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 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 investment advice.Hedgeye® is a registered trademark. All Hedegye Real Conversations are the intellectual property of Hedgeye. All rights reserved. For more information, and to subscribe, go to www.hedgeye.com.

Podcasting since 2010 • 603 episodes

Hedgeye Podcasts

Latest Episodes

Software vs. Semis: The Next Battle in AI | Protect the Pile Episode 26

Visit HedgeyeAM.com for more info00:00 – A Strange Market Near All-Time Highs05:20 – Market Rotation, Narrowing Breadth & Investor Positioning07:30 – Why Oil Is Driving Everything Right Now13:50 – When High Energy Prices...

September 19, 2026 • 1:01:38

Ep. 143 Real Conversations | The AI Bubble and the Market Risks Ahead w/ Mike Taylor

**This episode originally aired live on Hedgeye.com on September 15, 2026***Artificial Intelligence is the biggest story in markets. It’s also creating some of the biggest risks.Longtime Hedgeye Nation fan favorite and hedg...

September 15, 2026 • 1:00:44

The AI Gold Rush Meets an Oil Shock | Protect the Pile Episode 25

Visit HedgeyeAM.com for more info00:00 – Markets Return With Oil, Rates & Quad 2 in Focus06:00 – The Weak Dollar Tug-of-War12:30 – Midterms, Politics & the Coming Defense Spending Boom15:00 – Iran, the Red Sea & ...

September 04, 2026 • 1:07:21

Ep. 142 Real Conversations | The Math of America w/ Rick Rule

**This episode originally aired live on Hedgeye.com on August, 26, 2026**Visit Hedgeye.com for more great investing content.Debt keeps climbing. The dollar ke...

August 26, 2026 • 1:03:09

Gold, Market Flows, AI & the Next Investing Regime | Protect the Pile Episode 24

On this episode of Protect the Pile, R. Patrick Kent, Sam Rahman, Brooks Cutright and their guest Jerry Jordan unpack a market increasingly driven by flows, leverage, momentum and corporate buybacks—and what that means for investors trying to s...

August 21, 2026 • 1:01:13

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