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.
Episodes
556 episodes
The Macro Show [FREE EDITION] 2/4/2026
https://app.hedgeye.com/su/join-the-macro-showGet more information about our investing products on Hedgye.com https://accounts.hedgeye.com/productsThe Macro Show provides actionable global macro analysis, contraria...
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32:08
Ep.136 Real Conversations → Jan van Eck on Global Macro Forces and the Next Investment Regime
***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 ...
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52:57
"The Ship Would Sink In Two Months" | Protect the Pile: Episode 5
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 th...
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1:18:43
CIO Corner: Capitalizing on Japan (Pt. III) w/ Andrew McDermott
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.
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1:03:59
Platform Paradigms | A Fireside Chat with Sam Rahman
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 implicatio...
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1:09:39
Hedgeye NexGen | Episode 29 | The ETF Wall of Shame
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 tr...
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1:05:55
Ep.135 Real Conversations → Crystal Ball: Mike Taylor’s 2026 Market Predictions
***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 we...
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1:08:22
Ep.134 Real Conversations → Beyond the Singularity: Tech, Power, Money, and a World in Rapid Transition w/ Dr. Pippa Malmgren
***This webcast originally aired live on Hedgeye.com on January 13th, 2026***Hedgeye CEO Keith McCullough is joined by economist, tech entrepreneur, and author
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50:13
Hedgeye NexGen | Episode 28 | Gen Z Expenses
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 fina...
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43:13
Japan Dreams & Data Center Reality Checks | Protect the Pile: Episode 4
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-nonse...
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1:07:23
Ep.133 Real Conversations → Inside Credit: Rates, CLOs, and the Next Phase of the Cycle w/ Ross Burnaman
***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
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1:04:15
Hedgeye NexGen | Episode 27 | Inside Portfolio Management (w/ R. Patrick Kent)
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 ...
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1:07:57
"Phase Two of AI: Who’s Got Staying Power?" | Protect the Pile: Episode 3
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....
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1:04:41
Hedgeye NexGen | Episode 26 | Trumponomics & Recent Inflation
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 digs into the economic policies of the Trump and Biden administrations and how they have - and haven't ...
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49:29
The Best of Hedgeye: Bent Hunt → A Day Of Reckoning Coming?
**This webcast originally aired live on Hedgeye.com on May 12, 2020**Join Hedgeye CEO Keith McCullough and Epsilon Theory CIO Ben Hunt for a pro-to-pro investing discussion about the current market environment.
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1:04:56
Ep. 132 Real Conversations | Jim Rickards: Gold, Chaos and the Great Reckoning Ahead
Get the BEST DEALS we offer ALL YEAR! CLICK HERE to access our Cyber November sale.***This webcast originally aired live on Hedgeye.com on November 19, 2025***Hedgeye Found...
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1:15:22
"Two-Day Market Hyperventilation" | Protect the Pile: Episode 2
For more information, visit hedgeyeam.comProtect 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...
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1:11:20
Stagflation to Goldilocks: 7 ETFs to Front-Run the Move & Profit
Wall Street consensus is behind the curve—again. Markets are pivoting fast from Stagflation to Goldilocks. If you're not positioned for the shift, you're already at risk of missing the most bullish Macro setup since 2020. <...
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59:01
Protect the Pile: A Hedgeye Asset Management Podcast | Episode 1
"Flirting with All-Time Highs: AI Spending, Small Cap Hope, and Things That Go Bump in the Night"Welcome to the inaugural episode of Protect the Pile, the investment show where real money managers talk real markets.With the S&...
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1:06:08
Hedgeye NexGen | Episode 25 | Government Shutdowns
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 explains what government shutdowns are, why they happen, how they affect (and don't affect) the economy...
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59:26
Hedgeye Investing Summit Fall 2025 | Hedgeye Asset Management Portfolio Managers Sam Rahman, R. Patrick Kent, & David Salem
***This Webcast aired live on HedgeyeTV on October 16th, 2025***This is an exclusive "Hedgeye Investing Summit" interview between Hedgeye Asset Management Portfolio Managers Sam Rahman,
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1:03:43
Hedgeye Investing Summit Fall 2025 | Neil Howe, Author of The Fourth Turning; Hedgeye Demography Head, & JT Taylor, Hedgeye Washington Policy Analyst
***This Webcast aired live on HedgeyeTV on October 16th, 2025***This is an exclusive "Hedgeye Investing Summit" interview between Neil Howe, Author of The Fourth Turning; Hedgeye...
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49:09
Hedgeye Investing Summit Fall 2025 | Steve Diggle, Founder & CEO, Vulpes Investment Management
***This Webcast aired live on HedgeyeTV on October 16th, 2025***This is an exclusive "Hedgeye Investing Summit" interview between Steve Diggle, Founder & CEO, V...
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47:58
Hedgeye Investing Summit Fall 2025 | Liz Ann Sonders, Chief Investment Strategist, Charles Schwab & Co
***This Webcast aired live on HedgeyeTV on October 15th, 2025***This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders, Chief Investment Strategist, Charles Schw...
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49:07