Podcasts by Hedgeye Podcasts

Podcast Special: Neil Howe On Coronavirus Outlook&Its Impact On The Global Economy from 2020-03-12T14:00

**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 Chi...

Ep 55 Real Conversations: John Taylor, Chairman&CEO, Taylor Global Vision from 2020-03-05T15:00

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 learne...

Ep 54 Real Conversations: Raoul Pal, Co-Founder, Real Vision (with Guest Host Neil Howe) from 2020-03-04T08:00

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 Vi...

FREE Podcast Replay Edition of"The Macro Show"(2/28/2020) from 2020-02-28T10:00

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. e...

In The Trenches with Darius Dale: Financial Market Outlook ? Is A Big Rotation Underway? from 2020-02-25T10:00

***This webcast originally aired live on Hedgeye.com on February 11, 2020***

Get access to Hedgeye's FREE Market Brief newsletter: Andrew Left thinks shares of Netflix are heading to $350.

Jeff Snider:"Global Growth Slowing&The U.S. Dollar Liquidity Shortage"(Hedgeye Investing Summit) from 2019-11-12T07:00

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 ...

(Webcast Replay) Risk(s) Rising ? Where to Invest Right Now from 2019-11-06T14:00

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...

Neil Howe:"A'Sobering Outlook'For The U.S. Economy"(Hedgeye Investing Summit) from 2019-11-06T07:00

This is an exclusive "Hedgeye Investing Summit" interview with world-renowned demographer Neil Howe.

This Hedgeye Investing Summit interview originally streamed live on Hedgey...

Jurrien Timmer:"Stormy Weather Ahead For Markets"(Hedgeye Investing Summit) from 2019-11-05T10:00

This is an exclusive "Hedgeye Investing Summit" interview with Jurrien Timmer, director of global macro at Fidelity.

This Hedgeye Investing Summit interview originally streame...

Ep 50 Real Conversations: Danielle DiMartino Booth - Global'Black Hole'Risk Rising from 2019-09-26T07:00

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 am...

The Macro Show: Navigating This'Black Hole Of Risk' from 2019-09-03T13:00

U.S. growth is slowing. Most investors are unprepared for this developing reality.

Financial markets have been telling you this for some time now.

• ...
  Listen

Ep 49 Real Conversations: Raoul Pal - Is A Recession Coming? from 2019-08-13T07:00

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 Keit...

Ep 48 Real Conversations: Jim Rickards - How To Protect Your Wealth When This Bubble Bursts from 2019-08-06T07:00

Ep 47 Real Conversations: One-On-One With Renowned Short-Seller Marc Cohodes from 2019-06-26T12:00

We hosted a “no-holds-barred” investing webcast between renowned short-seller Marc Cohodes and Hedgeye CEO Keith McCullough.

(Neil Howe. He discusses a wide range o...

The Macro Show: Prepare Your Portfolio for the Year to Come from 2019-01-04T12:00

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 M...

Ep 43 - Real Conversations: The Intelligent Investor’s Guide to Gold, Central Bank Manipulation&The ‘Future of Money’ with Roy Sebag from 2018-12-14T11:00

In this edition of Real Conversations, Goldmoney Founder and CEO Roy Sebag sits down with Hedgeye CEO Listen

Quad4: The Worst Is Yet To Come from 2018-11-26T16:00

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...

McCullough: How I Built My Wealth Without Huge Drawdowns from 2018-11-06T14:00

“Don’t lose money.” That’s Risk Management Rule #1.

The current, volatile market terrain indicates trouble ahead. It’s already happenin...

The Macro Show Webcast (Replay): Sell The Bounce? from 2018-11-01T00:00

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% ...
  Listen

Hedgeye Investing Summit:"U.S. Stocks: Time to Develop An Exit Strategy?"with Chris Ciavacco from 2018-10-30T00:00

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 ...

Hedgeye Investing Summit:"The Eurozone’s Coming Debt Crisis"with Daniel Lacalle from 2018-10-29T00:00

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 inv...

Hedgeye Investing Summit:"Are We In Another Slow-Motion Meltdown?"with Jim Rickards from 2018-10-26T00:00

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...

Hedgeye Investing Summit:"Smartest Guy in the Room Talks Gold, Crypto&Manias"with Josh Crumb from 2018-10-25T00:00

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 ...

Hedgeye Investing Summit:"Does Fed Tightening Trigger a Crisis?"with Chris Whalen from 2018-10-25T00:00

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 o...

Hedgeye Investing Summit:"The Outlook for Retail&Gaming Stocks"with Brian McGough and Todd Jordan. from 2018-10-24T00:00

This is an exclusive "Hedgeye Investing Summit" interview between Hedgeye Retail analyst Brian McGough, Gaming, Lodging & Leisure analyst Todd Jordan and Hedgeye CEO Keith McCullou...

Hedgeye Investing Summit:"The Art of Short Selling"with Andrew Left from 2018-10-24T00:00

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 investor...

Hedgeye Investing Summit:"Is Tesla's Day of Reckoning Coming Soon?"with Charley Grant&Jay Van Sciver from 2018-10-23T00:00

This is an exclusive "Hedgeye Investing Summit" interview between WSJ investing journalist Charley Grant and Hedgeye Industrials analyst Jay Van Sciver.

We gathered s...

Hedgeye Investing Summit:"Beware This Late Cycle U.S. Economy"with Keith McCullough from 2018-10-23T00:00

This is an exclusive "Hedgeye Investing Summit" podcast replay with Hedgeye CEO Keith McCullough on the investing implications of U.S. #GrowthSlowing.

We gathered som...

Hedgeye Webcast: The Big Winner (And Loser) Stocks In The Restaurant Industry from 2018-08-30T00:00

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 ...

Hedgeye Webcast: Is The Worst Yet To Come At Tesla? from 2018-08-24T00:00

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 Researc...

Ep 42 - Real Conversations: The Massive Tectonic Shifts in the Global Economy with Pippa Malmgren from 2018-08-15T00:00

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...

Hedgeye Webcast: The Market Is Getting Ready To Rotate from 2018-08-08T00:00

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 a...

Ep 41 - Real Conversations: The"Synchronized Global Recovery"Is Falling Apart with Daniel Lacalle from 2018-03-09T00:00

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 e...

Ep 40 - Real Conversations: MacroVoices'Erik Townsend -The Future of Cryptocurrencies from 2018-02-23T00:00

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...

Ep 39 - Real Conversations: Legendary Investor Mario Gabelli's Best Stock Ideas for 2018 from 2018-01-30T00:00

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. Foll...

Ep 38 - Real Conversations: Josh Crumb - Bitcoin Boom or Bust? from 2017-12-18T00:00

1. 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 bil...

Ep 37 - Real Conversations: John Mauldin - Crisis On The Horizon? Biggest Risks to this Bull Market from 2017-11-02T00:00

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 ti...

Ep 36 - Real Conversations: Daniel Lacalle - AMZN vs. WMT Reveals Everything You Need to Know About US Economy from 2017-10-27T00:00

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 PIMC...

Ep 35 - Real Conversations: Jim Rickards - Trouble Ahead? from 2017-10-18T00:00

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 Conversatio...

Ep 34 - Real Conversations: Daniel Lacalle - Escape from the Central Bank Trap from 2017-08-07T00:00

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 forc...

Ep 33. - Real Conversations: Christopher Whalen - Trump Can't Prevent U.S. Economy from Fading in 2017 from 2017-05-04T00:00

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 ...

Ep. 32 - Real Conversations: Jim Rickards"The Death of Money" from 2017-04-21T00:00

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.

Ep. 31 - Real Conversations: Stefan Wieler -  A Deep Dive on What’s Next with a Top Commodities Strategist from 2017-04-20T00:00

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. Gol...

Ep. 30 - Real Conversations: Pippa Malmgren - Investing In An Age of Global Angst from 2017-03-10T00:00

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, Britai...

Ep. 29 - Real Conversations: Danielle DiMartino Booth - Our Central Bank Is Failing, Here’s How to Fix It from 2017-03-03T00:00

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 moneta...

Ep. 28 - Real Conversations: Dan Alpert- Us Economy Will Go Crazy  from 2017-02-09T00:00

“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 ...

Ep. 27 - Real Conversations: Bradley Belt -Retirement Guru: Social Security Is Broken, But Fixable  from 2017-02-03T00:00

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 p...

Ep. 26 - Real Conversations: Josh Crumb - GOLD: The Complete Investor’s Guide From the Smartest Guy In the Room from 2017-01-18T00:00

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 journalis...

Ep. 25 - Real Conversations: Gary Shilling- 35 year Bull Market from 2017-01-13T00:00

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. ...

Ep. 24 - Real Conversations: Richard L. Peterson - How to Successfully Trade Sentiment from 2016-09-29T00:00

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 o...

Ep. 23 - Real Conversations: Michael Aronstein ‘Unplugged’ on the Biggest Market Risks from 2016-09-22T00:00

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...

Ep. 22 - Real Conversations: Lasse H. Pedersen- How the Smart(est) Money Invests from 2016-08-05T00:00

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” ...

Ep. 21 - Real Conversations: Benn Steil - Mercurial Central Bankers  from 2016-06-03T00:00

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 sign...

Ep. 20 - Real Conversations: Pelosky: Our Worrisome ‘Tri Polar World’ and Its Global Implications from 2015-11-11T00:00

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...

Ep. 19 - Real Conversations: Seeing What Others Don’t with Dr. Gary Klein from 2015-10-09T00:00

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 ...

Ep. 18 - Real Conversations: Stephen Roach on Global Imbalances, Risks and How It All Ends from 2015-04-06T00:00

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.

Ep. 17 - Real Conversations: How Firefly Founder Tom Markusic Is Changing the New Space Paradigm from 2015-02-19T00:00

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 launc...

Ep. 16 - Real Conversations: Dan Alpert - A Dire Appraisal  from 2014-11-18T00:00

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 worl...

Ep. 15 - Real Conversations: Crisis Coming? Stockman on ‘Likely Global Recession’&Consequences of the Fed from 2014-11-13T00:00

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 ...

Ep. 14 - Real Conversations: Hanke, McCullough Talk Macro, Money Supply and More from 2014-10-14T00:00

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 Fello...

Ep. 13 - Real Conversations: O'Rourke - Beware of the Bear-Mageddon from 2014-09-05T00:00

Ep. 12 - Real Conversations: Neil Howe - Historian and Author of"The Fourth Turning" from 2014-08-01T00:00

Hedgeye CEO Keith McCullough sits down with author and historian Neil Howe in our latest edition of Real Conversations.

Ep. 11 - Real Conversations: Kudlow&McCullough Duke It Out on Inflation from 2014-07-25T00:00

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.

Ep. 10 - Real Conversations: Chris Whalen on Housing Banks Economic Risk from 2014-06-18T00:00

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...

Ep. 9 - Real Conversations: James Grant of Grant's Interest Rate Observer from 2014-06-12T00:00

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...

Ep. 8 - Real Conversations: Schwab's Liz Ann Sonders Unplugged with Keith McCullough from 2014-06-03T00:00

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 &qu...

Ep. 7 - Real Conversations:  Rickards, McCullough Unplugged on Fed, USD, Economy&More from 2014-05-09T00:00

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.

Ep. 6 - Real Conversations: Buddy Carter - Managing Emotions when trading  from 2014-04-29T00:00

Buddy Carter and Keith McCullough walk through why it’s crucial for investors to have a repeatable process.

Ep. 5 - Real Conversations: Biderman - Beware of the"Ideas of April" from 2014-03-21T00:00

Ep. 4 - Neil Peplinksi- Keith Talks to Top Chief Investment Officer from 2014-03-13T00:00

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.

Ep. 3 - Real Conversations - Andrew Huszar - The Fed, Tapering and the Future from 2013-12-18T00:00

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.

Ep. 2 - Real Conversations: Peter Schiff talks Bubbles, Roubini and Bailouts from 2010-05-28T00:00

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 ...

Ep. 1 -Real Conversations: Lacamp, McCullough Unplugged on Markets, Fed&the Economic Zeitgeist from 2010-05-22T00:00

Ep. 1 -Real Conversations: Lacamp, McCullough Unplugged on Markets, Fed&the Economic Zeitgeist from 2010-05-22T00:00

Ep. 1 -Real Conversations: Lacamp, McCullough Unplugged on Markets, Fed&the Economic Zeitgeist from 2010-05-22T00:00