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PODCAST

Hedgeye Podcasts

Hedgeye Risk Management

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 specific

business investing

All Episodes

59:47

Ep.137 Real Conversations → The Investor’s Edge:...

Hedgeye Podcasts ·

2026/03/05

***This webcast originally aired live on Hedgeye.com on March 5, 2026*** Hedgeye Founder and CEO Keith McCullough sits down with Primal Intelligence author Angus Fletcher for a Real Conversation that goes straight to the source of performance: how the human mind actually works under uncertainty. Keith has mentioned Primal Intelligence multiple times on The Macro Show and in The Early Look because the book challenges something most investors take for granted — that better logic automatically l...

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69:53

Hedgeye NexGen | Episode 32 | How to Trade ETFs

Hedgeye Podcasts ·

2026/03/01

Hedgeye NexGen is for new and young investors. 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 helps his producer, Eric, open his first brokerage account and discusses some of the do's and dont's of trading ETFs. This episode is a great starting point for people just getting into trading! Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this...

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75:17

AI Capex: Back to Infrastructure | Protect the Pile -...

Hedgeye Podcasts ·

2026/02/28

Markets are pushing new highs, but RPK, Sam and John argue the tape still feels “choppy”—with volatility staying sticky and credit showing early warning signs. They then unpack the AI buildout: why software’s upside may get pressured as AI agents reshape pricing, and why the real bottleneck could be “stuff” like data centers, chips, and especially power. Guest Jay Van Sciver lays out what this could mean for industrials and the grid, then they hit transports/tariffs, detour into T...

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67:11

The AI Arms Race: How 'Content Flood' Reshapes The...

Hedgeye Podcasts ·

2026/02/22

Go to Hedgeye.com and HedgeyeAM.com for more. Join us for an exclusive discussion with Sam Rahman, Portfolio Manager at Hedgeye Asset Management, as we dig into the accelerating platform shift from the application layer to the agent layer and what it means for software valuations, competitive positioning, and the broader investment landscape. We will walk through key elements of our agent layer thesis — including the three-tier margin cascade that is structurally repricing enterprise softwar...

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63:50

Hedgeye NexGen | Episode 31 | CHICKEN WARS! (And the...

Hedgeye Podcasts ·

2026/02/20

Hedgeye NexGen is for new and young investors. Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode: CHICKEN WARS! Ryan is joined by Hedgeye Restaurants analyst Bennett Cheer to discuss the state of the casual dining sector, how the American consumer is faring, and to taste test a LOT of chicken sandwiches. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now!...

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67:34

Hedgeye NexGen | Episode 30 | The Volatility of Bubbles

Hedgeye Podcasts ·

2026/02/08

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 does a deep dive on the fundamentals of volatility and how they can create bubbles in assets like we've seen recently in Bitcoin and Gold. 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. D...

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71:18

"A Gothic Horror In The Middle of a Pretty Good Time"...

Hedgeye Podcasts ·

2026/02/07

In this episode, RPK, Sam and David welcome Neil Howe, author of "The Fourth Turning" to discuss the state of markets, currencies, and geopolitics in the context of his groundbreaking theory. They then dive into the Bitcoin and cryptocurrency crash. 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. Ev...

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32:08

The Macro Show [FREE EDITION] 2/4/2026

Hedgeye Podcasts ·

2026/02/04

https://app.hedgeye.com/su/join-the-macro-show Get more information about our investing products on Hedgye.com https://accounts.hedgeye.com/products The Macro Show provides actionable global macro analysis, contrarian insights, data-driven investment ideas, and a proven macro process before the market opens. Hosted by Hedgeye CEO Keith McCullough. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCulloug...

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52:57

Ep.136 Real Conversations → Jan van Eck on Global...

Hedgeye Podcasts ·

2026/02/03

***This webcast originally aired live on Hedgeye.com on February 3rd, 2026*** Hedgeye Founder and CEO Keith McCullough sits down 1-on-1 with Jan van Eck, CEO of global asset manager VanEck, for a new Real Conversation focused on macro regime shifts, market risks, and the long-term forces reshaping global finance. Van Eck explains why VanEck’s investment framework begins with global macro drivers — including geopolitics, monetary policy, inflation risk, and technological change — rather than s...

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78:43

"The Ship Would Sink In Two Months" | Protect the...

Hedgeye Podcasts ·

2026/01/28

In this episode, RPK and Sam welcome Hedgeye Financials analysts Josh Steiner and Drago Malesevic to discuss the payments space and the bombshell proposal from the Trump administration to cap credit card APR rates to 10%. 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 ...

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63:59

CIO Corner: Capitalizing on Japan (Pt. III) w/ Andrew...

Hedgeye Podcasts ·

2026/01/25

CIO Corner, hosted by Hedgeye Asset Management Portfolio Manager David Salem, returns for 2026 with the third installment in a series of discussions on investing in Japan. David welcomes back Andrew McDermott to continue the discussion. 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 market cycles, avoi...

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69:39

Platform Paradigms | A Fireside Chat with Sam Rahman

Hedgeye Podcasts ·

2026/01/24

Andrew Freedman, Communications and Software Sector Head at Hedgeye, hosted a fireside chat with Sam Rahman, Portfolio Manager at Hedgeye Asset Management. The discussion centered on the rapidly evolving AI landscape and its profound implications for technology platform positioning, competitive moats, and digital commerce infrastructure. This conversation represents the first in what is intended to be an ongoing series of strategic dialogues between research and portfolio management perspecti...

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65:55

Hedgeye NexGen | Episode 29 | The ETF Wall of Shame

Hedgeye Podcasts ·

2026/01/23

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 creates a "Wall of Shame" tier list of some of the worst ETFs on the market that he says are ripping traders off. 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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68:22

Ep.135 Real Conversations → Crystal Ball: Mike...

Hedgeye Podcasts ·

2026/01/22

***This webcast originally aired live on Hedgeye.com on January 22nd, 2026*** Our friend Mike Taylor has an uncanny knack for identifying winning opportunities and getting things right well ahead of the crowd. He’s built a reputation for being early, decisive, and right when it matters. A familiar face and fan favorite on HedgeyeTV, the hedge fund veteran sits down with Founder and CEO Keith McCullough for a no-holds-barred, 1-on-1 discussion on what’s next for markets. Expect a candid, unscr...

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50:13

Ep.134 Real Conversations → Beyond the Singularity:...

Hedgeye Podcasts ·

2026/01/13

***This webcast originally aired live on Hedgeye.com on January 13th, 2026*** Hedgeye CEO Keith McCullough is joined by economist, tech entrepreneur, and author Dr. Pippa Malmgren for a must-watch edition of Real Conversations. Pippa believes we are no longer approaching a singular technological turning point. We are already living through a multiplicity of breakthroughs, with massive evolutionary leaps happening simultaneously across technology, money, and society itself. While innovation ac...

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43:13

Hedgeye NexGen | Episode 28 | Gen Z Expenses

Hedgeye Podcasts ·

2025/12/24

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 and Macro analyst Matt Cooper discuss the mountain of expenses facing Gen Z that is impeding their financial growth. 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 navigat...

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67:23

Japan Dreams & Data Center Reality Checks | Protect...

Hedgeye Podcasts ·

2025/12/19

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 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-test...

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64:15

Ep.133 Real Conversations → Inside Credit: Rates,...

Hedgeye Podcasts ·

2025/12/17

***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...

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68:23

Hedgeye NexGen | Episode 27 | Inside Portfolio...

Hedgeye Podcasts ·

2025/12/08

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 RPK) to discuss the ins and outs of what it means to be a portfolio manager. 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 Friday sale star...

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65:07

"Phase Two of AI: Who’s Got Staying Power?" | Protect...

Hedgeye Podcasts ·

2025/12/06

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 media, it is real-world experience, focused o...

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564 results

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