Cover image of Real Conversations
(91)

Rank #129 in Investing category

Business
Education
Investing
Courses

Real Conversations

Updated 2 months ago

Rank #129 in Investing category

Business
Education
Investing
Courses
Read more

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.

Read more

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.

iTunes Ratings

91 Ratings
Average Ratings
76
4
3
2
6

Candor and Insight

By POTUS 2024 - May 04 2017
Read more
You rarely hear this level of candor and insight on financial markets. Rickards is one of the best.

Wow

By west ambling - May 03 2017
Read more
Great content. Brings a whole new must know perspective to the markets.

iTunes Ratings

91 Ratings
Average Ratings
76
4
3
2
6

Candor and Insight

By POTUS 2024 - May 04 2017
Read more
You rarely hear this level of candor and insight on financial markets. Rickards is one of the best.

Wow

By west ambling - May 03 2017
Read more
Great content. Brings a whole new must know perspective to the markets.
Cover image of Real Conversations

Real Conversations

Latest release on Jul 30, 2020

Read more

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.

Rank #1: Ep. 12 - Real Conversations: Neil Howe - Historian and Author of "The Fourth Turning"

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

Aug 01 2014

29mins

Play

Rank #2: Ep 41 - Real Conversations: The "Synchronized Global Recovery" Is Falling Apart with Daniel Lacalle

Podcast cover
Read more
The “synchronized recovery” narrative is falling apart as Chinese and European growth begins to slow… (This largely explains the spike in volatility this year!)

What comes next?

In this special edition of Real Conversations, renowned economist, portfolio manager and author Daniel Lacalle dissects Wall Street’s “synchronized global recovery” narrative in an in-depth discussion with Hedgeye CEO Keith McCullough.

Mar 09 2018

37mins

Play

Rank #3: The Macro Show: The Fourth Turning with Neil Howe

Podcast cover
Read more

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 volatile current state of financial markets through the prism of his groundbreaking theory, The Fourth Turning.

Jan 30 2019

27mins

Play

Rank #4: Steve Hanke: "COVID-19, Panicky Markets & The Economic Implications" (Hedgeye Investing Summit)

Podcast cover
Read more

***This interview originally aired live on Hedgeye.com on April 16, 2020***

This is an exclusive "Hedgeye Investing Summit" interview between renowned Economics Professor Steve Hanke of Johns Hopkins and CEO Keith McCullough.

May 07 2020

51mins

Play

Rank #5: Ep 45 Real Conversations: Why Kyle Bass Sees Recession Risk Rising

Podcast cover
Read more

Renowned hedge fund manager Kyle Bass (founder of Hayman Capital) bet against the subprime mortgage market ahead of the 2007 financial crisis. Listen to this podcast replay of the interview between Bass and Hedgeye CEO Keith McCullough's pro-to-pro discussion on China, global recession, and why interest rates may head to near zero by 2020.

This originally aired as a video webcast on Hedgeye.com on April 8, 2019.

Apr 25 2019

1hr 5mins

Play

Rank #6: [Ep 44 Real Conversations] Pro-To-Pro: Why Two of the Sharpest Minds in Macro are Bearish with Raoul Pal

Podcast cover
Read more

This is a new “Real Conversation” between two macro heavyweights—Real Vision CEO Raoul Pal & Hedgeye CEO Keith McCullough. They dive deep into the dicey global macro set-up with a special focus on big risks and rewards facing investors. 

Feb 14 2019

59mins

Play

Rank #7: Ep 51 Real Conversations: Jim Chanos, Founder & Managing Partner, Kynikos Associates

Podcast cover
Read more

Join us for an exclusive, pro-to-pro conversation featuring renowned short seller Jim Chanos and Hedgeye CEO Keith McCullough.

No commercial interruptions. No clueless pundits. Just two sharp investors discussing the art of short selling. You don't want to miss this.

This webcast originally aired live on Hedgeye.com on Nov. 21, 2019.

Nov 21 2019

1hr 6mins

Play

Rank #8: Kyle Bass: "China: The Most Reckless Financial Experiment In History" (Hedgeye Investing Summit)

Podcast cover
Read more

This is an exclusive "Hedgeye Investing Summit" interview between Hayman Capital CIO Kyle Bass and Hedgeye CEO Keith McCullough.

This Hedgeye Investing Summit interview originally streamed live on HedgeyeTV, October 14th-16th and 23rd, 2019.

Nov 21 2019

58mins

Play

Rank #9: Ep. 32 - Real Conversations: Jim Rickards "The Death of Money"

Podcast cover
Read more
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 McCullough. Exclusively on HedgeyeTV.

Apr 21 2017

1hr 15mins

Play

Rank #10: Ep 58 Real Conversations: Jim Rickards - Defending Your Wealth During Global Crisis

Podcast cover
Read more

**This webcast originally aired live on Hedgeye.com on April 1, 2020**

Join Hedgeye CEO Keith McCullough for a very special conversation with Strategic Intelligence editor James Rickards. Keith and Jim dive deep into the current market chaos, key economic ramifications, the failure of central banks to arrest the recent decline and how investors can protect their wealth amidst the market tumult.

Apr 06 2020

1hr 3mins

Play

Rank #11: Ep 52 Real Conversations: Mark Gordon, CIO, Ascent Oil Fund

Podcast cover
Read more

Nov 26 2019

1hr 6mins

Play

Rank #12: COVID-19 Pandemic Update: Analysis From Neil Howe & Daryl Jones

Podcast cover
Read more

**This webcast originally aired live on Hedgeye.com on March 19, 2020**

Get access to Hedgeye's FREE Market Brief newsletter

World-renowned Demography analyst Neil Howe and Hedgeye Director of Research Daryl Jones walk through the latest COVID-19 developments and offer a clear-eyed assessment of the pandemic’s global spread and various implications.

Importantly, Neil will weigh in with his assessment of the broader economic, political and societal implications.

Mar 19 2020

49mins

Play

Rank #13: Ep 33. - Real Conversations: Christopher Whalen - Trump Can't Prevent U.S. Economy from Fading in 2017

Podcast cover
Read more
In this edition of Real Conversations, Hedgeye CEO Keith McCullough welcomes Christopher Whalen, chairman of Whalen Global Advisors, in an extensive discussion ranging from his newly-released book Ford Men, a study of Ford Motor Co and the Ford family, to a host of important financial market issues affecting investors.

May 04 2017

30mins

Play

Rank #14: Ep 53 Real Conversations: Danielle DiMartino Booth - Trouble Ahead For The Fed & Economy

Podcast cover
Read more

***This webcast originally aired live on Hedgeye.com on December 10, 2019***

Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief

Hedgeye CEO Keith McCullough is joined by former Fed advisor Danielle DiMartino Booth in the audio replay of this special investing webcast. Danielle and Keith discuss the current economic set-up, Fed policy and the implications for financial markets.

Dec 18 2019

1hr 1min

Play

Rank #15: Ep 48 Real Conversations: Jim Rickards - How To Protect Your Wealth When This Bubble Bursts

Podcast cover
Read more

Aug 06 2019

1hr 7mins

Play

Rank #16: Ep 39 - Real Conversations: Legendary Investor Mario Gabelli's Best Stock Ideas for 2018

Podcast cover
Read more
Listen to this special Real Conversation with Hedgeye CEO Keith McCullough and legendary investor Mario Gabelli. Mario discusses his top stock ideas for 2018 with Hedgeye CEO Keith McCullough. Following this deep-dive discussion, Keith and Mario take viewer questions.

Jan 30 2018

33mins

Play

Rank #17: Ep. 9 - Real Conversations: James Grant of Grant's Interest Rate Observer

Podcast cover
Read more
James Grant, editor of Grant's Interest Rate Observer, discusses his latest thoughts on the economy, monetary policy, market froth, gold & where hidden investing opportunities may lie with Hedgeye CEO Keith McCullough in this edition of "Real Conversations."

Jun 12 2014

12mins

Play

Rank #18: James Bianco: "Is The Fed's 'Cure' Worse Than the Disease?" (Hedgeye Investing Summit)

Podcast cover
Read more

***This interview originally aired live on Hedgeye.com on April 15, 2020***

This is an exclusive "Hedgeye Investing Summit" interview between James Bianco, CEO of Bianco Research and Hedgeye CEO Keith McCullough.

May 07 2020

50mins

Play

Rank #19: Danielle DiMartino Booth: "Recession Coming? The Fed’s Endgame" (Hedgeye Investing Summit)

Podcast cover
Read more

***This interview originally aired live on Hedgeye.com on April 15, 2020***

Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief

This is an exclusive "Hedgeye Investing Summit" interview between Danielle DiMartino Booth, CEO of Quill Intelligence and Hedgeye CEO Keith McCullough.

May 01 2020

47mins

Play

Rank #20: The Macro Show: Prepare Your Portfolio for the Year to Come

Podcast cover
Read more

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 the record, the Hedgeye Macro team proactively prepared our subscribers for this last January.

Guess what?

Our 2019 global outlook remains decidedly bearish.

We want you to be prepared for the year ahead. Watch Hedgeye CEO Keith McCullough in this free edition of The Macro Show. Keith will discuss our current market outlook and prepare you (and your portfolio) for the year ahead.

Visit http://hedgeye.com/tms to sign up for the video version of The Macro Show

Jan 04 2019

33mins

Play

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

Podcast cover
Read more

Join CEO Keith McCullough and Jim Bianco, President and CEO of Bianco Research, for a discussion on the current investing outlook with global central bankers flooding financial markets with liquidity.

Jul 30 2020

1hr 1min

Play

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

Podcast cover
Read more

Join CEO Keith McCullough and Michael Taylor, Portfolio Manager at Critical Mass Partners, for a virologist/hedge fund manager's unique perspective on the investing implications of COVID-19.

Jul 29 2020

1hr 2mins

Play

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

Podcast cover
Read more

Join Hedgeye CEO Keith McCullough and Nancy Davis, founder and managing partner of Quadratic Capital Management as they discuss the big risks and opportunities in the current market environment.

Jul 28 2020

1hr

Play

Ep 66 Real Conversations: Steph Pomboy, President, MacroMavens

Podcast cover
Read more

Hedgeye CEO Keith McCullough and Stephanie Pomboy, President of MacroMavens discuss the current market environment. This webcast aired on June 17th, 2020

Jul 27 2020

1hr 1min

Play

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

Podcast cover
Read more

**This webcast originally aired live on Hedgeye.com on June 1, 2020**

Join Hedgeye CEO Keith McCullough and Jesse Felder, former hedge fund manager and founder of The Felder Report, in this pro-to-pro investing discussion about the current market environment. 

Jun 04 2020

1hr 1min

Play

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

Podcast cover
Read more

**This webcast originally aired live on Hedgeye.com on May 26, 2020**

Join Hedgeye CEO Keith McCullough and Diego Parrilla, best-selling author and portfolio manager at Quadriga Asset Managers, in this pro-to-pro investing discussion about the current market environment.

May 29 2020

1hr 3mins

Play

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

Podcast cover
Read more

**This webcast originally aired live on Hedgeye.com on May 21, 2020**

Join Hedgeye CEO Keith McCullough and Danielle DiMartino Booth, former Fed advisor and Chief Strategist at Quill Intelligence, in this pro-to-pro investing discussion about the current market environment.

May 28 2020

1hr 1min

Play

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

Podcast cover
Read more

**This webcast originally aired live on Hedgeye.com on May 12, 2020**

Join Hedgeye CEO Keith McCullough and Epsilon Theory CIO Ben Hunt for a pro-to-pro investing discussion about the current market environment.

May 19 2020

1hr 2mins

Play

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

Podcast cover
Read more

**This webcast originally aired live on Hedgeye.com on May 18, 2020**

Watch Hedgeye CEO Keith McCullough and David Rosenberg, Chief Economist & Strategist of Rosenberg Research & Associates in this pro-to-pro investing discussion about the current market environment.

May 19 2020

1hr 5mins

Play

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

Podcast cover
Read more

***This interview originally aired live on Hedgeye.com on April 16, 2020***

This is an exclusive "Hedgeye Investing Summit" interview between renowned Economics Professor Steve Hanke of Johns Hopkins and CEO Keith McCullough.

May 07 2020

51mins

Play

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

Podcast cover
Read more

***This interview originally aired live on Hedgeye.com on April 16, 2020***

This is an exclusive "Hedgeye Investing Summit" interview between Jeffrey Kleintop, Chief Global Investment Strategist at Charles Schwab and Hedgeye CEO Keith McCullough.

May 07 2020

46mins

Play

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

Podcast cover
Read more

***This interview originally aired live on Hedgeye.com on April 16, 2020***

This is an exclusive "Hedgeye Investing Summit" interview between Real Vision co-founder Grant Williams and Hedgeye CEO Keith McCullough.

May 07 2020

48mins

Play

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

Podcast cover
Read more

***This interview originally aired live on Hedgeye.com on April 15, 2020***

This is an exclusive "Hedgeye Investing Summit" interview between James Bianco, CEO of Bianco Research and Hedgeye CEO Keith McCullough.

May 07 2020

50mins

Play

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

Podcast cover
Read more

***This interview originally aired live on Hedgeye.com on April 15, 2020***

This is an exclusive "Hedgeye Investing Summit" interview between Josh Crumb, Founder of Abaxx Tech and Hedgeye CEO Keith McCullough.

May 04 2020

46mins

Play

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

Podcast cover
Read more

***This interview originally aired live on Hedgeye.com on April 15, 2020***

Get access to Hedgeye's FREE Market Brief newsletter: https://hedgeye.com/marketbrief

This is an exclusive "Hedgeye Investing Summit" interview between Danielle DiMartino Booth, CEO of Quill Intelligence and Hedgeye CEO Keith McCullough.

May 01 2020

47mins

Play

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

Podcast cover
Read more

**This webcast originally aired live on Hedgeye.com on April 30, 2020**

Join us for a pro-to-pro discussion between Hedgeye CEO Keith McCullough and Daniel Lacalle, chief economist and investment officer at Tressis Gestion. Keith and Daniel discuss the current market environment and assess the big investing implications.

May 01 2020

1hr 2mins

Play

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

Podcast cover
Read more

***This interview originally aired live on Hedgeye.com on April 14, 2020***

This is an exclusive "Hedgeye Investing Summit" interview between Michael Taylor, Portfolio Manager at Critical Mass Partners and Hedgeye CEO Keith McCullough.

Apr 30 2020

47mins

Play

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

Podcast cover
Read more

***This interview originally aired live on Hedgeye.com on April 14, 2020***

This is an exclusive "Hedgeye Investing Summit" interview between Chris Whalen, Chairman of Whalen Global Advisors and Hedgeye CEO Keith McCullough.

Apr 29 2020

46mins

Play

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

Podcast cover
Read more

***This interview originally aired live on Hedgeye.com on April 14, 2020***

This is an exclusive "Hedgeye Investing Summit" interview between Nadine Terman, CEO and CIO of Solstein Capital and Hedgeye CEO Keith McCullough.

Apr 28 2020

46mins

Play

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

Podcast cover
Read more

**This webcast originally aired live on Hedgeye.com on April 23, 2020**

Watch Hedgeye CEO Keith McCullough and Dr. Pippa Malmgren on this special Hedgeye Webcast.

Pippa is a trend-spotting economist, entrepreneur, two-time bestselling author, former economic advisor to President George W. Bush and co-founder of H Robotics.

Apr 27 2020

51mins

Play

iTunes Ratings

91 Ratings
Average Ratings
76
4
3
2
6

Candor and Insight

By POTUS 2024 - May 04 2017
Read more
You rarely hear this level of candor and insight on financial markets. Rickards is one of the best.

Wow

By west ambling - May 03 2017
Read more
Great content. Brings a whole new must know perspective to the markets.