Hedgeye Podcasts
Hedgeye Risk Management
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.
Episodes
Mentioned books
Apr 6, 2015 • 36min
Ep. 18 - Real Conversations: Stephen Roach on Global Imbalances, Risks and How It All Ends
Stephen Roach, Yale University professor and former Chairman of Morgan Stanley Asia, sits down with Hedgeye CEO Keith McCullough to discuss a number of important subjects in this extensive interview.
Feb 19, 2015 • 23min
Ep. 17 - Real Conversations: How Firefly Founder Tom Markusic Is Changing the New Space Paradigm
In this edition of Real Conversations, Firefly Founder and CEO Tom Markusic talks with Hedgeye's Keith McCullough about the growing demand for efficient & inexpensive small satellite launches, his experiences working with entrepreneur Elon Musk, and why Firefly is poised to disrupt the new space landscape.
Nov 18, 2014 • 32min
Ep. 16 - Real Conversations: Dan Alpert - A Dire Appraisal
Dan Alpert, economic policy expert, author of “The Age of Oversupply,” and founding Managing Partner of investment bank Westwood Capital, discusses the dangerous global economic challenges the world is facing stemming from flawed government and central bank interventions with Hedgeye CEO Keith McCullough.
Nov 13, 2014 • 29min
Ep. 15 - Real Conversations: Crisis Coming? Stockman on ‘Likely Global Recession’ & Consequences of the Fed
David Stockman, the outspoken former Reagan budget director and bestselling author of “The Great Deformation,” sits down with Hedgeye CEO Keith McCullough to discuss a number of important subjects in this wide-ranging interview including consequences of what the Fed is currently doing and why a global recession may be in store.
Oct 14, 2014 • 27min
Ep. 14 - Real Conversations: Hanke, McCullough Talk Macro, Money Supply and More
In this edition of Real Conversations, Hedgeye CEO Keith McCullough has a wide-ranging conversation with Steve Hanke, a Professor of Applied Economics at Johns Hopkins University and a Senior Fellow at the Cato Institute.
Sep 5, 2014 • 18min
Ep. 13 - Real Conversations: O'Rourke - Beware of the Bear-Mageddon
Aug 1, 2014 • 29min
Ep. 12 - Real Conversations: Neil Howe - Historian and Author of "The Fourth Turning"
Hedgeye CEO Keith McCullough sits down with author and historian Neil Howe in our latest edition of Real Conversations.
Jul 25, 2014 • 8min
Ep. 11 - Real Conversations: Kudlow & McCullough Duke It Out on Inflation
Economist and CNBC senior contributor Larry Kudlow squares off with Hedgeye CEO Keith McCullough on inflation and whether market signals like gold and TIPs are forecasting higher prices.
Jun 18, 2014 • 24min
Ep. 10 - Real Conversations: Chris Whalen on Housing Banks Economic Risk
Chris Whalen, Senior Managing Director and Head of Research at Kroll Bond Rating Agency, explains why he's bearish on housing, how Washington is failing America, and opportunities he sees with Hedgeye Financials Sector Head Josh Steiner.
Jun 12, 2014 • 12min
Ep. 9 - Real Conversations: James Grant of Grant's Interest Rate Observer
James Grant, editor of Grant's Interest Rate Observer, discusses his latest thoughts on the economy, monetary policy, market froth, gold & where hidden investing opportunities may lie with Hedgeye CEO Keith McCullough in this edition of "Real Conversations."
