Hedgeye Podcasts
Hedgeye is an investment research and financial media company founded in 2008. Our core principles are transparency, accountability and trust. Hedgeye’s Real Conversations series, hosted by CEO Keith McCullough, brings together the brightest minds in the business to cut through the noise and discuss the financial market moves that actually matter.LEGALThe opinions expressed in Hedgeye Real Conversations are those of the individual speaking and not of Hedgeye, and should not be construed as specific investment advice.Hedgeye® is a registered trademark. All Hedegye Real Conversations are the intellectual property of Hedgeye. All rights reserved. For more information, and to subscribe, go to www.hedgeye.com.

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Episoder(587)

Japan Dreams & Data Center Reality Checks | Protect the Pile: Episode 4

Japan Dreams & Data Center Reality Checks | Protect the Pile: Episode 4

In this episode, RPK, Sam, David & John discuss the latest all-time market highs, take a deep dive on investing in Japan, break down the long-term trajectory of profit margins on data centers, and mor...

19 Des 20251h 7min

Ep.133 Real Conversations → Inside Credit: Rates, CLOs, and the Next Phase of the Cycle w/ Ross Burnaman

Ep.133 Real Conversations → Inside Credit: Rates, CLOs, and the Next Phase of the Cycle w/ Ross Burnaman

***This webcast originally aired live on Hedgeye.com on December 17, 2025*** Join Hedgeye Founder and CEO Keith McCullough for a new Real Conversation with Ross Burnaman, Director at Eldridge Capital ...

17 Des 20251h 4min

Hedgeye NexGen | Episode 27 | Inside Portfolio Management (w/ R. Patrick Kent)

Hedgeye NexGen | Episode 27 | Inside Portfolio Management (w/ R. Patrick Kent)

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 sits down with Hedgeye Asset Management Portfolio Manager R...

8 Des 20251h 7min

"Phase Two of AI: Who’s Got Staying Power?" | Protect the Pile: Episode 3

"Phase Two of AI: Who’s Got Staying Power?" | Protect the Pile: Episode 3

Protect the Pile is a no-nonsense investment show where we cut through the market noise with a panel of seasoned practitioners who've been playing the game every single day for years—not theorists, bu...

6 Des 20251h 4min

Hedgeye NexGen | Episode 26 | Trumponomics & Recent Inflation

Hedgeye NexGen | Episode 26 | Trumponomics & Recent Inflation

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 digs into the economic policies of the Trump and Biden admi...

26 Nov 202549min

The Best of Hedgeye: Bent Hunt → A Day Of Reckoning Coming?

The Best of Hedgeye: Bent Hunt → A Day Of Reckoning Coming?

**This webcast originally aired live on Hedgeye.com on May 12, 2020** Join Hedgeye CEO Keith McCullough and Epsilon Theory CIO Ben Hunt for a pro-to-pro investing discussion about the current market ...

25 Nov 20251h 4min

Ep. 132 Real Conversations | Jim Rickards: Gold, Chaos and the Great Reckoning Ahead

Ep. 132 Real Conversations | Jim Rickards: Gold, Chaos and the Great Reckoning Ahead

Get the BEST DEALS we offer ALL YEAR! CLICK HERE to access our Cyber November sale. ***This webcast originally aired live on Hedgeye.com on November 19, 2025*** Hedgeye Founder and CEO Keith McCulloug...

19 Nov 20251h 15min

"Two-Day Market Hyperventilation" | Protect the Pile: Episode 2

"Two-Day Market Hyperventilation" | Protect the Pile: Episode 2

For more information, visit hedgeyeam.com Protect the Pile is a no-nonsense investment show where we cut through the market noise with a panel of seasoned practitioners who've been playing the game ev...

15 Nov 20251h 11min

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