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 whether today’s AI frenzy looks more like 1999, the ...
12 Kesä 1h 6min
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 Conversation, Hedgeye Founder and CEO Keith McCullough...
9 Kesä 1h 1min
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 factor reversals, and continued strength in semico...
5 Kesä 58min
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 strange weakness despite tightening inventories. Patrick ...
1 Kesä 1h
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 traveler turned hostage survivor. In 2019, Sam's quest t...
28 Touko 50min
"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 transition favoring healthcare over industrials. Nvidia’s r...
23 Touko 1h 5min
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 wasn't without tremendous sacrifice. He opens in th...
21 Touko 33min
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 narratives, clarity is more valuable than ever. J...
19 Touko 42min
