Podcast Episodes

Jurrien Timmer: "Stormy Weather Ahead For Markets" (Hedgeye Investing Summit)

This is an exclusive "Hedgeye Investing Summit" interview with Jurrien Timmer, director of global macro at Fidelity.

This Hedgeye Investing Summit int…

6 years, 7 months ago

Ep 50 Real Conversations: Danielle DiMartino Booth - Global 'Black Hole' Risk Rising

The verdict is in—the Fed wasn’t dovish enough.

As you know, the Fed cut rates 25 basis points yesterday. But the future path for rates is murky at be…

6 years, 9 months ago

The Macro Show: Navigating This 'Black Hole Of Risk'

U.S. growth is slowing. Most investors are unprepared for this developing reality.

Financial markets have been telling you this for some time now.

6 years, 9 months ago

Ep 49 Real Conversations: Raoul Pal - Is A Recession Coming?

We just hosted a conversation between Macro guru and Real Vision co-founder Raoul Pal and Hedgeye CEO Keith McCullough.

When two sharp Macro minds are…

6 years, 10 months ago

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

6 years, 10 months ago

Ep 47 Real Conversations: One-On-One With Renowned Short-Seller Marc Cohodes

We hosted a “no-holds-barred” investing webcast between renowned short-seller Marc Cohodes and Hedgeye CEO Keith McCullough.

(Click herefor webcast ac…

7 years ago

The Macro Show: Prepare Your Portfolio For Quad 4 Summer Scare

ARE YOU PREPARED FOR A QUAD 4 SCARE THIS SUMMER?

The S&P 500 just posted its worst May in seven years—its second worst May since the 1960s.
(Quad 4 is…

7 years ago

Ep 46 Real Conversations: Fed Rate Cuts Coming? with Danielle DiMartino Booth

Hedgeye CEO Keith McCullough is joined by former Fed advisor Danielle DiMartino Booth (CEO of Quill Intelligence) for an exclusive investing podcast.…

7 years, 1 month ago

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

Renowned hedge fund manager Kyle Bass (founder of Hayman Capital) bet against the subprime mortgage market ahead of the 2007 financial crisis. Listen…

7 years, 2 months ago

Keith McCullough: "Unmistakable Signs Of U.S. Economic Slowdown" (Hedgeye Investing Summit)

This is an exclusive "Hedgeye Investing Summit" discussion between Hedgeye CEO Keith McCullough and Senior Macro analyst Darius Dale on our U.S. econ…

7 years, 2 months ago