Hedgeye Podcasts

Ep 47 Real Conversations: One-On-One With Renowned Short-Seller Marc Cohodes

26 Jun 2019

Contributed by Lukas

We hosted a “no-holds-barred” investing webcast between renowned short-seller Marc Cohodes and Hedgeye CEO Keith McCullough.(Click herefor webcast...

The Macro Show: Prepare Your Portfolio For Quad 4 Summer Scare

05 Jun 2019

Contributed by Lukas

ARE YOU PREPARED FOR A QUAD 4 SCARE THIS SUMMER?The S&P 500 just posted its worst May in seven years—its second worst May since the 1960s. (Quad...

Ep 46 Real Conversations: Fed Rate Cuts Coming? with Danielle DiMartino Booth

08 May 2019

Contributed by Lukas

Hedgeye CEO Keith McCullough is joined by former Fed advisor Danielle DiMartino Booth (CEO of Quill Intelligence) for an exclusive investing podcast. ...

Ep 45 Real Conversations: Why Kyle Bass Sees Recession Risk Rising

25 Apr 2019

Contributed by Lukas

Renowned hedge fund manager Kyle Bass (founder of Hayman Capital) bet against the subprime mortgage market ahead of the 2007 financial crisis. Listen ...

Keith McCullough: "Unmistakable Signs Of U.S. Economic Slowdown" (Hedgeye Investing Summit)

05 Apr 2019

Contributed by Lukas

This is an exclusive "Hedgeye Investing Summit" discussion between Hedgeye CEO Keith McCullough and Senior Macro analyst Darius Dale on our ...

Liz Ann Sonders: "Prepare Your Portfolio For A Late Cycle U.S. Economy" (Hedgeye Investing Summit)

05 Apr 2019

Contributed by Lukas

This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders, chief investment strategist at Charles Schwab and Hedgeye...

Danielle DiMartino Booth: "This Bear Market Rally Will Not Last" (Hedgeye Investing Summit)

05 Apr 2019

Contributed by Lukas

This is an exclusive "Hedgeye Investing Summit" interview between former Federal Reserve advisor Danielle DiMartino Booth and Hedgeye CEO Ke...

Michael Holland: "Big Picture Investing Trends At Home and Abroad" (Hedgeye Investing Summit)

05 Apr 2019

Contributed by Lukas

This is an exclusive "Hedgeye Investing Summit" interview between Michael Holland, chairman at Holland & Co. and Hedgeye CEO Keith McCul...

McGough & Van Sciver: "The Outlook for Retail & Industrials Stocks" (Hedgeye Investing Summit)

04 Apr 2019

Contributed by Lukas

This is an exclusive "Hedgeye Investing Summit" interview between Brian McGough (Hedgeye Retail), Jay Van Sciver (Hedgeye Industrials) and K...

DeMuth & Walker: "Value Investing In The 21st Century" (Hedgeye Investing Summit)

04 Apr 2019

Contributed by Lukas

This is an exclusive "Hedgeye Investing Summit" interview between Rangeley Capital’s Chris DeMuth, Andrew Walker and Hedgeye CEO Keith McC...

Mark Shattan: "A Hedge Fund Manager Discusses Risk & Opportunity" (Hedgeye Investing Summit)

04 Apr 2019

Contributed by Lukas

This is an exclusive "Hedgeye Investing Summit" interview between GrowthLine Capital Management chief investment officer Mark Shattan and He...

Neil Howe: "Deep Demographic Problems Plaguing The U.S. Economy" (Hedgeye Investing Summit)

03 Apr 2019

Contributed by Lukas

This is an exclusive "Hedgeye Investing Summit" podcast replay between renowned demographer Neil Howe and Hedgeye CEO Keith McCullough.The H...

David Root: "Using Macro To Grow Your Assets" (Hedgeye Investing Summit)

03 Apr 2019

Contributed by Lukas

This is an exclusive "Hedgeye Investing Summit" podcast replay between wealth manager David Root and Hedgeye CEO Keith McCullough.The Hedgey...

Daniel Lacalle: "Why Central Banks May Trigger the Next Crisis" (Hedgeye Investing Summit)

03 Apr 2019

Contributed by Lukas

This is an exclusive "Hedgeye Investing Summit" podcast replay between Daniel Lacalle, chief economist and investment officer at Tressis Ges...

Neil Howe’s Big Picture Podcast: Yield Curve Inversion… Recession Soon?

02 Apr 2019

Contributed by Lukas

We hope you enjoy this complimentary access to the inaugural edition of Neil Howe’s Big Picture Podcast. This podcast is hosted each week by world-r...

[Ep 44 Real Conversations] Pro-To-Pro: Why Two of the Sharpest Minds in Macro are Bearish with Raoul Pal

14 Feb 2019

Contributed by Lukas

This is a new “Real Conversation” between two macro heavyweights—Real Vision CEO Raoul Pal & Hedgeye CEO Keith McCullough. They dive deep in...

The Macro Show: The Fourth Turning with Neil Howe

30 Jan 2019

Contributed by Lukas

This is a special edition of The Macro Show hosted by Hedgeye Demography analyst Neil Howe. He discusses a wide range of subjects including the volati...

The Macro Show: Prepare Your Portfolio for the Year to Come

04 Jan 2019

Contributed by Lukas

Over $17.5 trillion has been erased from global equity markets since 2018’s highs. Yes, that’s officially bear market territory (down -21.5%).For ...

Ep 43 - Real Conversations: The Intelligent Investor’s Guide to Gold, Central Bank Manipulation & The ‘Future of Money’ with Roy Sebag

14 Dec 2018

Contributed by Lukas

In this edition of Real Conversations, Goldmoney Founder and CEO Roy Sebag sits down with Hedgeye CEO Keith McCullough for a deep-dive discussion on c...

Quad4: The Worst Is Yet To Come

26 Nov 2018

Contributed by Lukas

We predicted the market selloff in late September—right before it happened. It was all about our contrarian #Quad4 call.In this podcast replay of a ...

McCullough: How I Built My Wealth Without Huge Drawdowns

06 Nov 2018

Contributed by Lukas

“Don’t lose money.” That’s Risk Management Rule #1.The current, volatile market terrain indicates trouble ahead. It’s already happening over...

The Macro Show Webcast (Replay): Sell The Bounce?

01 Nov 2018

Contributed by Lukas

Visit Hedgeye.com/TMS to subscribe to the daily video version of The Macro ShowIt’s been a painful month for many investors.S&P 500 is down 7% f...

Hedgeye Investing Summit: "U.S. Stocks: Time to Develop An Exit Strategy?" with Chris Ciavacco

30 Oct 2018

Contributed by Lukas

This is an exclusive "Hedgeye Investing Summit" interview between money manager Chris Ciovacco and Hedgeye CEO Keith McCullough.We gathered ...

Hedgeye Investing Summit: "The Eurozone’s Coming Debt Crisis" with Daniel Lacalle

29 Oct 2018

Contributed by Lukas

This is an exclusive "Hedgeye Investing Summit" interview between economist and fund manager Daniel Lacalle and Hedgeye CEO Keith McCullough...

Hedgeye Investing Summit: "Are We In Another Slow-Motion Meltdown?" with Jim Rickards

26 Oct 2018

Contributed by Lukas

This is an exclusive "Hedgeye Investing Summit" interview between Strategic Intelligence editor Jim Rickards and Hedgeye CEO Keith McCulloug...

Hedgeye Investing Summit: "Smartest Guy in the Room Talks Gold, Crypto & Manias" with Josh Crumb

25 Oct 2018

Contributed by Lukas

This is an exclusive "Hedgeye Investing Summit" interview between currency and metals strategist Josh Crumb and Hedgeye CEO Keith McCullough...

Hedgeye Investing Summit: "Does Fed Tightening Trigger a Crisis?" with Chris Whalen

25 Oct 2018

Contributed by Lukas

This is an exclusive "Hedgeye Investing Summit" interview between investment banker Chris Whalen and Hedgeye CEO Keith McCullough.We gathere...

Hedgeye Investing Summit: "The Art of Short Selling" with Andrew Left

24 Oct 2018

Contributed by Lukas

This is an exclusive "Hedgeye Investing Summit" interview between activist short seller Andrew Left and Hedgeye CEO Keith McCullough.We gath...

Hedgeye Investing Summit: "The Outlook for Retail & Gaming Stocks" with Brian McGough and Todd Jordan.

24 Oct 2018

Contributed by Lukas

This is an exclusive "Hedgeye Investing Summit" interview between Hedgeye Retail analyst Brian McGough, Gaming, Lodging & Leisure analys...

Hedgeye Investing Summit: "Is Tesla's Day of Reckoning Coming Soon?" with Charley Grant & Jay Van Sciver

23 Oct 2018

Contributed by Lukas

This is an exclusive "Hedgeye Investing Summit" interview between WSJ investing journalist Charley Grant and Hedgeye Industrials analyst Jay...

Hedgeye Investing Summit: "Beware This Late Cycle U.S. Economy" with Keith McCullough

23 Oct 2018

Contributed by Lukas

This is an exclusive "Hedgeye Investing Summit" podcast replay with Hedgeye CEO Keith McCullough on the investing implications of U.S. #Grow...

Hedgeye Webcast: The Big Winner (And Loser) Stocks In The Restaurant Industry

30 Aug 2018

Contributed by Lukas

Veteran Hedgeye Restaurants analyst Howard Penney is joined by Restaurants journalist Jonathan Maze, Executive Editor with Restaurant Business Magazin...

Hedgeye Webcast: Is The Worst Yet To Come At Tesla?

24 Aug 2018

Contributed by Lukas

The wild ride for Tesla longs (and shorts) has gotten even wilder over the past few weeks. In this special Hedgeye webcast, outspoken Tesla critic Chr...

Ep 42 - Real Conversations: The Massive Tectonic Shifts in the Global Economy with Pippa Malmgren

15 Aug 2018

Contributed by Lukas

In this special edition of Real Conversations, influential economist, best-selling author and former White House economic advisor Pippa Malmgren will ...

Hedgeye Webcast: The Market Is Getting Ready To Rotate

08 Aug 2018

Contributed by Lukas

We’re at a critical market juncture. The U.S. economy is heading for a slowdown in the back half of 2018. Investors who fail to understand what this...

Ep 41 - Real Conversations: The "Synchronized Global Recovery" Is Falling Apart with Daniel Lacalle

09 Mar 2018

Contributed by Lukas

The “synchronized recovery” narrative is falling apart as Chinese and European growth begins to slow… (This largely explains the spike in volati...

Ep 40 - Real Conversations: MacroVoices' Erik Townsend -The Future of Cryptocurrencies

23 Feb 2018

Contributed by Lukas

In this Real Conversation, hedge fund manager and MacroVoices podcast host Erik Townsend joins Hedgeye CEO Keith McCullough for an in-depth discussion...

Ep 39 - Real Conversations: Legendary Investor Mario Gabelli's Best Stock Ideas for 2018

30 Jan 2018

Contributed by Lukas

Listen to this special Real Conversation with Hedgeye CEO Keith McCullough and legendary investor Mario Gabelli. Mario discusses his top stock ideas f...

Ep 38 - Real Conversations: Josh Crumb - Bitcoin Boom or Bust?

18 Dec 2017

Contributed by Lukas

1. ARE INVESTORS GETTING AHEAD OF THEMSELVES? The cumulative proceeds from Initial Coin Offerings (ICO) – the cryptocurrency equivalent of a stoc...

Ep 37 - Real Conversations: John Mauldin - Crisis On The Horizon? Biggest Risks to this Bull Market

02 Nov 2017

Contributed by Lukas

You’re going to want to listen our exclusive discussion with best-selling author John Mauldin. How will risky Fed policies impact the U.S. econom...

Ep 36 - Real Conversations: Daniel Lacalle - AMZN vs. WMT Reveals Everything You Need to Know About US Economy

27 Oct 2017

Contributed by Lukas

Precious few PhD-trained economists understand the inner-workings of financial markets. Then again, very few economists have actually worked as a port...

Ep 35 - Real Conversations: Jim Rickards - Trouble Ahead?

18 Oct 2017

Contributed by Lukas

Iconoclastic, best-selling author Jim Rickards joined Hedgeye CEO Keith McCullough one-on-one in the studio to discuss their divergent market and econ...

Ep 34 - Real Conversations: Daniel Lacalle - Escape from the Central Bank Trap

07 Aug 2017

Contributed by Lukas

The omnipotent PhDs leading the world’s central banks equate economics to physics. Like Newton’s laws of motion, an economy at rest will remain at...

Ep 33. - Real Conversations: Christopher Whalen - Trump Can't Prevent U.S. Economy from Fading in 2017

04 May 2017

Contributed by Lukas

In this edition of Real Conversations, Hedgeye CEO Keith McCullough welcomes Christopher Whalen, chairman of Whalen Global Advisors, in an extensive d...

Ep. 32 - Real Conversations: Jim Rickards "The Death of Money"

21 Apr 2017

Contributed by Lukas

You don't want to miss this no-punches-pulled unplugged Q&A session with bestselling author Jim Rickards and hosted by Hedgeye CEO Keith McCu...

Ep. 31 - Real Conversations: Stefan Wieler -  A Deep Dive on What’s Next with a Top Commodities Strategist

20 Apr 2017

Contributed by Lukas

Most investors will dismissively tell you gold prices are entirely driven by greed and fear, and that the only way gold works as an investable asset i...

Ep. 30 - Real Conversations: Pippa Malmgren - Investing In An Age of Global Angst

10 Mar 2017

Contributed by Lukas

It is an age of heightened global angst and uncertainty, an era of discontent. An age which gives birth to brazen, Never-In-a-Million-Years political ...

Ep. 29 - Real Conversations: Danielle DiMartino Booth - Our Central Bank Is Failing, Here’s How to Fix It

03 Mar 2017

Contributed by Lukas

It’s simple really. Inside the hallowed halls of the Federal Reserve, unelected, largely unaccountable bureaucrats decide whether the economy is run...

Ep. 28 - Real Conversations: Dan Alpert- Us Economy Will Go Crazy 

09 Feb 2017

Contributed by Lukas

“The virtuous cycle of capital has broken down,” says Dan Alpert, Managing Partner at Westwood Capital in this new edition of Real Conversations.T...

Ep. 27 - Real Conversations: Bradley Belt -Retirement Guru: Social Security Is Broken, But Fixable 

03 Feb 2017

Contributed by Lukas

Is America’s Social Security system bankrupt? Well, not exactly.It is, however, significantly underfunded. No shocker there. What’s perhaps more i...

Ep. 26 - Real Conversations: Josh Crumb - GOLD: The Complete Investor’s Guide From the Smartest Guy In the Room

18 Jan 2017

Contributed by Lukas

On the one hand, you've got the gold bugs. They long for the good old days when the U.S. dollar was backed by the precious metal. On the other ha...

Ep. 25 - Real Conversations: Gary Shilling- 35 year Bull Market

13 Jan 2017

Contributed by Lukas

Even financial market legends, from Dalio to Druckenmiller, can’t claim a market call that’s played out precisely as predicted over the next 40 ye...

Ep. 24 - Real Conversations: Richard L. Peterson - How to Successfully Trade Sentiment

29 Sep 2016

Contributed by Lukas

Behavioral finance expert Dr. Richard Peterson, a board-certified psychiatrist and CEO of MarketPsych, sits down with Hedgeye CEO Keith McCullough in ...

Ep. 23 - Real Conversations: Michael Aronstein ‘Unplugged’ on the Biggest Market Risks

22 Sep 2016

Contributed by Lukas

Industry veteran and portfolio manager Michael Aronstein, CIO of Marketfield Asset Management, sits down with private investor Buddy Carter and Hedgey...

Ep. 22 - Real Conversations: Lasse H. Pedersen- How the Smart(est) Money Invests

05 Aug 2016

Contributed by Lukas

In this edition of “Real Conversations,” AQR Capital Management principal and Efficiently Inefficient author Lasse H. Pedersen sits down with Hedg...

Ep. 21 - Real Conversations: Benn Steil - Mercurial Central Bankers 

03 Jun 2016

Contributed by Lukas

In this edition of “Real Conversations,” Benn Steil, director of international economics at the Council on Foreign Relations and author of "T...

Ep. 20 - Real Conversations: Pelosky: Our Worrisome ‘Tri Polar World’ and Its Global Implications

11 Nov 2015

Contributed by Lukas

In this second installment of our recent interview with J2Z Founder and Principal Jay Pelosky, Pelosky lays out the implications of his Tri Polar Worl...

Ep. 19 - Real Conversations: Seeing What Others Don’t with Dr. Gary Klein

09 Oct 2015

Contributed by Lukas

Best-selling author and cognitive psychologist Dr. Gary Klein talks with Hedgeye CEO Keith McCullough about his most recent book, Seeing What Others D...

Ep. 18 - Real Conversations: Stephen Roach on Global Imbalances, Risks and How It All Ends

06 Apr 2015

Contributed by Lukas

Stephen Roach, Yale University professor and former Chairman of Morgan Stanley Asia, sits down with Hedgeye CEO Keith McCullough to discuss a number o...

Ep. 17 - Real Conversations: How Firefly Founder Tom Markusic Is Changing the New Space Paradigm

19 Feb 2015

Contributed by Lukas

In this edition of Real Conversations, Firefly Founder and CEO Tom Markusic talks with Hedgeye's Keith McCullough about the growing demand for ef...

Ep. 16 - Real Conversations: Dan Alpert - A Dire Appraisal 

18 Nov 2014

Contributed by Lukas

Dan Alpert, economic policy expert, author of “The Age of Oversupply,” and founding Managing Partner of investment bank Westwood Capital, discusse...

Ep. 15 - Real Conversations: Crisis Coming? Stockman on ‘Likely Global Recession’ & Consequences of the Fed

13 Nov 2014

Contributed by Lukas

David Stockman, the outspoken former Reagan budget director and bestselling author of “The Great Deformation,” sits down with Hedgeye CEO Keith Mc...

Ep. 14 - Real Conversations: Hanke, McCullough Talk Macro, Money Supply and More

14 Oct 2014

Contributed by Lukas

In this edition of Real Conversations, Hedgeye CEO Keith McCullough has a wide-ranging conversation with Steve Hanke, a Professor of Applied Economics...

Ep. 13 - Real Conversations: O'Rourke - Beware of the Bear-Mageddon

05 Sep 2014

Contributed by Lukas

Ep. 12 - Real Conversations: Neil Howe - Historian and Author of "The Fourth Turning"

01 Aug 2014

Contributed by Lukas

Hedgeye CEO Keith McCullough sits down with author and historian Neil Howe in our latest edition of Real Conversations.

Ep. 11 - Real Conversations: Kudlow & McCullough Duke It Out on Inflation

25 Jul 2014

Contributed by Lukas

Economist and CNBC senior contributor Larry Kudlow squares off with Hedgeye CEO Keith McCullough on inflation and whether market signals like gold and...

Ep. 10 - Real Conversations: Chris Whalen on Housing Banks Economic Risk

18 Jun 2014

Contributed by Lukas

Chris Whalen, Senior Managing Director and Head of Research at Kroll Bond Rating Agency, explains why he's bearish on housing, how Washington is ...

Ep. 9 - Real Conversations: James Grant of Grant's Interest Rate Observer

12 Jun 2014

Contributed by Lukas

James Grant, editor of Grant's Interest Rate Observer, discusses his latest thoughts on the economy, monetary policy, market froth, gold & wh...

Ep. 8 - Real Conversations: Schwab's Liz Ann Sonders Unplugged with Keith McCullough

03 Jun 2014

Contributed by Lukas

Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, sits down with Hedgeye CEO Keith McCullough to talk markets, the economy and much more...

Ep. 7 - Real Conversations:  Rickards, McCullough Unplugged on Fed, USD, Economy & More

09 May 2014

Contributed by Lukas

Controversial best-selling author James Rickards sits down with Hedgeye CEO Keith McCullough to discuss a number of important subjects in this wide ra...

Ep. 6 - Real Conversations: Buddy Carter - Managing Emotions when trading 

29 Apr 2014

Contributed by Lukas

Buddy Carter and Keith McCullough walk through why it’s crucial for investors to have a repeatable process.

Ep. 5 - Real Conversations: Biderman - Beware of the "Ideas of April"

21 Mar 2014

Contributed by Lukas

Ep. 4 - Neil Peplinksi- Keith Talks to Top Chief Investment Officer

13 Mar 2014

Contributed by Lukas

Hedgeye CEO Keith McCullough sits down with Neil Peplinksi, chief investment officer of Good Harbor Financial, a Chicago-based firm with more than $10...

Ep. 3 - Real Conversations - Andrew Huszar - The Fed, Tapering and the Future

18 Dec 2013

Contributed by Lukas

Keith talks to Andrew Huszar, a former Fed staffer who is now an outspoken critic of the central bank. Huszar doesn't see the Fed tapering this m...

Ep. 2 - Real Conversations: Peter Schiff talks Bubbles, Roubini and Bailouts

28 May 2010

Contributed by Lukas

Euro Pacific Capital CEO Peter Schiff pulls no punches with Hedgeye CEO Keith McCullough on this latest edition of HedgeyeTV’s "Real Conversati...

Ep. 1 -Real Conversations: Lacamp, McCullough Unplugged on Markets, Fed & the Economic Zeitgeist

22 May 2010

Contributed by Lukas