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Hedgeye Podcasts — 605 episodes · page 5 of 7

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Unscripted Equity Curiosity Episode 19. The Metaverse: Part .001

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Hedgeye Investing Summit VII: Grant Williams, Founder, Things That Make You Go Hmmm...

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Hedgeye Investing Summit VII: Ben Hunt, CIO, Epsilon Theory

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Hedgeye Investing Summit VII: Josh Crumb, Founder, Abaxx Tech

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Hedgeye Investing Summit VII: Joe Calhoun, Founder & CEO, Alhambra Investments

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Unscripted Equity Curiosity Episode 18: Tech In Hotseat: SAP To The Cloud, Risks of Saturation, & A Machine Learning Future

407

Unscripted Equity Curiosity Episode 17. Recent TMT Cycle Data Points Plus Andrew & Felix Call Out The Ten Year Trend

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Unscripted Equity Curiosity Episode 16. Ongoing China Equity ShtShow: The S-T & L-T Outlook with Felix

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Unscripted Equity Curiosity Episode 15. The Sound of Freebird's Music (SPOT, TME)

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Unscripted Equity Curiosity Episode 14. Curtain Call For The Great Leslie Stretch (MDLA)

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Unscripted Equity Curiosity Episode 13. Best Equities To Buy On F&^%$D Up China Pullback

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Unscripted Equity Curiosity Episode 12: Freebird versus FUBO

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Unscripted Equity Curiosity Episode 11: Shorting in China, Courtesy of Felix, Plus The Mysteries of SOTP

414

Unscripted Equity Curiosity Episode 10. When Reddit/ARK Holds the Other Side of the Rope

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Unscripted Equity Curiosity Episode 9. Valuation Traps and Tricks: The Commoditization of Duration

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Unscripted Equity Curiosity Episode 8. The Shoulder Tap Trade

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Unscripted Equity Curiosity Episode 7: Investing When the Dance Floor Resumes

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Unscripted Equity Curiosity Episode 6: As We Re-Open (E-Commerce, Software, & China)

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Unscripted Equity Curiosity Episode 5. The Fear of Dominos Falling

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Unscripted Equity Curiosity Episode 4. Freedman’s Worst Long Ever: Right Church, Wrong Pew

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Unscripted Equity Curiosity Episode 3. Intro to Ami: Finding Winners & Losers in Tech

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Unscripted Equity Curiosity Episode 2. Intro to Freebird: Is Content Still King?

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Unscripted Equity Curiosity Episode 1: Investing in Asian Equities

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Hedgeye Investing Summit VII: Jurrien Timmer, Director of Global Macro, Fidelity

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Hedgeye Investing Summit VII: Diego Parrilla, Portfolio Manager, Quadriga

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Hedgeye Investing Summit VII: Kyle Bass, Founder & Chief Investment Officer, Hayman Capital

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Hedgeye Investing Summit VII: Michael Green, Portfolio Manager, Simplify Asset Management

428

Hedgeye Investing Summit VII: Liz Ann Sonders, Chief Investment Strategist, Charles Schwab

429

The Macro Show Week In Review [Podcast Edition] - Week of Sept. 20-24

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Ep 85 Real Conversations: Daniel Lacalle, Chief Economist, Tressis SV

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The Macro Show Week In Review [Podcast Edition] - Week of Sept. 13-17

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Ep 84 Real Conversations: Jim Rickards, New York Times Bestselling Author

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Ep 83 Real Conversations: Danielle DiMartino Booth, CEO & Chief Strategist, Quill Intelligence

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The Macro Show [FREE Podcast Edition] | September 1, 2021

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Ep 82 Real Conversations: Harley Bassman, Managing Partner, Simplify Asset Management

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Ep 81 Real Conversations: Mike Taylor, Portfolio Manager, Critical Mass Partners

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Ep 80 Real Conversations: Jeff Snider, Head of Global Research at Alhambra Investments.

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Ep 79 Real Conversations: David Rosenberg, Chief Economist & Strategist at Rosenberg Research & Associates

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Ep 78 Real Conversations: Prof. Steve Hanke, Johns Hopkins University

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Ep 77 Real Conversations: James Davolos, Portfolio Manager, Horizon Kinetics

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Ep 76 Real Conversations: Danielle DiMartino Booth, CEO & Chief Strategist, Quill Intelligence

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Ep 75 Real Conversations: Christopher Whalen, Chairman, Whalen Global Advisors, LLC

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Ep 74 Real Conversations: Annie Duke, Author, Speaker & Decision Strategist

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Steph Pomboy | Pro-to-Pro: A Smart Investor's Big Picture Macro Outlook (Hedgeye Investing Summit)

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Jeffrey Snider: Making Sense And Money Out Of The Global Monetary Madness (Hedgeye Investing Summit)

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Murray Stahl & James Davolos | Why Inflation Hedging Is Critical (Hedgeye Investing Summit)

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Mike Taylor | How I'm Positioning My Portfolio Right Now (And Why) (Hedgeye Investing Summit)

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Daniel Lacalle | Inflation Is Back: How To Protect Your Capital (Hedgeye Investing Summit)

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George Goncalves | The Fed B.S. Detector – A Deep Dive On What Comes Next (Hedgeye Investing Summit)

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Grant Williams | A Sober Investor's Guide For A World Gone Completely Mad (Hedgeye Investing Summit)

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Michael Green | Taking Advantage Of Topsy-Turvy Market Dynamics (Hedgeye Investing Summit)

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Liz Ann Sonders | U.S. Economy Enters 'Creative Destruction' Phase (Hedgeye Investing Summit)

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The Macro Show [FREE Podcast Edition]: March 5, 2021

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The Macro Show [FREE Podcast Edition]: February 25, 2021

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The Macro Show [FREE Podcast Edition]: February 5, 2021

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Ep 73 Real Conversations: Danielle DiMartino Booth, CEO & Founder, Quill Intelligence

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The Macro Show [FREE Podcast Edition]: January 29, 2021

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Ep 72 Real Conversations: Jim Rickards, Author, "The New Great Depression"

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The Macro Show [FREE Podcast Edition]: January 15, 2021

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The Macro Show [FREE Podcast Edition]: December 18, 2020

461

Sector Spotlight: The Outlook for Industrials Stocks

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Sector Spotlight: The Outlook for Retail Stocks

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Sector Spotlight: The Outlook for Communications Stocks

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Happy Hour! Live Q&A With Keith McCullough

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Sector Spotlight: The Outlook For Health Care Stocks

466

Sector Spotlight: The Outlook for Cannabis, Restaurants & Consumer Staples Stocks

467

Sector Spotlight: The Outlook for Financials Stocks

468

Howe & McCullough: "The Fourth Turning: Navigating The Crisis In America"

469

The Macro Show [FREE Podcast Edition]: November 5, 2020

470

Mike Taylor: "Buckle Up! The Wild Road Ahead For Financial Markets" (Hedgeye Investing Summit)

471

Danielle DiMartino Booth: "What’s Really Happening Inside The Fed" (Hedgeye Investing Summit)

472

Jim Chanos: "Casino Capitalism: Fraud, Mania & Euphoria On Wall Street" (Hedgeye Investing Summit)

473

Carson Block: "The Intelligent Investor’s Guide To Short Selling" (Hedgeye Investing Summit)

474

Crumb & Wieler: "The Great Gold Bull Market: What Comes Next?" (Hedgeye Investing Summit)

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Liz Ann Sonders: "Fear & Greed: A Sober Investor’s Guide To Market Risk" (Hedgeye Investing Summit)

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John Mauldin: "Crisis, Collapse & Conflict: A World At The Crossroads" (Hedgeye Investing Summit)

477

Raoul Pal: "Pro-To-Pro: A Macro Investing Masterclass" (Hedgeye Investing Summit)

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Diego Parrilla: "Building Your Own ‘Anti-Bubble’ Portfolio" (Hedgeye Investing Summit)

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Ep 71 Real Conversations: Michael Saylor, Founder & CEO, MicroStrategy

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Ep 70 Real Conversations: Allen Gannett, Author, "The Creative Curve"

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Ep 69 Real Conversations: Jim Bianco, President & CEO, Bianco Research

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Ep 68 Real Conversations: Mike Taylor, Portfolio Manager, Critical Mass Partners

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Ep 67 Real Conversations: Nancy Davis, Founder & Managing Partner, Quadratic Capital Management

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Ep 66 Real Conversations: Steph Pomboy, President, MacroMavens

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Ep 65 Real Conversations: Jesse Felder, Founder, Publisher & Editor, 'The Felder Report'

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Ep 64 Real Conversations: Diego Parrilla, Portfolio Manager, Quadriga Asset Managers

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Ep 63 Real Conversations: Danielle DiMartino Booth, CEO & Founder, Quill Intelligence

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Ep 62 Real Conversations: David Rosenberg, Chief Economist & Strategist of Rosenberg Research & Associates

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Ep 61 Real Conversations: Ben Hunt, CIO, Epsilon Theory

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Steve Hanke: "COVID-19, Panicky Markets & The Economic Implications" (Hedgeye Investing Summit)

491

Jeffrey Kleintop: "Navigating A Difficult Road Ahead" (Hedgeye Investing Summit)

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Grant Williams: "A COVID-19 Crisis Roadmap" (Hedgeye Investing Summit)

493

James Bianco: "Is The Fed's 'Cure' Worse Than the Disease?" (Hedgeye Investing Summit)

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Josh Crumb: "Macro Masterclass: Pro-to-Pro On Gold, Energy & Crypto" (Hedgeye Investing Summit)

495

Danielle DiMartino Booth: "Recession Coming? The Fed’s Endgame" (Hedgeye Investing Summit)

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Ep 60 Real Conversations: Daniel Lacalle, Chief Economist, Tressis SV

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Michael Taylor: "A Hedge Fund Manager’s Unique Investing Outlook" (Hedgeye Investing Summit)

498

Chris Whalen: "Panic, Bubbles & Liquidity Shocks" (Hedgeye Investing Summit)

499

Nadine Terman: Current Market Volatility = Stocks 'Uninvestable' (Hedgeye Investing Summit)

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Ep 59 Real Conversations: Pippa Malmgren, Former Presidential Economics Adviser, Founder, H Robotics