Hedgeye Podcasts
Hedgeye Podcasts
Latest Episodes
Lunch Break with Keith & Steve | Financial Media Has Japan Dead Wrong
On Friday afternoon, after US equity markets closed, the United States government bought Japanese yen for the first time in twenty-eight years.And every explanation we've seen from the mainstream media looks like fish floundering....
The Outsider's Edge: Why the Smart Money Is Trapped in a Box | Protect the Pile Episode 22 w/ Nick Nemeth
Visit HedgeyeAM.com for more information00:00 — Welcome to Protect the Pile01:01 — Meet Nick Nemeth of Mispriced Assets02:43 — 20 years in markets at 31: Nick's origin story06:11 ...
The Fed's Next Punch in the Mouth | Protect the Pile Episode 21 w/ Danielle DiMartino Booth
Visit HedgeyeAM.com for more information00:00 Welcome to Protect the Pile with Danielle DiMartino Booth02:01 The Fed’s “Punched in the Mouth” Moment04:34 Kevin Warsh, Fed Independence & the Next Market Test06:12 Commerci...
Ep.141 Real Conversations | Rising Geostrategic Risk: The New Rules for Global Markets w/ John O’Connor
***This webcast originally aired live on Hedgeye.com on July 22, 2026***The age of frictionless globalization is over. Investors are now operating in a world where geopolitical conflict, national security policy, supply-chain control and...
The AI Trade Faces Its First Real Test | Protect the Pile Episode 20
On this episode of Protect the Pile, R. Patrick Kent, Sam Rahman and Brooks Cutright break down a summer market that keeps defying the noise. With the S&P 500 up double digits, small caps suddenly outperforming and the Mag 7 barely positive...