All Episodes
Hedgeye Podcasts — 599 episodes
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
The Best of Hedgeye: Danielle DiMartino Booth → A Real Conversation
Ep.125 Real Conversations → CLOs Demystified: The Hidden Engine of Yield In Credit Markets w/ Danielle Gilbert, Eldridge Capital Management
Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 15 | Owning vs. Renting
The Best of Hedgeye: The Outlook → McCullough & Neil Howe on the Fourth Turning
Ep.124 Real Conversations: Jurrien Timmer, Director of Global Macro, Fidelity → Market Risk, Rotation & Opportunity
Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 14 | Annuities
The Best of Hedgeye: Steve Hanke → Inflation Tsunami: Investing During A Rising Inflationary Tide
Hedgeye Investing Summit Spring 2025 | Brendan Ahern, CIO of KraneShares
Hedgeye Investing Summit Spring 2025 | Jim Bianco, President & Macro Strategist of Bianco Research
Hedgeye Investing Summit Spring 2025 | Danielle DiMartino Booth, CEO & Chief Strategist of QI Research
Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 13 | Life Insurance
Hedgeye Investing Summit Spring 2025 | David McAlvany, CEO of McAlvany Precious Metals
Hedgeye Investing Summit Spring 2025 | Abaxx Technologies Founder & CEO, Josh Crumb & Chief Economist David Greely
Hedgeye Investing Summit Spring 2025 | Meb Faber, Co-Founder & CIO of Cambria IM
Hedgeye Investing Summit Spring 2025 | , Portfolio Manager for PINK Shares for the Cure
Hedgeye Investing Summit Spring 2025 | Tier1 Alpha CEO Craig Peterson, COO David Pegler, Sr. Exec. Advisor Mike Green
Hedgeye Investing Summit Spring 2025 | Stephanie Pomboy, Founder of MacroMavens
The Macro Show [FREE EDITION] | April 7th, 2025
The Best of Hedgeye: Steph Pomboy → A Rational Investing Road Map For Irrational Times
Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 12 | Credit Cards
Ep.123 Real Conversations: Steve Clapham, Founder, Behind the Balance Sheet → How to Spot the Next Big Fraud
The Best of Hedgeye: Danielle DiMartino Booth → America's House Of Cards
Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 11 | Housing & Mortgages
Markets Are Cracking | Listen to The Macro Show for Free
The Best of Hedgeye: Neil Howe → The Fourth Turning: Navigating The Crisis In America
Ep.122 Real Conversations: U.S. Representative David Schweikert (R-AZ) → Elephant In The Room: Will Washington Tackle Debt Crisis?
Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 10 | Social Security
The Best of Hedgeye: Kyle Bass → China: The Most Reckless Financial Experiment In History
The Best of Hedgeye: David Rosenberg → Inflation Tsunami: Investing During A Rising Inflationary Tide
Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 9 | Cryptocurrency
Trump’s First 30 Days – What’s Happened & What’s Next (with Neil Howe and JT Taylor)
Ep.121 Real Conversations: Brian "Ponch" Rivera → The Fractal Secret of Decision-Making: TOPGUN Style
Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 8 | How AI Really Works
The Best of Hedgeye: Jim Rickards → Why Gold Is Going To $10,000
The Best of Hedgeye: Danielle DiMartino Booth → Market Carnage: What May Come Next
Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 7 | Who Wants to be a Millionaire?
Ep.120 Real Conversations: Crystal Ball - Mike Taylor’s 2025 Market Predictions
The Best of Hedgeye: Roy Sebag - The Intelligent Investor’s Guide to Gold, Central Bank Manipulation & The ‘Future of Money’
The Macro Show [FREE EDITION] | January 8th, 2025
Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 6 | Debt (Part 2)
Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 5 | Debt
The Best of Hedgeye: Michael Saylor On Bitcoin - The Long-Term Bull Case
The Best of Hedgeye: DiMartino Booth + McCullough: Fed Policy Mistake? Market Risk Rising
Ep.119 Real Conversations: Navigating the New Market Reality - Jim Rickards 1-on-1 w/Keith McCullough
Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 4 | Compounding
The Best of Hedgeye: The New Great Depression with Jim Rickards
Post-Election Analysis: Where do we go from here?
Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 3 | Drawdowns
Hedgeye Investing Summit Fall 2024 | Eric Larkin, Senior Advisor at McAlvany Precious Metals
Ep.118 Real Conversations: Steve Hanke, Economist and Professor of Applied Economics, John Hopkins University
Hedgeye Investing Summit Fall 2024 | Murray Stahl, Chairman, CEO, CIO, Co-Founder, Horizon Kinetics
Hedgeye Investing Summit Fall 2024 | Marc Cohodes, rabblerouser/short seller
Hedgeye Investing Summit Fall 2024 | Michael Cannivet, Founder & CIO of Silverlight Asset Management; Author of The Four Minute Retirement Plan
Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 2 | Diversification
Hedgeye Investing Summit Fall 2024 | Dan Rasmussen, Founder and CIO of Verdad Advisers
Hedgeye Investing Summit Fall 2024 | Mike Taylor, Hedge Fund Manager
Hedgeye Investing Summit Fall 2024 | Danielle DiMartino Booth, CEO & Chief Strategist, QI Research, Former Fed insider
Hedgeye Investing Summit Fall 2024 | Daniel Lacalle, Chief Economist at Tressis
Hedgeye Investing Summit Fall 2024 | Liz Ann Sonders, Chief Investment Strategist, Charles Schwab
Hedgeye NexGen: Building Wealth for Young & New Investors - Episode 1
Ep.117 Real Conversations: A Masterclass with Tier1 Alpha
The Macro Show [FREE ALL ACCESS WEEK] | September 19, 2024
The Call @ Hedgeye [FREE ALL ACCESS WEEK] | September 19, 2024
The Macro Show [FREE ALL ACCESS WEEK] | September 18, 2024
The Macro Show [FREE ALL ACCESS WEEK] | September 17, 2024
Ep.116 Real Conversations: Judy Shelton, Senior Fellow, Independent Institute
Ep. 115 Real Conversations: Mike Taylor, Portfolio Manager, PINK Shares for the Cure
America at a Crossroads: Navigating the 2024 Election Amidst a Polarized Landscape
CIO Corner | Measuring What Matters with Brian Schroeder
Ep.114 Real Conversations: Jurrien Timmer, Director of Global Macro at Fidelity
Ep.113 Real Conversations: Peter Frankopan, an Oxford Professor and renowned historian
Weekly Notebook Review | VIX < 12 is good for US Equities | May 24, 2024
The Macro Show [FREE EDITION] | May 22, 2024
Weekly Notebook Review | Higher for Longer! $SPY $QQQ $VGK $INDA $DBB | May 16, 2024
CIO Corner | The Fastest Tortoise: Unpacking Ken Hersh’s Investment Mastery
Ep.112 Real Conversations: Stephanie Pomboy, Founder, Macro Mavens
Hedgeye Investing Summit Spring 2024 | Josh Crumb & Jeff Currie, Abaxx Technologies
Hedgeye Investing Summit Spring 2024 | Nancy Davis, Founder & CIO, Quadratic Capital Management
Hedgeye Investing Summit Spring 2024 | Mackenzie Davis, Founder & Managing Partner, SailingStone Capital
Hedgeye Investing Summit Spring 2024 | Dan Rasmussen, Founder & CIO, Verdad Advisers
Hedgeye Investing Summit Spring 2024 | Ryan Renteria, CEO Coach & Author of "Lead Without Burnout"
Hedgeye Investing Summit Spring 2024 | Vivek Ramaswamy, Co-Founder, Strive & Entrepreneur
Hedgeye Investing Summit Spring 2024 | Marc Cohodes, Veteran Short Seller
Hedgeye Investing Summit Spring 2024 | Jim Bianco, President of Bianco Research
Hedgeye Investing Summit Spring 2024 | Liz Ann Sonders, Chief Investment Strategist, Charles Schwab
Weekly Notebook Review | Write it down & #Compound! | March 21, 2024
Weekly Notebook Review | Volatility ↘️, Price ↗️ $VIX $SPY $QQQ $USO $GLD | March 14, 2024
Ep.111 Real Conversations: What's Next? An Intelligent Conversation About the Markets & Economy with Steve Hanke
The Call @ Hedgeye [FREE ALL ACCESS WEEK] | March 1, 2024
The Macro Show [FREE ALL ACCESS WEEK] | March 1, 2024
Weekly Notebook Review | February 28, 2024
The Macro Show [FREE ALL ACCESS WEEK] | February 29, 2024
The Call @ Hedgeye [FREE ALL ACCESS WEEK] | February 29, 2024
"In The Arena" With Daryl Jones and Special Guest Enrique Abeyta
The Macro Show [FREE ALL ACCESS WEEK] | February 28, 2024
The Call @ Hedgeye [FREE ALL ACCESS WEEK] | February 28, 2024
The Macro Show [FREE ALL ACCESS WEEK] | February 27, 2024
The Call @ Hedgeye [FREE ALL ACCESS WEEK] | February 27, 2024
The Macro Show [FREE ALL ACCESS WEEK] | February 26, 2024
The Call @ Hedgeye [FREE ALL ACCESS WEEK] | February 26, 2024
Ep.110 Real Conversations: Global Chaos Ahead. Buckle Up (with Jim Rickards).
Weekly Notebook Review | Data-Driven Decisions: Navigating the Investment Seas $SPY $VIX $USD | February 15, 2024
"In The Arena" with Daryl Jones and Special Guest Doug Kass
Election Year Risks (and Warnings) For Your Portfolio: Deep Dive with Danielle DiMartino Booth
OPTIONS WEBCAST | Systematic Flows, ETF Based Options Strategies and ‘The Machine’
"In The Arena" with Daryl Jones and Special Guest Bill Pulte
Weekly Notebook Review | Bullish Trends & a Balanced Book! | January 24, 2024
Ep.109 Real Conversations: The Biggest Risks to the Market Narrative with Daniel Lacalle
Weekly Notebook Review | The Winds may be a Changing! $TLT $SPY $USD $QQQ | January 10, 2024
The Macro Show [FREE EDITION] | January 9, 2024
Weekly Notebook Review | Volatility up, Spews down! $SPY $QQQ $VIX $GLD | January 3, 2024
Ep.108 Real Conversations: Market Risks + Opportunities | Mike Green & Mike Taylor w/ Keith McCullough
Weekly Notebook Review | We are back in the saddle…Buckle up! | December 7, 2023
WEBCAST | Navigating the Investment Landscape with David Salem + Ted Oakley
Ep.107 Real Conversations: Neil Howe, Author, The Fourth Turning Is Here
WEBCAST | Winning Long (And Short) Ideas w/Marc Cohodes, Brian McGough & Jeremy McLean
Weekly Notebook Review | Live from Chicago Hedgeye Regional | November 8, 2023
Stock Pitching & Analysis | An @WOLF_Financial Spaces Session
Weekly Notebook Review | Big Earnings and Data Week $SPY $QQQ $VIX $USD | October 25, 2023
Hedgeye Investing Summit | Daniel Lacalle, Chief Economist, Tressis Gestion
Hedgeye Investing Summit | Tracy Shuchart, Founder & CEO, Hilltower Resource Advisors
Hedgeye Investing Summit | Art Hyde, Portfolio Manager, Segra Capital Management
Hedgeye Investing Summit | Matt Cole, CEO & Chief Investment Officer, Strive Asset Management
Hedgeye Investing Summit | Ben Hunt, Co-Founder & CIO, Epsilon Theory
Hedgeye Investing Summit | Danielle DiMartino Booth, CEO & Chief Strategist, QI Research
Hedgeye Investing Summit | William Cohan, Bestselling Author, Financial Journalist, Founding Partner of Puck
Hedgeye Investing Summit | Jim Bianco, President of Bianco Research
Hedgeye Investing Summit | Liz Ann Sonders, Chief Investment Strategist, Charles Schwab
Unscripted Equity Curiosity Season 3 Episode 19: Daniel Biolsi Welcomes Unscripted To The World of Consumer Staples
Unscripted Equity Curiosity Season 3 Episode 18: Investing in GLL - House Rules with Todd Jordan and Sean Jenkins
Weekly Notebook Review | Navigating Market Signals and Risks in Financial Investment Management | October 12, 2023
Unscripted Equity Curiosity Season 3 Episode 17: Beginners Menu: Howard Penney Teaches Us How to Invest In The Restaurant Sector
Unscripted Equity Curiosity Season 3 Episode 16: Felix Discusses Disruptor MNSO, Former & Potential Disruptor BILI, & Gives a Quick Intro To China Internet
Weekly Notebook Review | Growth↘️, Inflation↗️…stick with the Signal! | September 27, 2023
'Deep Dive' With Danielle DiMartino Booth and Lacy Hunt - Navigating Turbulent Markets
The Macro Show [FREE EDITION] | September 21, 2023
Weekly Notebook Review | Not Hyper Focused on FOMC…the Data Rules All! | September 21, 2023
Ep.106 Real Conversations: Mike Taylor, Hedge Fund/Portfolio Manager at Pink Shares For The Cure
Unscripted Equity Curiosity Season 3 Episode 15: Brian McGough Shares The Process
Weekly Notebook Review | Navigating the Stagflation Storm | September 6, 2023
Ep.105 Real Conversations: Tier 1 Alpha's co-founders Craig Peterson, David Pegler and Senior Executive Advisor Mike Green
Weekly Notebook Review | Raising Some Cash $SPY $QQQ $IWM $USO $GLD $VIX | August 16, 2023
Weekly Notebook Review | Looking Past CPI $SPY $QQQ $USO $TLT $EEM | August 9, 2023
Weekly Notebook Review | Vol Up, USD Up, Rates Up $SPY $QQQ $USO $GLD | August 2, 2023
Ep.104 Real Conversations: Alternative Investments with Anthony Zhang, Cormac Kinney & Artem Milinchuk
Unscripted Equity Curiosity Season 3 Episode 14: Mid Earnings Check In: Hints Of Optimism In US Ad Recovery, China Stimulus Ahead
Weekly Notebook Review | July Inflation Re-Accelerating $SPY $QQQ $USO | July 27, 2023
The Pitch: 6 Hedgeye Analysts. 6 Stock Ideas. 60 Minutes. | July 26, 2023
Ep.103 Real Conversations: Dan Rasmussen, Founder and CIO of Verdad Advisers
Weekly Notebook Review | Earnings Season Is Upon Us! $SPY $QQQ $USO $GLD | July 13, 2023
"Capitalizing on Japan" with David Salem & Andrew McDermott
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)
Weekly Notebook Review | June 27, 2023
Weekly Notebook Review | June 21, 2023
Ep.102 Real Conversations: Mike Green, Portfolio Manager at Simplify Asset Management
The Macro Show [FULL FREE EPISODE] | June 22, 2023
Unscripted Equity Curiosity Season 3 Episode 12: "Turnings & Tech", Neil Howe Decodes China's Demographic Dance and A.I.
The Macro Show | Dir. of Capital Allocation David Salem & Dir. of Research Daryl Jones | June 5, 2023
Weekly Notebook Review | Navigating the Seasons $SPY $QQQ $GLD $USD $TLT | June 7, 2023
Sector Head Spotlight | Director of Research Daryl Jones
Unscripted Equity Curiosity Season 3 Episode 11: Beer Wars, "The Bud Light Impairment" with Hedgeye's Daniel Biolsi
Weekly Notebook Review | All Eyes on the US10/2YC & Quad 4! $SPY $QQQ | May 31, 2023
Ep.101 Real Conversations: Mark Gordon, Co-Founder & Partner, Ascent Funds
Weekly Notebook Review | Portfolio Construction + Market Setup $SPY $QQQ | May 24, 2023
Sector Head Spotlight | Communications Sector Head Andrew Freedman
Sector Head Spotlight | Health Policy Sector Head Emily Evans
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
#HedgeyeNation: A Beginner's Guide | May 19, 2023
Weekly Notebook Review | Beware Sinkhole Developing $SPY $QQQ $IWM $XLY | May 17, 2023
Sector Head Spotlight | Technology Sector Head Ami Joseph
#HedgeyeNation: A Beginner's Guide | May 12, 2023
Weekly Notebook Review | CPI is a Data Point…Let the Signal Guide You! | May 10, 2023
Sector Head Spotlight | Telecom-Media Policy Sector Head Paul Glenchur
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
Ep.100 Real Conversations: Hugh Hendry, Founder of Eclectica Macro
Hedgeye Investing Summit | Jim Bianco, President of Bianco Research
Hedgeye Investing Summit | David Salem, Director of Capital Allocation at Hedgeye
Sector Head Spotlight | Healthcare Sector Head Tom Tobin
Hedgeye Investing Summit | Dr. Gio Valiante, Performance Coach and Psychologist
Hedgeye Investing Summit | Liz Ann Sonders, Chief Investment Strategist at Charles Schwab
Hedgeye Investing Summit | Ben Hunt, Co-Founder and CIO of Epsilon Theory
Hedgeye Investing Summit | Ayesha Tariq, Co-Founder of Traderade
Sector Head Spotlight | Restaurants Sector Head Howard Penney & Consumer Staples Sector Head Daniel Biolsi
Unscripted Equity Curiosity Season 3 Episode 8: Buying VC Growth Assets At Pennies On The $, Ami & Team Interview MBM Capital In Their Moment
Hedgeye Investing Summit | David Rosenberg, Founder and President of Rosenberg Research & Associates
Hedgeye Investing Summit | Lyn Alden, Founder of Lyn Alden Investment Strategy
Hedgeye Investing Summit | Steph Pomboy, Founder of MacroMavens
Sector Head Spotlight | Industrials Sector Head Jay Van Sciver
#HedgeyeNation: A Beginner's Guide | April 14, 2023
Weekly Notebook Review | Fade the Macro Tourists and Chart Chasers (feat. Healthcare Sector Head Tom Tobin) | April 12, 2023
Sector Head Spotlight | China Sector Head Felix Wang
Sector Head Spotlight | Gaming, Lodging & Leisure Sector Head Todd Jordan
Unscripted Equity Curiosity Season 3 Episode 7: #SteinerMagic on The Banking System, Contagion Risks and the Road Ahead
Weekly Notebook Review | Get Short & Get Paid $QQQ $XLK $XLY $SPY $USO | April 5, 2023
Sector Head Spotlight | REITs Sector Head Rob Simone
The Mother of All Bubbles is Popping [PART 2]: Bank Failures, Contagion Risk & Coming Credit Event
Sector Head Spotlight | Retail Sector Head Brian McGough
WNR Bonus Episode | Hedgeye + Friends w/The Muni Guy (Brian Nurick) | March 30, 2023
#HedgeyeNation: A Beginner's Guide | March 31, 2023
Weekly Notebook Review | Fade The FOMO get Long Gold China and Duration! | March 29, 2023
The Pitch: 6 Hedgeye Analysts. 6 Stock Ideas. 60 Minutes.
The Call @ Hedgeye: Bonus Content | Keith McCullough & Josh Steiner
#HedgeyeNation: A Beginner's Guide | March 24, 2023
The Mother of All Bubbles is Popping: Bank Failures, Contagion Risk & Coming Credit Event
Inside The Process with Keith McCullough & Robert McGroarty
#HedgeyeNation: A Beginner's Guide | March 17, 2023
Unscripted Equity Curiosity Season 3 Episode 6: Felix Still Bullish on China? China Flex On US Diplomacy; TikTok; & Carrier 5G to 6G Transition
Weekly Notebook Review | #Quad4 keeps rolling! $VIX $QQQ $SPY $IWM $KRE | March 15, 2023
WNR Bonus Episode | Hedgeye + Friends w/Mike Taylor: Credit Risks Cracking the Surface | March 13, 2023
Weekly Notebook Review | Quad 4 = Not Dead! $SPY $QQQ $DXY $TLT $VIX | March 8, 2023
Unscripted Equity Curiosity Season 3 Episode 5: Data Wars & The New Digital Assembly Line
WNR Bonus Episode | Hedgeye + Friends w/Dr. Andrew Menaker: Self Growth = Market Edge | March 2, 2023
Ep. 99 Real Conversations: Chris Whalen, Chairman, Whalen Global Advisors
WNR Bonus Episode | Hedgeye + Friends w/Mike Taylor: QT vs QE
Weekly Notebook Review | Global Quad 4 ex-China $SPY $QQQ $CRB $FXI $DXY $TLT $VIX $MOVE | March 1, 2023
Ep. 98 Real Conversations: David Dorr, Co-Founder, Dorr Asset Management
Ep. 97 Real Conversations: Diego Parrilla, Portfolio Manager, Quadriga Asset Managers
Weekly Notebook Review | All Access Week Edition! $SPY $QQQ $VIX $DXY | February 22, 2023
Unscripted Equity Curiosity Season 3 Episode 4: Take Your $$ To The Casino" (ft. Hedgeye's Todd Jordan, Sector Head of Gaming, Lodging, & Leisure)
Weekly Notebook Review | CPI, GDP, $USD, $SPX, $QQQ, $UST, $VIX #LFG | February 15, 2023
Weekly Notebook Review | Yield Curve, $MOVE, $USD & $VIX, $SPX 0dte | February 8, 2023
Unscripted Equity Curiosity Season 3 Episode 3: TMT Investing In SouthEast Asia (ft. Venture Partner Alan Hellawell)
Weekly Notebook Review | Post FOMC…Reviewing the Signals! $SPY $QQQ | February 1, 2023
Unscripted Equity Curiosity Season 3 Episode 2: Ode to Quad4: Latest Data & How Bad Can It Get For TMT
Weekly Notebook Review | $SPY $QQQ $IWM $FEZ $HYG Near TRR - #Quad4 | January 18, 2023
Cohodes & McGough: Short the Hell Out of $HELE
Weekly Notebook Review | Sell Gamma Squeezes | January 10, 2023
Unscripted Equity Curiosity Season 3 Episode 1: Key Takeaways for TMT from Keith’s 1Q23 Macro Themes
Ep 96 Real Conversations: Mike Taylor, Portfolio Manager, Critical Mass Partners
Weekly Notebook Review | Similar Signals to Start 2023 | Jan. 4, 2023
Unscripted Equity Curiosity Season 2 Finale! Biggest Risks For Software in 2023 + Some Lingering Takeaways from the Taiwan Expert Call
Ep 95 Real Conversations: David Salem, Research Partner, Sparkline Capital
Brightside Capital Interviews Keith McCullough: "This Is Fall of the Roman Empire Sh*t"
Ep 94 Real Conversations: Jim Rickards, Author, "Sold Out: How Broken Supply Chains, Surging Inflation, and Political Instability Will Sink the Global Economy"
Blowup Ahead? WTF Is Happening At Blackstone REIT
The Outlook: McCullough On U.S. #ProfitRecession
The Outlook: McCullough & Steiner On Peak Cycle Inflation's Calculus
Unscripted Equity Curiosity S2EP23: How Taking A 12-Month View of TMT Changes Things, Plus A China Bull In A Hedgeye Bear Shop
Weekly Notebook Review | Fade Your Feelings & Execute! | 12.7.2022
Unscripted Equity Curiosity S2EP22: $DIS The Return Of Iger, & Freebird Magic
Weekly Notebook Review | Managing Particular Pivots in Signals | 11.23.2022
Weekly Notebook Review | Global Quad 4's Loom! | 11.16.2022
Ep 93 Real Conversations: David Greely, Chief Economist, Abaxx Technologies
Ep 92 Real Conversations: Marc Cohodes, Veteran Short-Seller (FTX Collapse Special)
Unscripted Equity Curiosity S2EP21: Comparing 2000, 2008, and 2021 Cycles in TMT & The Math Of Recovery
The Outlook: Keith McCullough On Global #Quad4 Recession
Hedgeye Investing Summit IX: Danielle DiMartino Booth, CEO & Chief Strategist, Quill Intelligence
Weekly Notebook Review | The Fed Is Just A Data Point! | 11.2.2022
Weekly Notebook Review | Patience, Process & Short $QQQ! | 10.26.2022
Weekly Notebook Review | Hosted by Robert McGroarty | Featuring Keith McCullough | 10.19.2022
Hedgeye Investing Summit IX: Liz Ann Sonders, Chief Investment Strategist, Charles Schwab
Hedgeye Investing Summit IX: Marc Cohodes, Veteran Short-Seller
Hedgeye Investing Summit IX: Michael Green, Portfolio Manager, Simplify Asset Management
Hedgeye Investing Summit IX: Hugh Hendry, Founder, Eclectica Macro
Weekly Notebook Review | Patience, Process & Short $QQQ! | 10.26.2022
Unscripted Equity Curiosity S2E20: The Great Felix Wang On Upcoming 3Q Earnings, What Xi Didn't Say, Globalization & De-Globalization $LMT
Weekly Notebook Review | Hosted by Robert McGroarty | Featuring Keith McCullough | 10.19.2022
Unscripted Equity Curiosity S2E19: The Dall-E Revolution - Things That Can Lay Waste To Trillions In Tech
Unscripted S2E18: How Ami & Felix Started Off With Key Takes From #HedgeyeLA & Ended Up Debating China-Taiwan
Ep 91 Real Conversation: Michael Taylor, Portfolio Manager, PINK Shares for the Cure
Unscripted Equity Curiosity S2 E17 Darkness in TMT, Will There Be Light? Ami & Andrew on SNAP, OKTA, AAPL, GOOG, and others
Unscripted Equity Curiosity S2E16: Mr. Glenchur goes to Washington: Navigating TMT Policy & Legal Landmines (Part 2 of 2)
Unscripted Equity Curiosity S2E15: Mr. Glenchur goes to Washington: Navigating TMT Policy & Legal Landmines (Part 1 of 2)
Unscripted; Summer Smoke: S2 E14 Featuring Hedgeye’s Howard Penney on Cannabis & Restaurants, Part 2 of 2
Unscripted Equity Curiosity; Summer Smoke: S2 E13 Featuring Hedgeye’s Howard Penney on Cannabis & Restaurants, Part 1 of 2
Unscripted Equity Curiosity S2E12: Andrew & Ami discuss how NOT to find multi-baggers, plus $ZM, $ROKU, $HCP, and the 10,000x of the Metaverse
Unscripted Equity Curiosity S2E11: Don't Fight The 中国人民银行 (Chinese Fed) Plus The Great Chinese Internet Snapback of 2023
Part2 of Unscripted's interview of Hedgeye's JVS: Warning strong views of TSLA, EVs, + M&A, expressed herein. Only appropriate for those who can handle awesomeness.
Hedgeye Investing Summit VIII: Pippa Malmgren, Economist & Tech Entrepreneur
Unscripted Equity Curiosity S2 E9. Will Elon Delete Tesla Bears From Twitter? Part 1 With Jay Van Sciver
Hedgeye Investing Summit VIII: Jim Bianco, President, Bianco Research
Hedgeye Investing Summit VIII: Carson Block, Founder, Muddy Waters Research
Hedgeye Investing Summit VIII: Buddy Carter, Former Proprietary Trader, Goldman Sachs
Hedgeye Investing Summit VIII: Jim Chanos, Founder, Kynikos Associates
Hedgeye Investing Summit VIII: Danielle DiMartino Booth, CEO & Chief Strategist, Quill Intelligence
Hedgeye Investing Summit VIII: Michael Taylor, Portfolio Manager, PINK Shares for the Cure
Hedgeye Investing Summit VIII: Kyle Bass, Founder & CIO, Hayman Capital
Hedgeye Investing Summit VIII: Michael Green, Portfolio Manager, Simplify Asset Management
Unscripted Equity Curiosity: The Apex Predator (Elon) That Twitter Might Not Be Able To Shake
Unscripted Equity Curiosity: Part 2 of Unscripted Interviewing a Leading EM Bond Portfolio Manager
Unscripted Equity Curiosity: Unscripted Interviews a Leading EM Bond Portfolio Manager and its gets Awesome
Unscripted Equity Curiosity: AF & Ami on Russia, Peter Lynch's playbook from 2008, and echoes of 2001
Unscripted Equity Curiosity: "How Bad Can It Get"
Ep 90 Real Conversations: James Davolos, Portfolio Manager, Horizon Kinetics
Unscripted Equity Curiosity: Horseshoes and Hand Grenades
The Macro Show [FREE Podcast Edition] | January 27, 2022
The Call @ Hedgeye [FREE Podcast Edition] - January 27, 2022
Ep 89 Real Conversations: C.J. Wilson, Former MLB Pitcher & Entrepreneuer
Unscripted Equity Curiosity: Searching For Growth In China w/ Felix
Unscripted Equity Curiosity: Papa Freedman On Diaper Duty & Ugly Mergers
The Macro Show [FREE Podcast Edition] | January 11, 2022
Unscripted Equity Curiosity Episode 22. Inside #HedgeyeTech: Brainstorming the Enterprise Tech Bull Case for 2022 and Beyond
Ep 88 Real Conversations: gmoney, NFT Expert & Metaverse Thoughtleader
Unscripted Equity Curiosity Episode 21. What To Buy, Or Short, When The Pullback Completes
Unscripted Equity Curiosity Episode 20: A Digital Earnings Season To Remember
Ep 87 Real Conversations: Raoul Pal, Founder, Real Vision
Ep 86 Real Conversations: Jeff Booth, Author, "Price of Tomorrow"
Unscripted Equity Curiosity Episode 19. The Metaverse: Part .001
Hedgeye Investing Summit VII: Grant Williams, Founder, Things That Make You Go Hmmm...
Hedgeye Investing Summit VII: Ben Hunt, CIO, Epsilon Theory
Hedgeye Investing Summit VII: Josh Crumb, Founder, Abaxx Tech
Hedgeye Investing Summit VII: Joe Calhoun, Founder & CEO, Alhambra Investments
Unscripted Equity Curiosity Episode 18: Tech In Hotseat: SAP To The Cloud, Risks of Saturation, & A Machine Learning Future
Unscripted Equity Curiosity Episode 17. Recent TMT Cycle Data Points Plus Andrew & Felix Call Out The Ten Year Trend
Unscripted Equity Curiosity Episode 16. Ongoing China Equity ShtShow: The S-T & L-T Outlook with Felix
Unscripted Equity Curiosity Episode 15. The Sound of Freebird's Music (SPOT, TME)
Unscripted Equity Curiosity Episode 14. Curtain Call For The Great Leslie Stretch (MDLA)
Unscripted Equity Curiosity Episode 13. Best Equities To Buy On F&^%$D Up China Pullback
Unscripted Equity Curiosity Episode 12: Freebird versus FUBO
Unscripted Equity Curiosity Episode 11: Shorting in China, Courtesy of Felix, Plus The Mysteries of SOTP
Unscripted Equity Curiosity Episode 10. When Reddit/ARK Holds the Other Side of the Rope
Unscripted Equity Curiosity Episode 9. Valuation Traps and Tricks: The Commoditization of Duration
Unscripted Equity Curiosity Episode 8. The Shoulder Tap Trade
Unscripted Equity Curiosity Episode 7: Investing When the Dance Floor Resumes
Unscripted Equity Curiosity Episode 6: As We Re-Open (E-Commerce, Software, & China)
Unscripted Equity Curiosity Episode 5. The Fear of Dominos Falling
Unscripted Equity Curiosity Episode 4. Freedman’s Worst Long Ever: Right Church, Wrong Pew
Unscripted Equity Curiosity Episode 3. Intro to Ami: Finding Winners & Losers in Tech
Unscripted Equity Curiosity Episode 2. Intro to Freebird: Is Content Still King?
Unscripted Equity Curiosity Episode 1: Investing in Asian Equities
Hedgeye Investing Summit VII: Jurrien Timmer, Director of Global Macro, Fidelity
Hedgeye Investing Summit VII: Diego Parrilla, Portfolio Manager, Quadriga
Hedgeye Investing Summit VII: Kyle Bass, Founder & Chief Investment Officer, Hayman Capital
Hedgeye Investing Summit VII: Michael Green, Portfolio Manager, Simplify Asset Management
Hedgeye Investing Summit VII: Liz Ann Sonders, Chief Investment Strategist, Charles Schwab
The Macro Show Week In Review [Podcast Edition] - Week of Sept. 20-24
Ep 85 Real Conversations: Daniel Lacalle, Chief Economist, Tressis SV
The Macro Show Week In Review [Podcast Edition] - Week of Sept. 13-17
Ep 84 Real Conversations: Jim Rickards, New York Times Bestselling Author
Ep 83 Real Conversations: Danielle DiMartino Booth, CEO & Chief Strategist, Quill Intelligence
The Macro Show [FREE Podcast Edition] | September 1, 2021
Ep 82 Real Conversations: Harley Bassman, Managing Partner, Simplify Asset Management
Ep 81 Real Conversations: Mike Taylor, Portfolio Manager, Critical Mass Partners
Ep 80 Real Conversations: Jeff Snider, Head of Global Research at Alhambra Investments.
Ep 79 Real Conversations: David Rosenberg, Chief Economist & Strategist at Rosenberg Research & Associates
Ep 78 Real Conversations: Prof. Steve Hanke, Johns Hopkins University
Ep 77 Real Conversations: James Davolos, Portfolio Manager, Horizon Kinetics
Ep 76 Real Conversations: Danielle DiMartino Booth, CEO & Chief Strategist, Quill Intelligence
Ep 75 Real Conversations: Christopher Whalen, Chairman, Whalen Global Advisors, LLC
Ep 74 Real Conversations: Annie Duke, Author, Speaker & Decision Strategist
Steph Pomboy | Pro-to-Pro: A Smart Investor's Big Picture Macro Outlook (Hedgeye Investing Summit)
Jeffrey Snider: Making Sense And Money Out Of The Global Monetary Madness (Hedgeye Investing Summit)
Murray Stahl & James Davolos | Why Inflation Hedging Is Critical (Hedgeye Investing Summit)
Mike Taylor | How I'm Positioning My Portfolio Right Now (And Why) (Hedgeye Investing Summit)
Daniel Lacalle | Inflation Is Back: How To Protect Your Capital (Hedgeye Investing Summit)
George Goncalves | The Fed B.S. Detector – A Deep Dive On What Comes Next (Hedgeye Investing Summit)
Grant Williams | A Sober Investor's Guide For A World Gone Completely Mad (Hedgeye Investing Summit)
Michael Green | Taking Advantage Of Topsy-Turvy Market Dynamics (Hedgeye Investing Summit)
Liz Ann Sonders | U.S. Economy Enters 'Creative Destruction' Phase (Hedgeye Investing Summit)
The Macro Show [FREE Podcast Edition]: March 5, 2021
The Macro Show [FREE Podcast Edition]: February 25, 2021
The Macro Show [FREE Podcast Edition]: February 5, 2021
Ep 73 Real Conversations: Danielle DiMartino Booth, CEO & Founder, Quill Intelligence
The Macro Show [FREE Podcast Edition]: January 29, 2021
Ep 72 Real Conversations: Jim Rickards, Author, "The New Great Depression"
The Macro Show [FREE Podcast Edition]: January 15, 2021
The Macro Show [FREE Podcast Edition]: December 18, 2020
Sector Spotlight: The Outlook for Industrials Stocks
Sector Spotlight: The Outlook for Retail Stocks
Sector Spotlight: The Outlook for Communications Stocks
Happy Hour! Live Q&A With Keith McCullough
Sector Spotlight: The Outlook For Health Care Stocks
Sector Spotlight: The Outlook for Cannabis, Restaurants & Consumer Staples Stocks
Sector Spotlight: The Outlook for Financials Stocks
Howe & McCullough: "The Fourth Turning: Navigating The Crisis In America"
The Macro Show [FREE Podcast Edition]: November 5, 2020
Mike Taylor: "Buckle Up! The Wild Road Ahead For Financial Markets" (Hedgeye Investing Summit)
Danielle DiMartino Booth: "What’s Really Happening Inside The Fed" (Hedgeye Investing Summit)
Jim Chanos: "Casino Capitalism: Fraud, Mania & Euphoria On Wall Street" (Hedgeye Investing Summit)
Carson Block: "The Intelligent Investor’s Guide To Short Selling" (Hedgeye Investing Summit)
Crumb & Wieler: "The Great Gold Bull Market: What Comes Next?" (Hedgeye Investing Summit)
Liz Ann Sonders: "Fear & Greed: A Sober Investor’s Guide To Market Risk" (Hedgeye Investing Summit)
John Mauldin: "Crisis, Collapse & Conflict: A World At The Crossroads" (Hedgeye Investing Summit)
Raoul Pal: "Pro-To-Pro: A Macro Investing Masterclass" (Hedgeye Investing Summit)
Diego Parrilla: "Building Your Own ‘Anti-Bubble’ Portfolio" (Hedgeye Investing Summit)
Ep 71 Real Conversations: Michael Saylor, Founder & CEO, MicroStrategy
Ep 70 Real Conversations: Allen Gannett, Author, "The Creative Curve"
Ep 69 Real Conversations: Jim Bianco, President & CEO, Bianco Research
Ep 68 Real Conversations: Mike Taylor, Portfolio Manager, Critical Mass Partners
Ep 67 Real Conversations: Nancy Davis, Founder & Managing Partner, Quadratic Capital Management
Ep 66 Real Conversations: Steph Pomboy, President, MacroMavens
Ep 65 Real Conversations: Jesse Felder, Founder, Publisher & Editor, 'The Felder Report'
Ep 64 Real Conversations: Diego Parrilla, Portfolio Manager, Quadriga Asset Managers
Ep 63 Real Conversations: Danielle DiMartino Booth, CEO & Founder, Quill Intelligence
Ep 62 Real Conversations: David Rosenberg, Chief Economist & Strategist of Rosenberg Research & Associates
Ep 61 Real Conversations: Ben Hunt, CIO, Epsilon Theory
Steve Hanke: "COVID-19, Panicky Markets & The Economic Implications" (Hedgeye Investing Summit)
Jeffrey Kleintop: "Navigating A Difficult Road Ahead" (Hedgeye Investing Summit)
Grant Williams: "A COVID-19 Crisis Roadmap" (Hedgeye Investing Summit)
James Bianco: "Is The Fed's 'Cure' Worse Than the Disease?" (Hedgeye Investing Summit)
Josh Crumb: "Macro Masterclass: Pro-to-Pro On Gold, Energy & Crypto" (Hedgeye Investing Summit)
Danielle DiMartino Booth: "Recession Coming? The Fed’s Endgame" (Hedgeye Investing Summit)
Ep 60 Real Conversations: Daniel Lacalle, Chief Economist, Tressis SV
Michael Taylor: "A Hedge Fund Manager’s Unique Investing Outlook" (Hedgeye Investing Summit)
Chris Whalen: "Panic, Bubbles & Liquidity Shocks" (Hedgeye Investing Summit)
Nadine Terman: Current Market Volatility = Stocks 'Uninvestable' (Hedgeye Investing Summit)
Ep 59 Real Conversations: Pippa Malmgren, Former Presidential Economics Adviser, Founder, H Robotics
Ep 58 Real Conversations: Jim Rickards - Defending Your Wealth During Global Crisis
COVID-19 Pandemic Update: Analysis From Neil Howe & Daryl Jones
Ep 57 Real Conversations: Danielle DiMartino Booth, CEO & Founder, Quill Intelligence
Ep 56 Real Conversations: Daniel Lacalle, Chief Economist, Tressis SV
The Macro Show [FREE Podcast Edition]: March 16, 2020
Podcast Special: Neil Howe On Coronavirus Outlook & Its Impact On The Global Economy
Ep 55 Real Conversations: John Taylor, Chairman & CEO, Taylor Global Vision
Ep 54 Real Conversations: Raoul Pal, Co-Founder, Real Vision (with Guest Host Neil Howe)
FREE Podcast Replay Edition of "The Macro Show" (2/28/2020)
In The Trenches with Darius Dale: Financial Market Outlook → Is A Big Rotation Underway?
The Macro Show: Free Podcast Replay (1/8/2020)
Ep 53 Real Conversations: Danielle DiMartino Booth - Trouble Ahead For The Fed & Economy
Ep 52 Real Conversations: Mark Gordon, CIO, Ascent Oil Fund
Ep 51 Real Conversations: Jim Chanos, Founder & Managing Partner, Kynikos Associates
Kyle Bass: "China: The Most Reckless Financial Experiment In History" (Hedgeye Investing Summit)
Josh Crumb: "An Intelligent Investor’s Guide To Gold & Crypto" (Hedgeye Investing Summit)
Robert Spalding: "Geopolitical Risk Rising: Stealth War With China" (Hedgeye Investing Summit)
Buddy Carter: "A Successful Trader’s Survival Guide" (Hedgeye Investing Summit)
Liz Ann Sonders: "Be Prepared For Volatile Investing Terrain" (Hedgeye Investing Summit)
Daniel Lacalle: "Beware of Central Bankers, Bazookas & Slow Growth" (Hedgeye Investing Summit)
Long or Short Netflix? A Bull and Bear Debate
Jeff Snider: "Global Growth Slowing & The U.S. Dollar Liquidity Shortage" (Hedgeye Investing Summit)
(Webcast Replay) Risk(s) Rising → Where to Invest Right Now
Neil Howe: "A 'Sobering Outlook' For The U.S. Economy" (Hedgeye Investing Summit)
Jurrien Timmer: "Stormy Weather Ahead For Markets" (Hedgeye Investing Summit)
Ep 50 Real Conversations: Danielle DiMartino Booth - Global 'Black Hole' Risk Rising
The Macro Show: Navigating This 'Black Hole Of Risk'
Ep 49 Real Conversations: Raoul Pal - Is A Recession Coming?
Ep 48 Real Conversations: Jim Rickards - How To Protect Your Wealth When This Bubble Bursts
Ep 47 Real Conversations: One-On-One With Renowned Short-Seller Marc Cohodes
The Macro Show: Prepare Your Portfolio For Quad 4 Summer Scare
Ep 46 Real Conversations: Fed Rate Cuts Coming? with Danielle DiMartino Booth
Ep 45 Real Conversations: Why Kyle Bass Sees Recession Risk Rising
Keith McCullough: "Unmistakable Signs Of U.S. Economic Slowdown" (Hedgeye Investing Summit)
Liz Ann Sonders: "Prepare Your Portfolio For A Late Cycle U.S. Economy" (Hedgeye Investing Summit)
Danielle DiMartino Booth: "This Bear Market Rally Will Not Last" (Hedgeye Investing Summit)
Michael Holland: "Big Picture Investing Trends At Home and Abroad" (Hedgeye Investing Summit)
McGough & Van Sciver: "The Outlook for Retail & Industrials Stocks" (Hedgeye Investing Summit)
DeMuth & Walker: "Value Investing In The 21st Century" (Hedgeye Investing Summit)
Mark Shattan: "A Hedge Fund Manager Discusses Risk & Opportunity" (Hedgeye Investing Summit)
Neil Howe: "Deep Demographic Problems Plaguing The U.S. Economy" (Hedgeye Investing Summit)
David Root: "Using Macro To Grow Your Assets" (Hedgeye Investing Summit)
Daniel Lacalle: "Why Central Banks May Trigger the Next Crisis" (Hedgeye Investing Summit)
Neil Howe’s Big Picture Podcast: Yield Curve Inversion… Recession Soon?
[Ep 44 Real Conversations] Pro-To-Pro: Why Two of the Sharpest Minds in Macro are Bearish with Raoul Pal
The Macro Show: The Fourth Turning with Neil Howe
The Macro Show: Prepare Your Portfolio for the Year to Come
Ep 43 - Real Conversations: The Intelligent Investor’s Guide to Gold, Central Bank Manipulation & The ‘Future of Money’ with Roy Sebag
Quad4: The Worst Is Yet To Come
McCullough: How I Built My Wealth Without Huge Drawdowns
The Macro Show Webcast (Replay): Sell The Bounce?
Hedgeye Investing Summit: "U.S. Stocks: Time to Develop An Exit Strategy?" with Chris Ciavacco
Hedgeye Investing Summit: "The Eurozone’s Coming Debt Crisis" with Daniel Lacalle
Hedgeye Investing Summit: "Are We In Another Slow-Motion Meltdown?" with Jim Rickards
Hedgeye Investing Summit: "Smartest Guy in the Room Talks Gold, Crypto & Manias" with Josh Crumb
Hedgeye Investing Summit: "Does Fed Tightening Trigger a Crisis?" with Chris Whalen
Hedgeye Investing Summit: "The Outlook for Retail & Gaming Stocks" with Brian McGough and Todd Jordan.
Hedgeye Investing Summit: "The Art of Short Selling" with Andrew Left
Hedgeye Investing Summit: "Is Tesla's Day of Reckoning Coming Soon?" with Charley Grant & Jay Van Sciver
Hedgeye Investing Summit: "Beware This Late Cycle U.S. Economy" with Keith McCullough
Hedgeye Webcast: The Big Winner (And Loser) Stocks In The Restaurant Industry
Hedgeye Webcast: Is The Worst Yet To Come At Tesla?
Ep 42 - Real Conversations: The Massive Tectonic Shifts in the Global Economy with Pippa Malmgren
Hedgeye Webcast: The Market Is Getting Ready To Rotate
Ep 41 - Real Conversations: The "Synchronized Global Recovery" Is Falling Apart with Daniel Lacalle
Ep 40 - Real Conversations: MacroVoices' Erik Townsend -The Future of Cryptocurrencies
Ep 39 - Real Conversations: Legendary Investor Mario Gabelli's Best Stock Ideas for 2018
Ep 38 - Real Conversations: Josh Crumb - Bitcoin Boom or Bust?
Ep 37 - Real Conversations: John Mauldin - Crisis On The Horizon? Biggest Risks to this Bull Market
Ep 36 - Real Conversations: Daniel Lacalle - AMZN vs. WMT Reveals Everything You Need to Know About US Economy
Ep 35 - Real Conversations: Jim Rickards - Trouble Ahead?
Ep 34 - Real Conversations: Daniel Lacalle - Escape from the Central Bank Trap
Ep 33. - Real Conversations: Christopher Whalen - Trump Can't Prevent U.S. Economy from Fading in 2017
Ep. 32 - Real Conversations: Jim Rickards "The Death of Money"
Ep. 31 - Real Conversations: Stefan Wieler - A Deep Dive on What’s Next with a Top Commodities Strategist
Ep. 30 - Real Conversations: Pippa Malmgren - Investing In An Age of Global Angst
Ep. 29 - Real Conversations: Danielle DiMartino Booth - Our Central Bank Is Failing, Here’s How to Fix It
Ep. 28 - Real Conversations: Dan Alpert- Us Economy Will Go Crazy
Ep. 27 - Real Conversations: Bradley Belt -Retirement Guru: Social Security Is Broken, But Fixable
Ep. 26 - Real Conversations: Josh Crumb - GOLD: The Complete Investor’s Guide From the Smartest Guy In the Room
Ep. 25 - Real Conversations: Gary Shilling- 35 year Bull Market
Ep. 24 - Real Conversations: Richard L. Peterson - How to Successfully Trade Sentiment
Ep. 23 - Real Conversations: Michael Aronstein ‘Unplugged’ on the Biggest Market Risks
Ep. 22 - Real Conversations: Lasse H. Pedersen- How the Smart(est) Money Invests
Ep. 21 - Real Conversations: Benn Steil - Mercurial Central Bankers
Ep. 20 - Real Conversations: Pelosky: Our Worrisome ‘Tri Polar World’ and Its Global Implications
Ep. 19 - Real Conversations: Seeing What Others Don’t with Dr. Gary Klein
Ep. 18 - Real Conversations: Stephen Roach on Global Imbalances, Risks and How It All Ends
Ep. 17 - Real Conversations: How Firefly Founder Tom Markusic Is Changing the New Space Paradigm
Ep. 16 - Real Conversations: Dan Alpert - A Dire Appraisal
Ep. 15 - Real Conversations: Crisis Coming? Stockman on ‘Likely Global Recession’ & Consequences of the Fed
Ep. 14 - Real Conversations: Hanke, McCullough Talk Macro, Money Supply and More
Ep. 13 - Real Conversations: O'Rourke - Beware of the Bear-Mageddon
Ep. 12 - Real Conversations: Neil Howe - Historian and Author of "The Fourth Turning"
Ep. 11 - Real Conversations: Kudlow & McCullough Duke It Out on Inflation
Ep. 10 - Real Conversations: Chris Whalen on Housing Banks Economic Risk
Ep. 9 - Real Conversations: James Grant of Grant's Interest Rate Observer
Ep. 8 - Real Conversations: Schwab's Liz Ann Sonders Unplugged with Keith McCullough
Ep. 7 - Real Conversations: Rickards, McCullough Unplugged on Fed, USD, Economy & More
Ep. 6 - Real Conversations: Buddy Carter - Managing Emotions when trading
Ep. 5 - Real Conversations: Biderman - Beware of the "Ideas of April"
Ep. 4 - Neil Peplinksi- Keith Talks to Top Chief Investment Officer
Ep. 3 - Real Conversations - Andrew Huszar - The Fed, Tapering and the Future
Ep. 2 - Real Conversations: Peter Schiff talks Bubbles, Roubini and Bailouts
Ep. 1 -Real Conversations: Lacamp, McCullough Unplugged on Markets, Fed & the Economic Zeitgeist