Hedgeye Podcasts
Episodes
589 episodes
The Rebalance Steamroller | Protect the Pile Episode 16
In this episode of Protect the Pile, the RPK, Sam & Brooks discuss the market’s hidden flow machine. Brooks breaks down the June quarterly rebalance, explaining how Marvell, Flextronics, SpaceX, and major index changes forced large-scale bu...
The Fed (Finally) Admits the Problem | Rooster Reacts | June 18, 2026
"Rooster Reacts" returns after a long break with Ryan “Rooster” Ricci evaluating Kevin Warsh’s first meeting as the new Fed chair. Ricci frames Warsh as “the new sheriff in town” and focuses on whether he can restore Fed credibility after years...
Neil Howe on the SpaceX IPO: Party Like It’s 1999? | Protect the Pile Episode 15
In this episode of Protect the Pile, Hedgeye Asset Management portfolio managers R. Patrick Kent, Sam Rahman, Brooks Cutright, and Neil Howe unpack whether today’s AI frenzy looks more like 1999, the railroad bubble, or something entirely new. ...
Ep.140 Real Conversations | The Fractals of Finance: Richard Brennan on the Hidden Geometry of Markets
***This webcast originally aired live on Hedgeye.com on June 9, 2026***Markets may look chaotic. But are they truly random?In this special Real Conversation, Hedgeye Founder and CEO
The Market’s Weak Zebra | Protect the Pile Episode 14
In the latest episode of Protect the Pile, RPK and Sam break down a volatile market setup: strong U.S. growth data, tightening dollar liquidity, tech factor reversals, and continued strength in semiconductors despite a sharp pullback. ...
When Passive Money Meets Mega IPOs | Protect the Pile Episode 13
In this episode of Protect the Pile, the team covers liquidity-driven market strength, record S&P levels, resilient global equities, and oil’s strange weakness despite tightening inventories. Patrick Kent, Sam Rahman, David Salem, and new H...
Ep. 139 Real Conversations | Resilience & Winning Through Uncertainty w/ Sam Goodwin
We hosted a powerful "Real Conversation" between Hedgeye CEO Keith McCullough and Sam Goodwin — bestselling author, keynote speaker, and g...
"The Machine Runs on Liquidity" | Protect the Pile Episode 12
In this episode of Protect the Pile, RPK and Sam discuss strong earnings, tech leadership, lower volatility, and a possible Quad 2-to-Quad 3 transition favoring healthcare over industrials. Nvidia’s results were strong, but AI bottlenecks are s...
Former Top Gun Pilot on Hallucinogens, PTSD & the Abyss
Brian "Ponch" Rivera's 28-year U.S. Navy career as a F-14 Top Gun aviator is one marked by exceptional leadership and operational expertise. But it wasn't without tremendous sacrifice. He opens in the cockpit on a 2001 training miss...
Ep.138 Real Conversations → Markets, the Economy & the Global Risk Landscape w/ Jim Rickards
***This webcast originally aired live on Hedgeye.com on May 14, 2026***In a market environment defined by whiplash, uncertainty, and rapidly shifting narratives, clarity is more valuable than ever.Join us for a Real Conversation b...
'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 ...
