Sam Rahman, David Salem, and new HAM portfolio manager Brooks Cutright discuss index mechanics, free-float rules, profitability tests, and how massive IPOs could reshape passive buying. Sam
Ep. 139 Real Conversations | Resilience & Winning Through Uncertainty w/ Sam Goodwin
We hosted a powerful "Real Conversation" between Hedgeye CEO Keith McCullough and Sam Goodwin — bestselling author, keynote speaker, and global traveler turned hostage survivor.In 2019, Sam's quest to visit every country on Earth took a violent detour.He was abducted by the Syrian regime, accused of being a CIA spy, and threatened with being handed to ISIS for beheading.He survived,
"The Machine Runs on Liquidity" | Protect the Pile Episode 12
In this episode of Protect the Pile, RPK and Sam discuss strong earnings, tech leadership, lower volatility, and a possible Quad 2-to-Quad 3 transition favoring healthcare over industrials. Nvidia’s results were strong, but AI bottlenecks are shifting toward CPUs, networking, and compute capacity. They debate hyperscaler spending, Anthropic/OpenAI demand, and AI monetization. Energy remains a key
Former Top Gun Pilot on Hallucinogens, PTSD & the Abyss
Brian "Ponch" Rivera's 28-year U.S. Navy career as a F-14 Top Gun aviator is one marked by exceptional leadership and operational expertise. But it wasn't without tremendous sacrifice. He opens in the cockpit on a 2001 training mission over the Bay of Bengal, with the roommate he swapped seats with, who never came back. Through his emotional retelling, Rivera explains how, in a
Ep.138 Real Conversations → Markets, the Economy & the Global Risk Landscape w/ Jim Rickards
***This webcast originally aired live on Hedgeye.com on May 14, 2026***In a market environment defined by whiplash, uncertainty, and rapidly shifting narratives, clarity is more valuable than ever.Join us for a Real Conversation between Hedgeye CEO Keith McCullough and New York Times bestselling author Jim Rickards.From wild swings across equities, bonds, gold, currencies, and commodities to fresh
'It's the Liquidity, Stupid' | Protect the Pile Episode 11
In the latest Protect the Pile, Patrick Kent, Sam Rahman, David Salem, and John McNamara tackle a market that refuses to crack despite geopolitical shocks, oil disruptions, rising rates, and unresolved risks. The crew debates whether this is the most stressful investing environment in years, why liquidity and passive flows keep overpowering fundamentals, and how today’s market structure is reshapi
Hedgeye Investing Summit Spring 2026 | Mike Taylor, Portfolio Manager of PINK Shares for the Cure
***This webcast originally aired live on Hedgeye.com on April 23, 2026***This is an exclusive "Hedgeye Investing Summit" interview between Mike Taylor, Hedge Fund Veteran, Portfolio Manager of PINK Shares for the Cure, and Hedgeye CEO Keith McCullough.To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.Visit Hedgeye.com for more great investing content.Get an invest
Hedgeye Investing Summit Spring 2026 | Nancy Davis, Founder & CIO of Quadratic Capital
***This webcast originally aired live on Hedgeye.com on April 23, 2026***This is an exclusive "Hedgeye Investing Summit" interview between Nancy Davis, Founder & CIO of Quadratic Capital, and Hedgeye CEO Keith McCullough.To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.Visit Hedgeye.com for more great investing content.Get an investing edge on the enormous am
Hedgeye Investing Summit Spring 2026 | Daniel Lacalle, Chief Economist at Tressis
***This webcast originally aired live on Hedgeye.com on April 23, 2026***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.Visit Hedgeye.com for more great investing content.Get an investing edge on the enormous amount of m
Hedgeye Investing Summit Spring 2026 | Josh Crumb & Jeff Currie, Abaxx Technologies
***This webcast originally aired live on Hedgeye.com on April 22, 2026***This is an exclusive "Hedgeye Investing Summit" interview between Josh Crumb, Founder & CEO of Abaxx Technologies, Jeff Currie, Director at Abaxx Technologies & Fmr. Global Head of Commodities, Goldman Sachs, and Hedgeye CEO Keith McCullough.To watch more "Hedgeye Investing Summit" interviews, CLIC
Hedgeye NexGen | Episode 35 | Wealth Inequality (The K-Shaped Economy)
Hedgeye NexGen is for new and young investors. Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term.In this episode, Ryan discusses the growing wealth inequality in the U.S., or the "K-Shaped Economy," a term coined by Hedgeye in 2021.Get an investing edge on the enormous amount of money flowing into options every day, what
Hedgeye Investing Summit Spring 2026 | Jim Bianco, Founder & President of Bianco Research
***This webcast originally aired live on Hedgeye.com on April 22, 2026***This is an exclusive "Hedgeye Investing Summit" interview between Jim Bianco, Founder & President of Bianco Research, and Hedgeye CEO Keith McCullough.To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.Visit Hedgeye.com for more great investing content.Get an investing edge on the enormous
Hedgeye Investing Summit Spring 2026 | Steve Hanke, Prof. of Applied Economics
***This webcast originally aired live on Hedgeye.com on April 22, 2026***This is an exclusive "Hedgeye Investing Summit" interview between Steve Hanke, Prof. of Applied Economics at John Hopkins University, and Hedgeye CEO Keith McCullough.To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.Visit Hedgeye.com for more great investing content.Get an investing edge on
Hedgeye Investing Summit Spring 2026 | Chris Whalen, Chairman of Whalen Global Advisors
***This webcast originally aired live on Hedgeye.com on April 21, 2026***This is an exclusive "Hedgeye Investing Summit" interview between Chris Whalen, Chairman of Whalen Global Advisors, and Hedgeye CEO Keith McCullough.To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.Visit Hedgeye.com for more great investing content.Get an investing edge on the enormous amoun
Hedgeye Investing Summit Spring 2026 | Hedgeye Asset Management
***This webcast originally aired live on Hedgeye.com on April 21, 2026***This is an exclusive "Hedgeye Investing Summit" interview between Hedgeye Asset Management Portfolio Managers R. Patrick Kent (HEFT & HELS), Sam Rahman (HGRO) and David Salem (HECA) and Hedgeye CEO Keith McCullough.To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.Visit Hedgeye.com for mo
Hedgeye Investing Summit Spring 2026 | David Rosenberg, Founder & President of Rosenberg Research & Associates
***This webcast originally aired live on Hedgeye.com on April 21, 2026***This is an exclusive "Hedgeye Investing Summit" interview between David Rosenberg, Founder & President of Rosenberg Research & Associates, and Hedgeye CEO Keith McCullough.To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.Visit Hedgeye.com for more great investing content.Get an inves
Calm Surface, Cracks Beneath: Oil Shocks, Credit Risk & AI Disruption | Protect the Pile Episode 10
This week on Protect the Pile, the team unpacks a market that appears calm on the surface but is highly volatile underneath. While the S&P 500 sits roughly flat on the year, geopolitical shocks—particularly the Iran conflict—have driven sharp moves in oil and injected a strong short-term inflation impulse. At the same time, those pressures are colliding with longer-term disinflationary trends
Hedgeye NexGen | Episode 34 | Financial Planning
Hedgeye NexGen is for new and young investors. Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term.In this episode, Ryan sits down with Hedgeye analyst Bennett to give tips on the best way to plan for long-term financial success as a young investor.Get an investing edge on the enormous amount of money flowing into options every day,
War Risk Meets Oil Shock: What Breaks Next? | Protect the Pile Episode 9
This week on Protect the Pile, the team breaks down a market being hit from every angle: war risk in the Middle East, oil above $110, rising volatility, and a sharp shift from bullish setups to a far more defensive tape. They explore why investors need to hold narratives loosely, how gold, commodities, and the dollar are behaving, and why AI, private credit, and liquidity stress could all collide
Hedgeye NexGen | Episode 33 | Inflation (Iran Conflict Edition)
Hedgeye NexGen is for new and young investors. Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term.In this episode, Ryan dives back into how inflation is calculated, why oil and energy are such a large component of it, and how the conflict in Iran is going to affect inflation in 2026.Get an investing edge on the enormous amount of m
War, Oil, and a Market Repricing in Real Time | Protect the Pile: Episode 8
In this episode, RPK, Sam, David & Neil Howe explain why the escalating U.S.-Israel-Iran conflict and closure of the Strait of Hormuz could mark a major turning point for markets. They examine the oil shock, rising stagflation risk, and broader policy fallout, arguing that investors need to get more defensive as geopolitical risk collides with elevated asset prices.Get an investing edge on the
Ep.137 Real Conversations → The Investor’s Edge: ‘Primal Intelligence’ in Markets w/ Angus Fletcher
***This webcast originally aired live on Hedgeye.com on March 5, 2026***Hedgeye Founder and CEO Keith McCullough sits down with Primal Intelligence author Angus Fletcher for a Real Conversation that goes straight to the source of performance: how the human mind actually works under uncertainty.Keith has mentioned Primal Intelligence multiple times on The Macro Show and in The Early Look because th
Hedgeye NexGen | Episode 32 | How to Trade ETFs
Hedgeye NexGen is for new and young investors. Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term.In this episode, Ryan helps his producer, Eric, open his first brokerage account and discusses some of the do's and dont's of trading ETFs. This episode is a great starting point for people just getting into trading!Get an in
AI Capex - Back to Infrastructure | Protect the Pile: Episode 7
Markets are pushing new highs, but RPK, Sam and John argue the tape still feels “choppy”—with volatility staying sticky and credit showing early warning signs. They then unpack the AI buildout: why software’s upside may get pressured as AI agents reshape pricing, and why the real bottleneck could be “stuff” like data centers, chips, and especially power. Guest Jay Van Sciver lays out what this c
The AI Arms Race: How 'Content Flood' Reshapes The Map | Paradigm Platforms - Episode 2
Go to Hedgeye.com and HedgeyeAM.com for more.Join us for an exclusive discussion with Sam Rahman, Portfolio Manager at Hedgeye Asset Management, as we dig into the accelerating platform shift from the application layer to the agent layer and what it means for software valuations, competitive positioning, and the broader investment landscape. We will walk through key elements of our agent layer the
Hedgeye NexGen | Episode 31 | CHICKEN WARS! (And the State of the Consumer)
Hedgeye NexGen is for new and young investors. Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term.In this episode: CHICKEN WARS! Ryan is joined by Hedgeye Restaurants analyst Bennett Cheer to discuss the state of the casual dining sector, how the American consumer is faring, and to taste test a LOT of chicken sandwiches.Get an inve
Hedgeye NexGen | Episode 30 | The Volatility of Bubbles
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 does a deep dive on the fundamentals of volatility and how they can create bubbles in assets like we've seen recently in Bitcoin and Gold.Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and th
"A Gothic Horror In The Middle of a Pretty Good Time" | Protect The Pile: Episode 6
In this episode, RPK, Sam and David welcome Neil Howe, author of "The Fourth Turning" to discuss the state of markets, currencies, and geopolitics in the context of his groundbreaking theory. They then dive into the Bitcoin and cryptocurrency crash.Protect the Pile is a no-nonsense investment show where we cut through the market noise with a panel of seasoned practitioners who've be
The Macro Show [FREE EDITION] 2/4/2026
https://app.hedgeye.com/su/join-the-macro-showGet more information about our investing products on Hedgye.com https://accounts.hedgeye.com/productsThe Macro Show provides actionable global macro analysis, contrarian insights, data-driven investment ideas, and a proven macro process before the market opens. Hosted by Hedgeye CEO Keith McCullough.Get an investing edge on the enormous amount of money
Ep.136 Real Conversations → Jan van Eck on Global Macro Forces and the Next Investment Regime
***This webcast originally aired live on Hedgeye.com on February 3rd, 2026***Hedgeye Founder and CEO Keith McCullough sits down 1-on-1 with Jan van Eck, CEO of global asset manager VanEck, for a new Real Conversation focused on macro regime shifts, market risks, and the long-term forces reshaping global finance.Van Eck explains why VanEck’s investment framework begins with global macro drivers — i
"The Ship Would Sink In Two Months" | Protect the Pile: Episode 5
In this episode, RPK and Sam welcome Hedgeye Financials analysts Josh Steiner and Drago Malesevic to discuss the payments space and the bombshell proposal from the Trump administration to cap credit card APR rates to 10%. Protect the Pile is a no-nonsense investment show where we cut through the market noise with a panel of seasoned practitioners who've been playing the game every single day
CIO Corner: Capitalizing on Japan (Pt. III) w/ Andrew McDermott
CIO Corner, hosted by Hedgeye Asset Management Portfolio Manager David Salem, returns for 2026 with the third installment in a series of discussions on investing in Japan. David welcomes back Andrew McDermott to continue the discussion.Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving marke
Platform Paradigms | A Fireside Chat with Sam Rahman
Andrew Freedman, Communications and Software Sector Head at Hedgeye, hosted a fireside chat with Sam Rahman, Portfolio Manager at Hedgeye Asset Management. The discussion centered on the rapidly evolving AI landscape and its profound implications for technology platform positioning, competitive moats, and digital commerce infrastructure. This conversation represents the first in what is intended t
Hedgeye NexGen | Episode 29 | The ETF Wall of Shame
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 creates a "Wall of Shame" tier list of some of the worst ETFs on the market that he says are ripping traders off.Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and beh
Ep.135 Real Conversations → Crystal Ball: Mike Taylor’s 2026 Market Predictions
***This webcast originally aired live on Hedgeye.com on January 22nd, 2026***Our friend Mike Taylor has an uncanny knack for identifying winning opportunities and getting things right well ahead of the crowd. He’s built a reputation for being early, decisive, and right when it matters.A familiar face and fan favorite on HedgeyeTV, the hedge fund veteran sits down with Founder and CEO Keith McCullo
Ep.134 Real Conversations → Beyond the Singularity: Tech, Power, Money, and a World in Rapid Transition w/ Dr. Pippa Malmgren
***This webcast originally aired live on Hedgeye.com on January 13th, 2026***Hedgeye CEO Keith McCullough is joined by economist, tech entrepreneur, and author Dr. Pippa Malmgren for a must-watch edition of Real Conversations.Pippa believes we are no longer approaching a singular technological turning point. We are already living through a multiplicity of breakthroughs, with massive evolutionary l
Hedgeye NexGen | Episode 28 | Gen Z Expenses
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 Macro analyst Matt Cooper discuss the mountain of expenses facing Gen Z that is impeding their financial growth.Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral
Japan Dreams & Data Center Reality Checks | Protect the Pile: Episode 4
In this episode, RPK, Sam, David & John discuss the latest all-time market highs, take a deep dive on investing in Japan, break down the long-term trajectory of profit margins on data centers, and more.Protect the Pile is a no-nonsense investment show where we cut through the market noise with a panel of seasoned practitioners who've been playing the game every single day for years—not th
Ep.133 Real Conversations → Inside Credit: Rates, CLOs, and the Next Phase of the Cycle w/ Ross Burnaman
***This webcast originally aired live on Hedgeye.com on December 17, 2025***Join Hedgeye Founder and CEO Keith McCullough for a new Real Conversation with Ross Burnaman, Director at Eldridge Capital Management, this Wednesday, December 17 at 11:00am ET on HedgeyeTV.The conversation will focus on how credit markets work today and where risks and opportunities are emerging. Keith and Ross will exami
Hedgeye NexGen | Episode 27 | Inside Portfolio Management (w/ R. Patrick Kent)
Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, Ryan sits down with Hedgeye Asset Management Portfolio Manager R. Patrick Kent (aka RPK) to discuss the ins and outs of what it means to be a portfolio manager.Get an investing edge on the enormous amount of money flowing into options every day, what they’re signa
"Phase Two of AI: Who’s Got Staying Power?" | Protect the Pile: Episode 3
Protect the Pile is a no-nonsense investment show where we cut through the market noise with a panel of seasoned practitioners who've been playing the game every single day for years—not theorists, but real money managers with skin in the game. Every episode, we bring together battle-tested investors to dissect the current landscape, debate the opportunities and risks, and help you navigate t
Hedgeye NexGen | Episode 26 | Trumponomics & Recent Inflation
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 the economic policies of the Trump and Biden administrations and how they have - and haven't - impacted U.S. inflation.Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structu
The Best of Hedgeye: Bent Hunt → A Day Of Reckoning Coming?
**This webcast originally aired live on Hedgeye.com on May 12, 2020**Join Hedgeye CEO Keith McCullough and Epsilon Theory CIO Ben Hunt for a pro-to-pro investing discussion about the current market environment.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSignal Strength StocksTop Stock PicksGet an investing edge on the
Ep. 132 Real Conversations | Jim Rickards: Gold, Chaos and the Great Reckoning Ahead
Get the BEST DEALS we offer ALL YEAR! CLICK HERE to access our Cyber November sale.***This webcast originally aired live on Hedgeye.com on November 19, 2025***Hedgeye Founder and CEO Keith McCullough hosts another must-watch episode of “Real Conversations” featuring bestselling author and iconoclastic macro strategist Jim Rickards.Over the past decade, these dynamic exchanges between McCullough an
"Two-Day Market Hyperventilation" | Protect the Pile: Episode 2
For more information, visit hedgeyeam.comProtect the Pile is a no-nonsense investment show where we cut through the market noise with a panel of seasoned practitioners who've been playing the game every single day for years—not theorists, but real money managers with skin in the game. Every episode, we bring together battle-tested investors to dissect the current landscape, debate the opportu
Stagflation to Goldilocks: 7 ETFs to Front-Run the Move & Profit
Wall Street consensus is behind the curve—again. Markets are pivoting fast from Stagflation to Goldilocks. If you're not positioned for the shift, you're already at risk of missing the most bullish Macro setup since 2020. In this special 45-minute webcast, Hedgeye CEO (and former hedge fund manager) Keith McCullough reveals a high-conviction allocation for each major asset class heading
Protect the Pile: A Hedgeye Asset Management Podcast | Episode 1
"Flirting with All-Time Highs: AI Spending, Small Cap Hope, and Things That Go Bump in the Night"Welcome to the inaugural episode of Protect the Pile, the investment show where real money managers talk real markets.With the S&P 500 and Nasdaq flirting with all-time highs (up 16% and 23% YTD respectively), the Hedgeye Asset Management team breaks down what's working, what's
Hedgeye NexGen | Episode 25 | Government Shutdowns
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 explains what government shutdowns are, why they happen, how they affect (and don't affect) the economy, and what exactly is going on with the 2025 edition of a shutdown.Get an investing edge on the enormous amount of money flowing into options every day
Hedgeye Investing Summit Fall 2025 | Hedgeye Asset Management Portfolio Managers Sam Rahman, R. Patrick Kent, & David Salem
***This Webcast aired live on HedgeyeTV on October 16th, 2025***This is an exclusive "Hedgeye Investing Summit" interview between Hedgeye Asset Management Portfolio Managers Sam Rahman, R. Patrick Kent, & David Salem, and Hedgeye CEO Keith McCullough.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSignal Stre
Hedgeye Investing Summit Fall 2025 | Neil Howe, Author of The Fourth Turning; Hedgeye Demography Head, & JT Taylor, Hedgeye Washington Policy Analyst
***This Webcast aired live on HedgeyeTV on October 16th, 2025***This is an exclusive "Hedgeye Investing Summit" interview between Neil Howe, Author of The Fourth Turning; Hedgeye Demography Head, JT Taylor, Hedgeye Washington Policy Analyst and Hedgeye CEO Keith McCullough.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Ma
Hedgeye Investing Summit Fall 2025 | Steve Diggle, Founder & CEO, Vulpes Investment Management
***This Webcast aired live on HedgeyeTV on October 16th, 2025***This is an exclusive "Hedgeye Investing Summit" interview between Steve Diggle, Founder & CEO, Vulpes Investment Management and Hedgeye CEO Keith McCullough.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSignal Strength StocksGet an investing ed
Hedgeye Investing Summit Fall 2025 | Liz Ann Sonders, Chief Investment Strategist, Charles Schwab & Co
***This Webcast aired live on HedgeyeTV on October 15th, 2025***This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders, Chief Investment Strategist, Charles Schwab & Co and Hedgeye CEO Keith McCullough.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSignal Strength StocksGet an inve
Hedgeye Investing Summit Fall 2025 | Richard Excell, Former Hedge Fund PM; Finance Professor
***This Webcast aired live on HedgeyeTV on October 15th, 2025***This is an exclusive "Hedgeye Investing Summit" interview between Richard Excell, Former Hedge Fund PM; Finance Professor and Hedgeye CEO Keith McCullough.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSignal Strength StocksGet an investing edge on
Hedgeye Investing Summit Fall 2025 | Jared Kubin, Founder & CIO of Issachar Technologies
***This Webcast aired live on HedgeyeTV on October 15th, 2025***This is an exclusive "Hedgeye Investing Summit" interview between Jared Kubin, Founder & CIO of Issachar Technologies and Hedgeye CEO Keith McCullough.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSignal Strength StocksGet an investing edge on
Hedgeye Investing Summit Fall 2025 | Mike Taylor, Hedge Fund Manager and PM of PINK
***This Webcast aired live on HedgeyeTV on October 14th, 2025***This is an exclusive "Hedgeye Investing Summit" interview between Mike Taylor, Hedge Fund Manager and PM of PINK, and Hedgeye CEO Keith McCullough.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSignal Strength StocksGet an investing edge on the enor
Hedgeye Investing Summit Fall 2025 | Luigi D'Onorio DeMeo, Chief Strategy Officer at Ava Labs
***This Webcast aired live on HedgeyeTV on October 14th, 2025***This is an exclusive "Hedgeye Investing Summit" interview between Luigi D'Onorio DeMeo, Chief Strategy Officer at Ava Labs and Hedgeye CEO Keith McCullough.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSignal Strength StocksGet an investing ed
Hedgeye Investing Summit Fall 2025 | David Rosenberg, Founder & President of Rosenberg Research & Associates
***This Webcast aired live on HedgeyeTV on October 14th, 2025***This is an exclusive "Hedgeye Investing Summit" interview between David Rosenberg, Founder & President of Rosenberg Research & Associates and Hedgeye CEO Keith McCullough.Visit Hedgeye.com for more great investing content.Subscribe to other Hedgeye Products Here:The Call @ HedgeyeThe Macro ShowSignal Strength StocksG
