All Episodes
Hedgeye Podcasts — 605 episodes · page 4 of 7
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
EWeekly 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
EWeekly 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)
EUnscripted 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
EHedgeye 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
EEp 86 Real Conversations: Jeff Booth, Author, "Price of Tomorrow"