Hedgeye Podcasts
Episodes
579 episodes
'It's the Liquidity, Stupid' | Protect the Pile Episode 11
In the latest Protect the Pile, Patrick Kent, Sam Rahman, David Salem, and John McNamara tackle a market that refuses to crack despite geopolitical shocks, oil disruptions, rising rates, and unresolved risks. The crew debates whether this is th...
Hedgeye Investing Summit Spring 2026 | Mike Taylor, Portfolio Manager of PINK Shares for the Cure
***This webcast originally aired live on Hedgeye.com on April 23, 2026***This is an exclusive "Hedgeye Investing Summit" interview between Mike Taylor, Hedge Fund Veteran, Portfolio Mana...
Hedgeye Investing Summit Spring 2026 | Nancy Davis, Founder & CIO of Quadratic Capital
***This webcast originally aired live on Hedgeye.com on April 23, 2026***This is an exclusive "Hedgeye Investing Summit" interview between Nancy Davis, Founder & CIO of Quadratic Capita...
Hedgeye Investing Summit Spring 2026 | Daniel Lacalle, Chief Economist at Tressis
***This webcast originally aired live on Hedgeye.com on April 23, 2026***This is an exclusive "Hedgeye Investing Summit" interview between Daniel Lacalle, Chief Economist at Tressis, and Hed...
Hedgeye Investing Summit Spring 2026 | Josh Crumb & Jeff Currie, Abaxx Technologies
***This webcast originally aired live on Hedgeye.com on April 22, 2026***This is an exclusive "Hedgeye Investing Summit" interview between Josh Crumb, Founder & CEO of Abaxx Technologies, ...
Hedgeye NexGen | Episode 35 | Wealth Inequality (The K-Shaped Economy)
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 discusses the growing wealth inequality in the U....
Hedgeye Investing Summit Spring 2026 | Jim Bianco, Founder & President of Bianco Research
***This webcast originally aired live on Hedgeye.com on April 22, 2026***This is an exclusive "Hedgeye Investing Summit" interview between Jim Bianco, Founder & President of Bianco Re...
Hedgeye Investing Summit Spring 2026 | Steve Hanke, Prof. of Applied Economics
***This webcast originally aired live on Hedgeye.com on April 22, 2026***This is an exclusive "Hedgeye Investing Summit" interview between Steve Hanke, Prof. of Applied Economics at John Hop...
Hedgeye Investing Summit Spring 2026 | Chris Whalen, Chairman of Whalen Global Advisors
***This webcast originally aired live on Hedgeye.com on April 21, 2026***This is an exclusive "Hedgeye Investing Summit" interview between Chris Whalen, Chairman of Whalen Global Advisor...
Hedgeye Investing Summit Spring 2026 | Hedgeye Asset Management
***This webcast originally aired live on Hedgeye.com on April 21, 2026***This is an exclusive "Hedgeye Investing Summit" interview between Hedgeye Asset Management Portfolio Managers R. Patr...
Hedgeye Investing Summit Spring 2026 | David Rosenberg, Founder & President of Rosenberg Research & Associates
***This webcast originally aired live on Hedgeye.com on April 21, 2026***This is an exclusive "Hedgeye Investing Summit" interview between David Rosenberg, Founder & President of Rosenb...
Calm Surface, Cracks Beneath: Oil Shocks, Credit Risk & AI Disruption | Protect the Pile Episode 10
This week on Protect the Pile, the team unpacks a market that appears calm on the surface but is highly volatile underneath. While the S&P 500 sits roughly flat on the year, geopolitical shocks—particularly the Iran conflict—have driven sha...
Hedgeye NexGen | Episode 34 | Financial Planning
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 sits down with Hedgeye analyst Bennett to give ti...
War Risk Meets Oil Shock: What Breaks Next? | Protect the Pile Episode 9
This week on Protect the Pile, the team breaks down a market being hit from every angle: war risk in the Middle East, oil above $110, rising volatility, and a sharp shift from bullish setups to a far more defensive tape. They explore why invest...
Hedgeye NexGen | Episode 33 | Inflation (Iran Conflict Edition)
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 dives back into how inflation is calculated, why ...
War, Oil, and a Market Repricing in Real Time | Protect the Pile: Episode 8
In this episode, RPK, Sam, David & Neil Howe explain why the escalating U.S.-Israel-Iran conflict and closure of the Strait of Hormuz could mark a major turning point for markets. They examine the oil shock, rising stagflation risk, and bro...
Ep.137 Real Conversations → The Investor’s Edge: ‘Primal Intelligence’ in Markets w/ Angus Fletcher
***This webcast originally aired live on Hedgeye.com on March 5, 2026***Hedgeye Founder and CEO Keith McCullough sits down with Primal Intelligence author
Hedgeye NexGen | Episode 32 | How to Trade ETFs
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 brokerag...
AI Capex - Back to Infrastructure | Protect the Pile: Episode 7
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 A...
The AI Arms Race: How 'Content Flood' Reshapes The Map | Paradigm Platforms - Episode 2
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 laye...
Hedgeye NexGen | Episode 31 | CHICKEN WARS! (And the State of the Consumer)
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 an...
Hedgeye NexGen | Episode 30 | The Volatility of Bubbles
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...
"A Gothic Horror In The Middle of a Pretty Good Time" | Protect The Pile: Episode 6
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 c...