Podcast Episodes
Back to Search
The Election Risks Markets Can’t Ignore | Protect the Pile Episode 28
Go to HedgeyeAM.com for more info.
With the midterms just weeks away, the battle for Congress is getting tighter—and the market implications are growi…
8 hours ago
The Cheap Money Era Is Over | Protect the Pile Episode 27
00:00 – Meet George Noble: Four Decades in the Markets
03:50 – How Markets Changed: From Fundamentals to Financialization
07:30 – The Hidden Problem …
1 week ago
Software vs. Semis: The Next Battle in AI | Protect the Pile Episode 26
Visit HedgeyeAM.com for more info
00:00 – A Strange Market Near All-Time Highs
05:20 – Market Rotation, Narrowing Breadth & Investor Positioning
07:30 –…
1 week, 6 days ago
Ep. 143 Real Conversations | The AI Bubble and the Market Risks Ahead w/ Mike Taylor
**This episode originally aired live on Hedgeye.com on September 15, 2026***
Artificial Intelligence is the biggest story in markets. It’s also creati…
2 weeks, 3 days ago
The AI Gold Rush Meets an Oil Shock | Protect the Pile Episode 25
Visit HedgeyeAM.com for more info
00:00 – Markets Return With Oil, Rates & Quad 2 in Focus
06:00 – The Weak Dollar Tug-of-War
12:30 – Midterms, Politics…
4 weeks ago
Ep. 142 Real Conversations | The Math of America w/ Rick Rule
**This episode originally aired live on Hedgeye.com on August, 26, 2026**
Visit Hedgeye.com for more great investing content.
Debt keeps climbing. The …
1 month ago
Gold, Market Flows, AI & the Next Investing Regime | Protect the Pile Episode 24
On this episode of Protect the Pile, R. Patrick Kent, Sam Rahman, Brooks Cutright and their guest Jerry Jordan unpack a market increasingly driven by…
1 month, 1 week ago
The Five Follies Investors Can’t Ignore | Protect the Pile Episode 23
On this episode of Protect the Pile, R. Patrick Kent, Sam Rahman, Brooks Cutright and David Salem reunite for a wide-ranging market roundtable built …
1 month, 3 weeks ago
Lunch Break with Keith & Steve | Financial Media Has Japan Dead Wrong
On Friday afternoon, after US equity markets closed, the United States government bought Japanese yen for the first time in twenty-eight years.
And ev…
1 month, 3 weeks ago
The Outsider's Edge: Why the Smart Money Is Trapped in a Box | Protect the Pile Episode 22 w/ Nick Nemeth
Visit HedgeyeAM.com for more information
00:00 — Welcome to Protect the Pile
01:01 — Meet Nick Nemeth of Mispriced Assets
02:43 — 20 years in markets at…
2 months ago