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Hedgeye Podcasts
Hedgeye Risk Management
540 episodes
2 days ago
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 med...
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All content for Hedgeye Podcasts is the property of Hedgeye Risk Management and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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 med...
Show more...
Investing
Business,
News,
Business News
Episodes (20/540)
Hedgeye Podcasts
"Two-Day Market Hyperventilation" | Protect the Pile: Episode 2
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 med...
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2 days ago
1 hour 11 minutes

Hedgeye Podcasts
Stagflation to Goldilocks: 7 ETFs to Front-Run the Move & Profit
Wall Street consensus is behind the curve—again. Markets are pivoting fast from Stagflation to Goldilocks. If you're not positioned for the shift, you're already at risk of missing the most bullish Macro setup since 2020. In this special 45-minute webcast, Hedgeye CEO (and former hedge fund manager) Keith McCullough reveals a high-conviction allocation for each major asset class heading into year-end and early 2026—plus the strategy behind each position. You’ll also discover...
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1 week ago
59 minutes

Hedgeye Podcasts
Protect the Pile: A Hedgeye Asset Management Podcast | Episode 1
"Flirting with All-Time Highs: AI Spending, Small Cap Hope, and Things That Go Bump in the Night" Welcome to the inaugural episode of Protect the Pile, the investment show where real money managers talk real markets. With the S&P 500 and Nasdaq flirting with all-time highs (up 16% and 23% YTD respectively), the Hedgeye Asset Management team breaks down what's working, what's worrying, and what's worth watching as we head into year-end. What We Cover: Market Landscape: Why global markets a...
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2 weeks ago
1 hour 6 minutes

Hedgeye Podcasts
Hedgeye NexGen | Episode 25 | Government Shutdowns
Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, Ryan explains what government shutdowns are, why they happen, how they affect (and don't affect) the economy, and what exactly is going on with the 2025 edition of a shutdown. 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 F...
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2 weeks ago
59 minutes

Hedgeye Podcasts
Hedgeye Investing Summit Fall 2025 | Hedgeye Asset Management Portfolio Managers Sam Rahman, R. Patrick Kent, & David Salem
***This Webcast aired live on HedgeyeTV on October 16th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Hedgeye Asset Management Portfolio Managers Sam Rahman, R. Patrick Kent, & David Salem, and Hedgeye CEO Keith McCullough. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Signal Strength Stocks Want to see how Hedgeye called every major market crash since 2008? Get 7 days free acces...
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2 weeks ago
1 hour 4 minutes

Hedgeye Podcasts
Hedgeye Investing Summit Fall 2025 | Neil Howe, Author of The Fourth Turning; Hedgeye Demography Head, & JT Taylor, Hedgeye Washington Policy Analyst
***This Webcast aired live on HedgeyeTV on October 16th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Neil Howe, Author of The Fourth Turning; Hedgeye Demography Head, JT Taylor, Hedgeye Washington Policy Analyst and Hedgeye CEO Keith McCullough. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Signal Strength Stocks Want to see how Hedgeye called every major market crash since 2008? Ge...
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2 weeks ago
49 minutes

Hedgeye Podcasts
Hedgeye Investing Summit Fall 2025 | Steve Diggle, Founder & CEO, Vulpes Investment Management
***This Webcast aired live on HedgeyeTV on October 16th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Steve Diggle, Founder & CEO, Vulpes Investment Management and Hedgeye CEO Keith McCullough. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ 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 re...
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2 weeks ago
48 minutes

Hedgeye Podcasts
Hedgeye Investing Summit Fall 2025 | Liz Ann Sonders, Chief Investment Strategist, Charles Schwab & Co
***This Webcast aired live on HedgeyeTV on October 15th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders, Chief Investment Strategist, Charles Schwab & Co and Hedgeye CEO Keith McCullough. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ 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 qu...
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2 weeks ago
49 minutes

Hedgeye Podcasts
Hedgeye Investing Summit Fall 2025 | Richard Excell, Former Hedge Fund PM; Finance Professor
***This Webcast aired live on HedgeyeTV on October 15th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Richard Excell, Former Hedge Fund PM; Finance Professor and Hedgeye CEO Keith McCullough. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ 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...
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2 weeks ago
48 minutes

Hedgeye Podcasts
Hedgeye Investing Summit Fall 2025 | Jared Kubin, Founder & CIO of Issachar Technologies
***This Webcast aired live on HedgeyeTV on October 15th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Jared Kubin, Founder & CIO of Issachar Technologies and Hedgeye CEO Keith McCullough. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ 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...
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3 weeks ago
50 minutes

Hedgeye Podcasts
Hedgeye Investing Summit Fall 2025 | Mike Taylor, Hedge Fund Manager and PM of PINK
***This Webcast aired live on HedgeyeTV on October 14th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Mike Taylor, Hedge Fund Manager and PM of PINK, and Hedgeye CEO Keith McCullough. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ 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 hedg...
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3 weeks ago
1 hour 5 minutes

Hedgeye Podcasts
Hedgeye Investing Summit Fall 2025 | Luigi D'Onorio DeMeo, Chief Strategy Officer at Ava Labs
***This Webcast aired live on HedgeyeTV on October 14th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Luigi D'Onorio DeMeo, Chief Strategy Officer at Ava Labs and Hedgeye CEO Keith McCullough. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ 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 researc...
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3 weeks ago
48 minutes

Hedgeye Podcasts
Hedgeye Investing Summit Fall 2025 | David Rosenberg, Founder & President of Rosenberg Research & Associates
***This Webcast aired live on HedgeyeTV on October 14th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between David Rosenberg, Founder & President of Rosenberg Research & Associates and Hedgeye CEO Keith McCullough. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Signal Strength Stocks Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available ...
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3 weeks ago
52 minutes

Hedgeye Podcasts
Hedgeye NexGen | Episode 24 | Housing (Un)affordability in America
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. 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 m...
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1 month ago
1 hour 15 minutes

Hedgeye Podcasts
The Best of Hedgeye: Jim Rickards → Fed Policy Mistake? Market Risk Rising.
***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 M...
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1 month ago
1 hour 8 minutes

Hedgeye Podcasts
Hedgeye NexGen | Episode 23 | Why The Gold Standard Ended (And What Happened Next)
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 ins...
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1 month ago
1 hour 36 minutes

Hedgeye Podcasts
The Best of Hedgeye: Hugh Hendry → A Macro Reality Check with 'The Acid Capitalist'
**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 p...
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1 month ago
1 hour 3 minutes

Hedgeye Podcasts
Ep.131 Real Conversations → Europe at a Crossroads: Wealth, Politics & the Future of the Continent w/ Alex Pezzoli
***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 contin...
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1 month ago
1 hour 4 minutes

Hedgeye Podcasts
Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 22 | The Federal Reserve
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 ...
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1 month ago
1 hour 33 minutes

Hedgeye Podcasts
The Best of Hedgeye: Marc Cohodes → On The Fall 2022 Investing Summit
**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-p...
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2 months ago
1 hour 8 minutes

Hedgeye Podcasts
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 med...