Real Conversations: Recent Episodes
Hedgeye Risk Management
Hedgeye is an investment research and financial media company founded in 2008. Our core principles are transparency, accountability and trust. Hedgeye’s Real Conversations series, hosted by CEO Keith McCullough, brings together the brightest minds in the business to cut through the noise and discuss the financial market moves that actually matter.LEGALThe opinions expressed in Hedgeye Real Conversations are those of the individual speaking and not of Hedgeye, and should not be construed as specific investment advice.Hedgeye® is a registered trademark. All Hedegye Real Conversations are the intellectual property of Hedgeye. All rights reserved. For more information, and to subscribe, go to www.hedgeye.com.
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 positioning, resource nationalism, global supply-chain fragility, dollar weakness, Fed credibility and the limits of trying to control inflation with blunt tools. The conversation then shifts to AI, where the team digs into open versus closed models, hyperscaler CapEx, cloud economics, compute capacity, security risks and whether today’s spending boom will earn returns above its rising cost of capital. It’s a thoughtful look at markets, geopolitics and technology through a risk-first lens
00:00 Welcome to Protect the Pile
01:17 Markets Near Highs & the Bullish U.S. Setup
02:58 David Salem’s “Five Follies” Framework
08:46 Energy Positioning & the Iran Conflict
11:06 Resource Wars, Hormuz & the Red Sea
17:24 Dollar Weakness, Allies & a Fragmenting World Order
24:26 The Fed, Inflation & the Limits of Control
29:07 Treasury Intervention, Japan & the Yen Carry Trade
36:59 Open vs. Closed AI Models
38:36 Hyperscaler CapEx, Cloud Economics & Compute Risk
51:55 Cybersecurity, Cost of Capital & AI Folly
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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 markets, and he does not grade on a curve.
"Not only the analysts, but the financial press just have Japan completely wrong, and they've had it wrong for a long time." — Steve Hanke
In a new (hopefully) regular segment, Keith and Steve discuss the topics that Wall Street and its media are missing - or getting dead wrong.
Visit HedgeyeAM.com for more information
00:00 — Welcome to Protect the Pile
01:01 — Meet Nick Nemeth of Mispriced Assets
02:43 — 20 years in markets at 31: Nick's origin story
06:11 — The open letter to Secretary Bessent
11:43 — GFC flashback: no adults in the room
16:22 — "Loans are bad the day you write them"
20:41 — The AI CapEx problem: who actually builds the data centers?
30:16 — Small caps and the experience-economy trade
39:36 — Bank shots: Vertiv, Quanta, and letting winners run
44:36 — The insurance time bomb: bigger than 2008?
Twenty years in the markets at just 31, no college degree, and a Substack that climbed to 18,000 followers on the back of one open letter to the Treasury. This week on Protect the Pile, Patrick Kent flies solo with Nick Nemeth of Mispriced Assets — the self-taught generalist sounding the alarm on the leverage buried inside private credit and the life insurance industry. They dig into why he thinks the next crisis could dwarf 2008, why AI CapEx can't keep compounding at 20%, and how "functionally fake" wealth is propping up housing and credit. Along the way: hunting overlooked small caps, the experience-economy trade, and the bank-shot winners most investors missed. A no-nonsense conversation about where the real risk — and the real opportunity — is hiding.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
Visit HedgeyeAM.com for more information
00:00 Welcome to Protect the Pile with Danielle DiMartino Booth
02:01 The Fed’s “Punched in the Mouth” Moment
04:34 Kevin Warsh, Fed Independence & the Next Market Test
06:12 Commercial Real Estate, Credit Risk & 2026–2027 Maturities
08:03 The Fed’s Ambiguous Mandate
10:21 Is the Fed Fighting the Wrong Inflation War?
14:29 Can Kevin Warsh Actually Change the Fed?
18:15 The New “Too Big to Fail” Problem
23:25 Fixing the Fed’s Broken Data Problem
31:35 Real-Time Inflation Data & the Fed’s Framework
40:18 AI, Accounting Games & the Integrity of Earnings
47:06 The Fed Chair Who Got It Right
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 season signals from banks, healthcare, semiconductors and AI infrastructure, including the warning sign of stocks failing to rally on strong numbers. The conversation also tackles global dollar liquidity, Korea’s leverage unwind, Meta’s AI strategy, hyperscaler spending, model commoditization and whether AI’s real value will show up in applications rather than raw compute. It’s a timely check-in on what’s working, what’s crowded and what could crack next.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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 chains, low-friction trade and the steady expansion of market-cap weighted benchmarks.
That world is giving way to something more complex.
Geopolitical conflict, strategic competition, supply-chain vulnerability, technology leadership and national security policy are now direct inputs into the investment process.
Hedgeye Founder and CEO Keith McCullough will host a new Real Conversation with John O’Connor, Chairman and CEO of J.H. Whitney Investment Management.
The discussion will focus on how investors should think about geostrategic risk in today’s market environment. Keith and John will examine why yesterday’s benchmark construction may not fully account for today’s risks, how geopolitical exposure can show up inside major public companies and why critical technologies are becoming a central battleground for capital, policy and national security.
Visit Hedgeye.com for more great investing content.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
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 season signals from banks, healthcare, semiconductors and AI infrastructure, including the warning sign of stocks failing to rally on strong numbers. The conversation also tackles global dollar liquidity, Korea’s leverage unwind, Meta’s AI strategy, hyperscaler spending, model commoditization and whether AI’s real value will show up in applications rather than raw compute. It’s a timely check-in on what’s working, what’s crowded and what could crack next.
- 00:00 Welcome to Protect the Pile
- 01:21 Summer Market Level Set: S&P, Mag 7 & Small Caps
- 03:33 Global Dollar Liquidity Warning Signs
- 05:26 Early Earnings Season: Banks, Healthcare & Semis
- 07:02 Big Banks Start Strong 07:29 Healthcare Utilization Risks
- 13:40 AI’s Potential Impact on Drug Development
- 17:34 Strong Earnings, Weak Reactions & the Semi Trade
- 25:13 Korea, Leverage & Margin Call Risk
- 31:59 Meta, Hyperscalers & the AI Compute Debate
- 49:42 Netflix, Streaming & Lessons for the AI Buildout
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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 growing liquidity risks. The group digs into private credit, zombie funds, roll-ups, venture capital, Japan’s corporate governance reforms and why cheap markets getting better can create opportunity. They also debate whether AI’s biggest winners may not be the mega-cap companies spending the most, but smaller businesses that can use the technology to improve margins. It’s a candid, practitioner-level conversation about risk hiding in plain sight.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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 market has compounded through wars, depressions, crashes and political dysfunction — but also why valuation, governance and speculative excess still matter.
The group covers AI, SpaceX, market-cap concentration, zero-day options, financial literacy, endowment investing and whether the next generation is being pulled toward capitalism or casino-style speculation. It’s a thoughtful, entertaining look at what history can teach investors trying to protect and grow their pile.
About Meb Faber:
Faber is a co-founder and the Chief Investment Officer of Cambria Investment Management. Faber is the manager of Cambria’s ETFs and separate accounts. Mr. Faber is the host of The Meb Faber Show podcast and has authored numerous white papers and leather-bound books. He is a frequent speaker and writer on investment strategies and has been featured in Barron’s, The New York Times, and The New Yorker. Mr. Faber graduated from the University of Virginia with a double major in Engineering Science and Biology.
Faber's new book Investing in America: The Rise of a 250-Year Bull Market is available to order now.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
Visit HedgeyeAM.com for more info
00:00 - Welcome to Protect the Pile
01:18 - Market Setup: S&P, Rates, Dollar and Credit Spreads
02:02 - Leyla Kunimoto’s Background and Accredited Investor Insights
04:38 - RPK’s Top 5 Market Notes
08:26 - Redemption Gates and “Semi-Liquid” Funds
12:01 - David Salem on the Yale Model vs. Democratized Alternatives
20:17 - The Problem With Retail Access to Private Equity
26:16 - Evergreen Funds, Secondaries and Liquidity Mismatch
32:24 - Valuation Markups and Day-One Gains
39:46 - Why IRR Can Mislead Investors
47:19 - How Private Market Stress Could Play Out
49:31 - Private Credit vs. Private Equity: Where Is the Bigger Risk
This week on Protect the Pile, HAM Portfolio Managers R. Patrick Kent, David Salem and Sam Rahman dig into the growing risks and complexities inside private markets with special guest Leyla Kunimoto, founder and chief editor of Accredited Investor Insights.
The discussion examines how private equity and private credit products have evolved from institutional, long-lockup vehicles into “semi-liquid” evergreen funds increasingly aimed at retail investors. The group breaks down redemption caps, liquidity mismatches, secondary transactions, valuation markups, IRR reporting, and why “democratized access” may come with tradeoffs investors do not fully see.
They also debate whether private credit or private equity poses the bigger risk, how fund structures can obscure price discovery, and what happens when the music stops in a $15 trillion private markets ecosystem.
About Leyla Kunimoto:
Leyla Kunimoto is the founder and chief editor of Accredited Investor Insights, an independent newsletter focused on private markets from the limited partner perspective. With a background in finance and more than two decades of experience investing in public markets, she began researching private markets after expanding into real estate, private credit, and private equity in 2020.
Frustrated by the lack of independent, investor-focused resources on alternative investments, Leyla launched Accredited Investor Insights in 2024 to examine the structures, valuations, mechanics, and fine print that often receive too little scrutiny. Her work covers private equity, private credit, and real estate, with a focus on how returns are calculated, reported, and understood by end investors.
Accredited Investor Insights is read by major asset managers, ratings agencies, and financial publications. Leyla has been quoted in the Financial Times, The Wall Street Journal, Bloomberg, and other leading outlets.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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, sector distortion, and the danger of fading a flow-driven trade too early. They also frame the backdrop of dollar strength, Fed balance-sheet risk, easing oil prices, financials, private credit, semis, software, Accenture’s AI-driven selloff, and Micron earnings.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
"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 Fed projections, while remaining skeptical of repeated “task force” language and bureaucratic delay. The key takeaway: Warsh is saying the right things about inflation, real-time data, and market signals, but Ricci will be watching whether his actions match the rhetoric.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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 ignoring bubble risk. They also dive into SpaceX’s IPO, Starlink’s real business value, and the far-out promises embedded in the space economy.
00:00 Welcome & episode setup
01:00 Market backdrop: SpaceX IPO day, Iran deal chatter, and risk ranges
02:16 Patrick’s macro notebook: quads, healthcare, rates, energy, and Mag 7
05:37 SpaceX IPO vibes and late-’90s market flashbacks
10:47 Neil Howe on AI as a utility and historical bubble parallels
15:03 Is this 1999? Valuations, IPO mania, and private-market excess
23:04 Why today’s AI bubble is different: incumbents, backlash, and politics
28:02 AI, railroads, monopolies, and the race to build the “God model”
34:16 How practitioners manage AI exposure, momentum, and exit signals
37:36 AI bottlenecks: networking, foundries, hyperscalers, and picks-and-shovels
47:06 IP risk, web content, real-world AI models, and the bullish compute case
52:08 SpaceX IPO deep dive: Starlink, lunar mass drivers, space data centers, and lockups
01:01:05 Final thoughts
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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 McCulloughsits 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.
Brennan’s work challenges the conventional view that markets are clean, efficient machines. Instead, he argues they behave more like complex adaptive systems, shaped by feedback loops, human behavior, volatility clustering, regime change and recurring fractal patterns.
That makes this a must-watch conversation for investors trying to understand what really drives trends, crashes, inflections and outlier moves.
Keith has long been fascinated by fractals and the non-linear nature of markets. In this conversation, he and Brennan will explore why price action often rhymes across timeframes, why extreme events happen far more often than traditional models suggest and why the market’s apparent noise may reveal a deeper geometry.
They’ll also discuss what fractals can teach investors about risk, trend formation, adaptability and the discipline required to navigate markets that are constantly changing.
If you want to better understand how markets move, why patterns repeat and what investors can learn from the hidden architecture of price, this is a conversation you won’t want to miss.
Visit Hedgeye.com for more great investing content.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
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 dig into the oil supply shock, China’s inventory drawdowns, fuel-shortage risks, Bitcoin’s weakening use case, and how stablecoins could reshape payments and challenge legacy financial rails.
00:00 — Welcome
00:57 — Market setup: tech pressure, semis strength, and global leaders
02:59 — Dollar liquidity, crypto weakness, and the “weak zebra”
04:21 — Strong U.S. data and the Quad 2 backdrop
08:10 — Tech whiplash, momentum unwinds, and breadth
12:13 — Sector rotation: health care, financials, and small caps
17:42 — Quad 1, Quad 2, and the risk of Quad 3 ahead
19:25 — Memory stocks, DRAM pricing, and AI demand
29:18 — Macro risks: dollar strength, Fed pressure, and oil
30:18 — The oil shock hiding in plain sight
35:29 — Inventory drawdowns, tanker flows, and refinery risks
39:07 — Could fuel shortages hit the U.S.?
43:35 — Bitcoin, stablecoins, and the future of payments
49:09 — Big Tech, peer-to-peer payments, and stablecoin networks
53:24 — Closing thoughts
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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 shares takeaways from Bernstein’s conference, including AI data-center delays, power constraints, and semiconductor momentum. The panel also debates whether energy markets are mispricing crude shortages, potential demand destruction, and late-summer fuel risks. Brooks introduces his index-rebalance background and explains why index inclusion matters.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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, wrote about it, and turned the experience into a framework for thriving in chaos.
In Sam's own words from Saving Sam:
"After a twenty-minute ride, a Syrian military compound lined with barbed wire and concrete fences appeared out of nowhere in a field. We pulled in… As I got out, it dawned on me that they had all been waiting just for me." (pg. 30)
Perspective matters. Markets will always test your comfort level — that’s how resilience is built.
The best investors, like the strongest people, don’t fight uncertainty; they embrace it, adapt, and come out stronger on the other side.
That is the heartbeat of Hedgeye's process, and it is the foundation of Sam's signature program, "Winning Through Uncertainty."
In this timely conversation, Keith and Sam draw a straight line from surviving captivity to surviving markets.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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 risk, with Strait of Hormuz disruptions, inventory draws, and stagflationary pressure. They close on momentum, liquidity, risk ranges, portfolio discipline, Nasdaq hedging, and future IPOs
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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 complex adaptive system, you can make all the right decisions, have all the right hedges on, and still end up with a catastrophic outcome.
Since 9/11, just over 7,000 American service members have died in combat. In that same period, 140,000 veterans have died by suicide — the VA puts the rate at 17 a day; independent research puts it as high as 44 once overdoses are counted honestly. The system's answer is SSRIs, benzos, sleep aids, and painkillers. They're treating symptoms, not the system.
Rivera traces the path from the "Just Say No" era of the 1970s War on Drugs to his story of ibogaine treatment in Tijuana alongside his friend Mark "Slider" Keller, who'd spent seven years on a couch after a moral injury in combat and was injecting cocaine by the time they boarded the plane.
A Stanford study of 30 special operators showed PTSD symptoms down 88%, depression down 87%, and anxiety down 81% one month after a single ibogaine treatment.
The medicine — still DEA Schedule I, "no accepted medical use" — interrupts opioid, meth, cocaine, and alcohol addiction within 24 to 36 hours and rebuilds severed neural connections. Rivera's work with Veterans Exploring Treatment Solutions helped push it from the underbelly of Tijuana to the White House in five years, culminating in President Trump's April 2026 executive order opening federal funding for ibogaine research.
Weaving together predictive processing, controlled hallucination, fractal attractor dynamics, and Neil Howe's Fourth Turning, Rivera makes the case that the trauma isn't the event — it's the response.
Visit Hedgeye.com for more great investing content.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
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 questions about inflation, growth, policy, and geopolitics, Keith and Jim dig into the forces shaping today’s risk landscape. The conversation promises to dig into how investors can think clearly amid turbulence.
Expect sharp perspective, big-picture context, and a candid look at what recent market and economic volatility may be signaling for the road ahead.
Visit Hedgeye.com for more great investing content.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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 reshaping every decision. They dig into the potential SpaceX IPO, the role of forced buyers, private-market valuation pressure, and what AI giants like OpenAI and Anthropic could mean for public markets.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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, CLICK HERE.
Visit Hedgeye.com for more great investing content.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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 is for new and young investors. Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term.
In this episode, Ryan discusses the growing wealth inequality in the U.S., or the "K-Shaped Economy," a term coined by Hedgeye in 2021.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
This webcast originally aired live on Hedgeye.com on April 22, 2026
This is an exclusive "Hedgeye Investing Summit" interview between Jim Bianco, Founder & President of Bianco Research, and Hedgeye CEO Keith McCullough.
To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.
Visit Hedgeye.com for more great investing content.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
This webcast originally aired live on Hedgeye.com on April 22, 2026
This is an exclusive "Hedgeye Investing Summit" interview between Steve Hanke, Prof. of Applied Economics at John Hopkins University, and Hedgeye CEO Keith McCullough.
To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.
Visit Hedgeye.com for more great investing content.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
This webcast originally aired live on Hedgeye.com on April 21, 2026
This is an exclusive "Hedgeye Investing Summit" interview between Chris Whalen, Chairman of Whalen Global Advisors, and Hedgeye CEO Keith McCullough.
To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.
Visit Hedgeye.com for more great investing content.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
This webcast originally aired live on Hedgeye.com on April 21, 2026
This is an exclusive "Hedgeye Investing Summit" interview between Hedgeye Asset Management Portfolio Managers R. Patrick Kent (HEFT & HELS), Sam Rahman (HGRO) and David Salem (HECA) and Hedgeye CEO Keith McCullough.
To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.
Visit Hedgeye.com for more great investing content.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
This webcast originally aired live on Hedgeye.com on April 21, 2026
This is an exclusive "Hedgeye Investing Summit" interview between David Rosenberg, Founder & President of Rosenberg Research & Associates, and Hedgeye CEO Keith McCullough.
To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.
Visit Hedgeye.com for more great investing content.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
This week on Protect the Pile, the team unpacks a market that appears calm on the surface but is highly volatile underneath. While the S&P 500 sits roughly flat on the year, geopolitical shocks—particularly the Iran conflict—have driven sharp moves in oil and injected a strong short-term inflation impulse. At the same time, those pressures are colliding with longer-term disinflationary trends like cooling housing data and slowing wage growth, creating a complex and uncertain macro backdrop. The discussion then turns to growing risks in credit markets, where the rise of private credit and direct lending has introduced potential fragility. Deteriorating underwriting standards, liquidity constraints, and rising redemption pressures are raising concerns about hidden losses, with banks indirectly exposed and vulnerable to volatility driven by uncertainty rather than realized credit events. Software equities are a key pressure point, as rapid advances in AI—especially from players like Anthropic—are disrupting the industry’s economics. With the marginal cost of code collapsing, traditional business models are being challenged, raising the possibility of decentralized software development, compressed valuations, and long-term structural disruption across the sector.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
Hedgeye NexGen is for new and young investors. Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term.
In this episode, Ryan sits down with Hedgeye analyst Bennett to give tips on the best way to plan for long-term financial success as a young investor.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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 if conditions worsen. The message is clear: in a chop bucket, preserving capital matters most. Expect a tactical, no-nonsense conversation on risk, regime change, and what could come next for portfolios.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
This webcast originally aired live on Hedgeye.com on March 5, 2026
Hedgeye Founder and CEO Keith McCulloughsits 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 the book challenges something most investors take for granted — that better logic automatically leads to better outcomes. Fletcher argues that human intelligence is not primarily built on cold calculation. It is built on narrative, imagination, adaptive thinking, and the ability to simulate possibilities before they happen. In other words, the very capabilities required to navigate volatile markets.
Markets are complex adaptive systems driven by human behavior and shifting expectations. You cannot spreadsheet your way through every inflection point. Success requires pattern recognition, dynamic risk management, probabilistic thinking, and the discipline to update without ego. Fletcher’s work explains why some investors thrive under pressure while others freeze.
In this conversation, Keith and Angus will explore how story-based cognition shapes decision-making, why imagination is essential for forecasting, and how investors can strengthen their ability to adapt during drawdowns and regime shifts. At a time when algorithms and AI dominate headlines, this discussion focuses on the distinctly human edge — the mental frameworks that drive conviction, resilience, and long-term performance.
Visit Hedgeye.com for more great investing content.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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 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!
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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 could mean for industrials and the grid, then they hit transports/tariffs, detour into Tesla/SpaceX structure risk, and close with Q&A on managing earnings grenades through sizing and risk discipline.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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 thesis — including the three-tier margin cascade that is structurally repricing enterprise software, why the February Cowork selloff is a preview of what's ahead, and how the "content flood" dynamic reshapes the winner/loser map across consumer platforms and media. We will also spend time on Meta's unique positioning — dominant in advertising AI but facing a real bifurcation between business-side strength and consumer-side agent risk — and discuss how to think about software stack winners and losers as the market moves from "agents are theoretical" to "agents are displacing real workflows."
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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 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 the markets with the Hedgeye framework. It's not Old Wall media, it is real-world experience, focused on one goal: protecting and growing your pile.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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The 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.
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.
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 — including geopolitics, monetary policy, inflation risk, and technological change — rather than short-term narratives or stock-specific views. Drawing on historical precedent, he discusses how markets often misprice regime change and underestimate the magnitude and duration of policy-driven outcomes.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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 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 the markets with the Hedgeye framework. It's not Old Wall media, it is real-world experience, focused on one goal: protecting and growing your pile.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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 to be an ongoing series of strategic dialogues between research and portfolio management perspectives.
Visit Hedgeye.com for more great 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.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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 McCullough for a no-holds-barred, 1-on-1 discussion on what’s next for markets.
Expect a candid, unscripted conversation focused on:
- Major market inflection points ahead
- Key risks and opportunities investors are missing
- How to position portfolios ahead of the next big moves
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
This webcast originally aired live on Hedgeye.com on January 13th, 2026
Hedgeye CEO Keith McCulloughis joined by economist, tech entrepreneur, and author Dr. Pippa Malmgrenfor 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 leaps happening simultaneously across technology, money, and society itself. While innovation accelerates at unprecedented speed, public debate remains stuck in outdated left-versus-right frameworks that no longer explain the world. The only meaningful direction, Pippa suggests, is forward or backward.
In this wide-ranging discussion, Keith and Pippa will explore how fast, deep, and transformative today’s innovations truly are, including the evolution of money, shifting power structures, and what these changes mean for economies and markets. This conversation is designed to challenge conventional thinking and reframe how investors understand the future.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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 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 the markets with the Hedgeye framework. It's not Old Wall media, it is real-world experience, focused on one goal: protecting and growing your pile.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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 examine the impact of interest rates, macro conditions, and industry trends on credit performance, including Collateralized Loan Obligations (CLOs), Senior Secured Loans, and Business Development Companies (BDCs).
The discussion will break down credit risk in clear terms, covering defaults, recent stress cases, and what they signal for the broader credit cycle. The webcast will also explain CLOs in plain English, including how they are structured, why they have historically held up, and how investors should think about CLO bonds and ETFs versus traditional bond funds.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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 the markets with the Hedgeye framework. It's not Old Wall media, it is real-world experience, focused on one goal: protecting and growing your pile.
In this episode, RPK & Sam discuss what they call "Phase Two of AI" and are joined by Hedgeye Risk Management Energy Sector Head Fernando Valle for an in-depth discussion on his sector and the recent bullish moves in natural gas.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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.
Want to see how Hedgeye called every major market crash since 2008? Get 7 days free access to our hedge fund quality research at hedgeye.com/summit. No credit card required.
Our Black Friday sale starts November 1st. You'll get our best prices all year, and you can explore everything free right now. Visit hedgeye.com/summit to start your free trial.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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 @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Want to see how Hedgeye called every major market crash since 2008? Get 7 days free access to our hedge fund quality research at hedgeye.com/summit. No credit card required.
Our Black Friday sale starts November 1st. You'll get our best prices all year, and you can explore everything free right now. Visit hedgeye.com/summit to start your free trial.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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 and Rickards have become audience favorites for good reason — no one blends sharp, no-BS analysis and straight talk quite like this duo.
Want to see how Hedgeye called every major market crash since 2008? Get 7 days free access to our hedge fund quality research at hedgeye.com/summit. No credit card required.
Our Black Friday sale starts November 1st. You'll get our best prices all year, and you can explore everything free right now. Visit hedgeye.com/summit to start your free trial.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
For more information, visit hedgeyeam.com
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 the markets with the Hedgeye framework. It's not Old Wall media, it is real-world experience, focused on one goal: protecting and growing your pile.
In this episode, RPK & Sam are joined by David Salem and Hedgeye Risk Management Restaurants analyst Bennett Cheer to discuss the recent two-day panic and what might be under the surface of the move.
Want to see how Hedgeye called every major market crash since 2008? Get 7 days free access to our hedge fund quality research at hedgeye.com/summit. No credit card required.
Our Black Friday sale starts November 1st. You'll get our best prices all year, and you can explore everything free right now. Visit hedgeye.com/summit to start your free trial.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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 into year-end and early 2026—plus the strategy behind each position.
You’ll also discover:
✅ The economic forces driving the Stagflation to Goldilocks shift
✅ Why most investors will miss the move—again
✅ The process that’s nailed every major crash since 2008
✅ Keith’s top allocation in 7 major asset classes
✅ How to position before the market prices in the Macro shift
This is the same repeatable, data-driven process Hedgeye subscribers have used to stay ahead of Wall Street for 17 years.
Don’t follow consensus. Front-run it.
Get the BEST DEALS we offer ALL YEAR! CLICK HERE to access our Cyber November sale.
Want to see how Hedgeye called every major market crash since 2008? Get 7 days free access to our hedge fund quality research at hedgeye.com/summit. No credit card required.
Our Black Friday sale starts November 1st. You'll get our best prices all year, and you can explore everything free right now. Visit hedgeye.com/summit to start your free trial.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
"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 worrying, and what's worth watching as we head into year-end.
What We Cover:
- Market Landscape: Why global markets are outperforming on a constant currency basis, and what tight high-yield spreads really tell us
- AI's Drunken Sailor Spending: Hundreds of billions flowing into 2026. Is this sustainable or circular financing in disguise?
- Small Caps' Long-Awaited Moment?: Could Russell 2000 finally break out and benefit from AI infrastructure spending?
- Credit Market Surprises: What Jamie Dimon's "cockroaches" comment reveals about hidden risks
- Volatility Reality Check: Why the VIX settling into the "investable bucket" matters for positioning
Plus, we share formative investment lessons from 30+ years of combined experience, including a near-firing story from December 2008 and why the best investors admit their biggest mistakes.
Quick Hits:
- New updates made to our volatility of volatility calculations within the Capital Allocation systematic approach
- Real-time data points on AI infrastructure demand (spoiler: AWS is maintaining prices on 3-generation-old chips)
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 the markets with the Hedgeye framework. It's not Old Wall media, it is real-world experience, focused on one goal: protecting and growing your pile.
Want to see how Hedgeye called every major market crash since 2008? Get 7 days free access to our hedge fund quality research at hedgeye.com/summit. No credit card required.
Our Black Friday sale starts November 1st. You'll get our best prices all year, and you can explore everything free right now. Visit hedgeye.com/summit to start your free trial.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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.
Want to see how Hedgeye called every major market crash since 2008? Get 7 days free access to our hedge fund quality research at hedgeye.com/summit. No credit card required.
Our Black Friday sale starts November 1st. You'll get our best prices all year, and you can explore everything free right now. Visit hedgeye.com/summit to start your free trial.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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 @ Hedgeye
The Macro Show
Signal Strength Stocks
Want to see how Hedgeye called every major market crash since 2008? Get 7 days free access to our hedge fund quality research at hedgeye.com/summit. No credit card required.
Our Black Friday sale starts November 1st. You'll get our best prices all year, and you can explore everything free right now. Visit hedgeye.com/summit to start your free trial.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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 @ Hedgeye
The Macro Show
Signal Strength Stocks
Want to see how Hedgeye called every major market crash since 2008? Get 7 days free access to our hedge fund quality research at hedgeye.com/summit. No credit card required.
Our Black Friday sale starts November 1st. You'll get our best prices all year, and you can explore everything free right now. Visit hedgeye.com/summit to start your free trial.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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 @ Hedgeye
The Macro Show
Signal Strength Stocks
Want to see how Hedgeye called every major market crash since 2008? Get 7 days free access to our hedge fund quality research at hedgeye.com/summit. No credit card required.
Our Black Friday sale starts November 1st. You'll get our best prices all year, and you can explore everything free right now. Visit hedgeye.com/summit to start your free trial.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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 @ Hedgeye
The Macro Show
Signal Strength Stocks
Want to see how Hedgeye called every major market crash since 2008? Get 7 days free access to our hedge fund quality research at hedgeye.com/summit. No credit card required.
Our Black Friday sale starts November 1st. You'll get our best prices all year, and you can explore everything free right now. Visit hedgeye.com/summit to start your free trial.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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 @ Hedgeye
The Macro Show
Signal Strength Stocks
Want to see how Hedgeye called every major market crash since 2008? Get 7 days free access to our hedge fund quality research at hedgeye.com/summit. No credit card required.
Our Black Friday sale starts November 1st. You'll get our best prices all year, and you can explore everything free right now. Visit hedgeye.com/summit to start your free trial.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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 @ Hedgeye
The Macro Show
Signal Strength Stocks
Want to see how Hedgeye called every major market crash since 2008? Get 7 days free access to our hedge fund quality research at hedgeye.com/summit. No credit card required.
Our Black Friday sale starts November 1st. You'll get our best prices all year, and you can explore everything free right now. Visit hedgeye.com/summit to start your free trial.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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 @ Hedgeye
The Macro Show
Signal Strength Stocks
Want to see how Hedgeye called every major market crash since 2008? Get 7 days free access to our hedge fund quality research at hedgeye.com/summit. No credit card required.
Our Black Friday sale starts November 1st. You'll get our best prices all year, and you can explore everything free right now. Visit hedgeye.com/summit to start your free trial.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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 @ Hedgeye
The Macro Show
Signal Strength Stocks
Want to see how Hedgeye called every major market crash since 2008? Get 7 days free access to our hedge fund quality research at hedgeye.com/summit. No credit card required.
Our Black Friday sale starts November 1st. You'll get our best prices all year, and you can explore everything free right now. Visit hedgeye.com/summit to start your free trial.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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 @ Hedgeye
The Macro Show
Signal Strength Stocks
Want to see how Hedgeye called every major market crash since 2008? Get 7 days free access to our hedge fund quality research at hedgeye.com/summit. No credit card required.
Our Black Friday sale starts November 1st. You'll get our best prices all year, and you can explore everything free right now. Visit hedgeye.com/summit to start your free trial.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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 why housing has become so unaffordable in the U.S. and why it's going to be so hard to break the logjam.
Want to see how Hedgeye called every major market crash since 2008? Get 7 days free access to our hedge fund quality research at hedgeye.com/summit. No credit card required.
Our Black Friday sale starts November 1st. You'll get our best prices all year, and you can explore everything free right now. Visit hedgeye.com/summit to start your free trial.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
This Webcast aired live on HedgeyeTV on August 31st, 2021
Join Hedgeye CEO Keith McCullough and Jim Rickards, A New York Times Bestselling Author and renowned investor, 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.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help young and new investors build wealth over the long term. In this episode, Ryan explains why the U.S. ended the gold standard in the 1970's and what the immediate and long-term fallout of that decision was.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
This webcast originally aired live on Hedgeye.com on May 5th, 2023
Join Hedgeye CEO Keith McCullough as he sits down live with Hugh Hendry, Founder of Eclectica Macro and former hedge fund manager for this very special investing conversation only on HedgeyeTV.
During this 100th episode of Real Conversations (in front of an audience at Hedgeye Live), Hugh and Keith will provide a Macro reality check for investors as we progress deeper into a #Quad4 recession. Hugh is a true market pro, best known for his outspoken commentary leading up to the financial crisis of 2008, a year when his Eclectica Macro hedge fund achieved a 30+% positive return.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
This webcast originally aired live on Hedgeye.com on September 24, 2025
Join Hedgeye Founder & CEO Keith McCullough for a timely conversation with Alex Pezzoli, Founder & CEO of Brightside Capital, on Wednesday, September 24, at 11:00am ET.
A native Italian with over two decades of wealth management experience, Pezzoli will share his candid perspective on Europe’s economic challenges, the risks of misguided asset allocation, and the broader geopolitical forces shaping the continent’s future. Key topics include:
- The hidden risks to European savings in an era of inflation and excessive debt
- The “South Americanization” of Western politics and economics
- Europe’s dependence on the U.S. and its struggle for true autonomy
- Structural challenges facing the EU: demographics, energy, industry, and immigration
This webcast will provide a deep dive look at Europe’s market and economic outlook—and what it means for investors.
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The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this super-sized episode, Ryan discusses the history of U.S. monetary policy, the creation of the Federal Reserve and its repeated mistakes over time. He then reacts to Jerome Powell's September 17th press conference within the context of that history.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
This webcast originally aired live on Hedgeye.com on October 11th, 2022
This is an exclusive "Hedgeye Investing Summit" interview between Marc Cohodes, Veteran Short Seller, and Hedgeye CEO Keith McCullough.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
This webcast originally aired live on Hedgeye.com on July 29, 2020
Hedgeye CEO Keith McCullough sits down with economic commentator and bestselling author James Rickards to discuss critical signals inside the U.S. economy.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
This webcast originally aired live on Hedgeye.com on September 3, 2025
Join Hedgeye CEO Keith McCulloughfor a new Real Conversation with Hedgeye Asset Management Portfolio Manager Sam Rahman.
Keith and Sam will cut through the narratives and noise to explain what’s really happening in markets. They’ll highlight the most pressing risks, the most compelling opportunities, and what investors need to focus on in today’s rapidly shifting environment.
Rahman brings deep experience to the table, having spent 15 years at Crosby Advisors, the Fidelity family office, where he worked directly with founder and chairman Ned Johnson and managed a multi-billion-dollar strategy centered on long-term capital appreciation before joining Hedgeye Asset Management.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
This webcast originally aired live on Hedgeye.com on September 7th, 2021
Join Hedgeye CEO Keith McCullough and Daniel Lacalle, Chief Economist at Tressis SV, 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.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
This webcast originally aired live on Hedgeye.com on May 7th, 2021
We are excited to bring you another heavy-hitting macro-dose of financial insight with our newest Real Conversation on HedgeyeTV. Hedgeye CEO Keith McCullough will be joined by renowned banker and author Christopher Whalen.
Chris has had a storied career on Wall Street, and now uses his expertise to pull out high-level insights from the nitty-gritty of Macro; this is an analytical range you won't find anywhere else.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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 Large Language Models (LLMs) like ChatGPT and Claude and how they can be utilized in finance and other applications.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
This webcast originally aired live on Hedgeye.com on November 22nd, 2019
In this special edition of Real Conversations Hedgeye CEO Keith McCullough sat down with Ascent Oil Fund CIO Mark Gordon to discuss his deep dive on the current oil market set-up.
Gordon's core point is that we are at a major inflection point between the shift from the "Age of Abundance" to a "Return to Scarcity" with important implications for a pricing regime change over the next six months. This regime change will be caused by:
- From the demand perspective, a truce in the trade war or a cyclical economic upswing
- From the supply perspective, the end of non-OPEC production growth
- The large projects sanctioned in the $100 world fully ramped
- The structural slowdown in tight oil
Adding to the list of reasons to be bullish on Oil prices is the "unprecedented negative sentiment" that could make the transition from oil abundance to scarcity a "violent shift," Gordon says. "Here we have a Macro overlay reason to be bullish plus an Oil Macro overlay plus the stocks at all-time lows. This is an amazing setup."
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
This webcast originally aired live on Hedgeye.com on July 31, 2025
Join us for a powerful Real Conversation between Hedgeye CEO Keith McCulloughandDanielle DiMartino Booth, former Fed insider and CEO of QI Research.
Coming right after the latest Fed meeting, this timely discussion will break down the central bank’s messaging, the path forward for interest rates, and Jay Powell’s increasingly uncertain future amid rising tensions with the Trump administration.
The key question: Who replaces Powell—and what does that mean for markets and the economy?
Danielle also delivers a stark warning on America’s fiscal path and the future of the U.S. dollar:
“It’s never ended well for countries that assumed they would have reserve currency status indefinitely. I hope for my children and my grandchildren’s sake one day that cooler heads prevail and that we figure out how to put our fiscal house in order.”
Don’t miss this must-see conversation loaded with bold insights, sharp analysis, and actionable takeaways for investors.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
This webcast originally aired live on Hedgeye.com on February 15, 2024
Bestselling author and iconoclastic macro strategist Jim Rickards is back by popular demand for another Real Conversation webcast with Keith McCullough.
In addition to his previous appearances on HedgeyeTV and Hedgeye Live, Rickards is a sought-after economic veteran. With 40+ years of experience working in capital markets, his insights have been shared in major publications nationwide.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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 basics of the U.S. national debt - and why it continues to climb so quickly.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
This excerpt is from the bi-annual "Hedgeye Investing Summit". It was originally broadcast live on Hedgeye.com on March 19, 2019.
This is an exclusive "Hedgeye Investing Summit" interview between renowned demographer Neil Howe and Hedgeye CEO Keith McCullough.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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 rise of robo-advisors. Do we even need humans to run our money anymore?
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 webcast originally aired live on Hedgeye.com on July 8, 2025
Join Hedgeye CEO Keith McCullough for a timely and insightful conversation with renowned financial professional and author Christopher Whalen.
As America faces surging debt, shifting interest rate policy, and mounting political uncertainty, Whalen unpacks the deeper forces reshaping the U.S. markets and economy.
From the sweeping implications of the “Big Beautiful Bill” to the long-term effects of fiscal dominance and Federal Reserve policy, this discussion explores how a debt-driven growth model is redefining the future of credit markets, banking, housing and investor behavior.
With elevated long-term yields and the U.S. dollar under increasing pressure, this is a must-watch Real Conversation for serious investors seeking clarity on the structural forces shaping tomorrow’s financial landscape.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
This webcast originally aired live on Hedgeye.com on July 2, 2025
Join renowned economist Daniel Lacalle and Hedgeye CEO Keith McCullough for a timely and powerful “Real Conversation” on the future of money.
As governments around the world spiral deeper into debt and inflation becomes an entrenched policy tool, trust in fiat currencies is eroding fast. Central banks have abandoned restraint, enabling runaway spending and weakening their own credibility.
But alternatives are rising. Gold and Bitcoin are stepping in where central banks have failed—offering decentralization, independence, and real value in an increasingly unstable world.
Lacalle and McCullough unpack the global implications of this monetary shift—and why the era of unchecked fiat power may be coming to an end.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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 various forms of retirement accounts, along with their pros and cons.
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 webcast originally aired live on Hedgeye.com on April 1, 2020
Join Hedgeye CEO Keith McCullough for a very special conversation with Strategic Intelligence editor James Rickards. Keith and Jim dive deep into the current market chaos, key economic ramifications, the failure of central banks to arrest the recent decline and how investors can protect their wealth amidst the market tumult.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, Hedgeye Global Technology analyst Jose Valcourt joins Ryan for a discussion on the explosion in popularity in owning $NVDA, why they are in just about everyone's portfolios these days, and how they're driving the AI conversation.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
This webcast originally aired live on Hedgeye.com on April 8th, 2019
Renowned hedge fund manager Kyle Bass (founder of Hayman Capital) bet against the subprime mortgage market ahead of the 2008 financial crisis. Watch the replay from this interview between Bass and Hedgeye CEO Keith McCullough's pro-to-pro discussion on China, global recession, and why interest rates may head to near zero by 2020.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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 follows up on the conversation from Episode 9, digging into the basics of Bitcoin.
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
This webcast originally aired live on Hedgeye.com on May 21, 2020
Join Hedgeye CEO Keith McCullough and Danielle DiMartino Booth, former Fed advisor and Chief Strategist at Quill Intelligence, in this 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 @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
This webcast originally aired live on Hedgeye.com on May 21st, 2025
In this special edition of Real Conversations, Hedgeye CEO Keith McCullough hosts Danielle Gilbert, Managing Director at Eldridge Capital Management, for a high-level look into the evolving CLO (Collateralized Loan Obligation) market.
Gilbert brings deep domain expertise to break down the risk-reward calculus in today’s CLO landscape. Together, she and Keith tackle key questions around:
- The health of the leveraged loan market
- Shifts in credit quality and default risk
- Where institutional capital is flowing—and why
- How macro volatility is reshaping the search for yield
This is a must-watch for fixed-income investors and portfolio managers looking to understand how CLOs are positioned within the broader credit cycle.
Danielle Gilbert is a Managing Director at Eldridge Capital Management. Previously, she was a Managing Director for Business Development at Panagram Structured Asset Management. Prior to Panagram, Ms. Gilbert was Director in securitized product sales at RBC Capital Markets. Earlier in her career, Ms. Gilbert worked as a Managing Director and Partner at RW Pressprich, focused on the distribution of fixed income securities. Prior to RW Pressprich, Ms. Gilbert was Director in structured product sales at UBS and began her career at IBM. She received her B.S. in Industrial Engineering from the University of Illinois Urbana-Champaign.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top St
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 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 pros and cons of owning vs. renting.
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.
This webcast originally aired live on Hedgeye.com on November 14th, 2023
World renowned Demographer/ Thinker/ Bestselling author Neil Howe teamed up with Hedgeye CEO Keith McCullough on November 14th for a compelling exploration of our current position in the Fourth Turning and the trajectory that lies ahead. Gain invaluable insights as Howe navigates the complex terrain of our present generational cycle, unraveling the crises and transformative shifts that characterize this pivotal era. If you're interested in understanding where we are and where we're going, don't miss this unique opportunity to listen to the world's foremost expert.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
This webcast originally aired live on Hedgeye.com on May 7th, 2025
Fidelity’s Director of Global Macro, Jurrien Timmer, joins Hedgeye CEO Keith McCullough for a timely, no-nonsense breakdown of the current macro investing landscape.
Markets are shifting. Policy pivots appear tied to asset price thresholds. The 60/40 portfolio is under pressure. And investors are rotating out of mega-cap dominance into uncorrelated assets like gold and Bitcoin.
Key topics include:
- The market’s new “strike price” — and what it signals about policy risk
- Why the 60/40 era is fading — and what replaces it
- GDP markdowns, earnings resets, and what they mean for equities
- Where risk is rising — and where real opportunity may exist
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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 continue their discussion on insurance further by discussing annuities. They also address the response to their criticism of whole-term life insurance from episode 13.
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.
This webcast originally aired live on Hedgeye.com on Wednesday June 16th, 2021
Throughout June, Hedgeye CEO Keith McCullough is hosting a special Real Conversations series with four leading market strategists: Inflation Tsunami: Investing During A Rising Inflationary Tide. Follow this link to get access to our other webcasts: http://landing.hedgeye.com/inflation/
MORE INSIGHT WITH STEVE HANKE
Steve Hanke is the founder and co-director of the Institute for Applied Economics, Global Health, and the Study of Business Enterprise at Johns Hopkins. Hanke served as a senior economist in the Reagan White House and as an advisor to several nations' governments. Currently, he is a senior fellow at the Cato Institute, chairman of a metallurgical supervisory board in Amsterdam and chairman emeritus of the Friedberg Mercantile Group Inc.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
This webcast originally aired live on Hedgeye.com on April 10th, 2025
This is an exclusive "Hedgeye Investing Summit" interview between Brendan Ahern, CIO of KraneShares and Hedgeye CEO Keith McCullough.
To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.
In addition to paid advertisement, KraneShares and Hedgeye Asset Management, LLC (“HAM”), a subsidiary of Hedgeye Risk Management, LLC (“Hedgeye” or “HRM”), have entered into a model index provider agreement, pursuant to which HAM has licensed the exclusive use of the Hedgeye Hedged Equity Index to Kraneshares and under which HAM receives a fee based in part on the level of assets under management in the KSPY ETF. As such, HAM and Hedgeye may benefit directly or indirectly from an investment in KSPY.
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 webcast originally aired live on Hedgeye.com on April 10th, 2025
This is an exclusive "Hedgeye Investing Summit" interview between Jim Bianco, President & Macro Strategist of Bianco Research 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.
This webcast originally aired live on Hedgeye.com on April 10th, 2025
This is an exclusive "Hedgeye Investing Summit" interview between Danielle DiMartino Booth, CEO & Chief Strategist of QI Research 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 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 ins and outs - and scams - of life insurance.
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.
This webcast originally aired live on Hedgeye.com on April 9th, 2025
This is an exclusive "Hedgeye Investing Summit" interview between David McAlvany, CEO of 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.
This webcast originally aired live on Hedgeye.com on April 9th, 2025
This is an exclusive "Hedgeye Investing Summit" interview between Abaxx Technologies Founder & CEO, Josh Crumb, Chief Economist David Greely 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.
This webcast originally aired live on Hedgeye.com on April 9th, 2025
This is an exclusive "Hedgeye Investing Summit" interview between Meb Faber, co-founder & CIO of Cambria IM 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.
This webcast originally aired live on Hedgeye.com on April 8th, 2025
This is an exclusive "Hedgeye Investing Summit" interview between Mike Taylor, Portfolio Manager for PINK Shares for the Cure, 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.
This webcast originally aired live on Hedgeye.com on April 8th, 2025
This is an exclusive "Hedgeye Investing Summit" interview between Tier1 Alpha CEO Craig Peterson, COO David Pegler, Sr. Exec. Advisor Mike Green 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.
This webcast originally aired live on Hedgeye.com on April 8th, 2025
This is an exclusive "Hedgeye Investing Summit" interview between Stephanie Pomboy, founder of MacroMavens 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.
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
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
This webcast originally aired live on Hedgeye.com on June 17th, 2020
Watch Hedgeye CEO Keith McCullough and Stephanie Pomboy, President of MacroMavens discuss the current market environment.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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 tempting danger of credit cards and how easy it can be to fall into debt if you don't manage them carefully.
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.
This webcast originally aired live on Hedgeye.com on March 28th, 2025
Join Hedgeye CEO Keith McCullough for a new Real Conversation with Steve Clapham on March 28 at 11:00am ET. A forensic accounting expert, author and former hedge fund research partner, Steve has spent over 30 years analyzing financial statements—and he’s never seen more earnings manipulation than today.
They’ll cover:
✅ Forensic Accounting Secrets – Why most investors misread financials and how to gain an edge.
✅ The Shift in Active Investing – How hedge funds are adapting while long-only funds struggle.
✅ Biggest Frauds & Market Risks – Lessons from major scandals like Greensill and what’s lurking now.
Steve’s bestselling book and elite training programs have helped investors sharpen their research skills. Don’t miss this deep dive into financial sleuthing, market trends, and investing discipline.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
This webcast originally aired live on Hedgeye.com on January 26th, 2021
Join Hedgeye CEO Keith McCullough and Danielle DiMartino Booth, former Fed advisor and Chief Strategist at Quill Intelligence, in this masterclass investing discussion about critical market and economic developments.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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 Hedgeye Retail analyst Arianna Petillo discuss what has become perhaps the least favorite financial topic for anyone under the age of 40: buying a house. They discuss the dynamics of getting a mortgage and how to not sink into debt once you finally have a house.
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.
This webcast originally aired live on Hedgeye.com on March 13, 2025
Join us for a special complimentary edition of The Macro Show, as Hedgeye Founder & CEO Keith McCullough and Macro analyst Ryan Ricci break down the ongoing market correction, heightened volatility, and—more importantly—what’s coming next.
Keith and our Macro team called this downturn in advance—warning about the Quad 4 market storm and helping Hedgeye subscribers sidestep the carnage while others got crushed. Now, they’ll lay out what’s ahead and how to navigate the turbulence with real, data-driven risk management—not Wall Street’s empty narratives.
Don’t get caught on the wrong side of the trade. Subscribe to the Macro Show! Visit hedgeye.com/research for more information
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
This webcast originally aired on Hedgeye.com on November 9th, 2020
Join world-renowned author and Demography analyst Neil Howe for a deep dive inside his groundbreaking generational theory "The Fourth Turning." Neil and Hedgeye CEO Keith McCullough will discuss the social, economic and political ramifications of this theory and why it led Neil to write in 1991 that "a national crisis of immense proportions will occur around 2020."
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
This Webcast aired live on HedgeyeTV on March 4th, 2025
The U.S. national debt is spiraling out of control. Few in Washington are willing to confront it head-on. One leader speaking out is U.S. Representative David Schweikert (R-AZ), Chair of the Joint Economic Committee. He is joining Hedgeye CEOKeith McCullough and veteran analyst Josh Steiner for an important discussion on where America is headed.
In this exclusive conversation, Rep. Schweikert will discuss the urgent fiscal challenges facing the U.S., including:
- The Debt Crisis – Is Washington serious about addressing runaway spending?
- Political Reality – With Democrats largely sidelined, how will Republicans approach fiscal responsibility?
- The Tax Cut Debate – Can meaningful reform happen in the face of tax cuts?
As Keith often says, “I’m not a Republican or a Democrat—I’m a Canadian.” But when a policymaker like Rep. Schweikert is willing to confront the hard truths about government spending, we are ready to listen.
Tune in for an unfiltered conversation about the future of U.S. fiscal policy.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
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 tackles what has long been called "the third rail of American politics:" Social Security.
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.
This webcast originally aired live on Hedgeye.com on October 23, 2019
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
This 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.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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.
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.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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.
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.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
This 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.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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.
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.
- Losers: MRNA (-50%), CVNA (-50%), WMT misses earnings, MPW faces bankruptcy amid malfeasance.
- 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.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
This 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).
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
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 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.
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.”
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
This 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.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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
at https://www.hedgeye.com/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 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".
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
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 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 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
at https://www.hedgeye.com/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.
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.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Join 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.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
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.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
This is an exclusive "Hedgeye Investing Summit" interview between Marc Cohodes, rabblerouser/short seller, and Hedgeye CEO Keith McCullough.
To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
This is an exclusive "Hedgeye Investing Summit" interview between 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.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
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
at https://www.hedgeye.com/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.
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.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
This is an exclusive "Hedgeye Investing Summit" interview between Mike Taylor, Hedge Fund Manager, and Hedgeye CEO Keith McCullough.
To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
This is an exclusive "Hedgeye Investing Summit" interview between Danielle DiMartino Booth, CEO & Chief Strategist, QI Research, Former Fed insider, and Hedgeye CEO Keith McCullough.
To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
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.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
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.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
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
at https://www.hedgeye.com/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.
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.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
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.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
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
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
Join Hedgeye CEO Keith McCullough on Thursday, September 12, at 11:00am ET as he welcomes renowned monetary economist Judy Shelton for a must-see webcast that delves into monetary policy, inflation, gold, the US Dollar and other pressing economic issues of our times.
From the echoes of financial crises to the recent spikes in pandemic prices and the persistent cycles of inflation, the economic landscape remains tumultuous. Yet, amid the murky discourse of economics dominated by questionable pundits and politicians, Judy Shelton stands out with clear, courageous insights that provide real and actionable solutions.
A Senior Fellow at the Independent Institute and former Chairman of the National Endowment for Democracy, Shelton brings to the table a profound understanding of monetary policies and their far-reaching implications. Her latest book Good as Gold: How to Unleash the Power of Sound Money offers more than just analysis; it provides a blueprint for a prosperous economic future. Shelton challenges the status quo, particularly criticizing the inflationary policies that disproportionately benefit the elite while disadvantaging the middle and lower classes. Her bold stance is that this can—and must—change.
In our upcoming webcast, Shelton will discuss her vision for the US Dollar—a vision that sees it perform "as good as gold... or even better." She argues for a new international monetary order, advocating for a use of gold that transcends traditional and historical constraints, offering a step-by-step guide on how gold can act as a universal measure of value, enhancing financial stability and fostering global economic growth.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into actionable insights. Discover how to navigate market cycles, avoid major losses, and invest with the confidence of a seasoned pro. Download your free copy right now. Go to Hedgeye.com/book. That’s Hedgeye.com/book.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
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.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Sector Pro Products
Risk Ranges
Early Look
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
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.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Sector Pro Products
Risk Ranges
Early Look
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
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.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Sector Pro Products
Risk Ranges
Early Look
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
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.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Sector Pro Products
Risk Ranges
Early Look
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
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.
Don’t miss this enlightening conversation.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Sector Pro Products
Risk Ranges
Early Look
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
Visit Hedgeye.com for more great investing content.
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Sector Pro Products
Risk Ranges
Early Look
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
CLICK HERE to watch the full free episode.
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.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Top Stock Picks
Sector Pro Products
Risk Ranges
Early Look
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
Visit Hedgeye.com for more great investing content.
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Sector Pro Products
Risk Ranges
Early Look
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
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.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Sector Pro Products
Risk Ranges
Early Look
Signal Strength Stocks
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Sector Pro Products
Risk Ranges
Early Look
Signal Strength Stocks
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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 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.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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 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.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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 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.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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 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.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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 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.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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 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.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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 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.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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 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.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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 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.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
Visit Hedgeye.com for more great investing content.
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Sector Pro Products
Risk Ranges
Early Look
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
Visit Hedgeye.com for more great investing content.
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Sector Pro Products
Risk Ranges
Early Look
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
CLICK HERE to watch the full webcast.
Johns Hopkins Economics professor Steve Hanke joins Hedgeye CEO Keith McCullough live on Tuesday, March 5th at 11:00am ET. Their conversation will cover a lot of ground with an emphasis on Fed monetary policy, inflation, whether a recession is still in the cards, and probable outcomes for the U.S. economy and markets in the year ahead.
As Professor Hanke says, "95% of what you read in the press is either WRONG or IRRELEVANT." Join us for a transparent conversation on the state of the markets and economy.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Signal Strength Stocks
Sector Pro Products
Risk Ranges
Early Look
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
Try our hedge fund-quality research, investment ideas, and risk management tools FREE during ALL ACCESS WEEK! CLICK HERE for FREE access.
"RISK HAPPENS SLOWLY AT FIRST, THEN ALL AT ONCE.” - @KeithMcCullough
Here is the full, uncut edition of “The Macro Show” hosted this morning by our Founder/CEO @KeithMcCullough. This is valuable content. We’re doing this to prove to openminded people there really is a better way to look at (and navigate) the markets/economy, then letting them judge for themselves. Make no mistake—there is a tremendous amount of bullsh*t being spewed every single day on Establishment Media like CNBC. Hedgeye is the antidote. We’re not for everyone, but we may be right for you.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
Try our hedge fund-quality research, investment ideas, and risk management tools FREE during ALL ACCESS WEEK! CLICK HERE for FREE access.
Ever wonder what it's like behind the scenes of a hedge fund? Hedgeye pulls back the curtain with a deep-dive in our stock picking process with The Call @ Hedgeye. Weekdays at 7:45 AM ET. CLICK HERE for more info.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
Visit Hedgeye.com for more great investing content.
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
Try our hedge fund-quality research, investment ideas, and risk management tools FREE during ALL ACCESS WEEK! CLICK HERE for FREE access.
Ever wonder what it's like behind the scenes of a hedge fund? Hedgeye pulls back the curtain with a deep-dive in our stock picking process with The Call @ Hedgeye. Weekdays at 7:45 AM ET. CLICK HERE for more info.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
Try our hedge fund-quality research, investment ideas, and risk management tools FREE during ALL ACCESS WEEK! CLICK HERE for FREE access.
"RISK HAPPENS SLOWLY AT FIRST, THEN ALL AT ONCE.” - @KeithMcCullough
Here is the full, uncut edition of “The Macro Show” hosted this morning by our Founder/CEO @KeithMcCullough. This is valuable content. We’re doing this to prove to openminded people there really is a better way to look at (and navigate) the markets/economy, then letting them judge for themselves. Make no mistake—there is a tremendous amount of bullsh*t being spewed every single day on Establishment Media like CNBC. Hedgeye is the antidote. We’re not for everyone, but we may be right for you.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
CLICK HERE to watch the full free webcast.
Join us for a special investing conversation between Enrique Abeyta, founder and CEO of HX Research and Hedgeye's Director of Research Daryl Jones. They will discuss what lies ahead for the markets, economy and what investors should be focusing most on right now.
Like Hedgeye CEO Keith McCullough, Abeyta listens to data-based signals to inform his market outlooks. In this free webcast, Jones and Abeyta will provide investors insights on how to navigate market/economic uncertainty for the remainder of 2024.
Visit Hedgeye.com for more great investing content.
Helpful Links:
Join New Subscriber Orientation
New Conference: Hedgeye Live 2024 May 2-5
Hedgeye University | Become a Better Investor
Hedgeye Education Center | Learn More About Hedgeye
NEW PRODUCT ALERT | Signal Strength Stocks
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
Try our hedge fund-quality research, investment ideas, and risk management tools FREE during ALL ACCESS WEEK! CLICK HERE for FREE access.
"RISK HAPPENS SLOWLY AT FIRST, THEN ALL AT ONCE.” - @KeithMcCullough
Here is the full, uncut edition of “The Macro Show” hosted this morning by our Founder/CEO @KeithMcCullough. This is valuable content. We’re doing this to prove to openminded people there really is a better way to look at (and navigate) the markets/economy, then letting them judge for themselves. Make no mistake—there is a tremendous amount of bullsh*t being spewed every single day on Establishment Media like CNBC. Hedgeye is the antidote. We’re not for everyone, but we may be right for you.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
Try our hedge fund-quality research, investment ideas, and risk management tools FREE during ALL ACCESS WEEK! CLICK HERE for FREE access.
Ever wonder what it's like behind the scenes of a hedge fund? Hedgeye pulls back the curtain with a deep-dive in our stock picking process with The Call @ Hedgeye. Weekdays at 7:45 AM ET. CLICK HERE for more info.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
Try our hedge fund-quality research, investment ideas, and risk management tools FREE during ALL ACCESS WEEK! CLICK HERE for FREE access.
"RISK HAPPENS SLOWLY AT FIRST, THEN ALL AT ONCE.” - @KeithMcCullough
Here is the full, uncut edition of “The Macro Show” hosted this morning by our Founder/CEO @KeithMcCullough. This is valuable content. We’re doing this to prove to openminded people there really is a better way to look at (and navigate) the markets/economy, then letting them judge for themselves. Make no mistake—there is a tremendous amount of bullsh*t being spewed every single day on Establishment Media like CNBC. Hedgeye is the antidote. We’re not for everyone, but we may be right for you.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
Try our hedge fund-quality research, investment ideas, and risk management tools FREE during ALL ACCESS WEEK! CLICK HERE for FREE access.
Ever wonder what it's like behind the scenes of a hedge fund? Hedgeye pulls back the curtain with a deep-dive in our stock picking process with The Call @ Hedgeye. Weekdays at 7:45 AM ET. CLICK HERE for more info.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
Try our hedge fund-quality research, investment ideas, and risk management tools FREE during ALL ACCESS WEEK! CLICK HERE for FREE access.
"RISK HAPPENS SLOWLY AT FIRST, THEN ALL AT ONCE.” - @KeithMcCullough
Here is the full, uncut edition of “The Macro Show” hosted this morning by our Founder/CEO @KeithMcCullough. This is valuable content. We’re doing this to prove to openminded people there really is a better way to look at (and navigate) the markets/economy, then letting them judge for themselves. Make no mistake—there is a tremendous amount of bullsh*t being spewed every single day on Establishment Media like CNBC. Hedgeye is the antidote. We’re not for everyone, but we may be right for you.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
Try our hedge fund-quality research, investment ideas, and risk management tools FREE during ALL ACCESS WEEK! CLICK HERE for FREE access.
Ever wonder what it's like behind the scenes of a hedge fund? Hedgeye pulls back the curtain with a deep-dive in our stock picking process with The Call @ Hedgeye. Weekdays at 7:45 AM ET. CLICK HERE for more info.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
CLICK HERE to watch the full webcast.
Bestselling author and iconoclastic macro strategistJim Rickardsis back by popular demand for another Real Conversation webcast withKeith McCullough.In addition to his previous appearances on HedgeyeTV and Hedgeye Live, Rickards is a sought-after economic veteran. With 40+ years of experience working in capital markets, his insights have been shared in major publications nationwide.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
Visit Hedgeye.com for more great investing content.
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
CLICK HERE to watch the full free webcast.
Doug Kass, founder and president of Seabreeze Partners Management, will join Hedgeye Director of Research Daryl Jones "In The Arena" at 11:00am ET Tuesday, February 13.
This webcast will cover what Kass is watching in the markets right now and how investors can capitalize on various economic developments.
Visit Hedgeye.com for more great investing content.
Helpful Links:
WATCH | Get 10 Stock Picks on The Call @ Hedgeye
Join New Subscriber Orientation
New Conference: Hedgeye Live 2024 May 2-5
Hedgeye University | Become a Better Investor
Hedgeye Education Center | Learn More About Hedgeye
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
CLICK HERE to watch the full webcast.
Join QI Research CEO & Chief Strategist Danielle DiMartino Booth as she discusses the dynamics of the looming 2024 Election with renowned Hedgeye Demography analyst and Fourth Turning author Neil Howe and Macro Policy analyst JT Taylor.
Amid ever shifting campaign dynamics within both parties, there is no better time to review the possible outcomes the country faces come November. Get up to speed on all of the conflicting viewpoints and interwoven storylines. How will the markets react? How will your portfolio fare? Tune in to make sure you are prepared for any possibility.
Visit Hedgeye.com for more great investing content.
HELPFUL LINKS:
Join New Subscriber Orientation
New Conference: Hedgeye Live 2024 May 2-5
Hedgeye University | Become a Better Investor
Hedgeye Education Center | Learn More About Hedgeye
WATCH | Position Sizing A Long-Only Portfolio with Keith
New Product Alert: P.S. Insights
Free Edition of The Macro Show - Recession Risk Rising: Are You Prepared?
Learn Ab
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
CLICK HERE to watch the full webcast.
You are invited to join us for this special options focused webcast featuring Tier1 Alpha Co-Founders David Pegler and Craig Peterson and NEOSCo-Founders Garrett Paolella and Troy Cates. This in-depth investing discussion will focus on how systematic flows and ETF Based Options Strategies interact and ways in which investors can take advantage of this dynamic ecosystem to protect and grow their portfolio.
Visit Hedgeye.com for more great investing content.
HELPFUL LINKS:
Join New Subscriber Orientation
New Conference: Hedgeye Live 2024 May 2-5
Hedgeye University | Become a Better Investor
Hedgeye Education Center | Learn More About Hedgeye
WATCH | Position Sizing A Long-Only Portfolio with Keith
New Product Alert: P.S. Insights
Free Edition of The Macro Show - Recession Risk Rising: Are You Prepared?
Learn About Our New Sectors: Global Technology Pro and Software Pro
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Join us for a no-punches-pulled interview hosted by Hedgeye Director of Research Daryl Jones with Bill Pulte, philanthropist and CEO of Pulte Capital Partners. Watch live at 11:10am ET or on-demand.
They will discuss Pulte's new stock communities, shenanigans going on at Pulte Group (PHM), CEO malfeasance, America's housing market, and much more. You don't want to miss this conversation.
Visit Hedgeye.com for more great investing content.
HELPFUL LINKS:
Join New Subscriber Orientation
New Conference: Hedgeye Live 2024 May 2-5
Hedgeye University | Become a Better Investor
Hedgeye Education Center | Learn More About Hedgeye
WATCH | Position Sizing A Long-Only Portfolio with Keith
New Product Alert: P.S. Insights
Free Edition of The Macro Show - Recession Risk Rising: Are You Prepared?
Learn About Our New Sectors: Global Technology Pro and Software Pro
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Visit Hedgeye.com for more great investing content.
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
CLICK HERE to watch the full conversation.
Join us for an insightful conversation between renowned economist Daniel Lacalle, Chief Economist at Tressis SV, and Hedgeye CEO Keith McCullough, as we embark on 2024.
They will discuss the big risks (and opportunities) investors face this year, centering their discussion on the looming recession and the catalysts fueling differing perspectives. Don't miss this opportunity to gain valuable insights and prepare for a successful year ahead.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Visit Hedgeye.com for more great investing content.
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
"RISK HAPPENS SLOWLY AT FIRST, THEN ALL AT ONCE.” - @KeithMcCullough
Here is the full, uncut edition of “The Macro Show” hosted this morning by our Founder/CEO @KeithMcCullough. This is valuable content. We’re doing this to prove to openminded people there really is a better way to look at (and navigate) the markets/economy, then letting them judge for themselves. Make no mistake—there is a tremendous amount of bullsh*t being spewed every single day on Establishment Media like CNBC. Hedgeye is the antidote. We’re not for everyone, but we may be right for you.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Visit Hedgeye.com for more great investing content.
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Credit card delinquency and interest rates are soaring. The national debt has surpassed $33.7 trillion. The S&P 500 remains afloat only because of a handful of mega-cap tech stocks. When Apple, Google and the rest of the Magnificently Manipulated 7 falter, the Mother of All Bubbles is bound to burst.
Nearly all underlying economic data suggests the economy is due for a correction. As we've seen in recessions past, investors who aren't proactively prepared are in for a world of hurt.
In this new Real Conversations webcast, Hedgeye CEO Keith McCullough is joined by Mike Taylor, hedge fund manager and PM of PINK Shares and Mike Green, chief strategist at Simplify Asset Management.
This conversation between pros will include valuable insights going into the home stretch of 2023 and a new year filled with potential turmoil.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Visit Hedgeye.com for more great investing content.
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Visit Hedgeye.com for more great investing content.
You're invited to join us for a thought-provoking investing webcast on strategies for effective capital allocation featuring David Salem and Ted Oakley, Managing Partner & Founder of Oxbow Advisors. This deep-dive discussion featuring two industry heavyweights will include actionable insights and strategies that could reshape your investment perspective.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
EXCLUSIVE WEBCAST EVENT: World renowned Demographer/ Thinker/ Bestselling author Neil Howe teamed up with Hedgeye CEO Keith McCullough on November 14th for a compelling exploration of our current position in the Fourth Turning and the trajectory that lies ahead. Gain invaluable insights as Howe navigates the complex terrain of our present generational cycle, unraveling the crises and transformative shifts that characterize this pivotal era. If you're interested in understanding where we are and where we're going, don't miss this unique opportunity to listen to the world's foremost expert.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
Get the best deal all year on our investment research products: https://info.hedgeye.com/yt-cyberdeals-2023
Veteran short-seller Marc Cohodes joins Hedgeye Retail analysts Brian McGough and Jeremy McLean in this special investing webcast.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Visit Hedgeye.com for more great investing content.
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Visit Hedgeye.com for more great investing content.
This Spaces was hosted by @WOLF_Financial, featuring members of the Hedgeye team.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
Visit Hedgeye.com for more great investing content.
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
CLICK HERE to get access to more great Hedgeye investing content.
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.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
CLICK HERE to get access to more great Hedgeye investing content.
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.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
CLICK HERE to get access to more great Hedgeye investing content.
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.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
CLICK HERE to get access to more great Hedgeye investing content.
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.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
CLICK HERE to get access to more great Hedgeye investing content.
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.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
CLICK HERE to get access to more great Hedgeye investing content.
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.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
CLICK HERE to get access to more great Hedgeye investing content.
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.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
CLICK HERE to get access to more great Hedgeye investing content.
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.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
CLICK HERE to get access to more great Hedgeye investing content.
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.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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 a Hedgeye podcast featuring sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm).
Visit Hedgeye.com for more great investing content.
For Our Hedgeye Products Click Below:
- Technology Pro
- Comms Pro
- China Pro
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
This is a Hedgeye podcast featuring sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm).
Visit Hedgeye.com for more great investing content.
For Our Hedgeye Products Click Below:
- Technology Pro
- Comms Pro
- China Pro
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
Visit Hedgeye.com for more great investing content.
Join us as we delve into the latest market signals and risks in the financial investment management space. Discover why reducing exposure in energy equities and oil may be a prudent move, while natural gas shows signs of strength. We also explore the impact of yield curve inversion and the potential influence of the upcoming CPI report on Treasury yields. Additionally, we discuss the intriguing dynamics between high-yield and risk-free debt, the risks of crowding in mega-cap tech stocks, and the factors affecting Treasury yields. Tune in to gain valuable insights and stay ahead in the ever-changing world of financial investments.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
This is a Hedgeye podcast featuring sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm).
Visit Hedgeye.com for more great investing content.
For Our Hedgeye Products Click Below:
- Technology Pro
- Comms Pro
- China Pro
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
This is a Hedgeye podcast featuring sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm).
Visit Hedgeye.com for more great investing content.
For Our Hedgeye Products Click Below:
- Technology Pro
- Comms Pro
- China Pro
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Visit Hedgeye.com for more great investing content.
Introduction:
- Welcome back, savvy investors! In today's video, we'll dive into an exclusive notebook review of the third quarter of 2023 and year-to-date performance in the financial investment management space.
-
Stay tuned as we discuss market trends, signals, positions, and outlook to help you make informed investment decisions.
-
Hedgeye's Philanthropic Success:
-
We kick off with Hedgeye's successful charity event, Hedgeye Cares, held recently, showcasing their commitment to making a positive impact.
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Mark your calendars for their upcoming regional event in Chicago on November 9th, where you can network and gain valuable insights.
-
Precious Metals Woes:
-
Gold's performance has been lackluster, showing lower lows and lower highs. Hedgeye maintains a small long position but may consider reducing or exiting due to poor performance and increased volatility.
- Other metals, including copper and silver, are also experiencing weakness.
-
To balance this, Hedgeye has opted for long energy positions while shorting metals/agriculture.
-
Oil & Natural Gas Rally:
-
Oil continues to strengthen with higher lows and higher highs for several weeks. The risk range for oil is moving higher, indicating a positive trend.
- Natural gas is also rallying, witnessing a remarkable surge of over 9.5% in a single day.
-
Potential to add natural gas for increased energy exposure, a move worth considering for your investment portfolio.
-
Economic Outlook & Equities:
-
The Nowcast model predicts three quarters of slowing growth, elevated inflation, and the Federal Reserve maintaining higher interest rates for an extended period.
-
The momentum in U.S. and European equities is deteriorating, and earnings season will provide valuable insights into the economic landscape.
-
Signals & Trends:
-
The red-eye/green-eye signal turned to "sell" mid-morning based on Keith's analysis.
- Multiple sectors, such as real estate, gold miners, consumer staples, industrials, financials, and healthcare, are currently experiencing a bearish trend.
- Volatility (VIX) and the U.S. dollar are displaying significant strength, indicating potential shifts in the market.
- Despite the Federal Reserve pausing rate hikes, interest rates are rising, with the 10-year Treasury yield hitting the top of the risk range. The 2-year yield range is tighter, contributing to a slight steepening of the yield curve.
Conclusion:
- That wraps up our comprehensive notebook review, providing crucial insights into market trends, signals, positions, and the overall outlook.
- Stay tuned for more investment management content on this channel and make sure to hit that subscribe button to never miss an update.
- Remember, informed decisions are the key to success in the financial investment management space. Happy investing, and I'll see you in the next video!
[Disclaimer: This video is for informational purposes only. Please consult with a financial advisor before making any investment decisions.]
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
BOOM! Free 'All Access Week' Is HERE, featuring 8 high performance investing products FREE each day from 9/18 to 9/24
A MUST-SEE CONVERSATION. YOU’RE INVITED.
Join Quill Intelligence CEO & Chief Strategist Danielle DiMartino Booth as she welcomes renowned economist and monetary policy expert Lacy Hunt in a new deep-dive discussion only on HedgeyeTV.
As American consumers face a re-acceleration of inflation and the Fed remains reluctant to lend a helping hand, there is no better time than now to arm your portfolio with crucial insights from Lacy Hunt. DiMartino Booth and Lacy will go over their strategies for navigating this turbulent market, and provide key insights to help investors moving forward.
Visit Hedgeye.com for more great investing content.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
BOOM! Free 'All Access Week' Is HERE, featuring 8 high performance investing products FREE each day from 9/18 to 9/24
"RISK HAPPENS SLOWLY AT FIRST, THEN ALL AT ONCE.” - @KeithMcCullough
Here is the full, uncut edition of “The Macro Show” hosted this morning by our Founder/CEO @KeithMcCullough. This is valuable content. We’ve done this exactly zero times before. We’re doing this to prove to openminded people there really is a better way to look at (and navigate) the markets/economy, then letting them judge for themselves. Make no mistake—there is a tremendous amount of bullsh*t being spewed every single day on Establishment Media like CNBC. Hedgeye is the antidote. We’re not for everyone, but we may be right for you.
Visit Hedgeye.com for more great investing content.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
BOOM! Free 'All Access Week' Is HERE, featuring 8 high performance investing products FREE each day from 9/18 to 9/24
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.
Visit Hedgeye.com for more great investing content.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Fan-favorite Mike Taylor joins Hedgeye CEO Keith McCullough for a new Real Conversation. The two will discuss implications of inflation's reacceleration, what to buy and sell right now, and share valuable investing insight as we head into the final quarter of 2023.
Taylor is a 20-year hedge fund veteran who specializes in healthcare investing. He is also the portfolio manager of PINK, the first ETF committed to donating all net profits to the Susan G. Komen breast cancer organization. As a former virologist, you won’t want to miss his unique perspective on capital allocation in the healthcare asset class amid turbulent economic conditions.
Visit Hedgeye.com for more great investing content.
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Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
Start generating alpha with our suite of “Sector Pro” investing research products. Dive deep into Retail, Industrials, Technology (and everything in between) with exclusive access to the sharpest analysts and actionable ideas on Wall Street. CLICK HERE to check out out product page.
The Call @ Hedgeye is a live webcast that pulls back the curtain on the decision-making process of a world-class hedge fund. Our team of 40+ equity analysts join Hedgeye CEO Keith McCullough weekdays at 7:45am ET to discuss key market developments, trends and our high-conviction long and short investing ideas. You will not get this granular level of insight anywhere else. CLICK HERE to check out our product page.
Turn off that tired “Old Wall” TV and tune into The Macro Show,Hedgeye’s live daily broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. CLICK HERE to check out our product page.
This is a Hedgeye podcast featuring sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm), with special guest Brian McGough (@HedgeyeRetail).
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For Our Hedgeye Products Click Below:
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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.
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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's world-class investing research team is hitting the road! Join us on September 12, 2023 for Hedgeye Regional Las Vegas. Tickets are on sale now!
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.
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look
Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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's world-class investing research team is hitting the road! Join us on September 12, 2023 for Hedgeye Regional Las Vegas. Tickets are on sale now!
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 last month.
Now, the entire Tier 1 team (co-founders Craig Peterson, David Pegler and Senior Executive Advisor Mike Green) are set to join Keith McCullough for a Real Conversation. Tune into this live webcast at 11:00am ET on Tuesday, September 5th to hear how emerging volatility might impact the markets going forward.
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The Macro Show
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Get an investing edge on the enormous amount of money flowing into options every day, what they’re signaling, and the structural and behavioral trends driving markets higher or lower. The Market Situation Report™ includes access to a daily newsletter and weekly webcast featuring analysis of the Tier 1 Alpha team's proprietary models. CLICK HERE to check out our product page.
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's world-class investing research team is hitting the road! Join us on September 12, 2023 for Hedgeye Regional Las Vegas. Tickets are on sale now!
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.
Visit Hedgeye.com for more great investing content.
Hedgeye's world-class investing research team is hitting the road! Join us on September 12, 2023 for Hedgeye Regional Las Vegas. Tickets are on sale now!
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
Visit Hedgeye.com for more great investing content.
Hedgeye's world-class investing research team is hitting the road! Join us on September 12, 2023 for Hedgeye Regional Las Vegas. Tickets are on sale now!
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
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Risk Ranges
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With a special guest appearance by Mike Taylor (@Mike_Taylor1972).
Visit Hedgeye.com for more great investing content.
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
Hedgeye's world-class investing research team is hitting the road! Join us on September 12, 2023 for Hedgeye Regional Las Vegas. Tickets are on sale now!
Subscribe to other Hedgeye Products Here:
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There's no shortage of disconcerting economic data in the current #Quad4 macro environment. But if you know where to look, there are still plenty of places to invest.
In this Real Conversation webcast on Tuesday, August 1 at 11:00am ET, Hedgeye CEO Keith McCullough will speak with founders of three companies thriving in industries most investors would consider outside the box: diamonds, wine and farmland.
This complimentary hourlong conversation will include actionable insights from:
- Cormac Kinney: Founder & CEO of Diamond Standard
- Anthony Zhang: Co-Founder & CEO of Vinovest
- Artem Milinchuk: Founder of FarmTogether
Take the next step in your "go-anywhere" investing education.
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This is a Hedgeye podcast featuring sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm).
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- Technology Pro
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- China Pro
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- The Call @ Hedgeye
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With special guest appearances by Hedgeye CEO Keith McCullough (@KeithMcCullough) and Mike Taylor (@Mike_Taylor1972).
Visit Hedgeye.com for more great investing content.
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
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During this special HedgeyeTV webcast, six Hedgeye analysts will pitch one of their high-conviction stock ideas (Long or Short) to our Risk-Manager-In-Chief Keith McCullough.
The Pitch is a fan-favorite, alpha-generating webcast which gives you an inside look at how hedge funds decide what positions to put on. Best of all, our analysts pitch their actual Best Ideas, breaking down their Long (or Short) calls in real-time.
Here's the lineup for this edition:
- China analyst Felix Wang
- Health Care analystTom Tobin
- Financials analyst Josh Steiner
- REITs analyst Rob Simone
- Consumer Staples analyst Daniel Biolsi
- Retail analyst Jeremy McLean
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In this new Real Conversation, Hedgeye CEO Keith McCullough will be joined by Dan Rasmussen, Founder and CIO of Verdad Advisers. One of the topics of discussion will be Rasmussen's thought-provoking research note on "Private Equity Fundamentals." In it, Dan warns investors that, "Rising interest costs and multiple contraction could spell trouble for institutional investors' favorite asset class."
This is a must-see macro webcast which will illuminate various risks and opportunities ahead for investors.
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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.
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Hedgeye's Managing Director of Capital Allocation David Salem sits down with Andrew McDermott, Founder and President of Mission Value Partners, for a live investing webcast.
"Capitalizing on Japan" will provide a deep dive into various reasons why we are bullish on Japanese markets.
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WANT MORE FROM DAVID SALEM? STAY TUNED
Hedgeye's new Capital Allocation product is in the works, with David Salem leading the charge. While hosting The Macro Show, Hedgeye's Managing Director of Capital Allocation gave a sneak peek at the actionable data/guidance he will provide subscribers later this year.
Check out the following clips:
Capital Allocation Pro: Private Market Research for the MassesThe Manic-Depressive Tendencies Of U.S. StocksReady to receive more insights like this when Capital Allocation goes live? Email support@hedgeye.com to sign up.
This is a Hedgeye podcast featuring sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm). On today's episode, Ami and Felix dive into the hot topic of A.I and its impact on today's market, as well as, Chinese policy impacts on the semiconductor space.
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- Technology Pro
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- The Call @ Hedgeye
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Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
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Risk Ranges
Early Look
Visit Hedgeye.com for more great investing content.
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
Subscribe to other Hedgeye Products Here:
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Join Hedgeye CEO Keith McCulloughfor a new Real Conversation with Mike Green, Portfolio Manager at Simplify Asset Management.
Mike is a thought leader on market structure, options flows and the risks of passive investing. It's Mike's contention that the rise of quantitative trading strategies – delta hedging dynamics, volatility-controlled rebalancing, and market cap distortions – have altered financial markets forever.
Keith and Mike will discuss these dynamics and much more in this wide-ranging conversation about what comes next for financial markets. Buckle up and tune in. This conversation promises to be a wild ride.
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This is an audio-only version of The Macro Show that was broadcast on Hedgeye.com on June 22, 2023
Click this link to get access to the Macro Show every day
Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A.
Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. More often than not, the show is hosted by Hedgeye CEO Keith McCullough. On the occasions that Keith isn’t hosting, another Hedgeye analyst fills the spot. Each broadcast brings you our real-time global macro market analysis, tracking trends in stocks, commodities, currencies and interest rates across the globe.
This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm) as they are joined by Hedgeye's Demography sector head and author Neil Howe (@HoweGeneration). They dig into the latest developments in A.I, the Asian markets and the impact of the writer's strike in the U.S. Neil gives his own unique perspective on these topics from a demographer's point of view.
Neil's new book, The Fourth Turning Is Here, will be available July 2023. Pre-order your copy HERE.
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This is an audio-only version of The Macro Show that was broadcast on Hedgeye.com on June 5, 2023
Click this link to get access to the Macro Show every day
Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A.
Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. More often than not, the show is hosted by Hedgeye CEO Keith McCullough. On the occasions that Keith isn’t hosting, another Hedgeye analyst fills the spot. Each broadcast brings you our real-time global macro market analysis, tracking trends in stocks, commodities, currencies and interest rates across the globe.
We open our notebooks to touch on everything from Europe to commodities as we navigate into the summer months. $SPY $QQQ $GLD $USD $TLT
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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.
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Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, current stock ideas and recent market trends.
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Aired on March 30, 2023 (Watch video version on YouTube)
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This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm) as they are joined by Hedgeye's Consumer Staples sector head Daniel Biolsi (@Hedgeye_Staples). Daniel dives deep into his sector, hitting on the latest Bud Light news, the Buyside vs. Sell-Side process and the current outlook on egg prices.
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In this new Real Conversation hosted by Keith McCullough, Mark Gordon, co-founder of Ascent Funds, will diagnose the issues within this current dynamic and propose a better path forward. Mark is an experienced energy investment professional with a career spanning 20+ years in senior positions. He launched Ascent Funds in 2015 to take advantage of the global energy cycle.
This is a pivotal moment for global energy supply. Much of the world remains uninformed. Forward-thinking investors will not want to miss the insights Mark shares in this webcast.
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Featuring special guest Mike Taylor (@Mike_Taylor1972 on Twitter). We touch on how to effectively construct your personal portfolio, as well as, discussing the current market setup.
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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.
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Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, current stock ideas and recent market trends.
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Aired on January 12, 2023 (Watch video version on YouTube)
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Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, current stock ideas and recent market trends.
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Aired on February 16, 2023 (Watch video version on YouTube)
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This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech) and Andrew Freedman (@HedgeyeComm) as they are joined by Hedgeye's REITs sector head Rob Simone (@HedgeyeREITs). Get an inside look into Rob's process and this method of uncovering the dirty truths in the REITs space.
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Visit Hedgeye.com for more great investing content.
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
Tune in LIVE Fridays @11:30am ET exclusively on our subscriber-only message board, "The Arena."
Check out our A Beginner's Guide To Hedgeye playlists on YouTube!
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Per usual, we reviewed the signals and setup across global macro. The US Dollar, volatility across assets as well as the Quad 4 economic data were all a core focus of discussion. We also touched on the recent ramp in US Equities as a great opportunity to add to core shorts like $XLY $XLI $XOP $XLE $XRT $XLF $XLRE.
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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.
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Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, current stock ideas and recent market trends.
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Aired on March 9, 2023 (Watch video version on YouTube)
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Visit Hedgeye.com for more great investing content.
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
Tune in LIVE Fridays @11:30am ET exclusively on our subscriber-only message board, "The Arena."
Check out our A Beginner's Guide To Hedgeye playlists on YouTube!
Subscribe to other Hedgeye Products Here:
The Macro Show
Risk Ranges
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We discussed the process and the signals jumping off the page. A key topic is the consolidation of certain Risk Ranges across varying asset classes (Volatility, FI, FX, EQ, etc.) as well as new economic data that continues to update our @Hedgeye Nowcast model. Recession risk continues to rise throughout the rest of 2023.
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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.
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Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, current stock ideas and recent market trends.
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Aired on March 16, 2023 (Watch video version on YouTube)
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This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech) and Felix Wang (@HedgeyeChina) as Ami puts Felix in the hot seat on everything China, focusing on China's COVID comps, unemployment, stimulus and the latest market moves.
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Join Hedgeye CEO Keith McCullough as he sits down live with Hugh Hendry, Founder of Eclectica Macro and former hedge fund manager for this very special investing conversation only on HedgeyeTV.
During this 100th episode of Real Conversations (in front of an audience at Hedgeye Live), Hugh and Keith will provide a Macro reality check for investors as we progress deeper into a #Quad4 recession. Hugh is a true market pro, best known for his outspoken commentary leading up to the financial crisis of 2008, a year when his Eclectica Macro hedge fund achieved a 30+% positive return.
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This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg.
Watch the other 8 Hedgeye Investing Summit conversations
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This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg.
Watch the other 8 Hedgeye Investing Summit conversations
Visit Hedgeye.com for more great investing content.
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Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, current stock ideas and recent market trends.
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Aired on December 20, 2022 (Watch video version on YouTube)
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The Call @ Hedgeye
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This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg.
Watch the other 8 Hedgeye Investing Summit conversations
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look
This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg.
Watch the other 8 Hedgeye Investing Summit conversations
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look
This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg.
Watch the other 8 Hedgeye Investing Summit conversations
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look
This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg.
Watch the other 8 Hedgeye Investing Summit conversations
Visit Hedgeye.com for more great investing content.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, current stock ideas and recent market trends.
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Aired on February 2, 2023 (Watch video version on YouTube)
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This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech), Andrew Freedman (@HedgeyeComm) and Felix Wang (@HedgeyeChina) as they host MBM Capital co-founders and managing partners, Arun Mittal and Lauren Bonner, at the epicenter of a Tech bubble meltdown buying venture capital sponsored growth companies for pennies on the dollar. The fund’s funnel of potential investments has soared especially in recent weeks and the company is in pole position to buy great assets at distressed prices while traditional venture investing retreats.
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This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg.
Watch the other 8 Hedgeye Investing Summit conversations
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The Macro Show
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Risk Ranges
Early Look
This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg.
Watch the other 8 Hedgeye Investing Summit conversations
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The Macro Show
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Risk Ranges
Early Look
This is a sneak peek inside the Hedgeye Investing Summit. The Hedgeye Investing Summit features conversations with some of the sharpest minds in investing including Ben Hunt, Lyn Alden and David Rosenberg.
Watch the other 8 Hedgeye Investing Summit conversations
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The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, current stock ideas and recent market trends.
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Aired on April 6, 2023 (Watch video version on YouTube)
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The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look
Visit Hedgeye.com for more great investing content.
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
Tune in LIVE Fridays @11:30am ET exclusively on our subscriber-only message board, "The Arena."
Check out our A Beginner's Guide To Hedgeye playlists on YouTube!
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The Macro Show
Risk Ranges
Early Look
The Call @ Hedgeye
Sector Pro Products
Reviewed the market reaction to #CPI and the signal/setup across major Global Assets. Healthcare Sector Head, Tom Tobin (@HedgeyeHC) dropped by as well and discussed his Quad Factor Scores. It’s how we translate Quad 4 to a concentrated list of high probability shorts and longs inside the Healthcare sector. $SPY $QQQ $GLD $TLT $UUP $FXE $VIX $USO $FXI
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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.
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The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, current stock ideas and recent market trends.
Visit Hedgeye.com for more great investing content.
Aired on March 23, 2023
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The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, current stock ideas and recent market trends.
Visit Hedgeye.com for more great investing content.
Aired on March 2, 2023
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The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look
This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech), Andrew Freedman (@HedgeyeComm), and Director of Technology Yosef Vaitsblit as they sit down with Financials sector head Josh Steiner (@HedgeyeFIG). Steiner reviews the credit cycle vs liquidity cycle, the 1980’s real estate spillover, contagion risks, the digitization of banking and the Deflation vs Stagflation battle ahead.
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- The Call @ Hedgeye
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Visit Hedgeye.com for more great investing content.
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) sits down with a different Hedgeye analyst to talk about their background, process, current stock ideas and recent market trends.
Visit Hedgeye.com for more great investing content.
Aired on February 9, 2023
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Early Look
In this part 2 of our "Mother of All Bubbles" webcast series, historian, author and dean of the Darden School of Business Robert Bruner is joined by Financials analyst Josh Steiner and Director of Capital Allocation David Salem.
Bruner, Steiner and Salem will discuss Bruner's acclaimed 2007 book, The Panic of 1907: Lessons Learned from the Market's Perfect Storm and learn what other bank crises can tell us about what comes next.
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The Call @ Hedgeye
The Macro Show
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Risk Ranges
Early Look
Each week, Robert McGroarty sits down with a different Hedgeye analyst to talk about their background, process, current stock ideas and recent market trends.
Visit Hedgeye.com for more great investing content.
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.
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The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look
If you like learning about different investment vehicles and structuring a portfolio for success, this Hedgeye + Friends session is for you!! Director of Subscriber Development, @HedgeyeRJM, had the pleasure of speaking with Brian Nurick, @bgnurick. Brian is known as "The Muni Guy" and now forever known as “The Muni King” after this phenomenal conversation with Robert and #HedgeyeNation.
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Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look
Visit Hedgeye.com for more great investing content.
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Sector Pro Products
Risk Ranges
Early Look
Visit Hedgeye.com for more great investing content.
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
Subscribe to other Hedgeye Products Here:
The Call @ Hedgeye
The Macro Show
Risk Ranges
Early Look
Visit Hedgeye.com for more great investing content.
During this special HedgeyeTV webcast, six Hedgeye analysts will pitch one of their high-conviction stock ideas (Long or Short) to our Risk-Manager-In-Chief Keith McCullough**.
Here's the lineup from this edition (3/28/2023):**
- Retail analyst Brian McGough
- Gaming, Lodging & Leisure analyst Todd Jordan
- Restaurants analyst Howard Penney
- Communications analyst Andrew Freedman
- Health Care analystTom Tobin
- Consumer Staples analyst Daniel Biolsi
Interested in our analysts' research?
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The Call @ Hedgeye
The Macro Show
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Some of the best long-short portfolio managers in Financials didn’t see issues inside the banking sector before the crisis.
A generalist portfolio manager told CEO Keith McCullough that four of the best Financials portfolio managers he knows all missed the bank collapse entirely. Macro/Financials analyst Josh Steiner heard a similar story from a friend.
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The Call @ Hedgeye
The Macro Show
Risk Ranges
Early Look
Visit Hedgeye.com for more great investing content.
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
Visit Hedgeye.com for more great investing content.
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The Macro Show
Risk Ranges
Early Look
Join Keith McCullough (CEO), Daryl Jones (Director of Research), Josh Steiner (Macro/Financials) and David Salem (Capital Allocation) for a webcast discussing recent bank failures, contagion risk and the upcoming credit event.
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Director of Subscriber Development Robert McGroarty interviewed Hedgeye CEO Keith McCullough on Tuesday, December 20 at 11am ET.
Keith and Robert discussed best practices for implementing the Hedgeye risk management process and shared perspective on the thought process behind building the Hedgeye risk management process for the last fifteen years.
Visit Hedgeye.com for more great investing content.
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
This Hedgeye podcast features sector heads Ami Joseph, Andrew Freedman, and Felix Wang, as they work through investment themes, ideas, and process. In this episode, Felix discusses his broad views of investing in Chinese equities, Andrew and Felix jump into Geopolitics on Ukraine and on Tiktok, and Ami & Andrew discuss 5G capacity and 6G timeline cycle.
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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.
Mike Taylor (@Mike_Taylor1972) reviewed with Robert McGroarty (@hedgeyeRJM) what’s going on within the current global market landscape, specifically what's starting to crack in credit along with the rest of global macro.
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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.
Visit Hedgeye.com for more great investing content.
Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
Ami, Felix, and Andrew host Ed Hoofnagle (IT Services, data warehousing & risk assessment for large financial services companies) to continue a conversation that started over dinner at #HedgeyeMiami.
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I’m stoked to host a new conversation feat. Dr. @Andrew_Menaker! We discussed ways to better understand your own, personal #InnerMarket and translate that #SelfGrowth into real #MarketEdge. Make sure to stick around to the end when Andrew reviews the need to assess #IdentityGoals in addition to #OutcomeGoals to better align one's portfolio/risk management w/clients and/or yourself.
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.
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The Macro Show
Risk Ranges
Early Look
Join Hedgeye CEO Keith McCulloughfor a new Real Conversation with banker and author Christopher Whalen.
Chris is a thought leader in the analysis of monetary policy, banks and housing. He believes the FOMC arguably lost control of monetary policy and has placed America's banks in grave risk. As Chris wrote in a recent post, "As the US economy heads into the worst period of credit loss since 2008, the primary victims will be lower income Americans, the core constituents of the Democratic Party."
Buckle up and tune in. This conversation promises to be a wild ride.
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The Macro Show
Risk Ranges
Early Look
Join Hedgeye CEO Keith McCulloughfor a conversation with David Dorr (co-founder and managing principal of Dorr Asset Management) in this Real Conversation. David and Keith will discuss the Macro landscape with a particular focus on David's unique insights on the crypto space
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The Macro Show
Risk Ranges
Early Look
Join Hedgeye CEO Keith McCullough and Diego Parrilla, best-selling author and portfolio manager at Quadriga Asset Managers, in this pro-to-pro investing discussion about the current market environment.
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The Macro Show
Risk Ranges
Early Look
If you tuned in for his appearance on the Hedgeye Investing Summit, you know that legendary short-seller Marc Cohodes takes no prisoners and suffers no fools when he speaks.
Tune in for this can't-miss webcast where Cohodes will be joined by Hedgeye Retail analysts Brian McGough and Jeremy McLean. On this webcast, McGough and Cohodes will lay out the short case on consumer goods maker Helen of Troy (HELE).
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The Macro Show
Risk Ranges
Early Look
Hedgeye CEO Keith McCulloughwas joined by outspoken hedge fund manager Mike Taylor (and PM of Pink Shares For The Cure) this week in this must-see Real Conversation. Mike and Keith discussed longs, shorts, fraud-spotting and the evolving Macro outlook over the next six to twelve months.
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The Macro Show
Risk Ranges
Early Look
Join REITs analyst Rob Simone in this conversation with Phil Bak (CEO) and David Auerbach (Managing Director) of Armada ETF Advisors. Bak said recently that a blow-up in the private REIT space could be just as impactful to the markets as the FTX meltdown was to cryptocurrency.
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The Macro Show
Risk Ranges
Early Look
Join Keith McCullough in this conversation with asset management veteran David Salem. If you're looking for timeless investment wisdom from two Wall Street veterans, this is the conversation for you.
David managed over $8 billion as founding president and CIO of The Investment Fund for Foundations (TIFF) until 2010. Prior to TIFF's founding, David was a partner at the global investment advisory firm GMO, working closely with GMO co-founder Jeremy Grantham on the design and execution of investment solutions for large tax-exempt funds.
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The Macro Show
Risk Ranges
Early Look
The roles are reversed in this special replay of Brightside Capital's interview with Hedgeye CEO Keith McCullough.
No punches were pulled during this conversation between Brightside Capital Founder Alex Pezzoli and Hedgeye CEO Keith McCullough. Keith discusses our Macro process, the complexity of markets, as well as massive conflicts of interest embedded across Wall Street and MSM.
The interview kicks off with a bang. Alex asks about the FTX debacle, Sam Bankman-Fried's recent NYTimes interview with Andrew Ross Sorkin
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The Macro Show
Risk Ranges
Early Look
Join Hedgeye CEO Keith McCullough and iconoclastic provocateur and bestselling author Jim Rickards for this special investing discussion
They will discuss Jim's new book, "Sold Out: How Broken Supply Chains, Surging Inflation, and Political Instability Will Sink the Global Economy." Jim and Keith will also discuss broader market and economic dynamics, portfolio positioning and actionable investment ideas.
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The Macro Show
Risk Ranges
Early Look
In this special investing webcast, Keith McCullough explains why we believe a profit recession is coming for Corporate America. Keith will discuss the underlying economic data as well as the asset allocations best-suited to take advantage in your portfolio.
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The Macro Show
Risk Ranges
Early Look
In this special investing webcast, Keith McCullough and Josh Steiner explain why we believe inflation has peaked but will remain high and sticky. Keith and Josh will discuss the underlying economic data as well as the asset allocations best-suited to take advantage in your portfolio.
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The Macro Show
Risk Ranges
Early Look
This Real Conversation originally aired live on Hedgeye.com on Nov. 14, 2022
FTX JUST COLLAPSED IN SPECTACULAR FASHION. WATCH THIS FOLLOW UP CONVERSATION WITH THE GUY WHO CALLED IT.
Veteran shortsellerMarc Cohodesjoins Hedgeye CEOKeith McCulloughfor a Real Conversation
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The Macro Show
Risk Ranges
Early Look
This Real Conversation originally aired live on Hedgeye.com on Nov. 15, 2022
We're hosting a new Real Conversation between two of Wall Street's most formidable macro minds—Hedgeye Founder & CEO Keith McCulloughwelcomes David Greely, Chief Economist at Abaxx Technologies (former Portfolio Strategist at Bridgewater and Chief Commodities Strategist and Head of Energy Research at Goldman Sachs)
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The Macro Show
Risk Ranges
Early Look
In this special investing webcast, Keith McCullough explains why we believe growth is slowing around the world. Keith will discuss the underlying economic data as well as the asset allocations best-suited to take advantage in your portfolio.
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The Macro Show
Risk Ranges
Early Look
In this special investing webcast, Keith McCullough explains why we believe growth is slowing around the world. Keith will discuss the underlying economic data as well as the asset allocations best-suited to take advantage in your portfolio.
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The Macro Show
Risk Ranges
Early Look
This is an exclusive "Hedgeye Investing Summit" interview between Danielle DiMartino Booth, CEO & Chief Strategist of Quill Intelligence, and Hedgeye CEO Keith McCullough.
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The Macro Show
Risk Ranges
Early Look
This is an exclusive "Hedgeye Investing Summit" interview between veteran short-seller Marc Cohodes and Hedgeye CEO Keith McCullough.
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The Macro Show
Risk Ranges
Early Look
This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, and Hedgeye CEO Keith McCullough.
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The Macro Show
Risk Ranges
Early Look
This is an exclusive "Hedgeye Investing Summit" interview between Michael Green, Portfolio Manager at Simplify Asset Management, and Hedgeye CEO Keith McCullough.
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The Macro Show
Risk Ranges
Early Look
This is an exclusive "Hedgeye Investing Summit" interview between Hugh Hendry, Founder of Eclectica Macro, and Hedgeye CEO Keith McCullough.
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Welcome to Hedgeye's newest show!
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.
This week, the conversation dove deep into several great subjects including:
1) Sticking with the #Process, staying calm & executing at the fringes of the Risk Ranges
2) Adjusting on the fly as Price, Volume and Volatility impact the #VASP signal
3) An update on the Muni Bond market as well as a discussion around the longer-term impact of consecutive Quad 4s on the High Yield Credit market
4) The impact of elevated volatility within the FX & Fixed Income market as well as the inverse correlation of the $SPX + $CRB to the $USD
The #WeeklyNotebookReview is hosted live each Wednesday and open to all interested in learning a better way to invest - the Hedgeye way.
See you next week!
Visit Hedgeye.com for more great investing content.
Welcome to Hedgeye's newest show!
Each week, Hedgeye’s Robert McGroarty hosts #HedgeyeNation to review key data sets, signals and events that jump out of their Notebooks.
This week, we had a very special guest - Hedgeye’s CEO, Keith McCullough!! The conversation dove deep into several great subjects including:
1) In depth discussion of Global Macro assets with the best signal strength
2) Keith McCullough reviews his Top 10 Shorts
3) Investing within a volatility complex that remains elevated and trending higher
4) Sticking with “One’s” process
The #WeeklyNotebookReview is hosted live on Twitter Spaces each Wednesday and open to all interested in learning a better way to invest – the Hedgeye way.
See you next week!
This Real Conversation originally aired live on Hedgeye.com on September 8, 2022
Outspoken hedge fund manager Mike Taylor joined forces with Hedgeye CEO Keith McCullough for a new Real Conversation this week. No punches were pulled between these two market veterans during their deep-dive discussion filled with actionable investing ideas and insight.
Watch Real Conversations LIVE and get other great video investing content here
This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 13, 2022
This is an exclusive "Hedgeye Investing Summit" interview between Pippa Malmgren, Economist & Tech Entrepreneur, and Hedgeye CEO Keith McCullough.
To watch other "Hedgeye Investing Summit" interviews, click here.
Watch Real Conversations LIVE and get other great video investing content here
This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 13, 2022
This is an exclusive "Hedgeye Investing Summit" interview between Jim Bianco, President of Bianco Research, and Hedgeye CEO Keith McCullough.
To watch other "Hedgeye Investing Summit" interviews, click here.
Watch Real Conversations LIVE and get other great video investing content here
This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 13, 2022
This is an exclusive "Hedgeye Investing Summit" interview between Carson Block, Founder of Muddy Waters Research, and Hedgeye CEO Keith McCullough.
To watch other "Hedgeye Investing Summit" interviews, click here.
Watch Real Conversations LIVE and get other great video investing content here
This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 12, 2022
This is an exclusive "Hedgeye Investing Summit" interview between Buddy Carter, Private Investor & Former Proprietary Trader (Goldman Sachs), and Hedgeye CEO Keith McCullough.
To watch other "Hedgeye Investing Summit" interviews, click here.
Watch Real Conversations LIVE and get other great video investing content here
This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 12, 2022
This is an exclusive "Hedgeye Investing Summit" interview between Jim Chanos, Founder of Kynikos Associates, and Hedgeye CEO Keith McCullough.
To watch other "Hedgeye Investing Summit" interviews, click here.
Watch Real Conversations LIVE and get other great video investing content here
This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 12, 2022
This is an exclusive "Hedgeye Investing Summit" interview between Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, and Hedgeye CEO Keith McCullough.
To watch other "Hedgeye Investing Summit" interviews, click here.
Watch Real Conversations LIVE and get other great video investing content here
This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 11, 2022
This is an exclusive "Hedgeye Investing Summit" interview between Michael Taylor, Hedge Fund Manager & PM of Pink Shares For The Cure, and Hedgeye CEO Keith McCullough.
To watch other "Hedgeye Investing Summit" interviews, click here.
Watch Real Conversations LIVE and get other great video investing content here
This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 11, 2022
This is an exclusive "Hedgeye Investing Summit" interview between Kyle Bass, Founder & Chief Investment Officer of Hayman Capital, and Hedgeye CEO Keith McCullough.
To watch other "Hedgeye Investing Summit" interviews, click here.
Watch Real Conversations LIVE and get other great video investing content here
This originally aired live on Hedgeye.com as part of our eighth semi-annual Investing Summit on April 11, 2022
This is an exclusive "Hedgeye Investing Summit" interview between Michael Green, Portfolio Manager at Simplify Asset Management, and Hedgeye CEO Keith McCullough.
To watch other "Hedgeye Investing Summit" interviews, click here.
Watch Real Conversations LIVE and get other great video investing content here
This Real Conversation originally aired as a webcast live on Hedgeye.com on February 10, 2022
We hosted a new Real Conversation between two of Wall Street's best macro minds; Hedgeye Founder & CEO Keith McCulloughand James Davolos, Portfolio Manager of the Horizon KineticsInflation Beneficiaries ETF (INFL). Their conversation was LIVE on HedgeyeTV on Thursday, February 10, 2022
You can either listen to "intellectual" inflation debates on Mainstream Financial Media, or you can learn from two pros on where inflation is headed based on the data, and how to risk manage your portfolio with proper (and actionable) investment strategies.
They'll discuss how Fed policy and inflation base effects will converge in a deep #Quad4 in Q2 of 2022, whether inflation will stay sticky-high for longer than expected or roll over hard, how to invest in a variety of inflationary outcomes, and more.
Watch Real Conversations LIVE and get other great video investing content here
This Real Conversation originally aired as a video webcast on Hedgeye.com on January 26, 2022
HedgeyeTVis beyond excited to bring you one of our most eclectic and unique Real Conversation guests yet: former MLB All-Star Pitcher, professional (championship) racing team owner and driver himself, entrepreneur and Bitcoin investor (and Hedgeye Subscriber!) C.J. Wilson.
Watch Real Conversations LIVE and get other great video investing content here
This is an audio-only version of our daily live video webcast of The Call @ Hedgeye, as broadcast on January 27, 2022
We are pulling back the curtain on our morning research conference call. Get deep-dive investing analysis, our favorite stock ideas and CEO Keith McCullough’s macro overlay with The Call @ Hedgeye.
Get access to The Call @ Hedgeye every weekday morning at 7:45am ET
This is an audio-only version of The Macro Show that was broadcast on Hedgeye.com on January 27, 2022
Click this link to get access to the Macro Show every day
Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A.
Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. More often than not, the show is hosted by Hedgeye CEO Keith McCullough. On the occasions that Keith isn’t hosting, another Hedgeye analyst fills the spot. Each broadcast brings you our real-time global macro market analysis, tracking trends in stocks, commodities, currencies and interest rates across the globe.
Get access to the Macro Show every day: https://info.hedgeye.com/l/764243/2021-02-26/dcysv1
Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A.
Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. More often than not, the show is hosted by Hedgeye CEO Keith McCullough. On the occasions that Keith isn’t hosting, another Hedgeye analyst fills the spot. Each broadcast brings you our real-time global macro market analysis, tracking trends in stocks, commodities, currencies and interest rates across the globe.
This Real Conversation originally aired as a video webcast on Hedgeye.com on Dec. 10, 2021
Join Hedgeye CEO Keith McCullough & Retail analyst Jeremy McLean and Metaverse thought leader, gmoney, for a special discussion NFT's.Watch Real Conversations LIVE and get other great video investing content here
This Real Conversation originally aired as a video webcast on Hedgeye.com on Nov. 18, 2021
Real Vision co-founder Raoul Pal joins Keith McCullough to discuss where the Macro environment may be heading as the market and economic data evolves. In particular, Keith digs into Raoul's investment process in crypto.
Watch Real Conversations LIVE and get other great video investing content here
This Real Conversation originally aired as a video webcast on Hedgeye.com on Nov. 8, 2021
Jeff Booth, Entrepreneur/Tech Leader/Author of "The Price Of Tomorrow" joins Hedgeye Founder & CEO Keith McCullough to discuss crypto, the inevitable rise of Bitcoin, and the role it may play as the global status of the U.S. Dollar faces headwinds.
Watch Real Conversations LIVE and get other great video investing content here
This is an exclusive "Hedgeye Investing Summit" interview between Grant Williams, Founder of Things That Make You Go Hmmm... and Hedgeye CEO Keith McCullough.
This content aired as a video webcast live on Tuesday, October 5, 2021
Want access to our 8 other webcast in this series? Click HERE to get free access:
Register for our new Simulated Trading Tournament HedgEye On The Prize for the chance to win cash prizes and Hedgeye product subscriptions!
This is an exclusive "Hedgeye Investing Summit" interview between Ben Hunt, Founder of Second Foundation Partners & lead author of the Epsilon Theory blog, and Hedgeye CEO Keith McCullough.
This content aired as a video webcast live on Monday, October 4, 2021
Want access to our 8 other webcast in this series? Click HERE to get free access:
Register for our new Simulated Trading Tournament HedgEye On The Prize for the chance to win cash prizes and Hedgeye product subscriptions!
This is an exclusive "Hedgeye Investing Summit" interview between Joe Calhoun, Founder & CEO of Alhambra Investments, and Hedgeye CEO Keith McCullough.
This content aired as a video webcast live on Wednesday, October 6, 2021
Want access to our 8 other webcast in this series? Click HERE to get free access:
Register for our new Simulated Trading Tournament HedgEye On The Prize for the chance to win cash prizes and Hedgeye product subscriptions!
This is an exclusive "Hedgeye Investing Summit" interview between Josh Crumb, Founder of Abaxx Tech, and Hedgeye CEO Keith McCullough.
This content aired as a video webcast live on Wednesday, October 6, 2021
Want access to our 8 other webcast in this series? Click HERE to get free access:
Register for our new Simulated Trading Tournament HedgEye On The Prize for the chance to win cash prizes and Hedgeye product subscriptions!
This is an exclusive "Hedgeye Investing Summit" interview between Jurrien Timmer, Director of Global Macro at Fidelity, and Hedgeye CEO Keith McCullough.
This content aired as a video webcast live on Tuesday, October 5, 2021
Want access to our 8 other webcast in this series? Click HERE to get free access:
Register for our new Simulated Trading Tournament HedgEye On The Prize for the chance to win cash prizes and Hedgeye product subscriptions!
This is an exclusive "Hedgeye Investing Summit" interview between Diego Parrilla, Portfolio Manager at Quadriga, and Hedgeye CEO Keith McCullough.
This content aired as a video webcast live on Wednesday, October 5, 2021
Want access to our 8 other webcast in this series? Click HERE to get free access:
Register for our new Simulated Trading Tournament HedgEye On The Prize for the chance to win cash prizes and Hedgeye product subscriptions!
This is an exclusive "Hedgeye Investing Summit" interview between Kyle Bass, Founder & Chief Investment Officer of Hayman Capital, and Hedgeye CEO Keith McCullough.
This content aired as a video webcast live on Wednesday, October 6, 2021
Want access to our 8 other webcast in this series? Click HERE to get free access:
Register for our new Simulated Trading Tournament HedgEye On The Prize for the chance to win cash prizes and Hedgeye product subscriptions!
This is an exclusive "Hedgeye Investing Summit" interview between Michael Green, Portfolio Manager at Simplify Asset Management, and Hedgeye CEO Keith McCullough. Watch the broadcast now.
This content aired as a video webcast live on Tuesday, October 5, 2021
Want access to our 8 other webcast in this series? Click HERE to get free access:
Register for our new Simulated Trading Tournament HedgEye On The Prize for the chance to win cash prizes and Hedgeye product subscriptions!
This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders, Chief Investment Strategist of Charles Schwab, and Hedgeye CEO Keith McCullough.
This content aired as a video webcast live on Monday October 4, 2021
Want access to our 8 other webcast in this series? Click HERE to get free access:
Register for our new Simulated Trading Tournament HedgEye On The Prize for the chance to win cash prizes and Hedgeye product subscriptions!
Get access to the Macro Show live and on-demand video every day: https://info.hedgeye.com/l/764243/2021-02-26/dcysv1
In 2014, we were sick and tired of hearing narrative after narrative on "Old Wall" TV. We created The Macro Show for everyday investors looking for a better way to access real-time investable market analysis.
Track trends in stocks, commodities, currencies, and interest rates across the globe every morning before the market opens with former hedge fund veterans, Hedgeye CEO Keith McCullough and Director of Research Daryl Jones.
To help keep you Macro Aware, we've included audio highlights from this week's key themes from The Macro Show. We’ve also transcribed brief excerpts to speed up your idea generation process.
Enjoy and have a great weekend.
This Real Conversation originally aired as a video webcast on Hedgeye.com on September 7, 2021
Watch Real Conversations LIVE and get other great video investing content here: https://info.hedgeye.com/l/764243/2021-09-02/j1scnf
Join Hedgeye CEO Keith McCullough and Daniel Lacalle, Chief Economist at Tressis SV, for this special investing discussion on HedgeyeTV.
They discuss portfolio positioning, broader market dynamics, and actionable investment ideas based on what the Fed has to say at Jackson Hole.
Get access to the Macro Show live and on-demand video every day: https://info.hedgeye.com/l/764243/2021-02-26/dcysv1
In 2014, we were sick and tired of hearing narrative after narrative on "Old Wall" TV. We created The Macro Show for everyday investors looking for a better way to access real-time investable market analysis.
Track trends in stocks, commodities, currencies, and interest rates across the globe every morning before the market opens with former hedge fund veterans, Hedgeye CEO Keith McCullough and Director of Research Daryl Jones.
To help keep you Macro Aware, we've included audio highlights from this week's key themes from The Macro Show. We’ve also transcribed brief excerpts to speed up your idea generation process.
Enjoy and have a great weekend.
This Real Conversation originally aired as a video webcast on Hedgeye.com on August 26, 2021
Watch Real Conversations LIVE and get other great video investing content here: https://info.hedgeye.com/l/764243/2021-09-02/j1scnf
Join Hedgeye CEO Keith McCullough and Jim Rickards, A New York Times Bestselling Author and renowned investor, 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.
This Real Conversation originally aired as a video webcast on Hedgeye.com on August 26, 2021
Watch Real Conversations LIVE and get other great video investing content here: https://info.hedgeye.com/l/764243/2021-09-02/j1scnf
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.
Get access to the Macro Show every day: https://info.hedgeye.com/l/764243/2021-02-26/dcysv1
Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A.
Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. More often than not, the show is hosted by Hedgeye CEO Keith McCullough. On the occasions that Keith isn’t hosting, another Hedgeye analyst fills the spot. Each broadcast brings you our real-time global macro market analysis, tracking trends in stocks, commodities, currencies and interest rates across the globe.
This originally aired as a video webcast on Hedgeye.com on July 27, 2021
Hedgeye CEO Keith McCulloughis joined by Harley Bassman, Managing Partner at Simplify Asset Management and creator of the MOVE Index as part of our July Real Conversations series, "The Great Reopening: Investing Implications In A Post-Pandemic World."
This originally aired as a video webcast on Hedgeye.com on July 13, 2021
Throughout July, Hedgeye CEO Keith McCulloughwill be joined by four leading investment strategists for a special Real Conversations series, The Great Reopening: Investing Implications In A Post-Pandemic World.
To lead off our webcast series, Keith is joined by none other than Mike Taylor, Portfolio Manager at Critical Mass Partners. From Delta-variants to “garbage stocks,” you won’t want to miss the replay of this pro-to-pro discussion.
This interview originally aired via webcast on Hedgeye.com on June 23, 2021
Hedgeye CEO Keith McCullough and Director of Research Daryl Jones are hosting a special Real Conversations series with four leading market strategists: Inflation Tsunami: Investing During A Rising Inflationary Tide.
In this edition, Daryl will be joined by Jeff Snider, Head of Global Research at Alhambra Investments.
This interview originally aired via webcast on Hedgeye.com on June 17, 2021
Hedgeye CEO Keith McCullough is hosting a special Real Conversations series with four leading market strategists: Inflation Tsunami: Investing During A Rising Inflationary Tide.
In this edition, Keith will be joined by David Rosenberg, Chief Economist & Strategist at Rosenberg Research & Associates.
This podcast originally aired as a video livestream on Hedgeye.com on June 16, 2021
Throughout June, Hedgeye CEO Keith McCullough is hosting a special Real Conversations series with four leading market strategists: Inflation Tsunami: Investing During A Rising Inflationary Tide.
In this edition, Keith will be joined by Steve Hanke, professor of applied economics at Johns Hopkins and renowned FX and commodity trader.
This originally aired as a video webcast on Hedgeye.com on June 9, 2021
Throughout June, Hedgeye CEO Keith McCullough is hosting a special Real Conversations series with four leading market strategists: Inflation Tsunami: Investing During A Rising Inflationary Tide.
In this edition, Keith is joined by James Davolos, Portfolio Manager at Horizon Kinetics.
For access to the rest of our special "Inflation Tsunami" interviews, click here.
This originally aired as a video webcast on Hedgeye.com on May 11, 2021
Listen to Hedgeye CEO Keith McCullough and Danielle DiMartino Booth, former Fed advisor and Chief Strategist at Quill Intelligence in this special investing discussion. They discuss important market implications in the wake of the COVID-19, particularly the extraordinary fiscal and monetary mess D.C. bureaucrats and policy wonks have created.
This originally aired as a video webcast live on Hedgeye.com on May 7, 2020
We are excited to bring you another heavy-hitting macro-dose of financial insight with our newest Real Conversation onHedgeyeTV. Hedgeye CEO Keith McCullough will be joined by renowned banker and author Christopher Whalen.
Chris has had a storied career on Wall Street, and now uses his expertise to pull out high-level insights from the nitty-gritty of Macro; this is an analytical range you won't find anywhere else.
This originally aired as a video webcast live on Hedgeye.com on April 7, 2020
In this new edition of Real Conversations, Hedgeye CEOKeith McCulloughis joined by Annie Duke, former professional poker player, World Series of poker winner and author of How to Decide: Simple Tools for Making Better Choices.
This originally aired as a video webcast live on Hedgeye.com on March 18, 2020
This is an exclusive "Hedgeye Investing Summit" interview between Steph Pomboy, Founder of MacroMavens, and Hedgeye CEO Keith McCullough.
This originally aired as a video webcast live on Hedgeye.com on March 18, 2020
This is an exclusive "Hedgeye Investing Summit" interview between Jeffrey Snider, Head of Global Research at Alhambra Investments, and Hedgeye CEO Keith McCullough.
This originally aired as a video webcast live on Hedgeye.com on March 18, 2020
This is an exclusive "Hedgeye Investing Summit" interview between Murray Stahl, Chief Investment Officer at Horizon Kinetics, James Davolos, Portfolio Manager at Horizon Kinetics, and Hedgeye CEO Keith McCullough.
This originally aired as a video webcast live on Hedgeye.com on March 16, 2020
This is an exclusive "Hedgeye Investing Summit" interview between Mike Taylor, Portfolio Manager at Critical Mass Partners, and Hedgeye CEO Keith McCullough.
This originally aired as a video webcast live on Hedgeye.com on March 17, 2020
This is an exclusive "Hedgeye Investing Summit" interview between Daniel Lacalle, Chief Economist at Tressis SV, and Hedgeye CEO Keith McCullough.
This originally aired as a video webcast live on Hedgeye.com on March 17, 2020
This is an exclusive "Hedgeye Investing Summit" interview between George Goncalves, a Bond Market Strategist, and Hedgeye CEO Keith McCullough.
This originally aired as a video webcast live on Hedgeye.com on March 17, 2020
This is an exclusive "Hedgeye Investing Summit" interview between Grant Williams, Founder of Things That Make You Go Hmmm... and Hedgeye CEO Keith McCullough.
This originally aired as a video webcast live on Hedgeye.com on March 16, 2020
This is an exclusive "Hedgeye Investing Summit" interview between Michael Green, Portfolio Manager at Logica Capital Advisors, and Hedgeye CEO Keith McCullough.
This originally aired as a video webcast live on Hedgeye.com on March 16, 2020
This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders, Chief Investment Strategist of Charles Schwab, and Hedgeye CEO Keith McCullough.
Sign up for Hedgeye's flagship show, The Macro Showhttps://hedgeye.com/tms
Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A.
Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. More often than not, the show is hosted by Hedgeye CEO Keith McCullough. On the occasions that Keith isn’t hosting, another Hedgeye analyst fills the spot. Each broadcast brings you our real-time global macro market analysis, tracking trends in stocks, commodities, currencies and interest rates across the globe.
Sign up for Hedgeye's flagship show, The Macro Showhttps://hedgeye.com/tms
Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A.
Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. More often than not, the show is hosted by Hedgeye CEO Keith McCullough. On the occasions that Keith isn’t hosting, another Hedgeye analyst fills the spot. Each broadcast brings you our real-time global macro market analysis, tracking trends in stocks, commodities, currencies and interest rates across the globe.
Sign up for Hedgeye's flagship show, The Macro Showhttps://hedgeye.com/tms
Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A.
Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. More often than not, the show is hosted by Hedgeye CEO Keith McCullough. On the occasions that Keith isn’t hosting, another Hedgeye analyst fills the spot. Each broadcast brings you our real-time global macro market analysis, tracking trends in stocks, commodities, currencies and interest rates across the globe.
Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief
Join Hedgeye CEO Keith McCullough and Danielle DiMartino Booth, former Fed advisor and Chief Strategist at Quill Intelligence, in this masterclass investing discussion about critical market and economic developments.
This broadcast originally aired on video webcast on Hedgeye.com on Tuesday January 26, 2021
Sign up for Hedgeye's flagship show, The Macro Showhttps://hedgeye.com/tms
Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A.
Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. More often than not, the show is hosted by Hedgeye CEO Keith McCullough. On the occasions that Keith isn’t hosting, another Hedgeye analyst fills the spot. Each broadcast brings you our real-time global macro market analysis, tracking trends in stocks, commodities, currencies and interest rates across the globe.
Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief
Check out all of our research products here: https://hedgeye.com/research
Hedgeye CEO Keith McCullough went one-on-one with investor/bestselling author James Rickards to discuss key ideas in his new book, "The New Great Depression: Winners and Losers in a Post-Pandemic World".
Sign up for Hedgeye's flagship show, The Macro Showhttps://hedgeye.com/tms
Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A.
Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. More often than not, the show is hosted by Hedgeye CEO Keith McCullough. On the occasions that Keith isn’t hosting, another Hedgeye analyst fills the spot. Each broadcast brings you our real-time global macro market analysis, tracking trends in stocks, commodities, currencies and interest rates across the globe.
Sign up for Hedgeye's flagship show, The Macro Showhttps://hedgeye.com/tms
Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A.
Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more and more investors in the U.S. and abroad have made this “must-see” market TV. We are live online every weekday morning at 9:00am ET. More often than not, the show is hosted by Hedgeye CEO Keith McCullough. On the occasions that Keith isn’t hosting, another Hedgeye analyst fills the spot. Each broadcast brings you our real-time global macro market analysis, tracking trends in stocks, commodities, currencies and interest rates across the globe.
Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Hurry, it ends Nov. 30.
This webcast originally aired on November 19, 2020
Join Hedgeye Industrials analyst Jay Van Sciver for a deep-dive, under-the-hood look at Industrials stocks, including a sneak peek at his Best Idea long and short list. CEO Keith McCullough joins Jay to provide additional "Macro Overlay" to the Industrials stock outlook.
Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Sign up for Retail Pro and our other investing products. Hurry, it ends Nov. 30.
This webcast originally aired on November 18, 2020
Join Hedgeye Retail analyst Brian McGough for a deep-dive, under-the-hood look at Retail stocks, including a sneak peek at his Best Idea long and short list.
Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Sign up for Communications Pro and our other investing products. Hurry, it ends Nov. 30.
This webcast originally aired on November 17, 2020
Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Hurry, it ends Nov. 30.
This webcast originally aired on November 16, 2020
Hedgeye CEO Keith McCullough & Dir. of Research Daryl Jones host an informal Q&A and crack open a few cold ones as they dig into investing, hockey, life lessons and more.
Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Hurry, it ends Nov. 30.
This webcast originally aired on November 12, 2020
Join veteran Hedgeye Healthcare analyst Tom Tobin for a deep-dive, under-the-hood look at Healthcare stocks, including a sneak peek at his Best Idea long and short list. CEO Keith McCullough joins Tom to provide additional "Macro Overlay" to the Healthcare stock outlook.
Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Hurry, it ends Nov. 30.
This webcast originally aired on November 11, 2020
Join Hedgeye Consumables analysts Howard Penney and Daniel Biolsi for a deep-dive, under-the-hood look at Restaurants, Consumer Staples and Cannabis stocks, including a sneak peek at their Best Idea long and short list.
Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Hurry, it ends Nov. 30.
This webcast originally aired on November 10, 2020
Veteran Hedgeye Financials analyst Josh Steiner hosted a deep-dive, under-the-hood look at the Financials sector and stocks, including a sneak peek at his Best Idea long and short list earlier today.
This webcast originally aired on Hedgeye.com on Nov. 9, 2020
Join world-renowned author and Demography analyst Neil Howe for a deep dive inside his groundbreaking generational theory "The Fourth Turning." Neil and Hedgeye CEO Keith McCullough will discuss the social, economic and political ramifications of this theory and why it led Neil to write in 1991 that "a national crisis of immense proportions will occur around 2020."
Enjoy this FREE podcast edition of The Macro Show.
Join Hedgeye CEO Keith McCullough for a completely free edition of "The Macro Show." Keith will discuss the big picture macro trends driving financial markets and how to position your portfolio to take advantage of them.
Sign up for Hedgeye's flagship daily morning show here: https://hedgeye.com/tms
This originally aired as a video webcast live on Hedgeye.com on October 15, 2020
This is an exclusive "Hedgeye Investing Summit" interview between Mike Taylor, Portfolio Manager at Critical Mass Partners and Hedgeye CEO Keith McCullough.
This originally aired as a video webcast live on Hedgeye.com on October 14, 2020
This is an exclusive "Hedgeye Investing Summit" interview between Danielle DiMartino Booth, CEO & Chief Strategist of Quill Intelligence and CEO Keith McCullough.
This originally aired as a video webcast live on Hedgeye.com on October 15, 2020
This is an exclusive "Hedgeye Investing Summit" interview between short seller Jim Chanos, President & Founder of Kynikos Associates, and Hedgeye CEO Keith McCullough.
This originally aired as a video webcast live on Hedgeye.com on October 14, 2020
This is an exclusive "Hedgeye Investing Summit" interview between short seller Carson Block, Founder of Muddy Waters, and Hedgeye CEO Keith McCullough.
This originally aired as a video webcast live on Hedgeye.com on October 14, 2020
This is an exclusive "Hedgeye Investing Summit" interview between Josh Crumb, Founder of Abaxx Tech, Goldmoney Director Stefan Wieler and Hedgeye CEO Keith McCullough.
This originally aired as a video webcast live on Hedgeye.com on October 14, 2020
This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders, Chief Investment Strategist at Charles Schwab and Hedgeye CEO Keith McCullough.
This originally aired as a video webcast live on Hedgeye.com on October 13, 2020
This is an exclusive "Hedgeye Investing Summit" interview between John Mauldin, Founder of Mauldin Economic, renowned Demographer Neil Howe and Hedgeye CEO Keith McCullough.
This originally aired as a video webcast live on Hedgeye.com on October 13, 2020
This is an exclusive "Hedgeye Investing Summit" interview between Raoul Pal, founder of Global Macro Investor & Real Vision, and Hedgeye CEO Keith McCullough.
This originally aired as a video webcast live on Hedgeye.com on October 13, 2020
This is an exclusive "Hedgeye Investing Summit" interview between Diego Parrilla, Portfolio Manager at Quadriga, and Hedgeye CEO Keith McCullough.
This originally aired as a video webcast 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 CEO Keith McCullough sits down for a new Real Conversation with Allen Gannett. Allen is the author of The Creative Curve, a book which overturns the mythology around creative genius, and reveals the science and secrets behind achieving breakout commercial success in any field.
This originally aired live as a video webcast on Hedgeye.com on September 25, 2020
Join CEO Keith McCullough and Jim Bianco, President and CEO of Bianco Research, for a discussion on the current investing outlook with global central bankers flooding financial markets with liquidity.
Join CEO Keith McCullough and Michael Taylor, Portfolio Manager at Critical Mass Partners, for a virologist/hedge fund manager's unique perspective on the investing implications of COVID-19.
Join Hedgeye CEO Keith McCullough and Nancy Davis, founder and managing partner of Quadratic Capital Management as they discuss the big risks and opportunities in the current market environment.
Hedgeye CEO Keith McCullough and Stephanie Pomboy, President of MacroMavens discuss the current market environment. This webcast aired on June 17th, 2020
This webcast originally aired live on Hedgeye.com on June 1, 2020
Join Hedgeye CEO Keith McCullough and Jesse Felder, former hedge fund manager and founder of The Felder Report, in this pro-to-pro investing discussion about the current market environment.
This webcast originally aired live on Hedgeye.com on May 26, 2020
Join Hedgeye CEO Keith McCullough and Diego Parrilla, best-selling author and portfolio manager at Quadriga Asset Managers, in this pro-to-pro investing discussion about the current market environment.
This webcast originally aired live on Hedgeye.com on May 21, 2020
Join Hedgeye CEO Keith McCullough and Danielle DiMartino Booth, former Fed advisor and Chief Strategist at Quill Intelligence, in this pro-to-pro investing discussion about the current market environment.
This webcast originally aired live on Hedgeye.com on May 18, 2020
Watch Hedgeye CEO Keith McCullough and David Rosenberg, Chief Economist & Strategist of Rosenberg Research & Associates in this pro-to-pro investing discussion about the current market environment.
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.
This interview originally aired live on Hedgeye.com on April 16, 2020
This is an exclusive "Hedgeye Investing Summit" interview between renowned Economics Professor Steve Hanke of Johns Hopkins and CEO Keith McCullough.
This interview originally aired live on Hedgeye.com on April 16, 2020
This is an exclusive "Hedgeye Investing Summit" interview between Jeffrey Kleintop, Chief Global Investment Strategist at Charles Schwab and Hedgeye CEO Keith McCullough.
This interview originally aired live on Hedgeye.com on April 16, 2020
This is an exclusive "Hedgeye Investing Summit" interview between Real Vision co-founder Grant Williams and Hedgeye CEO Keith McCullough.
This interview originally aired live on Hedgeye.com on April 15, 2020
This is an exclusive "Hedgeye Investing Summit" interview between James Bianco, CEO of Bianco Research and Hedgeye CEO Keith McCullough.
This interview originally aired live on Hedgeye.com on April 15, 2020
This is an exclusive "Hedgeye Investing Summit" interview between Josh Crumb, Founder of Abaxx Tech and Hedgeye CEO Keith McCullough.
This interview originally aired live on Hedgeye.com on April 15, 2020
Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief
This is an exclusive "Hedgeye Investing Summit" interview between Danielle DiMartino Booth, CEO of Quill Intelligence and Hedgeye CEO Keith McCullough.
This webcast originally aired live on Hedgeye.com on April 30, 2020
Join us for a pro-to-pro discussion between Hedgeye CEO Keith McCullough and Daniel Lacalle, chief economist and investment officer at Tressis Gestion. Keith and Daniel discuss the current market environment and assess the big investing implications.
This interview originally aired live on Hedgeye.com on April 14, 2020
This is an exclusive "Hedgeye Investing Summit" interview between Michael Taylor, Portfolio Manager at Critical Mass Partners and Hedgeye CEO Keith McCullough.
This interview originally aired live on Hedgeye.com on April 14, 2020
This is an exclusive "Hedgeye Investing Summit" interview between Chris Whalen, Chairman of Whalen Global Advisors and Hedgeye CEO Keith McCullough.
This interview originally aired live on Hedgeye.com on April 14, 2020
This is an exclusive "Hedgeye Investing Summit" interview between Nadine Terman, CEO and CIO of Solstein Capital and Hedgeye CEO Keith McCullough.
This webcast originally aired live on Hedgeye.com on April 23, 2020
Watch Hedgeye CEO Keith McCullough and Dr. Pippa Malmgren on this special Hedgeye Webcast.
Pippa is a trend-spotting economist, entrepreneur, two-time bestselling author, former economic advisor to President George W. Bush and co-founder of H Robotics.
This webcast originally aired live on Hedgeye.com on April 1, 2020
Join Hedgeye CEO Keith McCullough for a very special conversation with Strategic Intelligence editor James Rickards. Keith and Jim dive deep into the current market chaos, key economic ramifications, the failure of central banks to arrest the recent decline and how investors can protect their wealth amidst the market tumult.
This webcast originally aired live on Hedgeye.com on March 19, 2020
Get access to Hedgeye's FREE Market Brief newsletter
World-renowned Demography analyst Neil Howe and Hedgeye Director of Research Daryl Jones walk through the latest COVID-19 developments and offer a clear-eyed assessment of the pandemic’s global spread and various implications.
Importantly, Neil will weigh in with his assessment of the broader economic, political and societal implications.
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 (and FREE) investing webcast between Hedgeye CEO Keith McCullough and former Fed advisor Danielle DiMartino Booth.
A pro-to-pro discussion between Hedgeye CEO Keith McCullough and Daniel Lacalle, chief economist and investment officer at Tressis Gestion. Keith and Daniel discuss the current market environment, the impact of COVID-19, recent emergency Fed rate cuts and big investing implications.
This is an audio-only version of a webcast originally aired live on Hedgeye.com on March 12, 2020.
The Fed just cut rates to 0% and added $700 billion in Quantitative Easing. Financial markets are freaking out.
Were you proactively prepared?
Join Hedgeye CEO Keith McCullough for this complimentary edition of The Macro Show where he'll dissect the current market environment and explain the investing implications.
Sign up for The Macro Show: https://hedgeye.com/tms
This webcast originally aired live on Hedgeye.com on March 11, 2020
COVID-19 has now spread to 110 countries in every continent except Antarctica. The number of cases outside of China continues to double every four days while political leaders declare emergencies, global equities plunge, and volatility and risk premia soar.
Is this now a pandemic?
What's actually happening in China?
How should we think about the timing of the epidemic, the ultimate death toll, the policy response, and its impact on the real global economy?
Join Hedgeye Demography analyst Neil Howe as he analyzes the impact of COVID-19 and takes questions from the audience.
Legendary forex trader John Taylor sits down for a new Real Conversation with Hedgeye CEO Keith McCullough. John and Keith discuss the current market outlook and powerful lessons learned from running the largest, multi-billion dollar foreign exchange hedge fund of its time.
Q: What do you get when two of the smartest people in the room sit down for a discussion?
A: Serious investing insight.
We recently hosted a free investing webcast featuring Real Vision co-founder Raoul Pal and Hedgeye Demography analyst and generational theorist Neil Howe.
They didn’t disappoint.
See for yourself why people are eating up this special one-on-one conversation between two of the smartest people in the room.
You don't want to miss this free edition with Hedgeye CEO Keith McCullough and Senior Macro analyst Darius Dale. Keith and Darius will be discussing our outlook for the U.S. economy and what that means for investors.
Subscribe to The Macro Show HERE.
This webcast originally aired live on Hedgeye.com on February 11, 2020
Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief
The U.S. economy is undergoing a significant phase transition—understanding the market implications is critical.
We discussed this development during a free webcast with Merk Investments portfolio manager Nick Reece and Senior Macro analyst Darius Dale.
In case you missed it, this was the inaugural episode in our new webcast series, In the Trenches. Darius is the host and he’s opening up his rolodex, selecting the sharpest minds in finance to interview.
Are you prepared for the current market environment? Listen to this audio replay of Hedgeye CEO Keith McCullough and Senior Macro analyst Darius Dale from a free edition of The Macro Show.
Watch The Macro Show every Monday through Friday at 9AM ET on Hedgeye.com.
This webcast originally aired live on Hedgeye.com on December 10, 2019
Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief
Hedgeye CEO Keith McCullough is joined by former Fed advisor Danielle DiMartino Booth in the audio replay of this special investing webcast. Danielle and Keith discuss the current economic set-up, Fed policy and the implications for financial markets.
Join us for an exclusive, pro-to-pro conversation featuring renowned short seller Jim Chanos and Hedgeye CEO Keith McCullough.
No commercial interruptions. No clueless pundits. Just two sharp investors discussing the art of short selling. You don't want to miss this.
This webcast originally aired live on Hedgeye.com on Nov. 21, 2019.
This is an exclusive "Hedgeye Investing Summit" interview between Hayman Capital CIO Kyle Bass and Hedgeye CEO Keith McCullough.
This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14th-16th and 23rd, 2019.
This is an exclusive "Hedgeye Investing Summit" interview between Josh Crumb, Founder of Abaxx Tech, co-founder of Goldmoney and Hedgeye CEO Keith McCullough.
This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14-16, 2019.
This is an exclusive "Hedgeye Investing Summit" interview between Buddy Carter, private investor/former senior executive at Lehman Brothers & Goldman Sachs and Hedgeye CEO Keith McCullough.
This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14-16, 2019.
This is an exclusive "Hedgeye Investing Summit" interview between Brigadier General (Ret) Robert Spalding, China thought leader, fund manager & author and Hedgeye CEO Keith McCullough.
This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14-16, 2019.
This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders, chief investment strategist at Charles Schwab and Hedgeye CEO Keith McCullough.
This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14-16, 2019.
This is an exclusive "Hedgeye Investing Summit" interview between Daniel Lacalle, chief economist and investment officer at Tressis Gestion and Hedgeye CEO Keith McCullough.
This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14-16, 2019.
Long or short NFLX?
- Citron Research’s Andrew Left thinks shares of Netflix are heading to $350.
- Hedgeye Communications analyst Andrew Freedman disagrees. He has Netflix on his “Best Idea” short list and believes significant downside remains.
Listen to this audio-only replay of a webcast that aired live on Hedgeye.com.
This is an exclusive "Hedgeye Investing Summit" interview between Jeff Snider, head of global research at Alhambra Investments, and Hedgeye CEO Keith McCullough.
This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14-16, 2019.
Check out this completely free webcast audio replay featuring Hedgeye CEO Keith McCullough. Keith discusses our current market outlook and provide investing implications.
You do not want to miss this investing webcast (and viewer Q&A).
This is an audio-only version of a webcast that originally aired live on Hedgeye.com on Nov. 6, 2019
This is an exclusive "Hedgeye Investing Summit" interview with world-renowned demographer Neil Howe.
This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV on October 14, 2019.
This is an exclusive "Hedgeye Investing Summit" interview with Jurrien Timmer, director of global macro at Fidelity.
This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV on October 14, 2019.
The verdict is in—the Fed wasn’t dovish enough.
As you know, the Fed cut rates 25 basis points yesterday. But the future path for rates is murky at best. There’s more than a fair amount of dissent on the FOMC.
Take a look at the “dot plot” (individual Fed governors’ interest rate targets) for the end of 2019.
Here’s what’s happening:
- Five members approved of the 25 basis point cut (but those same governors expect rates to hold steady at the current target of 1.75% to 2% for the rest of the year)
- Seven members favor at least one more cut by year end
- Five members think rates should end 2019 between 2% and 2.25%
So what’s next?
Outspoken former Fed advisor Danielle DiMartino Booth has an interesting idea you should consider. She discussed it during a new discussion with CEO Keith McCullough
U.S. growth is slowing. Most investors are unprepared for this developing reality.
Financial markets have been telling you this for some time now.
- The Russell 2000 is down -16.3% from its August 2018 high
- Five of 11 S&P sectors entered an earnings recession in the second quarter
- Virtually every single major equity market around the global is bearish trend
Meanwhile… according to our Macro team, the worst U.S. economic data hasn’t even been reported yet.
We want you and your portfolio to be prepared.
On that note, Hedgeye CEO Keith McCullough hosted a special, complimentary edition of The Macro Show on August 28th, 2019. Please enjoy this free podcast replay of the episode. Visit https://hedgeye.com/tms to get access to The Macro Show.
We just hosted a conversation between Macro guru and Real Vision co-founder Raoul Pal and Hedgeye CEO Keith McCullough.
When two sharp Macro minds are in agreement, like Keith and Raoul are right now, it’s worth closer analysis. Here’s an important quote from Raoul that nicely sums up their hour-long conversation:
“We're now in the longest cycle in all recorded U.S. history. So it's already very long in the tooth. The structure of the cycle looks negative.”
We hosted a “no-holds-barred” investing webcast between renowned short-seller Marc Cohodes and Hedgeye CEO Keith McCullough.
(Click herefor webcast access. A video replay is now available.)
Trust us when we tell you—this conversation is not to be missed.
Consider this quote from Cohodes:
"I like to short complete pieces of garbage with fraudulent management and horrifically bad balance sheets.”
With a conflicted old Wall Street (and its media) perpetually bullish on the stock market, this conversation between two ardent short-sellers is as informative, as it is enlightening.
(This episode contains some strong language)
ARE YOU PREPARED FOR A QUAD 4 SCARE THIS SUMMER?The S&P 500 just posted its worst May in seven years—its second worst May since the 1960s.
(Quad 4 is an environment where U.S. growth and inflation are slowing)
Quad 4 is a nasty environment for the U.S. stock market.
UNDERSTAND HOW TO BEST POSITION YOUR PORTFOLIO THIS SUMMER.
While Wall Street whines about the S&P 500 losing $4 trillion in market cap in May, Hedgeye subscribers have been benefiting from the Quad 4 Scare by being properly positioned.
You don’t want to miss this free podcast edition of The Macro Show with CEO Keith McCullough.
Hedgeye CEO Keith McCullough is joined by former Fed advisor Danielle DiMartino Booth (CEO of Quill Intelligence) for an exclusive investing podcast. They discuss the outlook for Fed policy, U.S. economy and markets.
Renowned hedge fund manager Kyle Bass (founder of Hayman Capital) bet against the subprime mortgage market ahead of the 2007 financial crisis. Listen to this podcast replay of the interview between Bass and Hedgeye CEO Keith McCullough's pro-to-pro discussion on China, global recession, and why interest rates may head to near zero by 2020.
This originally aired as a video webcast on Hedgeye.com on April 8, 2019.
This is an exclusive "Hedgeye Investing Summit" discussion between Hedgeye CEO Keith McCullough and Senior Macro analyst Darius Dale on our U.S. economic outlook.
The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.
This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders, chief investment strategist at Charles Schwab and Hedgeye CEO Keith McCullough.
The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.
This is an exclusive "Hedgeye Investing Summit" interview between former Federal Reserve advisor Danielle DiMartino Booth and Hedgeye CEO Keith McCullough.
The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.
This is an exclusive "Hedgeye Investing Summit" interview between Michael Holland, chairman at Holland & Co. and Hedgeye CEO Keith McCullough.
The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.
This is an exclusive "Hedgeye Investing Summit" interview between Brian McGough (Hedgeye Retail), Jay Van Sciver (Hedgeye Industrials) and Keith McCullough (Hedgeye CEO).
The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.
This is an exclusive "Hedgeye Investing Summit" interview between Rangeley Capital’s Chris DeMuth, Andrew Walker and Hedgeye CEO Keith McCullough.
The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.
This is an exclusive "Hedgeye Investing Summit" interview between GrowthLine Capital Management chief investment officer Mark Shattan and Hedgeye CEO Keith McCullough.
The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.
This is an exclusive "Hedgeye Investing Summit" podcast replay between renowned demographer Neil Howe and Hedgeye CEO Keith McCullough.
The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.
This is an exclusive "Hedgeye Investing Summit" podcast replay between wealth manager David Root and Hedgeye CEO Keith McCullough.
The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.
This is an exclusive "Hedgeye Investing Summit" podcast replay between Daniel Lacalle, chief economist and investment officer at Tressis Gestion and Hedgeye CEO Keith McCullough.
The Hedgeye Investing Summit originally streamed live on HedgeyeTV from March 19-25.
We hope you enjoy this complimentary access to the inaugural edition of Neil Howe’s Big Picture Podcast. This podcast is hosted each week by world-renowned demographer and Hedgeye analyst Neil Howe—the guy who coined the term millennial. It is one component of his brand new Demography Unplugged research product. If you like what you hear, and are interested in learning more, including special promotional offers on Demography Unplugged email Customer Service Director Matt Moran at mmoran@hedgeye.com.
CLICK HERE to sign up for Demography Unplugged.
This is a new “Real Conversation” between two macro heavyweights—Real Vision CEO Raoul Pal & Hedgeye CEO Keith McCullough. They dive deep into the dicey global macro set-up with a special focus on big risks and rewards facing investors.
This is a special edition of The Macro Show hosted by Hedgeye Demography analyst Neil Howe. He discusses a wide range of subjects including the volatile current state of financial markets through the prism of his groundbreaking theory, The Fourth Turning.
Over $17.5 trillion has been erased from global equity markets since 2018’s highs. Yes, that’s officially bear market territory (down -21.5%).
For the record, the Hedgeye Macro team proactively prepared our subscribers for this last January.
Guess what?
Our 2019 global outlook remains decidedly bearish.
We want you to be prepared for the year ahead. Watch Hedgeye CEO Keith McCullough in this free edition of The Macro Show. Keith will discuss our current market outlook and prepare you (and your portfolio) for the year ahead.
Visit http://hedgeye.com/tms to sign up for the video version of The Macro Show
In this edition of Real Conversations, Goldmoney Founder and CEO Roy Sebagsits 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).
We predicted the market selloff in late September—right before it happened. It was all about our contrarian #Quad4 call.
In this podcast replay of a video webcast aired live on Hedgeye.com on Nov. 26, 2018, we explain what we think comes next and how to position your portfolio accordingly.
“Don’t lose money.” That’s Risk ManagementRule #1.
The current, volatile market terrain indicates trouble ahead. It’s already happening overseas. Lackadaisical investors there have lost a lot of money. Now it’s heading to the U.S.
We want you to be prepared.
Watch the replay of this special webcast with Hedgeye CEO Keith McCullough, “How I Built My Wealth Without Huge Drawdowns.”
You may have watched Keith explain our current market outlook recently—now he takes this analysis to the next-level.
Keith delivers:
- A practical guide on how to use our current investment outlook.
- A former hedge fund manager’s playbook for crucial topics like “position sizing” and managing a portfolio of longs and shorts
- How best to use our dynamic risk management tools – from our Risk Ranges to our Growth, Inflation, Policy (GIP) model.
Bottom line: Our mission at Hedgeye is to bring hedge fund quality research to everyday investors. You don’t want to miss this.
Visit Hedgeye.com/TMS to subscribe to the daily video version of The Macro Show
It’s been a painful month for many investors.
- S&P 500 is down 7% from its YTD high
- Nasdaq is down 10%
- Russell 2000 is down 13%
Something big has changed in financial markets after almost 2 years of uninterrupted stock gains.
We have some clear thoughts on what may lie ahead for the market—after warning our subscribers to get out of the way in late September.
Listen to the replay of a free edition of The Macro Show with CEO Keith McCullough above.
Keith covers what’s driving recent market volatility and why we think it continues through at least mid-2019. It’s time to prepare your portfolio for the next market move.
You don’t want to miss this.
This is an exclusive "Hedgeye Investing Summit" interview between money manager Chris Ciovacco and Hedgeye CEO Keith McCullough.
We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.
This is an exclusive "Hedgeye Investing Summit" interview between economist and fund manager Daniel Lacalle and Hedgeye CEO Keith McCullough.
We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.
This is an exclusive "Hedgeye Investing Summit" interview between Strategic Intelligence editor Jim Rickards and Hedgeye CEO Keith McCullough.
We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.
This is an exclusive "Hedgeye Investing Summit" interview between currency and metals strategist Josh Crumb and Hedgeye CEO Keith McCullough.
We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.
This is an exclusive "Hedgeye Investing Summit" interview between investment banker Chris Whalen and Hedgeye CEO Keith McCullough.
We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.
This is an exclusive "Hedgeye Investing Summit" interview between Hedgeye Retail analyst Brian McGough, Gaming, Lodging & Leisure analyst Todd Jordan and Hedgeye CEO Keith McCullough.
We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.
This is an exclusive "Hedgeye Investing Summit" interview between activist short seller Andrew Left and Hedgeye CEO Keith McCullough.
We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.
This is an exclusive "Hedgeye Investing Summit" interview between WSJ investing journalist Charley Grant and Hedgeye Industrials analyst Jay Van Sciver.
We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.
This is an exclusive "Hedgeye Investing Summit" podcast replay with Hedgeye CEO Keith McCullough on the investing implications of U.S. #GrowthSlowing.
We gathered some of the smartest investors on Wall Street to discuss the current market set-up around the globe.
Veteran Hedgeye Restaurants analyst Howard Penney is joined by Restaurants journalist Jonathan Maze, Executive Editor with Restaurant Business Magazine to discuss the big winners and losers.
Join us for a special, in-depth investing discussion highlighting key Restaurant industry trends and the companies best positioned for success (as well as failure).
DISCUSSION TOPICS INCLUDE: What is the health of the overall restaurant industry? How is the trend toward delivery impacting restaurant stocks? Is Chipotle in the “early innings of one of the greatest turnarounds you will see in the restaurant space"? Is McDonald’s still a favorite Hedgeye short call? What’s next for beleaguered Papa John’s (PZZA)? Takeaways on the casual dining space (examples include DRI, TXRH, CAKE, BLMN, DIN)
The wild ride for Tesla longs (and shorts) has gotten even wilder over the past few weeks. In this special Hedgeye webcast, outspoken Tesla critic Chris Irons, founder of Quoth the Raven Research, joins Hedgeye Industrials analyst Jay Van Sciver to discuss what lies ahead for Tesla and its embattled CEO Elon Musk.
In this special edition of Real Conversations, influential economist, best-selling author and former White House economic advisor Pippa Malmgren will discuss her current market and economic outlook with Hedgeye CEO Keith McCullough.
We’re at a critical market juncture. The U.S. economy is heading for a slowdown in the back half of 2018. Investors who fail to understand what this market regime change means for their portfolio are vulnerable.
In a replay of this special Hedgeye webcast, CEO Keith McCullough opens up his investing playbook for navigating a slowing U.S. economy and explains how to profit during this market shift.
The “synchronized recovery” narrative is falling apart as Chinese and European growth begins to slow… (This largely explains the spike in volatility this year!)
What comes next?
In this special edition of Real Conversations, renowned economist, portfolio manager and author Daniel Lacalle dissects Wall Street’s “synchronized global recovery” narrative in an in-depth discussion with Hedgeye CEO Keith McCullough.
In this Real Conversation, hedge fund manager and MacroVoices podcast host Erik Townsend joins Hedgeye CEO Keith McCullough for an in-depth discussion of the future of Bitcoin, cryptocurrencies and why blockchain is “one of the most-important breakthroughs of all time.” Critically, Townsend also thinks governments will ultimately co-opt cryptocurrency technologies for their own benefit.
Listen to this special Real Conversation with Hedgeye CEO Keith McCullough and legendary investor Mario Gabelli. Mario discusses his top stock ideas for 2018 with Hedgeye CEO Keith McCullough. Following this deep-dive discussion, Keith and Mario take viewer questions.
- ARE INVESTORS GETTING AHEAD OF THEMSELVES?
The cumulative proceeds from Initial Coin Offerings (ICO) – the cryptocurrency equivalent of a stock’s Initial Public Offering – have reached $3.8 billion, according to Coindesk. Are investors getting ahead of themselves in all these new ICOs?
“Probably,” Crumb says. “Just like the dot-com bubble, most of them will return to their intrinsic value, which is 0.”
But that’s the point. Bitcoin is “one of the most perfect medium of exchanges we’ve ever had,” Crumb says.
“Just like we had no idea what the Internet was going to do, but we knew it was important, this wave of cryptocurrency capital is pushing all of these things to crazy multiples.” In other words, some will win. Some will lose. But cryptocurrencies are here to stay.
Another thing to note about the nearly $4 billion in ICO proceeds: There’s no transparency.
“I think that number is totally fraudulent,” Crumb says. “There are so many wash trades of financing these things. So we see this big number, but it may just be shifting back and forth between different ICOs.”
That says nothing about the “revolutionary” nature of cryptocurrencies more broadly, Crumb says. “I think that we have another period of rounding up and taking a lot of these ICO people to jail,” Crumb says. That’s what has happened in transformative markets throughout history.
- ISN'T BITCOIN A BUBBLE?
“The annual production of bitcoin is now larger than the silver market, larger than the lead market, and we’re approaching zinc,” Crumb says. “It’s still probably only 10% of the gold market. But it’s getting into the levels of value where people are going to have to start to trade this asset class.”
This is important.
The total market cap of all cryptocurrencies recently hit $600 billion. That’s larger than the market cap of massive companies like Amazon (AMZN), Berkshire Hathaway (BRK.A) and Exxon Mobil (XOM). Mr. Market is advising investors to take cryptocurrencies seriously.
Still, a lot of investors believe bitcoin is a bubble. Crumb turns this argument on its head. He says to consider the “bubbly” nature of more traditional asset classes. “Look at the size of the fiat government bond bubble,” he says. Crumb asks whether you are more confident you’ll be able to send your son or daughter to college in 10 years with money invested in bitcoin or European government bonds?
“If I was going to buy a European bond with a negative interest rate, nominally we already know it won’t get to par. In real terms, I absolutely think there’s no way 10 years from now. So as a store of value I think that’s a massive bubble,” he says. As for bitcoin, “It could pay for your son’s college in the next 2 months. That’s what people are buying it for right now.”
Short-term, say in the next three months, Crumb says he’s unsure of the price of bitcoin. But, in three years, he thinks the price of bitcoin is higher. After the fallout from the wave of questionable ICOs that sends some to jail, Crumb thinks there will be these “adaptive peaks, where more and more people are coming in and getting comfortable with bitcoin.”
- CAN THE ESTABLISHMENT CONTROL CRYPTOCURRENCIES?
Many are speculating about the launch of fedcoin, a national cryptocurrency controlled by the Federal Reserve. These people think, as cryptocurrencies are more broadly adopted, the government won’t let them usurp the U.S. dollar and overtake the Fed’s control of the money supply.
Might the establishment (governments or Wall Street types) attempt to undermine bitcoin?
“I don’t think they can,” says Crumb.
“You have to remember, central banks created this. It was their control of the market that caused people to say, ‘I don’t like you controlling it. I’m going to figure out a way to create a currency no one could control.’” In other words, Pandora’s Box has been opened. And there’s no turning back now.
ABOUT JOSH CRUMB:
Mr. Crumb is a co-founder of Goldmoney
You’re going to want to listen our exclusive discussion with best-selling author John Mauldin.
How will risky Fed policies impact the U.S. economy? When will America’s pension crisis reach it’s tipping point? Will driverless cars lead to massive job loss? The answer to these questions will shape what happens in financial markets for years to come.
Precious few PhD-trained economists understand the inner-workings of financial markets. Then again, very few economists have actually worked as a portfolio manager for such investment shops as PIMCO, the Ecofin Global Oil & Gas Fund and Citadel. Economist Daniel Lacalle holds this market pedigree and then some.
In the latest edition of our Real Conversations video series, Lacalle joins Hedgeye CEO Keith McCullough for a dynamic discussion about the divergence between the strengthening U.S. economic outlook and Europe’s slow slide into stagnation.
No punches pulled here. Lacalle draws a sharp contrast between the two.
“The problem with analyzing the U.S. economy is that if you base it on your political views, you forget that this is an economy that relies less on the government than in Europe,” Lacalle says in the video above.
“A lot of economists said the only solution for the U.S. economy was the government would have to start borrowing massively to drive the economy. But what has proven to be the success of this economy is that it is driven by families and companies. A profit led economy is a lot more sustainable than a spending led economy.”
Think of the big battle being waged between Wal-Mart and Amazon.
“Wal-Mart is a stronger company today because of Amazon,” Lacalle says. “The economy isn’t going to get stronger by poor capital allocation directed by the government.” Lacalle lays out a scenario in which U.S. growth heads back to 3.5% versus 3% reported most recently for 3Q 2017.
Europe faces an entirely different problem.
“The problem of the European Union is that every single economic position is based on the pillar of not touching the welfare state,” Lacalle says. Consider the numbers. Europe is about 3.5% of the world’s population, 24% of its GDP but 55% of its public spending, he says. “One of those numbers is at risk and it’s big.”
Most investors see newly-elected leaders, like France’s President Emmanuel Macron, and hope Europe is changing its ways. Lacalle is emphatically skeptical.
“In the EU we live in varying degrees of socialism. France is the epicenter of this. We have seen these reformists before. Sarkozy promised big reforms but it didn’t happen. You have to remember that the first serious economic position Macron took was to nationalize a shipyard. Yea, that’s going to definitely make the economy stronger.”
Another prime example: Think back to the European Union’s post-recession “austerity” measures. “The European Union took government spending to almost 50% of GDP, then it lowered it by 5% and they called it austerity,” Lacalle says. “It’s like you spent three years eating donuts, then you have an orange juice and say you’re in detox."
Lacalle shares some equally compelling thoughts on Catalonia, calling it “bad for Spain and bad for Catalonia.” He calls it “absurd” that economists “don’t pay attention to demographics.”
He rails against socialism: “Socialism doesn’t fix anything.”
You won’t hear another economist speak quite as eloquently about markets as Lacalle.
Iconoclastic, best-selling author Jim Rickards joined Hedgeye CEO Keith McCullough one-on-one in the studio to discuss their divergent market and economic outlook. Don’t miss this “Real Conversation” between two of the sharpest minds in finance.
The omnipotent PhDs leading the world’s central banks equate economics to physics. Like Newton’s laws of motion, an economy at rest will remain at rest unless compelled to grow by some outside force. Enter the Fed, European Central Bank and Bank of Japan, which have collectively added more than $20,000,000,000,000 worth of asset purchases globally since the onset of the Great Recession.
This endeavor has been fundamentally misguided from the start says economist, author and Tressis CIO Daniel Lacalle. In his latest book “Escape from the Central Bank Trap,” he dissects what central bankers can and can’t do, while providing some healthy advice toward finding a better way.
In this latest edition of our Real Conversations video series, Lacalle joins Hedgeye CEO Keith McCullough for a frank discussion about central bankers and the growth setup for U.S. and European economies.
Lacalle offers some particularly interest insights about France and Italy. As a European-based economist, Lacalle is extremely skeptical of France’s newly-elected President Emmanuel Macron. In particular, whether the self-described reformist will drastically alter France’s love affair with Socialism:
“The first position Mr. Macron has taken was to nationalize a French port because the Italians were going to buy it. Is that the reform that we’re thinking about? There’s been no labor market reform. There’s been no public sector reform. Their public sector is one of the largest in the world (about 22% of the workforce). It’s a very directed economy. If the first decision of an allegedly free-market oriented leader is to nationalize a port, I think that we should be a little bit skeptical about saying it’s going to be different this time.”
In his book, Lacalle is equally pithy. Here are two quotes from the book (bolded) along with his additional commentary (italicized) from the video above:
- “Central Bankers cannot print growth.”
“What central bankers can do is provide liquidity and generate a level of backstop in the markets in an environment of panic. But what they cannot do is make people decide to invest or force consumers to be more confident. The first thing people are not is amnesiac and the second thing they’re not is stupid. Everybody perceives reality and interest rates so low are an anomaly … They also see extreme liquidity and it’s not changing the perception of overcapacity and companies instead of investing they buy back shares and use that extra liquidity to increase dividends. It makes absolute sense.”
- “Cheap money becomes very expensive in the long run.”
“With all this massive liquidity, what happens is that all that money is going somewhere, and we don’t pay attention to it because it’s not making prices rise. However, it is creating very perverse incentives. We’ve seen in the latest Bank of international settlements report that zombie companies are going through the roof and how excess capacity and excess debt are perpetuated. Instead of helping deleverage, low interest rates incentivizes more debt and more risk taking. Imbalance between risk and price signals.”
This is a must-see interview from an economist who is also a market practitioner, a skillset combination sorely absent from the résumés of our illustrious central bankers.
In this edition of Real Conversations, Hedgeye CEO Keith McCullough welcomes Christopher Whalen, chairman of Whalen Global Advisors, in an extensive discussion ranging from his newly-released book Ford Men, a study of Ford Motor Co and the Ford family, to a host of important financial market issues affecting investors.
You don't want to miss this no-punches-pulled unplugged Q&A session with bestselling author Jim Rickards and hosted by Hedgeye CEO Keith McCullough. Exclusively on HedgeyeTV.
Most investors will dismissively tell you gold prices are entirely driven by greed and fear, and that the only way gold works as an investable asset is if the world ends.
That’s simple-minded. Gold is a stable store of value. It’s money.
“If you saved in gold over the past 20 to 25 years rather than any currency anywhere in the world, gold has outperformed all these currencies,” says Stefan Wieler, Vice President of Goldmoney. Wieler continues:
“We don’t think that gold will make you rich but it will help you retain your purchasing power. So yes it has gone up several thousand percent since the demonetization of gold but it still buys you the same amount of oil or the same size house it’s just very good money.”
In the HedgeyeTV video interview above, Wieler and Hedgeye CEO Keith McCullough discuss…
What drives gold prices (“real interest rates and energy prices,” Wieler says) The impact of upcoming Fed rate hikes and what that means for gold prices And on the U.S. economy: “Even in an absolute goldilocks scenario, gold prices would only come off a little bit until we hit the next recession and the Fed has to lower rates,” Wieler says.
For more, check out our interview with Goldmoney co-founder Josh Crumb, “GOLD: The Complete Investor’s Guide From the Smartest Guy In the Room.”
It is an age of heightened global angst and uncertainty, an era of discontent. An age which gives birth to brazen, Never-In-a-Million-Years political outsiders like Donald Trump. And Brexit, Britain’s equally shocking decision to exit the EU.
Political “elites” might argue recent voting decisions of their electorate are chaotic, or mad. Whatever you call it, it’s the reality we must grapple with today, says Pippa Malmgren, founder of economic consultancy DRPM Group and author of the best-selling book “Signals.”
“The philosophical question of our time is are you a globalist or are you a patriot,” she says. “And can you be a global patriot or a patriotic globalist?”
Once you accept that the global zeitgeist is divided along these two competing interests, Malmgren says, the world falls more neatly into place.
Malmgren knows a thing or two about simplifying the complex. She’s had a storied career on Wall Street and in Washington, having served as special assistant to President George W. Bush for economic policy on the National Economic Council. She also has considerable experience interpreting financial markets, serving as Deputy Head of Global Strategy at UBS and Chief Currency Strategist for Bankers Trust.
“What I find is that people in financial markets love to go around blind in one eye. They only look at things through a mathematical or data lens,” Malmgren says in the Real Conversations interview above with Hedgeye CEO Keith McCullough. These people miss a lot of things. On Brexit or Trump’s victory, Malmgren had the foresight to see both coming long before these events shocked markets.
“What’s fascinating is that you see this populist uprising everywhere in the world and everywhere people think it’s a local issue,” Malmgren says.
The underlying driver is really simple. The debt burden is so big it can’t be paid down so that causes lack of jobs, slow economic growth and kills your hope for the future, she says.
Meanwhile, the only solution policymakers have come up with is to inflate away that debt by devaluing the currency. This hurts domestic purchasing power as citizens see their paychecks worth less and less.
“The question then becomes how come my wealth is being distributed to some other guy and not me?” Malmgren says.
That leads to a final question that should frighten any career politician desperately clinging onto their post, “Why are you in charge?”
If you follow this line of logic the rise of Trump in the U.S. or Le Pen and Macron in France isn’t a big leap. Malmgren has some intriguing ideas on Trump:
“I’ve been describing Trump as the “Uber of politics.” It’s important to think this way because he is literally disrupting, displacing, disintermediating the traditional power structures. That includes the media. It also includes the fundraisers, because there’s no need for them if you can win the presidency without them. It’s the technocracy, where I come from, and where people are normally hired into the senior jobs in bureaucracy and expect to get big titles. They’ve all been told we can run the government without you.”
Populist tides are clearly rising in Europe too. Malmgren lives with her family in London. She watched as the Brexit vote unfolded in real-time. As freaked-out investors watched at home, Malmgren watched with curiosity as Italian banks got whacked in early morning trading as British voters repudiated their EU membership. The market was sending a clear message to politicians across the continent. Get your act together or more countries could leave the Eurozone.
The reaction also served as a self-perpetuating feedback loop. With share prices tumbling, the pressure was on Italian banks to come up with more capital. The government stepped in:
“Italian politicians said we’ve got to have a bailout because this is such a structurally important institution. And the public heard this and said ‘We’re going to find $5 billion to bail out a bank
It’s simple really. Inside the hallowed halls of the Federal Reserve, unelected, largely unaccountable bureaucrats decide whether the economy is running too hot or too cold, then tinker with monetary policy accordingly.
It’s a tremendous amount of power.
A generous reading of history suggests the Fed has a dubious track record of forecasting where the U.S. economy is headed. In fact, many are searching for a better way – an alternative to a broken system. None is in more earnest pursuit than Danielle DiMartino Booth, whose brand new book “Fed Up” explains why the current Federal Reserve system is due for a serious revamp.
Few are as critical or as qualified to suggest fixes.
DiMartino Booth joined Richard Fisher’s Dallas Federal Reserve shortly after the cracks in the financial system were beginning to show. The Fed spent much of 2007 vehemently denying these cracks even existed. Recall in July 2005, that when asked about an impending housing bubble bursting, one that might trigger recession, then Fed chair Ben Bernanke famously said, “I guess I don't buy your premise. It's a pretty unlikely possibility.”
During her decade or so at the Dallas Fed, DiMartino Booth recalls feeling initially “daunted” by all these “brilliant people” who could “do calculus in their sleep.”
She quickly became disillusioned by how insular the organization was. Sure, the halls were packed with Ph.D’s but many of these academics really didn’t understand the ins and outs of markets.
“Generally, if you say stock market to a Ph.D. economist it’s like saying ‘Boo!’ on Halloween. They get all freaked out,” DiMartino Booth says.
As the housing market was rolling over and Bear Stearns blew up, “it felt like a hospital,” she says. “Nobody was really worried.”
Unsurprisingly, the Fed’s cloistered monasticism has come under tremendous scrutiny and criticism. Many things need to change.
“I think the first step should be an acknowledgement of their own fallibility,” she says. “They really are espousing one view of economic thought that would make even Keynes rotate in his grave.”
What else? DiMartino Booth suggests a number practical reforms.
“We’re no longer the same nation that we were in 1913 when the Federal Reserve act was initially conceived,” she says. In other words, let’s bring the Fed into the realities of the 21st Century.
• Reduce the Fed’s mandate to just minimizing inflation. • Take the labor mandate out of the equation and put it back in the hands of the private sector. • Reduce regional Fed offices to ten districts (from twelve currently) by adding a regional Federal Reserve office (or two) on the West Coast and absorbing Minneapolis, St. Louis and Cleveland into Chicago. • Give every district a permanent vote to minimize the power of votes in New York and Washington D.C. • The Fed should hire a more diverse staff with more financial market familiarity and experience • The Fed needs a better appreciation of monetary policy rules, like the Taylor Rule, which would help serve as a system of checks and balances
There’s hope.
By June of 2018, vocal Fed critic President Donald Trump will be able to nominate as many as five Federal Open Market Committee (FOMC) members, DiMartino Booth notes.
Meanwhile, accomplished former Goldman Sachs execs like Treasury Secretary Steven Mnuchin and director of the National Economic Council Gary Cohn have Trump’s ear on fixing the Fed. “They are clearly the two most powerful people when it comes to the economy and finance,” DiMartino Booth says.
The crusade to fix the Fed continues. Change is coming.
“The virtuous cycle of capital has broken down,” says Dan Alpert, Managing Partner at Westwood Capital in this new edition of Real Conversations.
That’s not hyperbole. Alpert wrote the book, “The Age of Oversupply.” In it, he argues that a global labor glut, excess productive capacity, and a rising ocean of cheap capital have kept the economies of the first world (notably the United States) mired in underemployment and anemic growth.
In the “age of oversupply,” companies are unlikely to reinvest profits due to all this excess capacity. “When you have a global capital glut, capital starts to back up and say ‘Geez, you know I can’t make a dime taking risk free returns anywhere,’” Alpert says.
As a result, instead of reinvesting profits in their businesses, companies buy back stock and purchase competitors. Money finds its way into equity markets rather than factories, equipment, and more manpower.
“You don’t need additional primary investment so that capital becomes hyper activated in the secondary markets,” Alpert says in the video interview above with Hedgeye CEO Keith McCullough.
Sound familiar?
That’s why the $24 trillion worth in central bank asset purchases global have been a drop in the bucket. Growth in productive capacity has been anemic so global economic growth continues to slow. According to the IMF, global growth for 2016 is expected to be 3.1% versus 3.2% in 2015. Advanced economies fared even worse, posting 1.9% growth versus 2.1% in 2015.
There’s hope. In the video interview above, Alpert suggests a solution that the Trump Administration is already predisposed to endorse:
“If you have a massive glut of capital and it’s not flowing back into the U.S. economy in the form of productive plants and equipment, you really ought to take it using the agency that can borrow it cheaply, the U.S. government. Use it to pull up wages by reemploying a large number of steel workers, and construction workers and all of the support industries to rebuild our domestic infrastructure that is the shot in the arm that this country requires.”
On the campaign trail, President Donald Trump proposed $1 trillion in infrastructure spending. “Trump is absolutely right on about the need for an aggressive infrastructure program in the U.S.,” Alpert says.
The reason this stimulates economic growth is relatively simple to understand, Alpert says. By increasing the demand for skilled labor at the top, you employ the underemployed and create demand for other workers to fill those vacated positions and employ the unemployed. Alpert calls this “trickle down labor demand.”
“Take the former construction worker who’s now a bartender and give him a hammer back. Well, now you need a new guy to tend bar.”
Logistics… A fiscal spending program like the one proposed by Trump are typically spread out over a period of five years, Alpert says, so $200 billion each year.
“If you spend $200 billion in this economy in additional government infrastructure spending, rebuild bridges, airports and railways, especially if it’s well targeted. This economy is going to go crazy. It’s going to do great.”
Bottom line? If Trump gets his way and passes a targeted fiscal stimulus program, the U.S. economy is “going to go crazy.”
Is America’s Social Security system bankrupt? Well, not exactly.
It is, however, significantly underfunded. No shocker there. What’s perhaps more interesting is that we have the tools to fix the problem right now, says retirement guru Bradley Belt. He knows a thing or two. Belt used to run the Pension Benefit Guaranty Corporation (PBGC) where he was responsible for leading the federal pension insurance program and overseeing a $60 billion investment portfolio.
The bigger challenge? Getting flimsy politicians on board. (No shocker there either.) As Belt says in the HedgeyeTV Real Conversations interview above:
“Social Security is actually pretty easy to solve from a math standpoint. There are a few levers that you can adjust that actually most reasonable, rational people when you sit them down in a room would say, ‘Yes that’s a reasonable rational trade off.’ And you can actually solve for the fiscal deficit over the long term, but it’s more about the political willingness to change things.”
SOCIAL SECURITY: HERE ARE THE NUMBERS
The Social Security Board of Trustees estimates that the Social Security trust fund will be depleted by 2034. After that, under current law, just three quarters of scheduled benefits are projected to be payable to each retiring recipient from 2035 onward. Projecting that out 75 years, if Congress does nothing the expected benefits deficit would reach a staggering $11.4 trillion.
These are obviously massive numbers, which explains why the issue is such a political hot potato. But Belt suggests some fixes in the video above. While Belt is now vice chairman of alternative asset manager Orchard Global Asset Management, he has spent much of his career working on retirement issues in the public sector.
Belt served as executive director of the PBGC under President George W. Bush, which was set up by the U.S. government to fill the gap of employer pension plans that cannot afford to fulfill promised benefits. It’s an even bigger problems these days, Belt says. Private pension shortfalls will be exacerbated over the coming years by global trends, related to low productivity and population growth, he says. This suggests “lower returns over the medium to longer term.”
On the public pension side, Belt is equally qualified to suggest fixes to Social Security. After serving on a Congressional commission called the National Commission on Retirement Policy during the Clinton Presidency, Belt and others put forth proposals like raising the retirement age – and indexing for gains in longevity.
Belt’s discussion with Hedgeye CEO Keith McCullough above is thought-provoking. And should help you get up to speed on an issue affects all Americans.
On the one hand, you've got the gold bugs. They long for the good old days when the U.S. dollar was backed by the precious metal. On the other hand you've got clueless financial journalists derisively dismissing it as "just a rock."
Both may be missing the point. Gold is a currency, says Goldmoney co-founder Josh Crumb.
He knows a thing or two about metals. In addition to being a former Goldman Sachs metals strategist, Crumb holds a masters degree in Mineral Economics from the Colorado School of Mines. As Hedgeye CEO Keith McCullough says in the interview above, "Josh is probably the best gold analyst there is."
Most investors don't truly understand the long-term case for owning gold, according to Crumb. "People want to bean count gold like it's oil or copper," Crumb says. That's misguided.
There's roughly $7 trillion of gold money stock and inventory, he says, and, unlike other commodities, gold is scarce and non-perishable. So that $7 trillion in inventory is basically the last 5,000 years of production.
"I like the math of gold. It's got this deep simplicity" as money stock, Crumb says.
According to Crumb, that’s why investors bid up gold prices in 2016. At its peak last year, gold was up more than 20%. It was a year of “extraordinary monetary policy” experiments, Crumb says.
Last year beats out even 2010 and 2011, which saw the introduction of quantitative easing, he says. Consider a few of the facts.
The European Central Bank deepened its negative interest rate policy. India banned what amounted to 50% of circulated cash to curb corruption and tax evasion. The Bank of Japan fixed the yield curve of the country’s 10-year bonds at 0%.
Investors were desperately searching for alternatives to the euro, yen and rupee.
WHY HAVE GOLD PRICES FALLEN THE LAST SIX MONTHS?
Crumb thinks recent selling in gold is a temporary distraction brought on by the surprise Election Day victory of Donald Trump. The exuberance radically shifted investor expectations. But once this initial honeymoon period wears off, investors will go back to worrying about central banks again, he says.
As they should. The hubris among global central bankers is palpable.
“We can’t predict the weather tomorrow. But we’re going to tell you what interest rates are going to be 30 years from now.”
A few weeks ago, Crumb debated the case for gold as money with a panel which included some prominent central bankers. The panelists were all arguing that money is “a construct of our minds.” In other words, you have to believe that it has value and that someone else is willing to accept it.
That’s misguided. As Crumb retorts:
“Just because the central bank’s models are more and more wrong doesn’t make the economy more and more subjective.”
The best proof of gold’s stability as a currency is that, in the more than four decades since abandoning the Gold Standard, gold has maintained its value.
In fact, a Goldmoney study from 2015, celebrating the 30th anniversary of the movie Back to the Future, shows that gold has maintained its per ounce value across a variety of consumer goods, from Big Macs to sports cars, even in the face of rising inflation.
“It wasn’t by central bank decree. It wasn’t the Gold Standard, or because of the Bank of England. None of them actually made gold work. Gold worked without them. That’s the most important fact we have.”
This is why people should own gold, Crumb says. The stability of gold over long periods of time,is compelling, especially in an era of increased central bank meddling. Crumb suggests slowly adding your gold position on pullbacks like we've just had.
“Just like we’ve been trained to buy the dip on anything else investors should be in that accumulation phase for gold,” he says.
Watch the entire interview between Crumb and Hedgeye CEO Keith McCullough in the video above.
Even financial market legends, from Dalio to Druckenmiller, can’t claim a market call that’s played out precisely as predicted over the next 40 years. But Gary Shilling can claim exactly that.
Shilling is, of course, the President and Founder of institutional investor consultancy A. Gary Shilling, and the Godfather of the Long-Term Treasury Bond call.
In 1981, Shilling proclaimed that the bond market was on the precipice of “the bond rally of a lifetime.” That was a long time ago. Back then, Ronald Reagan was in the early innings of his first term. Paul Volcker was only two years into his war against rampant inflation. The 30-year Treasury bond yield was an unbelievable 15.2%. Today, it’s 3%. Since Shilling’s “rally of a lifetime” call, the long bond has outperformed the S&P 500 by 5.5 times.
Talk about beating your benchmark.
SHILLING'S MARKET OUTLOOK: TRUMP, FED & DEFLATION In this HedgeyeTV exclusive, Hedgeye CEO Keith McCullough sits down with Shilling for a Real Conversation to discuss what we’re to make of the precipitous 26% rise in the 10-year Treasury yield, from 1.857% to today's 2.346%, following the Election Day victory of Donald Trump.
Shilling is dismissive of pumped up market expectations about a Trump presidency. He thinks Wall Street’s excitement over proposed infrastructure spending will prove underwhelming. Shilling offers some amusing insight on the topic:
“If you look at the fiscal spending in 2009, part of that fiscal stimulus was infrastructure spending that was supposed to be shovel-ready projects. Well, it turned out they hadn’t even made the shovels yet and they were probably going to be made in china. Two years afterward only 30% of that money had been allocated.”
On long-term bonds, Shilling says the post-Election Day selloff has everything to do with Trump-inspired inflation expectations. He’s skeptical about this too.
“I don’t see inflation because there’s too much supply in the world.”
Ultimately, Shilling doesn’t think bureaucrats can actually get the job done. Deflation will prove pervasive, he says, especially once the Trump expectations wear off. Importantly, Shilling thinks the Federal Reserve can’t do much about this and won’t be able to devalue the dollar and stimulate asset prices once again:
“When did these guys have that much power? They overrate their ability. Their forecasting has been absolutely atrocious. These guys think they have a lot more impact on not just the U.S. but the world than they actually do.”
Shilling sees it all ending rather poorly. Furthermore, the Fed has tacitly admitted that “monetary policy is impotent,” Shilling says, since they’ve been “screaming for fiscal stimulus” for some time now. He thinks Yellen & Co. will implicitly encourage Donald Trump to run deficits by buying Treasuries to finance all the extra spending.
“That’s called helicopter money,” he says.
THE BOND BULL MARKET ISN'T OVER In other words, long-term bond yields go down once again. So no, the 40-year bond bull market isn’t dead, Shilling says. It’s taken a brief hiatus as Wall Street celebrates the coronation of Donald Trump.
But Shilling says this doesn’t end well for bond bears. Since the 1980s, “Wall Street has been saying it’s done with every backup in yields all the way down,” Shilling says. Time will tell, of course, but this is must-see TV with the Long Bond Godfather. The guy who’s seen it all before.
Behavioral finance expert Dr. Richard Peterson, a board-certified psychiatrist and CEO of MarketPsych, sits down with Hedgeye CEO Keith McCullough in this edition of Real Conversations. An expert on financial market psychology, Peterson discusses how to potentially time stock market turns by analyzing investor behavior and social media. His firm produces sentiment and macroeconomic indices derived from language analysis of global news and social media. His latest book Trading on Sentiment digs underneath technicals and fundamentals to explain the primary mover of market prices - the global information flow and how investors react to it.
Industry veteran and portfolio manager Michael Aronstein, CIO of Marketfield Asset Management, sits down with private investor Buddy Carter and Hedgeye CEO Keith McCullough in this edition of “Real Conversations.” The trio discusses critical developments facing investors right now and why the markets and economy look increasingly vulnerable.
In this edition of “Real Conversations,” AQR Capital Management principal and Efficiently Inefficient author Lasse H. Pedersen sits down with Hedgeye CEO Keith McCullough to demystify the “secret” world of active investing. Pedersen, who is also a finance professor at Copenhagen Business School and NYU Stern School of Business, describes some of the key trading strategies used by top hedge fund managers, many of whom he interviewed one-one-one for his book.
In this edition of “Real Conversations,” Benn Steil, director of international economics at the Council on Foreign Relations and author of "The Battle of Bretton Woods" discusses the significant challenges facing investors as global central bankers continue to manipulate and flummox markets with Hedgeye CEO Keith McCullough. “This environment has never been more complicated for investors,” explains Dr. Steil. “They can no longer count on what monetary policy makers are telling them.”
In this second installment of our recent interview with J2Z Founder and Principal Jay Pelosky, Pelosky lays out the implications of his Tri Polar World (TPW) theme. According to Pelosky, TPW simply means we are now in a world of 1) Insufficient demand; 2) Excess supply; 3) No inflation; and 4) Excess debt. It comes from his view that, “2008 was not only a financial crisis and crash, but it also meant the crash of all major global growth models at the same time.” He speaks with Hedgeye Director of Research Daryl Jones.
Best-selling author and cognitive psychologist Dr. Gary Klein talks with Hedgeye CEO Keith McCullough about his most recent book, Seeing What Others Don’t. Klein offers his own personal experience about gaining insight and valuable lessons for market practitioners and academics alike on this new edition of Real Conversations.
Dr. Klein is widely known for changing the landscape of cognitive psychology by pioneering the Naturalistic Decision Making (NDM) movement in 1989. Dr. Klein currently works as a Senior Scientist at MacroCognition LLC in Dayton, Ohio and recently started a new company in 2014, ShadowBox LLC, which develops training for organizations that allows novices to think like the experts. He is also a fellow of the American Psychological Association and the Human Factors and Ergonomics Society (HFES), and received the 2008 HFES Jack A. Kraft Innovator Award.
Stephen Roach, Yale University professor and former Chairman of Morgan Stanley Asia, sits down with Hedgeye CEO Keith McCullough to discuss a number of important subjects in this extensive interview.
In this edition of Real Conversations, Firefly Founder and CEO Tom Markusic talks with Hedgeye's Keith McCullough about the growing demand for efficient & inexpensive small satellite launches, his experiences working with entrepreneur Elon Musk, and why Firefly is poised to disrupt the new space landscape.
Dan Alpert, economic policy expert, author of “The Age of Oversupply,” and founding Managing Partner of investment bank Westwood Capital, discusses the dangerous global economic challenges the world is facing stemming from flawed government and central bank interventions with Hedgeye CEO Keith McCullough.
David Stockman, the outspoken former Reagan budget director and bestselling author of “The Great Deformation,” sits down with Hedgeye CEO Keith McCullough to discuss a number of important subjects in this wide-ranging interview including consequences of what the Fed is currently doing and why a global recession may be in store.
In this edition of Real Conversations, Hedgeye CEO Keith McCullough has a wide-ranging conversation with Steve Hanke, a Professor of Applied Economics at Johns Hopkins University and a Senior Fellow at the Cato Institute.
Hedgeye CEO Keith McCullough sits down with author and historian Neil Howe in our latest edition of Real Conversations.
Economist and CNBC senior contributor Larry Kudlow squares off with Hedgeye CEO Keith McCullough on inflation and whether market signals like gold and TIPs are forecasting higher prices.
Chris Whalen, Senior Managing Director and Head of Research at Kroll Bond Rating Agency, explains why he's bearish on housing, how Washington is failing America, and opportunities he sees with Hedgeye Financials Sector Head Josh Steiner.
James Grant, editor of Grant's Interest Rate Observer, discusses his latest thoughts on the economy, monetary policy, market froth, gold & where hidden investing opportunities may lie with Hedgeye CEO Keith McCullough in this edition of "Real Conversations."
Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, sits down with Hedgeye CEO Keith McCullough to talk markets, the economy and much more in this latest edition of HedgeyeTV's "Real Conversations." SHOW MORE
Controversial best-selling author James Rickards sits down with Hedgeye CEO Keith McCullough to discuss a number of important subjects in this wide ranging interview.
Buddy Carter and Keith McCullough walk through why it’s crucial for investors to have a repeatable process.
Hedgeye CEO Keith McCullough sits down with Neil Peplinksi, chief investment officer of Good Harbor Financial, a Chicago-based firm with more than $10 billion in assets under management.
Keith talks to Andrew Huszar, a former Fed staffer who is now an outspoken critic of the central bank. Huszar doesn't see the Fed tapering this month, and he says the Fed simply has lost its way.
Euro Pacific Capital CEO Peter Schiff pulls no punches with Hedgeye CEO Keith McCullough on this latest edition of HedgeyeTV’s "Real Conversations.” Schiff minces no words on his ongoing feud with NYU economics professor Nouriel Roubini, reckless Fed monetary policy, inflation, the beleaguered U.S. middle class, gold prices and much more.