Hedgeye Podcasts
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'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
79 hours 20 mins; May 20, 2023
#HedgeyeNation: A Beginner's Guide | May 19, 2023
36 mins; May 19, 2023
Weekly Notebook Review | Beware Sinkhole Developing $SPY $QQQ $IWM $XLY | May 17, 2023
85 hours 37 mins; May 18, 2023
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
58 mins; April 20, 2023
Hedgeye Investing Summit | Lyn Alden, Founder of Lyn Alden Investment Strategy
49 mins; April 19, 2023
Hedgeye Investing Summit | Steph Pomboy, Founder of MacroMavens
48 mins; April 18, 2023
Sector Head Spotlight | Industrials Sector Head Jay Van Sciver
33 mins; April 16, 2023
#HedgeyeNation: A Beginner's Guide | April 14, 2023
38 mins; April 14, 2023
Weekly Notebook Review | Fade the Macro Tourists and Chart Chasers (feat. Healthcare Sector Head Tom Tobin) | April 12, 2023
112 hours 21 mins; April 13, 2023
Sector Head Spotlight | China Sector Head Felix Wang
24 mins; April 12, 2023
Sector Head Spotlight | Gaming, Lodging & Leisure Sector Head Todd Jordan
30 mins; April 09, 2023
Unscripted Equity Curiosity Season 3 Episode 7: #SteinerMagic on The Banking System, Contagion Risks and the Road Ahead
57 mins; April 08, 2023
Weekly Notebook Review | Get Short & Get Paid $QQQ $XLK $XLY $SPY $USO | April 5, 2023
90 hours 58 mins; April 06, 2023
Sector Head Spotlight | REITs Sector Head Rob Simone
35 mins; April 05, 2023
The Mother of All Bubbles is Popping [PART 2]: Bank Failures, Contagion Risk & Coming Credit Event
65 hours 1 min; April 03, 2023
Sector Head Spotlight | Retail Sector Head Brian McGough
27 mins; April 02, 2023
WNR Bonus Episode | Hedgeye + Friends w/The Muni Guy (Brian Nurick) | March 30, 2023
81 hours 4 mins; April 01, 2023
#HedgeyeNation: A Beginner's Guide | March 31, 2023
34 mins; March 31, 2023
Weekly Notebook Review | Fade The FOMO get Long Gold China and Duration! | March 29, 2023
121 hours 43 mins; March 30, 2023
The Pitch: 6 Hedgeye Analysts. 6 Stock Ideas. 60 Minutes.
61 hours 52 mins; March 30, 2023
The Call @ Hedgeye: Bonus Content | Keith McCullough & Josh Steiner
12 mins; March 29, 2023
#HedgeyeNation: A Beginner's Guide | March 24, 2023
44 mins; March 24, 2023
The Mother of All Bubbles is Popping: Bank Failures, Contagion Risk & Coming Credit Event
59 mins; March 23, 2023
Inside The Process with Keith McCullough & Robert McGroarty
46 mins; March 20, 2023
#HedgeyeNation: A Beginner's Guide | March 17, 2023
46 mins; March 19, 2023
Unscripted Equity Curiosity Season 3 Episode 6: Felix Still Bullish on China? China Flex On US Diplomacy; TikTok; & Carrier 5G to 6G Transition
53 mins; March 18, 2023
Weekly Notebook Review | #Quad4 keeps rolling! $VIX $QQQ $SPY $IWM $KRE | March 15, 2023
93 hours 52 mins; March 16, 2023
WNR Bonus Episode | Hedgeye + Friends w/Mike Taylor: Credit Risks Cracking the Surface | March 13, 2023
138 hours 15 mins; March 14, 2023
Weekly Notebook Review | Quad 4 = Not Dead! $SPY $QQQ $DXY $TLT $VIX | March 8, 2023
114 hours 50 mins; March 09, 2023
Unscripted Equity Curiosity Season 3 Episode 5: Data Wars & The New Digital Assembly Line
52 mins; March 04, 2023
WNR Bonus Episode | Hedgeye + Friends w/Dr. Andrew Menaker: Self Growth = Market Edge | March 2, 2023
70 hours 36 mins; March 03, 2023
Ep. 99 Real Conversations: Chris Whalen, Chairman, Whalen Global Advisors
65 hours 11 mins; March 02, 2023
WNR Bonus Episode | Hedgeye + Friends w/Mike Taylor: QT vs QE
64 hours 17 mins; March 02, 2023
Weekly Notebook Review | Global Quad 4 ex-China $SPY $QQQ $CRB $FXI $DXY $TLT $VIX $MOVE | March 1, 2023
102 hours 5 mins; March 02, 2023
Ep. 98 Real Conversations: David Dorr, Co-Founder, Dorr Asset Management
61 hours 29 mins; March 01, 2023
Ep. 97 Real Conversations: Diego Parrilla, Portfolio Manager, Quadriga Asset Managers
62 hours 33 mins; February 28, 2023
Weekly Notebook Review | All Access Week Edition! $SPY $QQQ $VIX $DXY | February 22, 2023
83 hours 17 mins; February 23, 2023
Unscripted Equity Curiosity Season 3 Episode 4: Take Your $$ To The Casino" (ft. Hedgeye's Todd Jordan, Sector Head of Gaming, Lodging, & Leisure)
53 mins; February 18, 2023
Weekly Notebook Review | CPI, GDP, $USD, $SPX, $QQQ, $UST, $VIX #LFG | February 15, 2023
104 hours 35 mins; February 16, 2023
Weekly Notebook Review | Yield Curve, $MOVE, $USD & $VIX, $SPX 0dte | February 8, 2023
131 hours 34 mins; February 09, 2023
Unscripted Equity Curiosity Season 3 Episode 3: TMT Investing In SouthEast Asia (ft. Venture Partner Alan Hellawell)
56 mins; February 04, 2023
Weekly Notebook Review | Post FOMC…Reviewing the Signals! $SPY $QQQ | February 1, 2023
93 hours 17 mins; February 02, 2023
Unscripted Equity Curiosity Season 3 Episode 2: Ode to Quad4: Latest Data & How Bad Can It Get For TMT
48 mins; January 21, 2023
Weekly Notebook Review | $SPY $QQQ $IWM $FEZ $HYG Near TRR - #Quad4 | January 18, 2023
115 hours 12 mins; January 19, 2023
Cohodes & McGough: Short the Hell Out of $HELE
41 mins; January 18, 2023
Weekly Notebook Review | Sell Gamma Squeezes | January 10, 2023
85 hours 44 mins; January 11, 2023
Unscripted Equity Curiosity Season 3 Episode 1: Key Takeaways for TMT from Keith’s 1Q23 Macro Themes
44 mins; January 07, 2023
Ep 96 Real Conversations: Mike Taylor, Portfolio Manager, Critical Mass Partners
64 hours 45 mins; January 06, 2023
Weekly Notebook Review | Similar Signals to Start 2023 | Jan. 4, 2023
89 hours 36 mins; January 06, 2023
Unscripted Equity Curiosity Season 2 Finale! Biggest Risks For Software in 2023 + Some Lingering Takeaways from the Taiwan Expert Call
30 mins; December 24, 2022
The Outlook: McCullough & Steiner On Peak Cycle Inflation's Calculus
50 mins; December 19, 2022
The Outlook: McCullough On U.S. #ProfitRecession
45 mins; December 19, 2022
Blowup Ahead? WTF Is Happening At Blackstone REIT
55 mins; December 19, 2022