show episodes
 
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 s ...
 
Neil Howe’s Demography Unplugged is designed to help savvy investors and business leaders uncover hidden trends and critical developments driving world markets and economies. It’s like peering into the future. Discover the likely winners (and losers) of “big ideas” as renowned demographer Neil Howe – the guy who coined the term “millennial” – distills game-changing new developments down to their essence. Neil’s highly sought-after analysis is now delivered throughout the month in an easy-to- ...
 
Welcome to Hedgeye: In The Arena.Our Director of Sales Daryl Jones will be your personal tour guide into the world of Hedgeye and the investing world beyond.President Theodore Roosevelt once said: “The credit belongs to the man in the arena. Whose face is marred by dust and sweat and blood, who knows the great enthusiasms the great devotions and spends himself in a worthy cause; who at best knows the thrills of high achievement and if he fails at least fails daring greatly so that his place ...
 
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show series
 
**This originally aired as a video webcast live on Hedgeye.com on March 18, 2020** This is an exclusive "Hedgeye Investing Summit" interview between Jeffrey Snider, Head of Global Research at Alhambra Investments, and Hedgeye CEO Keith McCullough.By Hedgeye Risk Management
 
**This originally aired as a video webcast live on Hedgeye.com on March 18, 2020** This is an exclusive "Hedgeye Investing Summit" interview between Murray Stahl, Chief Investment Officer at Horizon Kinetics, James Davolos, Portfolio Manager at Horizon Kinetics, and Hedgeye CEO Keith McCullough.By Hedgeye Risk Management
 
In this latest issue of my weekly podcast, we discuss the future of Biden's agenda. Last week, the White House officially unveiled its $2T infrastructure package. The plan is popular among the public, and due to reconciliation, it only needs 50 votes to pass the Senate. Biden will also try to pass a minimum wage increase, a voting rights bill, and …
 
In this latest issue of my weekly podcast, we discuss Biden's immigration strategy. Currently, the White House is using former President Trump's executive orders (notably Title 42) to handle the nearly 6,000 daily border crossings. But what's Biden's long-term plan? It largely mirrors the 2013 Senate bill, penned by the "Gang of 8." Undocumented im…
 
In this latest issue of my weekly podcast, we discuss Biden's infrastructure package. The plan will cost nearly $4T over ten years. The money will be divided as follows: $1.4T for straight infrastructure, $600B for clean energy, $400B for manufacturing, $300B for innovation/R&D, and $800B for the caregiver economy. To pass this bill, Senate Democra…
 
In this latest issue of my weekly podcast, we discuss Biden's and the Democrats' agenda. The Senate has passed the massive $1.9B stimulus package. The bill is also set to pass the House this week. This was a major win for the Democrats. Not only is the package popular among the general public, but it has considerable support among Republican voters…
 
Sign up for Hedgeye's flagship show, The Macro Show https://hedgeye.com/tms Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more …
 
Sign up for Hedgeye's flagship show, The Macro Show https://hedgeye.com/tms Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more …
 
In this latest issue of my weekly podcast, I answer listener-submitted questions. Is multi-generational housing a long-term trend? Are we transitioning from an ‘era of logic’ to an ‘era of emotion’? Is America paralleling the decline of the Roman Empire? I go in-depth on all of these questions and more. China accelerates "Hanification" efforts. Xi …
 
In this latest issue of my weekly podcast, we discuss the current state of the GOP. Last week, ten Republican representatives voted to impeach--and seven Republican senators voted to remove--Donald Trump. That is the largest number of other-party senators voting for removal from office in U.S. history. A day later, Trump excoriated Mitch McConnell,…
 
In this latest issue of my weekly podcast, I answer listener summited questions. Is Joe Biden a grey champion? Is America in danger of entering a new war? Does policy matter in times of extreme partisanship? Is America paralleling the decline of the Roman Empire? Have pandemic lockdowns created a new baby boom? I go in-depth on all of these questio…
 
Sign up for Hedgeye's flagship show, The Macro Show https://hedgeye.com/tms Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more …
 
In this latest issue of my weekly podcast, I replay my recent conversation with JT Taylor, Hedgeye's Chief Political Strategist. We look back at the results of the 2020 elections and how changes in demographics and partisanship will affect the Biden White House and the 117th Congress. JT and I also examine the upcoming elections in 2022 and 2024. W…
 
Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief Join Hedgeye CEO Keith McCullough and Danielle DiMartino Booth, former Fed advisor and Chief Strategist at Quill Intelligence, in this masterclass investing discussion about critical market and economic developments. This broadcast originally aired on video webcas…
 
Sign up for Hedgeye's flagship show, The Macro Show https://hedgeye.com/tms Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more …
 
In this latest issue of my weekly podcast, we discuss the threat of Covid-19 adaptive mutations. Moderna-NIH just released their new study on the effectiveness of the Moderna vaccine against the South African mutation. Yes, the vaccine protects against the new variant, but the antibodies' strength is reduced by 4 to 6X. This is the first sign that …
 
In this latest issue of my weekly podcast, we discuss the future of the economy. I predict we will see three distinct phases. In the next few weeks, the economy will continue to decelerate, with accompanying market turbulence, to the mobility drop associated with Covid-19. But going forward over the next several months into the summer, both will go…
 
Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief Check out all of our research products here: https://hedgeye.com/research Hedgeye CEO Keith McCullough went one-on-one with investor/bestselling author James Rickards to discuss key ideas in his new book, "The New Great Depression: Winners and Losers in a Post-Pan…
 
Sign up for Hedgeye's flagship show, The Macro Show https://hedgeye.com/tms Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more …
 
In this latest issue of my weekly podcast, we discuss the Georgia elections. Raphael Warnock and Jon Ossof beat Republican incumbents Kelly Loeffler and David Perdue. Both Warnock and Ossof won by over 0.5%, avoiding an automatic recount. Ultimately this is good news for markets. While traditional wisdom says markets want a divided Congress, the re…
 
Sign up for Hedgeye's flagship show, The Macro Show https://hedgeye.com/tms Get the smartest market show available with Hedgeye’s live daily, online video broadcast featuring key market and economic insights, investing implications and interactive viewer Q&A. Turn off that tired “Old Wall” TV and tune into The Macro Show. See for yourself why more …
 
In this latest issue of my weekly podcast, we discuss the latest news on vaccines. The FDA reports that the Moderna vaccine is "highly effective" after examining the trial data. They are expected to give emergency approval by Friday. The Moderna vaccine is easier to handle than the Pfizer vaccine because it does not need to be stored at Antarctic t…
 
In this latest issue of my weekly podcast, I replay my recent interview with Brian McGough, sector head of Retail here at Hedgeye. In this interview, we take on the longer-term consequences of six big earthquakes shaking the retail universe. 1. The Home Improvement Effect/Household Formation. 2. E-comm vs. Brick & Mortar shopping. 3. Fast-Fashion, …
 
In this latest issue of my weekly podcast, I replay my recent interview with Andrew Freedman, sector head of Communications here at Hedgeye. The last time Andrew and I got together in June 2020, we discussed "Media in the Pandemic Age," examining how the crisis has impacted consumption trends by generation. This time around, we take a deep dive int…
 
Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Hurry, it ends Nov. 30. **This webcast originally aired on November 19, 2020** Join Hedgeye Industrials analyst Jay Van Sciver for a deep-dive, under-the-hood look at Industrials stocks, including a sneak peek at his Best Idea long and short list. CEO Keith M…
 
Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Sign up for Retail Pro and our other investing products. Hurry, it ends Nov. 30. **This webcast originally aired on November 18, 2020** Join Hedgeye Retail analyst Brian McGough for a deep-dive, under-the-hood look at Retail stocks, including a sneak peek at …
 
Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Hurry, it ends Nov. 30. **This webcast originally aired on November 16, 2020** Hedgeye CEO Keith McCullough & Dir. of Research Daryl Jones host an informal Q&A and crack open a few cold ones as they dig into investing, hockey, life lessons and more.…
 
Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Hurry, it ends Nov. 30. **This webcast originally aired on November 12, 2020** Join veteran Hedgeye Healthcare analyst Tom Tobin for a deep-dive, under-the-hood look at Healthcare stocks, including a sneak peek at his Best Idea long and short list. CEO Keith …
 
Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Hurry, it ends Nov. 30. **This webcast originally aired on November 11, 2020** Join Hedgeye Consumables analysts Howard Penney and Daniel Biolsi for a deep-dive, under-the-hood look at Restaurants, Consumer Staples and Cannabis stocks, including a sneak peek …
 
Visit Hedgeye.com to get our best deal we offer all year on our Black Friday special sale! Hurry, it ends Nov. 30. **This webcast originally aired on November 10, 2020** Veteran Hedgeye Financials analyst Josh Steiner hosted a deep-dive, under-the-hood look at the Financials sector and stocks, including a sneak peek at his Best Idea long and short …
 
In this latest issue of my weekly podcast, we discuss the race for a vaccine. Both Pfizer and Moderna announced that preliminary data show that their vaccines are over 90% effective. Yet despite the good news, there are still some major hurdles for these vaccines. 1. They have to be stored at sub-zero temperatures. 2. There is deep public distrust …
 
In this latest issue of my weekly podcast, I replay my recent interview with Keith McCullough, Hedgeye's CEO. In the interview, we talk about the election, what the polls got right and wrong, and how 2020 fits into our longer-term 4th Turning perspective on history and generational change. A large section of the interview was spent answering listen…
 
**This webcast originally aired on Hedgeye.com on Nov. 9, 2020** Join world-renowned author and Demography analyst Neil Howe for a deep dive inside his groundbreaking generational theory "The Fourth Turning." Neil and Hedgeye CEO Keith McCullough will discuss the social, economic and political ramifications of this theory and why it led Neil to wri…
 
Enjoy this FREE podcast edition of The Macro Show. Join Hedgeye CEO Keith McCullough for a completely free edition of "The Macro Show." Keith will discuss the big picture macro trends driving financial markets and how to position your portfolio to take advantage of them. Sign up for Hedgeye's flagship daily morning show here: https://hedgeye.com/tm…
 
In this latest issue of my weekly podcast, I replay my recent interview with JT Taylor, Hedgeye's Chief Political Strategist and Paul Glenchur, Hedgeye's Senior TMT Policy Analyst. With the election a few days away, the race for the White House and Congress is on track to be the most divisive and expensive in history. Joe Biden, while fading slight…
 
**This originally aired as a video webcast live on Hedgeye.com on October 15, 2020** This is an exclusive "Hedgeye Investing Summit" interview between short seller Jim Chanos, President & Founder of Kynikos Associates, and Hedgeye CEO Keith McCullough.By Hedgeye Risk Management
 
**This originally aired as a video webcast live on Hedgeye.com on October 14, 2020** This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders, Chief Investment Strategist at Charles Schwab and Hedgeye CEO Keith McCullough.By Hedgeye Risk Management
 
**This originally aired as a video webcast live on Hedgeye.com on October 13, 2020** This is an exclusive "Hedgeye Investing Summit" interview between John Mauldin, Founder of Mauldin Economic, renowned Demographer Neil Howe and Hedgeye CEO Keith McCullough.By Hedgeye Risk Management
 
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