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Hedgeye Podcasts

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... Read more

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Weekly Notebook Review | Looking Past CPI $SPY $QQQ $USO $TLT $EEM | August 9, 2023

Weekly Notebook Review | Looking Past CPI $SPY $QQQ $USO $TLT $EEM | August 9, 2023

Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts #HedgeyeNation to review key data sets, signals and... Read more

10 Aug 2023

1hr 26mins

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Weekly Notebook Review | Vol Up, USD Up, Rates Up $SPY $QQQ $USO $GLD | August 2, 2023

Weekly Notebook Review | Vol Up, USD Up, Rates Up $SPY $QQQ $USO $GLD | August 2, 2023

With a special guest appearance by Mike Taylor (@Mike_Taylor1972).Visit Hedgeye.com for more great investing content.Eac... Read more

3 Aug 2023

1hr 53mins

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Ep.104 Real Conversations: Alternative Investments with Anthony Zhang, Cormac Kinney & Artem Milinchuk

Ep.104 Real Conversations: Alternative Investments with Anthony Zhang, Cormac Kinney & Artem Milinchuk

There's no shortage of disconcerting economic data in the current #Quad4 macro environment. But if you know where to loo... Read more

1 Aug 2023

1hr 3mins

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Unscripted Equity Curiosity Season 3 Episode 14: Mid Earnings Check In: Hints Of Optimism In US Ad Recovery, China Stimulus Ahead

Unscripted Equity Curiosity Season 3 Episode 14: Mid Earnings Check In: Hints Of Optimism In US Ad Recovery, China Stimulus Ahead

This is a Hedgeye podcast featuring sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedm... Read more

29 Jul 2023

38mins

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Weekly Notebook Review | July Inflation Re-Accelerating $SPY $QQQ $USO | July 27, 2023

Weekly Notebook Review | July Inflation Re-Accelerating $SPY $QQQ $USO | July 27, 2023

With special guest appearances by Hedgeye CEO Keith McCullough (@KeithMcCullough) and Mike Taylor (@Mike_Taylor1972).Vis... Read more

27 Jul 2023

2hr 28mins

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The Pitch: 6 Hedgeye Analysts. 6 Stock Ideas. 60 Minutes. | July 26, 2023

The Pitch: 6 Hedgeye Analysts. 6 Stock Ideas. 60 Minutes. | July 26, 2023

During this special HedgeyeTV webcast, six Hedgeye analysts will pitch one of their high-conviction stock ideas (Long or... Read more

26 Jul 2023

59mins

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Ep.103 Real Conversations: Dan Rasmussen, Founder and CIO of Verdad Advisers

Ep.103 Real Conversations: Dan Rasmussen, Founder and CIO of Verdad Advisers

In this new Real Conversation, Hedgeye CEO Keith McCullough will be joined by Dan Rasmussen, Founder and CIO of Verdad A... Read more

18 Jul 2023

1hr 5mins

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Weekly Notebook Review | Earnings Season Is Upon Us! $SPY $QQQ $USO $GLD | July 13, 2023

Weekly Notebook Review | Earnings Season Is Upon Us! $SPY $QQQ $USO $GLD | July 13, 2023

Visit Hedgeye.com for more great investing content.Each week, Hedgeye’s Robert McGroarty (@HedgeyeRJM on Twitter) hosts ... Read more

13 Jul 2023

1hr 1min

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"Capitalizing on Japan" with David Salem & Andrew McDermott

"Capitalizing on Japan" with David Salem & Andrew McDermott

Hedgeye's Managing Director of Capital Allocation David Salem sits down with Andrew McDermott, Founder and President of ... Read more

11 Jul 2023

1hr 2mins

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Unscripted Equity Curiosity Season 3 Episode 13: “Is today’s A.I climate similar to 1999’s Internet Boom" (Plus China Trade War Impact on Semiconductor Multiples)

Unscripted Equity Curiosity Season 3 Episode 13: “Is today’s A.I climate similar to 1999’s Internet Boom" (Plus China Trade War Impact on Semiconductor Multiples)

This is a Hedgeye podcast featuring sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedm... Read more

8 Jul 2023

42mins

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