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
545 episodes
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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1:08:23
"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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1:05:07
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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49:55
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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1:05:22
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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1:15:48
"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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1:11:46
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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59:27
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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1:06:34
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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59:52
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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1:04:09
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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49:35
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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48:24
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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49:33
Hedgeye Investing Summit Fall 2025 | Richard Excell, Former Hedge Fund PM; Finance Professor
***This Webcast aired live on HedgeyeTV on October 15th, 2025***This is an exclusive "Hedgeye Investing Summit" interview between Richard Excell, Former Hedge Fund PM; Finan...
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48:23
Hedgeye Investing Summit Fall 2025 | Jared Kubin, Founder & CIO of Issachar Technologies
***This Webcast aired live on HedgeyeTV on October 15th, 2025***This is an exclusive "Hedgeye Investing Summit" interview between Jared Kubin, Founder & CIO of Issachar Technologies and H...
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50:27
Hedgeye Investing Summit Fall 2025 | Mike Taylor, Hedge Fund Manager and PM of PINK
***This Webcast aired live on HedgeyeTV on October 14th, 2025***This is an exclusive "Hedgeye Investing Summit" interview between Mike Taylor, Hedge Fund Manager and PM of PINK, a...
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1:05:36
Hedgeye Investing Summit Fall 2025 | Luigi D'Onorio DeMeo, Chief Strategy Officer at Ava Labs
***This Webcast aired live on HedgeyeTV on October 14th, 2025***This is an exclusive "Hedgeye Investing Summit" interview between Luigi D'Onorio DeMeo, Chief Strategy Officer at Ava Labs and ...
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48:14
Hedgeye Investing Summit Fall 2025 | David Rosenberg, Founder & President of Rosenberg Research & Associates
***This Webcast aired live on HedgeyeTV on October 14th, 2025***This is an exclusive "Hedgeye Investing Summit" interview between David Rosenberg, Founder & President of Rosenberg Resea...
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52:01
Hedgeye NexGen | Episode 24 | Housing (Un)affordability in America
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 why housing has become so unaffordable in the U.S. and why it's going to be so hard to break t...
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1:15:28
The Best of Hedgeye: Jim Rickards → Fed Policy Mistake? Market Risk Rising.
***This Webcast aired live on HedgeyeTV on August 31st, 2021***Join Hedgeye CEO Keith McCullough and Jim Rickards, A New York Times Bestselling Author and renowned investor, for this special investing discussion on HedgeyeTV. They'...
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1:08:24
Hedgeye NexGen | Episode 23 | Why The Gold Standard Ended (And What Happened Next)
Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help young and new investors build wealth over the long term. In this episode, Ryan explains why the U.S. ended the gold standard in the 1970's and what the immediate ...
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1:36:15
The Best of Hedgeye: Hugh Hendry → A Macro Reality Check with 'The Acid Capitalist'
**This webcast originally aired live on Hedgeye.com on May 5th, 2023**Join Hedgeye CEO Keith McCullough as he sits down live with Hugh Hendry, Founder of Eclectica Macro and former hedge fund manager for this very special investing conve...
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1:03:30
Ep.131 Real Conversations → Europe at a Crossroads: Wealth, Politics & the Future of the Continent w/ Alex Pezzoli
***This webcast originally aired live on Hedgeye.com on September 24, 2025***Join Hedgeye Founder & CEO Keith McCullough for a timely conversation with Alex Pezzoli, Founder & CEO of Brightside Capital, on Wednes...
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1:03:49
Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 22 | The Federal Reserve
Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this super-sized episode, Ryan discusses the history of U.S. monetary policy, the creation of the Federal Reserve and its ...
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1:33:39