Hedgeye Podcasts
Business & Finance
About
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...
Episodes
- 'It's the Liquidity, Stupid' | Protect the Pile Episode 11
In this episode of Hedgeye Podcasts, Patrick Kent, Sam Rahman, David Salem, and John McNamara discuss market liquidity, passive flows, and how today’s market structure is reshaping investment decisions. They also delve into the potential S…
- Hedgeye Investing Summit Spring 2026 | Mike Taylor, Portfolio Manager of PINK Shares for the Cure
This episode features an interview with Mike Taylor, Portfolio Manager of PINK Shares for the Cure, conducted by Hedgeye CEO Keith McCullough. The discussion took place during the Hedgeye Investing Summit Spring 2026.
- Hedgeye Investing Summit Spring 2026 | Nancy Davis, Founder & CIO of Quadratic Capital
This episode features an interview with Nancy Davis, Founder & CIO of Quadratic Capital, conducted by Hedgeye CEO Keith McCullough as part of the Hedgeye Investing Summit Spring 2026. The discussion covers market trends and investing strat…
- Hedgeye Investing Summit Spring 2026 | Daniel Lacalle, Chief Economist at Tressis
This episode of the Hedgeye Investing Summit features an interview with Daniel Lacalle, Chief Economist at Tressis, conducted by Hedgeye CEO Keith McCullough. The discussion originally aired live on April 23, 2026, on Hedgeye.com.
- Hedgeye Investing Summit Spring 2026 | Josh Crumb & Jeff Currie, Abaxx Technologies
This episode of Hedgeye Podcasts features Josh Crumb and Jeff Currie of Abaxx Technologies in an interview at the Hedgeye Investing Summit Spring 2026. They discuss investing and market insights. The webcast originally aired live on Hedgey…
- Hedgeye NexGen | Episode 35 | Wealth Inequality (The K-Shaped Economy)
Hedgeye NexGen episode 35 features Macro analyst Ryan Ricci discussing wealth inequality in the U.S. and the "K-Shaped Economy," a term coined by Hedgeye. The episode aims to help new and young investors understand finance and build long-t…
- Hedgeye Investing Summit Spring 2026 | Jim Bianco, Founder & President of Bianco Research
This episode features an interview from the Hedgeye Investing Summit Spring 2026. Jim Bianco, Founder & President of Bianco Research, speaks with Hedgeye CEO Keith McCullough. They discuss investing and market insights.
- Hedgeye Investing Summit Spring 2026 | Steve Hanke, Prof. of Applied Economics
This episode features an interview with Steve Hanke, Professor of Applied Economics at Johns Hopkins University, and Hedgeye CEO Keith McCullough. They discuss applied economics and investing strategies as part of the Hedgeye Investing Sum…
- Hedgeye Investing Summit Spring 2026 | Chris Whalen, Chairman of Whalen Global Advisors
Chris Whalen, Chairman of Whalen Global Advisors, is interviewed by Hedgeye CEO Keith McCullough as part of the Hedgeye Investing Summit. They discuss investment strategies. The podcast also mentions Hedgeye CEO Keith McCullough's book "Ma…
- Hedgeye Investing Summit Spring 2026 | Hedgeye Asset Management
Hedgeye Asset Management Portfolio Managers R. Patrick Kent, Sam Rahman, and David Salem are interviewed by Hedgeye CEO Keith McCullough at the Hedgeye Investing Summit Spring 2026. The discussion covers market insights.
- Hedgeye Investing Summit Spring 2026 | David Rosenberg, Founder & President of Rosenberg Research & Associates
David Rosenberg, Founder & President of Rosenberg Research & Associates, is interviewed by Hedgeye CEO Keith McCullough at the Hedgeye Investing Summit Spring 2026. They discuss investing topics.
- Calm Surface, Cracks Beneath: Oil Shocks, Credit Risk & AI Disruption | Protect the Pile Episode 10
This episode of Protect the Pile discusses a volatile market, focusing on oil shocks, credit risk, and AI disruption. Topics include geopolitical impacts on oil, inflation trends, and the fragility of credit markets due to private credit a…
- Hedgeye NexGen | Episode 34 | Financial Planning
In this episode of Hedgeye NexGen, analyst Ryan Ricci and analyst Bennett discuss financial planning strategies for young investors looking to build long-term wealth.
- War Risk Meets Oil Shock: What Breaks Next? | Protect the Pile Episode 9
The team discusses how war risk in the Middle East, rising oil prices, and market volatility are affecting portfolios. They examine current market trends, including commodities and liquidity stress, while emphasizing capital preservation.
- Hedgeye NexGen | Episode 33 | Inflation (Iran Conflict Edition)
In this episode of Hedgeye NexGen, analyst Ryan Ricci discusses the calculation of inflation and the impact of oil and energy prices, including how the conflict in Iran may influence inflation in 2026.
- War, Oil, and a Market Repricing in Real Time | Protect the Pile: Episode 8
RPK, Sam, David, and Neil Howe discuss the market implications of the escalating U.S.-Israel-Iran conflict and potential oil supply disruptions. The episode addresses rising stagflation risks and the need for defensive investment strategie…
- Ep.137 Real Conversations → The Investor’s Edge: ‘Primal Intelligence’ in Markets w/ Angus Fletcher
Hedgeye Founder and CEO Keith McCullough interviews author Angus Fletcher about his book, 'Primal Intelligence.' The discussion explores how narrative, imagination, and adaptive thinking influence investor decision-making under uncertainty.
- Hedgeye NexGen | Episode 32 | How to Trade ETFs
In this episode of Hedgeye NexGen, analyst Ryan Ricci guides his producer through opening a brokerage account and discusses best practices for trading ETFs. The segment is designed as an introduction for new and young investors.
- AI Capex - Back to Infrastructure | Protect the Pile: Episode 7
RPK, Sam, and John discuss current market volatility and signals before analyzing the AI infrastructure buildout, including the roles of data centers, chips, and power. Guest Jay Van Sciver joins to discuss industrials, the grid, transport…
- The AI Arms Race: How 'Content Flood' Reshapes The Map | Paradigm Platforms - Episode 2
In this episode, Sam Rahman of Hedgeye Asset Management discusses the shift from the application layer to the agent layer in software, analyzing its impact on valuations, competitive positioning, and enterprise software margins. The discus…
- Hedgeye NexGen | Episode 31 | CHICKEN WARS! (And the State of the Consumer)
In this episode of Hedgeye NexGen, analyst Ryan Ricci and restaurant analyst Bennett Cheer discuss the casual dining sector and the state of the American consumer, while also conducting a chicken sandwich taste test.
- Hedgeye NexGen | Episode 30 | The Volatility of Bubbles
Hedgeye Macro analyst Ryan Ricci explores the fundamentals of volatility and its role in creating asset bubbles, with an analysis of Bitcoin and Gold.
- "A Gothic Horror In The Middle of a Pretty Good Time" | Protect The Pile: Episode 6
In this episode of Protect The Pile, guests RPK, Sam, David, and Neil Howe discuss market states, currencies, and geopolitics using Howe's Fourth Turning theory. The panel also analyzes the collapse of the Bitcoin and cryptocurrency market…
- The Macro Show [FREE EDITION] 2/4/2026
In this episode of The Macro Show, Hedgeye CEO Keith McCullough provides global macro analysis and data-driven investment ideas. The show also highlights the availability of McCullough's e-book, Master The Market.
- Ep.136 Real Conversations → Jan van Eck on Global Macro Forces and the Next Investment Regime
Hedgeye CEO Keith McCullough interviews Jan van Eck, CEO of VanEck, about macro regime shifts and the long-term forces reshaping global finance. They discuss the importance of monitoring global macro drivers, such as geopolitics and moneta…
- "The Ship Would Sink In Two Months" | Protect the Pile: Episode 5
Hedgeye Financials analysts Josh Steiner and Drago Malesevic join hosts RPK and Sam to discuss the payments industry and the Trump administration's proposal to cap credit card APR rates at 10%.
- CIO Corner: Capitalizing on Japan (Pt. III) w/ Andrew McDermott
In this installment of CIO Corner from Hedgeye Podcasts, host David Salem and guest Andrew McDermott continue their series on investment opportunities in Japan.
- Platform Paradigms | A Fireside Chat with Sam Rahman
Andrew Freedman and Sam Rahman discuss the impact of the AI landscape on technology platforms, competitive moats, and digital commerce infrastructure. This fireside chat marks the start of a series bridging research and portfolio managemen…
- Hedgeye NexGen | Episode 29 | The ETF Wall of Shame
In this episode of Hedgeye NexGen, analyst Ryan Ricci discusses market wealth building and presents a tier list of ETFs he considers poor investments. The show also highlights resources from Hedgeye, including Keith McCullough's new book a…
- Ep.135 Real Conversations → Crystal Ball: Mike Taylor’s 2026 Market Predictions
In this episode of Hedgeye Podcasts, Mike Taylor joins host Keith McCullough for a discussion regarding market inflection points, potential risks, and investment opportunities for 2026. They cover strategies for portfolio positioning and i…
- Ep.134 Real Conversations → Beyond the Singularity: Tech, Power, Money, and a World in Rapid Transition w/ Dr. Pippa Malmgren
Hedgeye CEO Keith McCullough interviews economist and tech entrepreneur Dr. Pippa Malmgren about simultaneous technological, economic, and societal shifts. They discuss why outdated political frameworks fail to explain the current rapid pa…
- Hedgeye NexGen | Episode 28 | Gen Z Expenses
In this episode of Hedgeye NexGen, macro analysts Ryan Ricci and Matt Cooper discuss the various expenses affecting the financial growth of Generation Z.
- Japan Dreams & Data Center Reality Checks | Protect the Pile: Episode 4
In this episode of Protect the Pile, the panel discusses recent all-time market highs, examines investing in Japan, and analyzes the long-term profit margins for data centers.
- Ep.133 Real Conversations → Inside Credit: Rates, CLOs, and the Next Phase of the Cycle w/ Ross Burnaman
Keith McCullough of Hedgeye interviews Ross Burnaman of Eldridge Capital Management about current credit market conditions. They discuss the impact of interest rates and macro trends on CLOs, senior secured loans, and BDCs, while exploring…
- Hedgeye NexGen | Episode 27 | Inside Portfolio Management (w/ R. Patrick Kent)
Hedgeye analyst Ryan Ricci and Portfolio Manager R. Patrick Kent discuss the responsibilities and daily operations involved in portfolio management. The episode explores the core principles of managing investments and wealth building.
- "Phase Two of AI: Who’s Got Staying Power?" | Protect the Pile: Episode 3
In this episode of Protect the Pile, RPK and Sam discuss Phase Two of AI. Joining them is Hedgeye Energy Sector Head Fernando Valle to discuss the energy sector and recent trends in natural gas.
- Hedgeye NexGen | Episode 26 | Trumponomics & Recent Inflation
Hedgeye Macro analyst Ryan Ricci discusses the impact of Trump and Biden administration economic policies on U.S. inflation. This episode is part of the Hedgeye NexGen series.
- The Best of Hedgeye: Bent Hunt → A Day Of Reckoning Coming?
In this archived episode from May 12, 2020, Hedgeye CEO Keith McCullough and Epsilon Theory CIO Ben Hunt engage in a professional discussion regarding the market environment at that time.
- Ep. 132 Real Conversations | Jim Rickards: Gold, Chaos and the Great Reckoning Ahead
Hedgeye CEO Keith McCullough hosts macro strategist and author Jim Rickards for a discussion on gold, global economic trends, and future market predictions. This episode was originally recorded live on November 19, 2025.
- "Two-Day Market Hyperventilation" | Protect the Pile: Episode 2
In this episode of Protect the Pile, RPK and Sam are joined by David Salem and analyst Bennett Cheer to analyze recent market volatility and explore potential underlying causes. The panel discusses the current investment landscape and how…
- Stagflation to Goldilocks: 7 ETFs to Front-Run the Move & Profit
Hedgeye CEO Keith McCullough discusses the shift from stagflation to a Goldilocks economic environment and presents seven ETF allocations for major asset classes. He explains his data-driven process for navigating market cycles and positio…
- Protect the Pile: A Hedgeye Asset Management Podcast | Episode 1
In the inaugural episode of Protect the Pile, the Hedgeye Asset Management team discusses current market conditions, including AI spending, small cap trends, and developments in credit and volatility. The panel also shares insights from th…
- Hedgeye NexGen | Episode 25 | Government Shutdowns
Macro analyst Ryan Ricci discusses the mechanics and economic impact of government shutdowns. This episode specifically examines the context surrounding the 2025 shutdown.
- Hedgeye Investing Summit Fall 2025 | Hedgeye Asset Management Portfolio Managers Sam Rahman, R. Patrick Kent, & David Salem
Hedgeye Asset Management portfolio managers Sam Rahman, R. Patrick Kent, and David Salem join Hedgeye CEO Keith McCullough for a discussion as part of the Hedgeye Investing Summit. This episode originally aired as a live webcast on October…
- Hedgeye Investing Summit Fall 2025 | Neil Howe, Author of The Fourth Turning; Hedgeye Demography Head, & JT Taylor, Hedgeye Washington Policy Analyst
In this episode of the Hedgeye Investing Summit, Neil Howe and JT Taylor discuss insights with CEO Keith McCullough. The conversation covers demographic analysis and Washington policy.
- Hedgeye Investing Summit Fall 2025 | Steve Diggle, Founder & CEO, Vulpes Investment Management
In this episode of Hedgeye Podcasts, Hedgeye CEO Keith McCullough interviews Steve Diggle, Founder and CEO of Vulpes Investment Management, as part of the Hedgeye Investing Summit.
- Hedgeye Investing Summit Fall 2025 | Liz Ann Sonders, Chief Investment Strategist, Charles Schwab & Co
Hedgeye CEO Keith McCullough interviews Liz Ann Sonders, Chief Investment Strategist at Charles Schwab & Co., during the Hedgeye Investing Summit held on October 15, 2025.
- Hedgeye Investing Summit Fall 2025 | Richard Excell, Former Hedge Fund PM; Finance Professor
Hedgeye CEO Keith McCullough interviews former hedge fund manager and finance professor Richard Excell as part of the Hedgeye Investing Summit. This episode was originally broadcast on HedgeyeTV on October 15, 2025.
- Hedgeye Investing Summit Fall 2025 | Jared Kubin, Founder & CIO of Issachar Technologies
Hedgeye CEO Keith McCullough interviews Jared Kubin, Founder and CIO of Issachar Technologies, as part of the Hedgeye Investing Summit.
- Hedgeye Investing Summit Fall 2025 | Mike Taylor, Hedge Fund Manager and PM of PINK
Hedgeye CEO Keith McCullough interviews hedge fund manager and PINK PM Mike Taylor as part of the Hedgeye Investing Summit. This episode discusses investment insights and was originally broadcast on October 14th, 2025.