Hedgeye Podcasts

Hedgeye Podcasts

概要

***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, i...
547
エピソード
English
言語
0
購読者
0
再生回数
エピソード25
Japan Dreams & Data Center Reality Checks | Protect the Pile: Episode 4

Japan Dreams & Data Center Reality Checks | Protect the Pile: Episode 4

Dec 19, 2025·

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...

Ep.133 Real Conversations → Inside Credit: Rates, CLOs, and the Next Phase of the Cycle w/ Ross Burnaman

Ep.133 Real Conversations → Inside Credit: Rates, CLOs, and the Next Phase of the Cycle w/ Ross Burnaman

Dec 17, 2025·

***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...

Hedgeye NexGen | Episode 27 | Inside Portfolio Management (w/ R. Patrick Kent)

Hedgeye NexGen | Episode 27 | Inside Portfolio Management (w/ R. Patrick Kent)

Dec 8, 2025·

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...

"Phase Two of AI: Who’s Got Staying Power?" | Protect the Pile: Episode 3

"Phase Two of AI: Who’s Got Staying Power?" | Protect the Pile: Episode 3

Dec 6, 2025·

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...

Hedgeye NexGen | Episode 26 | Trumponomics & Recent Inflation

Hedgeye NexGen | Episode 26 | Trumponomics & Recent Inflation

Nov 26, 2025·

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...

The Best of Hedgeye: Bent Hunt → A Day Of Reckoning Coming?

The Best of Hedgeye: Bent Hunt → A Day Of Reckoning Coming?

Nov 25, 2025·

**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...

Ep. 132 Real Conversations | Jim Rickards: Gold, Chaos and the Great Reckoning Ahead

Ep. 132 Real Conversations | Jim Rickards: Gold, Chaos and the Great Reckoning Ahead

Nov 19, 2025·

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...

"Two-Day Market Hyperventilation" | Protect the Pile: Episode 2

"Two-Day Market Hyperventilation" | Protect the Pile: Episode 2

Nov 15, 2025·

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...

Stagflation to Goldilocks: 7 ETFs to Front-Run the Move & Profit

Stagflation to Goldilocks: 7 ETFs to Front-Run the Move & Profit

Nov 4, 2025·

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...

Protect the Pile: A Hedgeye Asset Management Podcast | Episode 1

Protect the Pile: A Hedgeye Asset Management Podcast | Episode 1

Nov 1, 2025·

"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...

Hedgeye NexGen | Episode 25 | Government Shutdowns

Hedgeye NexGen | Episode 25 | Government Shutdowns

Nov 1, 2025·

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...

Hedgeye Investing Summit Fall 2025 | Hedgeye Asset Management Portfolio Managers Sam Rahman, R. Patrick Kent, & David Salem

Hedgeye Investing Summit Fall 2025 | Hedgeye Asset Management Portfolio Managers Sam Rahman, R. Patrick Kent, & David Salem

Nov 1, 2025·

***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...

Hedgeye Investing Summit Fall 2025 | Neil Howe, Author of The Fourth Turning; Hedgeye Demography Head, & JT Taylor, Hedgeye Washington Policy Analyst

Hedgeye Investing Summit Fall 2025 | Neil Howe, Author of The Fourth Turning; Hedgeye Demography Head, & JT Taylor, Hedgeye Washington Policy Analyst

Oct 31, 2025·

***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...

Hedgeye Investing Summit Fall 2025 | Steve Diggle, Founder & CEO, Vulpes Investment Management

Hedgeye Investing Summit Fall 2025 | Steve Diggle, Founder & CEO, Vulpes Investment Management

Oct 30, 2025·

***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...

Hedgeye Investing Summit Fall 2025 | Liz Ann Sonders, Chief Investment Strategist, Charles Schwab & Co

Hedgeye Investing Summit Fall 2025 | Liz Ann Sonders, Chief Investment Strategist, Charles Schwab & Co

Oct 29, 2025·

***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...

Hedgeye Investing Summit Fall 2025 | Richard Excell, Former Hedge Fund PM; Finance Professor

Hedgeye Investing Summit Fall 2025 | Richard Excell, Former Hedge Fund PM; Finance Professor

Oct 28, 2025·

***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...

Hedgeye Investing Summit Fall 2025 | Jared Kubin, Founder & CIO of Issachar Technologies

Hedgeye Investing Summit Fall 2025 | Jared Kubin, Founder & CIO of Issachar Technologies

Oct 27, 2025·

***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...

Hedgeye Investing Summit Fall 2025 | Mike Taylor, Hedge Fund Manager and PM of PINK

Hedgeye Investing Summit Fall 2025 | Mike Taylor, Hedge Fund Manager and PM of PINK

Oct 26, 2025·

***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 Investing Summit Fall 2025 | Luigi D'Onorio DeMeo, Chief Strategy Officer at Ava Labs

Hedgeye Investing Summit Fall 2025 | Luigi D'Onorio DeMeo, Chief Strategy Officer at Ava Labs

Oct 25, 2025·

***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...

Hedgeye Investing Summit Fall 2025 | David Rosenberg, Founder & President of Rosenberg Research & Associates

Hedgeye Investing Summit Fall 2025 | David Rosenberg, Founder & President of Rosenberg Research & Associates

Oct 24, 2025·

***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...

Hedgeye NexGen | Episode 24 | Housing (Un)affordability in America

Hedgeye NexGen | Episode 24 | Housing (Un)affordability in America

Oct 18, 2025·

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...

The Best of Hedgeye: Jim Rickards → Fed Policy Mistake? Market Risk Rising.

The Best of Hedgeye: Jim Rickards → Fed Policy Mistake? Market Risk Rising.

Oct 9, 2025·

***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...

Hedgeye NexGen | Episode 23 | Why The Gold Standard Ended (And What Happened Next)

Hedgeye NexGen | Episode 23 | Why The Gold Standard Ended (And What Happened Next)

Oct 4, 2025·

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...

The Best of Hedgeye: Hugh Hendry → A Macro Reality Check with 'The Acid Capitalist'

The Best of Hedgeye: Hugh Hendry → A Macro Reality Check with 'The Acid Capitalist'

Oct 2, 2025·

**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...

Ep.131 Real Conversations → Europe at a Crossroads: Wealth, Politics & the Future of the Continent w/ Alex Pezzoli

Ep.131 Real Conversations → Europe at a Crossroads: Wealth, Politics & the Future of the Continent w/ Alex Pezzoli

Sep 24, 2025·

***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...

おすすめ