All Episodes
Hedgeye Podcasts — 605 episodes · page 1 of 7
Ep. 143 Real Conversations | The AI Bubble and the Market Risks Ahead w/ Mike Taylor
The AI Gold Rush Meets an Oil Shock | Protect the Pile Episode 25
Ep. 142 Real Conversations | The Math of America w/ Rick Rule
Gold, Market Flows, AI & the Next Investing Regime | Protect the Pile Episode 24
The Five Follies Investors Can’t Ignore | Protect the Pile Episode 23
Lunch Break with Keith & Steve | Financial Media Has Japan Dead Wrong
The Outsider's Edge: Why the Smart Money Is Trapped in a Box | Protect the Pile Episode 22 w/ Nick Nemeth
The Fed's Next Punch in the Mouth | Protect the Pile Episode 21 w/ Danielle DiMartino Booth
Ep.141 Real Conversations | Rising Geostrategic Risk: The New Rules for Global Markets w/ John O’Connor
The AI Trade Faces Its First Real Test | Protect the Pile Episode 20
The Great Private Equity Hangover | Protect the Pile Episode 19 w/ Dan Rasmussen
America's 250-Year Market Miracle | Protect the Pile Episode 18 w/ Meb Faber
When the Music Stops in Private Markets | Protect the Pile Episode 17 w/ Leyla Kunimoto
The Rebalance Steamroller | Protect the Pile Episode 16
The Fed (Finally) Admits the Problem | Rooster Reacts | June 18, 2026
Neil Howe on the SpaceX IPO: Party Like It’s 1999? | Protect the Pile Episode 15
Ep.140 Real Conversations | The Fractals of Finance: Richard Brennan on the Hidden Geometry of Markets
The Market’s Weak Zebra | Protect the Pile Episode 14
When Passive Money Meets Mega IPOs | Protect the Pile Episode 13
Ep. 139 Real Conversations | Resilience & Winning Through Uncertainty w/ Sam Goodwin
"The Machine Runs on Liquidity" | Protect the Pile Episode 12
Former Top Gun Pilot on Hallucinogens, PTSD & the Abyss
Ep.138 Real Conversations → Markets, the Economy & the Global Risk Landscape w/ Jim Rickards
'It's the Liquidity, Stupid' | Protect the Pile Episode 11
Hedgeye Investing Summit Spring 2026 | Mike Taylor, Portfolio Manager of PINK Shares for the Cure
Hedgeye Investing Summit Spring 2026 | Nancy Davis, Founder & CIO of Quadratic Capital
Hedgeye Investing Summit Spring 2026 | Daniel Lacalle, Chief Economist at Tressis
Hedgeye Investing Summit Spring 2026 | Josh Crumb & Jeff Currie, Abaxx Technologies
Hedgeye NexGen | Episode 35 | Wealth Inequality (The K-Shaped Economy)
Hedgeye Investing Summit Spring 2026 | Jim Bianco, Founder & President of Bianco Research
Hedgeye Investing Summit Spring 2026 | Steve Hanke, Prof. of Applied Economics
Hedgeye Investing Summit Spring 2026 | Chris Whalen, Chairman of Whalen Global Advisors
Hedgeye Investing Summit Spring 2026 | Hedgeye Asset Management
Hedgeye Investing Summit Spring 2026 | David Rosenberg, Founder & President of Rosenberg Research & Associates
Calm Surface, Cracks Beneath: Oil Shocks, Credit Risk & AI Disruption | Protect the Pile Episode 10
Hedgeye NexGen | Episode 34 | Financial Planning
War Risk Meets Oil Shock: What Breaks Next? | Protect the Pile Episode 9
Hedgeye NexGen | Episode 33 | Inflation (Iran Conflict Edition)
War, Oil, and a Market Repricing in Real Time | Protect the Pile: Episode 8
Ep.137 Real Conversations → The Investor’s Edge: ‘Primal Intelligence’ in Markets w/ Angus Fletcher
Hedgeye NexGen | Episode 32 | How to Trade ETFs
AI Capex - Back to Infrastructure | Protect the Pile: Episode 7
The AI Arms Race: How 'Content Flood' Reshapes The Map | Paradigm Platforms - Episode 2
Hedgeye NexGen | Episode 31 | CHICKEN WARS! (And the State of the Consumer)
Hedgeye NexGen | Episode 30 | The Volatility of Bubbles
"A Gothic Horror In The Middle of a Pretty Good Time" | Protect The Pile: Episode 6
The Macro Show [FREE EDITION] 2/4/2026
Ep.136 Real Conversations → Jan van Eck on Global Macro Forces and the Next Investment Regime
"The Ship Would Sink In Two Months" | Protect the Pile: Episode 5
CIO Corner: Capitalizing on Japan (Pt. III) w/ Andrew McDermott
Platform Paradigms | A Fireside Chat with Sam Rahman
Hedgeye NexGen | Episode 29 | The ETF Wall of Shame
Ep.135 Real Conversations → Crystal Ball: Mike Taylor’s 2026 Market Predictions
Ep.134 Real Conversations → Beyond the Singularity: Tech, Power, Money, and a World in Rapid Transition w/ Dr. Pippa Malmgren
Hedgeye NexGen | Episode 28 | Gen Z Expenses
Japan Dreams & Data Center Reality Checks | Protect the Pile: Episode 4
Ep.133 Real Conversations → Inside Credit: Rates, CLOs, and the Next Phase of the Cycle w/ Ross Burnaman
Hedgeye NexGen | Episode 27 | Inside Portfolio Management (w/ R. Patrick Kent)
"Phase Two of AI: Who’s Got Staying Power?" | Protect the Pile: Episode 3
Hedgeye NexGen | Episode 26 | Trumponomics & Recent Inflation
The Best of Hedgeye: Bent Hunt → A Day Of Reckoning Coming?
Ep. 132 Real Conversations | Jim Rickards: Gold, Chaos and the Great Reckoning Ahead
"Two-Day Market Hyperventilation" | Protect the Pile: Episode 2
Stagflation to Goldilocks: 7 ETFs to Front-Run the Move & Profit
Protect the Pile: A Hedgeye Asset Management Podcast | Episode 1
Hedgeye NexGen | Episode 25 | Government Shutdowns
Hedgeye Investing Summit Fall 2025 | Hedgeye Asset Management Portfolio Managers Sam Rahman, R. Patrick Kent, & David Salem
Hedgeye Investing Summit Fall 2025 | Neil Howe, Author of The Fourth Turning; Hedgeye Demography Head, & JT Taylor, Hedgeye Washington Policy Analyst
Hedgeye Investing Summit Fall 2025 | Steve Diggle, Founder & CEO, Vulpes Investment Management
Hedgeye Investing Summit Fall 2025 | Liz Ann Sonders, Chief Investment Strategist, Charles Schwab & Co
Hedgeye Investing Summit Fall 2025 | Richard Excell, Former Hedge Fund PM; Finance Professor
Hedgeye Investing Summit Fall 2025 | Jared Kubin, Founder & CIO of Issachar Technologies
Hedgeye Investing Summit Fall 2025 | Mike Taylor, Hedge Fund Manager and PM of PINK
Hedgeye Investing Summit Fall 2025 | Luigi D'Onorio DeMeo, Chief Strategy Officer at Ava Labs
Hedgeye Investing Summit Fall 2025 | David Rosenberg, Founder & President of Rosenberg Research & Associates
Hedgeye NexGen | Episode 24 | Housing (Un)affordability in America
The Best of Hedgeye: Jim Rickards → Fed Policy Mistake? Market Risk Rising.
Hedgeye NexGen | Episode 23 | Why The Gold Standard Ended (And What Happened Next)
The Best of Hedgeye: Hugh Hendry → A Macro Reality Check with 'The Acid Capitalist'
Ep.131 Real Conversations → Europe at a Crossroads: Wealth, Politics & the Future of the Continent w/ Alex Pezzoli
Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 22 | The Federal Reserve
The Best of Hedgeye: Marc Cohodes → On The Fall 2022 Investing Summit
The Best of Hedgeye: Jim Rickards → Investing During A Time Of Mass Delusion & Epic Distortions
Ep.130 Real Conversations → Navigating Current Market Opportunities + Risks w/ Sam Rahman
The Best of Hedgeye: Daniel Lacalle → Fed Policy Mistake? Market Risk Rising
The Best of Hedgeye: Chris Whalen → Overheated, Yet Deflationary?
Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 21 | Large Language Models
The Best of Hedgeye: Mark Gordon → Unprecedented Opportunity in Oil Markets
Ep.129 Real Conversations → Powell, Trump & the Future of U.S. Markets w/ Danielle DiMartino Booth
The Best of Hedgeye: Jim Rickards → Global Chaos Ahead. Buckle Up.
Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 20 | U.S. National Debt
The Best of Hedgeye: Neil Howe → Deep Demographic Problems Plaguing The U.S. Economy
Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 19 | Robo-Advisors
Ep.128 Real Conversations → The Reckoning: Debt, Rates & the Future of U.S. Finance w/ Christopher Whalen, Chairman, Whalen Global Advisors
Ep.127 Real Conversations → Gold, Bitcoin, and the Decline of Fiat Money w/ Daniel Lacalle, Chief Economist, Tressis
Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 18 | Retirement Accounts
The Best of Hedgeye: Jim Rickards → Defending Your Wealth During Global Crisis
Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 17 | Why Everyone Is Talking About Nvidia & AI
The Best of Hedgeye: Kyle Bass → Recession Risk Rising
Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 16 | Bitcoin