The Great Private Equity Hangover | Protect the Pile Episode 19 w/ Dan Rasmussen
On this episode of Protect the Pile, R. Patrick Kent, John McNamara and Brooks Cutright sit down with Dan Rasmussen, Founder and Managing Partner of Verdad Advisers, for a sharp, skeptical look at pri...
11 Juli 50min
America's 250-Year Market Miracle | Protect the Pile Episode 18 w/ Meb Faber
On this episode of Protect the Pile, R. Patrick Kent, Sam Rahman and David Salem sit down with Meb Faber, Co-Founder and CIO of Cambria Investment Management, for a wide-ranging conversation on Americ...
3 Juli 58min
When the Music Stops in Private Markets | Protect the Pile Episode 17 w/ Leyla Kunimoto
Visit HedgeyeAM.com for more info 00:00 - Welcome to Protect the Pile 01:18 - Market Setup: S&P, Rates, Dollar and Credit Spreads 02:02 - Leyla Kunimoto’s Background and Accredited Investor Insights ...
26 Juni 58min
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, explaining how Marvell, Flextronics, SpaceX, and m...
19 Juni 58min
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 as “the new sheriff in town” and focuses on whethe...
18 Juni 58min
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 Juni 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 Juni 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 Juni 58min
