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 sub...
'Deep Dive' With Danielle DiMartino Booth and Lacy Hunt - Navigating Turbulent Markets
62 hours 7 mins; September 22, 2023
Weekly Notebook Review | Not Hyper Focused on FOMC…the Data Rules All! | September 21, 2023
63 hours 57 mins; September 21, 2023
The Macro Show [FREE EDITION] | September 21, 2023
36 mins; September 21, 2023
Ep.106 Real Conversations: Mike Taylor, Hedge Fund/Portfolio Manager at Pink Shares For The Cure
64 hours 5 mins; September 19, 2023
Unscripted Equity Curiosity Season 3 Episode 15: Brian McGough Shares The Process
65 hours 47 mins; September 09, 2023
Weekly Notebook Review | Navigating the Stagflation Storm | September 6, 2023
88 hours 48 mins; September 06, 2023
Ep.105 Real Conversations: Tier 1 Alpha's co-founders Craig Peterson, David Pegler and Senior Executive Advisor Mike Green
64 hours 46 mins; September 05, 2023
Weekly Notebook Review | Raising Some Cash $SPY $QQQ $IWM $USO $GLD $VIX | August 16, 2023
85 hours 51 mins; August 17, 2023
Weekly Notebook Review | Looking Past CPI $SPY $QQQ $USO $TLT $EEM | August 9, 2023
86 hours 19 mins; August 10, 2023
Weekly Notebook Review | Vol Up, USD Up, Rates Up $SPY $QQQ $USO $GLD | August 2, 2023
113 hours 40 mins; August 03, 2023
Ep.104 Real Conversations: Alternative Investments with Anthony Zhang, Cormac Kinney & Artem Milinchuk
63 hours 22 mins; August 01, 2023
Unscripted Equity Curiosity Season 3 Episode 14: Mid Earnings Check In: Hints Of Optimism In US Ad Recovery, China Stimulus Ahead
38 mins; July 29, 2023
Weekly Notebook Review | July Inflation Re-Accelerating $SPY $QQQ $USO | July 27, 2023
148 hours 21 mins; July 27, 2023
The Pitch: 6 Hedgeye Analysts. 6 Stock Ideas. 60 Minutes. | July 26, 2023
59 mins; July 26, 2023
Ep.103 Real Conversations: Dan Rasmussen, Founder and CIO of Verdad Advisers
65 hours 19 mins; July 18, 2023
Weekly Notebook Review | Earnings Season Is Upon Us! $SPY $QQQ $USO $GLD | July 13, 2023
61 hours 21 mins; July 13, 2023
"Capitalizing on Japan" with David Salem & Andrew McDermott
62 hours 47 mins; July 11, 2023
Unscripted Equity Curiosity Season 3 Episode 13: “Is today’s A.I climate similar to 1999’s Internet Boom" (Plus China Trade War Impact on Semiconductor Multiples)
42 mins; July 08, 2023
Weekly Notebook Review | June 21, 2023
64 hours 52 mins; July 05, 2023
Weekly Notebook Review | June 27, 2023
94 hours 35 mins; July 05, 2023
Ep.102 Real Conversations: Mike Green, Portfolio Manager at Simplify Asset Management
65 hours 20 mins; June 28, 2023
The Macro Show [FULL FREE EPISODE] | June 22, 2023
36 mins; June 22, 2023
Unscripted Equity Curiosity Season 3 Episode 12: "Turnings & Tech", Neil Howe Decodes China's Demographic Dance and A.I.
87 hours 20 mins; June 17, 2023
The Macro Show | Dir. of Capital Allocation David Salem & Dir. of Research Daryl Jones | June 5, 2023
34 mins; June 13, 2023
Weekly Notebook Review | Navigating the Seasons $SPY $QQQ $GLD $USD $TLT | June 7, 2023
89 hours 48 mins; June 08, 2023
Sector Head Spotlight | Director of Research Daryl Jones
24 mins; June 04, 2023
Unscripted Equity Curiosity Season 3 Episode 11: Beer Wars, "The Bud Light Impairment" with Hedgeye's Daniel Biolsi
58 mins; June 03, 2023
Ep.101 Real Conversations: Mark Gordon, Co-Founder & Partner, Ascent Funds
64 hours 26 mins; June 01, 2023
Weekly Notebook Review | All Eyes on the US10/2YC & Quad 4! $SPY $QQQ | May 31, 2023
57 mins; June 01, 2023
Weekly Notebook Review | Portfolio Construction + Market Setup $SPY $QQQ | May 24, 2023
96 hours 7 mins; May 31, 2023
Sector Head Spotlight | Communications Sector Head Andrew Freedman
37 mins; May 28, 2023
Sector Head Spotlight | Health Policy Sector Head Emily Evans
43 mins; May 21, 2023
Unscripted Equity Curiosity Season 3 Episode 10: Hedgeye's Rob Simone Wearing His Cape (No Tights) Fighting for Truth, Justice & Calling Out Total Bullsh*t
Sector Head Spotlight | Technology Sector Head Ami Joseph
41 mins; May 14, 2023
#HedgeyeNation: A Beginner's Guide | May 12, 2023
26 mins; May 12, 2023
Weekly Notebook Review | CPI is a Data Point…Let the Signal Guide You! | May 10, 2023
75 hours 53 mins; May 11, 2023
Sector Head Spotlight | Telecom-Media Policy Sector Head Paul Glenchur
34 mins; May 07, 2023
Unscripted Equity Curiosity Season 3 Episode 9: “Some Boats Are Rising”; Felix Wang on China’s Easy COVID Comps, High Unemployment (& Likely Stimulus), & SOE’s Making 52-Week Highs
32 mins; May 06, 2023
Ep.100 Real Conversations: Hugh Hendry, Founder of Eclectica Macro
62 hours 41 mins; May 05, 2023
Hedgeye Investing Summit | Jim Bianco, President of Bianco Research
49 mins; May 02, 2023
Hedgeye Investing Summit | David Salem, Director of Capital Allocation at Hedgeye
46 mins; May 01, 2023
Sector Head Spotlight | Healthcare Sector Head Tom Tobin
32 mins; April 30, 2023
Hedgeye Investing Summit | Dr. Gio Valiante, Performance Coach and Psychologist
62 hours 50 mins; April 28, 2023
Hedgeye Investing Summit | Liz Ann Sonders, Chief Investment Strategist at Charles Schwab
50 mins; April 27, 2023
Hedgeye Investing Summit | Ben Hunt, Co-Founder and CIO of Epsilon Theory
64 hours 1 min; April 26, 2023
Hedgeye Investing Summit | Ayesha Tariq, Co-Founder of Traderade
45 mins; April 25, 2023
Sector Head Spotlight | Restaurants Sector Head Howard Penney & Consumer Staples Sector Head Daniel Biolsi
33 mins; April 23, 2023
Unscripted Equity Curiosity Season 3 Episode 8: Buying VC Growth Assets At Pennies On The $, Ami & Team Interview MBM Capital In Their Moment
81 hours 6 mins; April 22, 2023
Hedgeye Investing Summit | David Rosenberg, Founder and President of Rosenberg Research & Associates