Podcast Episodes
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The Rebalance Steamroller | Protect the Pile Episode 16
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,…
1 day, 16 hours ago
The Fed (Finally) Admits the Problem | Rooster Reacts | June 18, 2026
"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…
2 days, 6 hours ago
Neil Howe on the SpaceX IPO: Party Like It’s 1999? | Protect the Pile Episode 15
In this episode of Protect the Pile, Hedgeye Asset Management portfolio managers R. Patrick Kent, Sam Rahman, Brooks Cutright, and Neil Howe unpack w…
1 week, 1 day ago
Ep.140 Real Conversations | The Fractals of Finance: Richard Brennan on the Hidden Geometry of Markets
***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 Conve…
1 week, 4 days ago
The Market’s Weak Zebra | Protect the Pile Episode 14
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…
2 weeks, 1 day ago
When Passive Money Meets Mega IPOs | Protect the Pile Episode 13
In this episode of Protect the Pile, the team covers liquidity-driven market strength, record S&P levels, resilient global equities, and oil’s strang…
2 weeks, 5 days ago
Ep. 139 Real Conversations | Resilience & Winning Through Uncertainty w/ Sam Goodwin
We hosted a powerful "Real Conversation" between Hedgeye CEO Keith McCullough and Sam Goodwin — bestselling author, keynote speaker, and global trave…
3 weeks, 2 days ago
"The Machine Runs on Liquidity" | Protect the Pile Episode 12
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 transiti…
4 weeks ago
Former Top Gun Pilot on Hallucinogens, PTSD & the Abyss
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 w…
4 weeks, 2 days ago
Ep.138 Real Conversations → Markets, the Economy & the Global Risk Landscape w/ Jim Rickards
***This webcast originally aired live on Hedgeye.com on May 14, 2026***
In a market environment defined by whiplash, uncertainty, and rapidly shifting…
1 month ago