All Episodes
Hedgeye Podcasts — 605 episodes · page 3 of 7
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