Podcast Index

Podcasts

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Hedgeye Podcasts

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Hedgeye Podcasts

Hedgeye Risk Management

When the Music Stops in Private Markets | Protect the Pile Episode 17 w/ Leyla Kunimoto

June 26, 2026 12:00pm 58 min

Visit HedgeyeAM.com for more info00:00 - Welcome to Protect the Pile01:18 - Market Setup: S&P, Rates, Dollar and Credit Spreads02:02 - Leyla Kunimoto’s Background and Accredited Investor Insights04:38 - RPK’s Top 5 Marke...

The Rebalance Steamroller | Protect the Pile Episode 16

June 19, 2026 4:00am 58 min

In this episode of Protect the Pile, the RPK, Sam & Brooks discuss the market’s hidden flow machine. Brooks breaks down the June quarterly rebalance, explaining how Marvell, Flextronics, SpaceX, and major index changes f...

The Fed (Finally) Admits the Problem | Rooster Reacts | June 18, 2026

June 18, 2026 2:00pm 58 min

"Rooster Reacts" returns after a long break with Ryan “Rooster” Ricci evaluating Kevin Warsh’s first meeting as the new Fed chair. Ricci frames Warsh as “the new sheriff in town” and focuses on whether he can restore Fed...

Neil Howe on the SpaceX IPO: Party Like It’s 1999? | Protect the Pile Episode 15

June 12, 2026 11:00am 1:06

In this episode of Protect the Pile, Hedgeye Asset Management portfolio managers R. Patrick Kent, Sam Rahman, Brooks Cutright, and Neil Howe unpack whether today’s AI frenzy looks more like 1999, the railroad bubble, or ...

Ep.140 Real Conversations | The Fractals of Finance: Richard Brennan on the Hidden Geometry of Markets

June 09, 2026 11:00am 1:01

***This webcast originally aired live on Hedgeye.com on June 9, 2026***Markets may look chaotic. But are they truly random?In this special Real Conversation, Hedgeye Founder and CEO Keith McCullough sits down with Richar...

The Market’s Weak Zebra | Protect the Pile Episode 14

June 05, 2026 12:00pm 58 min

In the latest episode of Protect the Pile, RPK and Sam break down a volatile market setup: strong U.S. growth data, tightening dollar liquidity, tech factor reversals, and continued strength in semiconductors despite a s...

When Passive Money Meets Mega IPOs | Protect the Pile Episode 13

June 01, 2026 9:00am 1:00

In this episode of Protect the Pile, the team covers liquidity-driven market strength, record S&P levels, resilient global equities, and oil’s strange weakness despite tightening inventories. Patrick Kent, Sam Rahman, Da...

Ep. 139 Real Conversations | Resilience & Winning Through Uncertainty w/ Sam Goodwin

May 28, 2026 2:00pm 50 min

We hosted a powerful "Real Conversation" between Hedgeye CEO Keith McCullough and Sam Goodwin — bestselling author, keynote speaker, and global traveler turned hostage survivor.In 2019, Sam's quest to visit every country...

"The Machine Runs on Liquidity" | Protect the Pile Episode 12

May 23, 2026 4:00am 1:05

In this episode of Protect the Pile, RPK and Sam discuss strong earnings, tech leadership, lower volatility, and a possible Quad 2-to-Quad 3 transition favoring healthcare over industrials. Nvidia’s results were strong, ...

Former Top Gun Pilot on Hallucinogens, PTSD & the Abyss

May 21, 2026 3:00am 33 min

Brian "Ponch" Rivera's 28-year U.S. Navy career as a F-14 Top Gun aviator is one marked by exceptional leadership and operational expertise. But it wasn't without tremendous sacrifice. He opens in the cockpit on a 2001 t...

Ep.138 Real Conversations → Markets, the Economy & the Global Risk Landscape w/ Jim Rickards

May 19, 2026 9:00am 42 min

***This webcast originally aired live on Hedgeye.com on May 14, 2026***In a market environment defined by whiplash, uncertainty, and rapidly shifting narratives, clarity is more valuable than ever.Join us for a Real Conv...

'It's the Liquidity, Stupid' | Protect the Pile Episode 11

May 09, 2026 5:00am 57 min

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 de...

Hedgeye Investing Summit Spring 2026 | Mike Taylor, Portfolio Manager of PINK Shares for the Cure

May 05, 2026 3:00am 1:10

***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, a...

Hedgeye Investing Summit Spring 2026 | Nancy Davis, Founder & CIO of Quadratic Capital

May 04, 2026 3:00am 45 min

***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...

Hedgeye Investing Summit Spring 2026 | Daniel Lacalle, Chief Economist at Tressis

May 03, 2026 3:00am 48 min

***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 w...

Hedgeye Investing Summit Spring 2026 | Josh Crumb & Jeff Currie, Abaxx Technologies

May 02, 2026 3:00am 54 min

***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 T...

Hedgeye NexGen | Episode 35 | Wealth Inequality (The K-Shaped Economy)

May 01, 2026 1:00pm 45 min

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 ineq...

Hedgeye Investing Summit Spring 2026 | Jim Bianco, Founder & President of Bianco Research

May 01, 2026 3:00am 48 min

***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 McCullo...

Hedgeye Investing Summit Spring 2026 | Steve Hanke, Prof. of Applied Economics

April 30, 2026 3:00am 35 min

***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 C...

Hedgeye Investing Summit Spring 2026 | Chris Whalen, Chairman of Whalen Global Advisors

April 29, 2026 3:00am 47 min

***This webcast originally aired live on Hedgeye.com on April 21, 2026***This is an exclusive "Hedgeye Investing Summit" interview between Chris Whalen, Chairman of Whalen Global Advisors, and Hedgeye CEO Keith McCulloug...

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