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 s ...
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The Best of Hedgeye: Danielle DiMartino Booth → America's House Of Cards
1:02:47
1:02:47
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1:02:47***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. Sub…
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Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 11 | Housing & Mortgages
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54:50Hedgeye 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…
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Markets Are Cracking | Listen to The Macro Show for Free
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38:39
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38:39***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…
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The Best of Hedgeye: Neil Howe → The Fourth Turning: Navigating The Crisis In America
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1:04:52
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1:04:52**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 …
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Ep.122 Real Conversations: U.S. Representative David Schweikert (R-AZ) → Elephant In The Room: Will Washington Tackle Debt Crisis?
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47:51***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 CEO Keith McCullough and veteran analyst Josh Ste…
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Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 10 | Social Security
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47:16
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47:16Hedgeye 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 McC…
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The Best of Hedgeye: Kyle Bass → China: The Most Reckless Financial Experiment In History
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1:01:02
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1:01:02***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 th…
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The Best of Hedgeye: David Rosenberg → Inflation Tsunami: Investing During A Rising Inflationary Tide
1:14:48
1:14:48
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1:14:48***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 ran…
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Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 9 | Cryptocurrency
1:04:29
1:04:29
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1:04:29Hedgeye 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 investi…
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Trump’s First 30 Days – What’s Happened & What’s Next (with Neil Howe and JT Taylor)
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1:01:34Join 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…
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Ep.121 Real Conversations: Brian "Ponch" Rivera → The Fractal Secret of Decision-Making: TOPGUN Style
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1:04:01Join 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 o…
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Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 8 | How AI Really Works
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56:19
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56:19Hedgeye 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 …
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The Best of Hedgeye: Jim Rickards → Why Gold Is Going To $10,000
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56:27
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56:27***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 i…
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The Best of Hedgeye: Danielle DiMartino Booth → Market Carnage: What May Come Next
1:03:31
1:03:31
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1:03:31***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 subsc…
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Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 7 | Who Wants to be a Millionaire?
1:07:19
1:07:19
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1:07:19Hedgeye 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.…
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Ep.120 Real Conversations: Crystal Ball - Mike Taylor’s 2025 Market Predictions
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1:07:55Start 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 b…
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The Best of Hedgeye: Roy Sebag - The Intelligent Investor’s Guide to Gold, Central Bank Manipulation & The ‘Future of Money’
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56:45***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 cur…
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The Macro Show [FREE EDITION] | January 8th, 2025
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36:22Hosted 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 e…
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Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 6 | Debt (Part 2)
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41:16
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41:16Hedgeye 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 informationa…
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Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 5 | Debt
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51:58
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51:58Hedgeye 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 t…
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The Best of Hedgeye: Michael Saylor On Bitcoin - The Long-Term Bull Case
1:09:23
1:09:23
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1:09:23***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 believe…
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The Best of Hedgeye: DiMartino Booth + McCullough: Fed Policy Mistake? Market Risk Rising
1:01:02
1:01:02
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1:01:02***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 ba…
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Ep.119 Real Conversations: Navigating the New Market Reality - Jim Rickards 1-on-1 w/Keith McCullough
1:15:34
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1:15:34Join 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 implicat…
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Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 4 | Compounding
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44:46Hedgeye 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 t…
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The Best of Hedgeye: The New Great Depression with Jim Rickards
1:11:19
1:11:19
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1:11:19Hedgeye 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…
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Post-Election Analysis: Where do we go from here?
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52:45Join 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…
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Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 3 | Drawdowns
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36:36Hedgeye 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 t…
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Hedgeye Investing Summit Fall 2024 | Eric Larkin, Senior Advisor at McAlvany Precious Metals
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49:54
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49:54This 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 …
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Ep.118 Real Conversations: Steve Hanke, Economist and Professor of Applied Economics, John Hopkins University
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51:42Join 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 #Hedgeye…
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Hedgeye Investing Summit Fall 2024 | Murray Stahl, Chairman, CEO, CIO, Co-Founder, Horizon Kinetics
1:00:44
1:00:44
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1:00:44This 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 Macr…
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Hedgeye Investing Summit Fall 2024 | Marc Cohodes, rabblerouser/short seller
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56:59This 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 …
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Hedgeye Investing Summit Fall 2024 | Michael Cannivet, Founder & CIO of Silverlight Asset Management; Author of The Four Minute Retirement Plan
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50:14This 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 Hedgey…
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Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 2 | Diversification
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38:12
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38:12Hedgeye 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 t…
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Hedgeye Investing Summit Fall 2024 | Dan Rasmussen, Founder and CIO of Verdad Advisers
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47:21
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47:21This 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…
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Hedgeye Investing Summit Fall 2024 | Mike Taylor, Hedge Fund Manager
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59:10
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59:10This 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 T…
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Hedgeye Investing Summit Fall 2024 | Danielle DiMartino Booth, CEO & Chief Strategist, QI Research, Former Fed insider
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48:51
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48:51This 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…
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Hedgeye Investing Summit Fall 2024 | Daniel Lacalle, Chief Economist at Tressis
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52:30This 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 Streng…
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Hedgeye Investing Summit Fall 2024 | Liz Ann Sonders, Chief Investment Strategist, Charles Schwab
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49:32This 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 Macr…
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Hedgeye NexGen: Building Wealth for Young & New Investors - Episode 1
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34:26Hedgeye 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 t…
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Ep.117 Real Conversations: A Masterclass with Tier1 Alpha
1:03:39
1:03:39
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1:03:39BOOM! 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 partne…
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The Call @ Hedgeye [FREE ALL ACCESS WEEK] | September 19, 2024
1:11:07
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1:11:07BOOM! 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 f…
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The Macro Show [FREE ALL ACCESS WEEK] | September 19, 2024
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41:30BOOM! 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 …
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The Macro Show [FREE ALL ACCESS WEEK] | September 18, 2024
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33:29BOOM! 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-t…
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The Macro Show [FREE ALL ACCESS WEEK] | September 17, 2024
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33:19BOOM! 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-t…
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Ep.116 Real Conversations: Judy Shelton, Senior Fellow, Independent Institute
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1:04:22Join 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 th…
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Ep. 115 Real Conversations: Mike Taylor, Portfolio Manager, PINK Shares for the Cure
1:02:42
1:02:42
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1:02:42Join 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 yo…
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America at a Crossroads: Navigating the 2024 Election Amidst a Polarized Landscape
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1:00:48
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1:00:48Join 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 speci…
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CIO Corner | Measuring What Matters with Brian Schroeder
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1:02:18Capital 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. …
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Ep.114 Real Conversations: Jurrien Timmer, Director of Global Macro at Fidelity
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1:03:27
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1:03:27Join 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…
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Ep.113 Real Conversations: Peter Frankopan, an Oxford Professor and renowned historian
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48:35Peter 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 t…
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