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by Hedgeye Risk Management
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Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 1 weeks ago57 min
'It's the Liquidity, Stupid' | Protect the Pile Episode 11
In the latest Protect the Pile, Patrick Kent, Sam Rahman, David Salem, and John McNamara tackle a market that refuses to crack despite geopolitical shocks, oil disruptions, rising rates, and unresolved risks. The crew debates whether this is the most stressful investing environment in years, why liquidity and passive flows keep overpowering fundamentals, and how today’s market structure is reshaping every decision. They dig into the potential SpaceX IPO, the role of forced buyers, private-mar...
- 2 weeks ago1h 10m
Hedgeye Investing Summit Spring 2026 | Mike Taylor, Portfolio Manager of PINK Shares for the Cure
***This webcast originally aired live on Hedgeye.com on April 23, 2026*** This is an exclusive "Hedgeye Investing Summit" interview between Mike Taylor, Hedge Fund Veteran, Portfolio Manager of PINK Shares for the Cure, and Hedgeye CEO Keith McCullough. To watch more "Hedgeye Investing Summit" interviews, CLICK HERE. Visit Hedgeye.com for more great investing content. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-bo...
- 2 weeks ago45 min
Hedgeye Investing Summit Spring 2026 | Nancy Davis, Founder & CIO of Quadratic Capital
***This webcast originally aired live on Hedgeye.com on April 23, 2026*** This is an exclusive "Hedgeye Investing Summit" interview between Nancy Davis, Founder & CIO of Quadratic Capital, and Hedgeye CEO Keith McCullough. To watch more "Hedgeye Investing Summit" interviews, CLICK HERE. Visit Hedgeye.com for more great investing content. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distil...
- 2 weeks ago48 min
Hedgeye Investing Summit Spring 2026 | Daniel Lacalle, Chief Economist at Tressis
***This webcast originally aired live on Hedgeye.com on April 23, 2026*** This is an exclusive "Hedgeye Investing Summit" interview between Daniel Lacalle, Chief Economist at Tressis, and Hedgeye CEO Keith McCullough. To watch more "Hedgeye Investing Summit" interviews, CLICK HERE. Visit Hedgeye.com for more great investing content. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decade...
- 2 weeks ago54 min
Hedgeye Investing Summit Spring 2026 | Josh Crumb & Jeff Currie, Abaxx Technologies
***This webcast originally aired live on Hedgeye.com on April 22, 2026*** This is an exclusive "Hedgeye Investing Summit" interview between Josh Crumb, Founder & CEO of Abaxx Technologies, Jeff Currie, Director at Abaxx Technologies & Fmr. Global Head of Commodities, Goldman Sachs, and Hedgeye CEO Keith McCullough. To watch more "Hedgeye Investing Summit" interviews, CLICK HERE. Visit Hedgeye.com for more great investing content. Hedgeye Founder & CEO Keith McCullough's long-await...
- 2 weeks ago45 min
Hedgeye NexGen | Episode 35 | Wealth Inequality (The K-Shaped Economy)
Hedgeye NexGen is for new and young investors. Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, Ryan discusses the growing wealth inequality in the U.S., or the "K-Shaped Economy," a term coined by Hedgeye in 2021. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough distills decades of Wall Street experience into...
- 2 weeks ago48 min
Hedgeye Investing Summit Spring 2026 | Jim Bianco, Founder & President of Bianco Research
***This webcast originally aired live on Hedgeye.com on April 22, 2026*** This is an exclusive "Hedgeye Investing Summit" interview between Jim Bianco, Founder & President of Bianco Research, and Hedgeye CEO Keith McCullough. To watch more "Hedgeye Investing Summit" interviews, CLICK HERE. Visit Hedgeye.com for more great investing content. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith McCullough dis...
- 2 weeks ago35 min
Hedgeye Investing Summit Spring 2026 | Steve Hanke, Prof. of Applied Economics
***This webcast originally aired live on Hedgeye.com on April 22, 2026*** This is an exclusive "Hedgeye Investing Summit" interview between Steve Hanke, Prof. of Applied Economics at John Hopkins University, and Hedgeye CEO Keith McCullough. To watch more "Hedgeye Investing Summit" interviews, CLICK HERE. Visit Hedgeye.com for more great investing content. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In this 52-page e-book, Keith Mc...
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About Hedgeye Podcasts
Hedgeye is an investment research and financial media company founded in 2008. Our core principles are transparency, accountability and trust. Hedgeye’s Real Conversations series, hosted by CEO Keith McCullough, brings together the brightest minds in the business to cut through the noise and discuss the financial market moves that actually matter.LEGALThe opinions expressed in Hedgeye Real Conversations are those of the individual speaking and not of Hedgeye, and should not be construed as specific investment advice.Hedgeye® is a registered trademark. All Hedegye Real Conversations are the intellectual property of Hedgeye. All rights reserved. For more information, and to subscribe, go to www.hedgeye.com.
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Frequently Asked Questions
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When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
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