Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Brendan Ahern public
[search 0]
More
Download the App!
show episodes
 
Artwork

1
Pulling The Cork

Brendan Ahern, Danny Gillis and Matthew Fitzmaurice

icon
Unsubscribe
icon
Unsubscribe
Weekly
 
Brendan Ahern, Danny Gillis and Matt Fitz give the listeners their take on the world through the New England lens. Each week Brendan, Danny and Fitzy cover a new subject including Frauds, Conspiracy theories and Annoying People! All the while the boys give the Boston slant on each and every subject. The show is real....uncensored and here to stay! Join in and become a Corker!!
  continue reading
 
Ready to grow your wealth through smarter investing decisions? With The Meb Faber Show, bestselling author, entrepreneur, and investment fund manager, Meb Faber, brings you insights on today’s markets and the art of investing. Featuring some of the top investment professionals in the world as his guests, Meb will help you interpret global equity, bond, and commodity markets just like the pros. Whether it’s smart beta, trend following, value investing, or any other timely market topic, each w ...
  continue reading
 
Artwork

1
Hedgeye Podcasts

Hedgeye Risk Management

icon
Unsubscribe
icon
Unsubscribe
Weekly+
 
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 s ...
  continue reading
 
Loading …
show series
 
***This webcast originally aired live on Hedgeye.com on April 10th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Brendan Ahern, CIO of KraneShares and Hedgeye CEO Keith McCullough. To watch more "Hedgeye Investing Summit" interviews, CLICK HERE. In addition to paid advertisement, KraneShares and Hedgeye Asset Management…
  continue reading
 
Today’s guest is Carl Kawaja, a Portfolio Manager with Capital Group for over three decades. In today’s episode, Carl shares insights into his investment philosophy, early experiences, and the current market landscape. He discusses the transformative impact of AI on semiconductor demand, the challenges posed by tariffs and supply chain dynamics, an…
  continue reading
 
***This webcast originally aired live on Hedgeye.com on April 10th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Jim Bianco, President & Macro Strategist of Bianco Research and Hedgeye CEO Keith McCullough. To watch more "Hedgeye Investing Summit" interviews, CLICK HERE. Hedgeye Founder & CEO Keith McCullough's long-awa…
  continue reading
 
***This webcast originally aired live on Hedgeye.com on April 10th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Danielle DiMartino Booth, CEO & Chief Strategist of QI Research and Hedgeye CEO Keith McCullough. To watch more "Hedgeye Investing Summit" interviews, CLICK HERE. Hedgeye Founder & CEO Keith McCullough's long…
  continue reading
 
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 and Ish discuss the ins and outs - and scams - of life insurance. Watch the video version on HedgeyeTV.com Go to Hedgeye.com for more investing insights. Hedgeye Founder & CEO Keith McCullough's long-awaited n…
  continue reading
 
***This webcast originally aired live on Hedgeye.com on April 9th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between David McAlvany, CEO of McAlvany Precious Metals and Hedgeye CEO Keith McCullough. To watch more "Hedgeye Investing Summit" interviews, CLICK HERE. Hedgeye Founder & CEO Keith McCullough's long-awaited new book…
  continue reading
 
***This webcast originally aired live on Hedgeye.com on April 9th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Abaxx Technologies Founder & CEO, Josh Crumb, Chief Economist David Greely and Hedgeye CEO Keith McCullough. To watch more "Hedgeye Investing Summit" interviews, CLICK HERE. Hedgeye Founder & CEO Keith McCullo…
  continue reading
 
***This webcast originally aired live on Hedgeye.com on April 9th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Meb Faber, co-founder & CIO of Cambria IM and Hedgeye CEO Keith McCullough. To watch more "Hedgeye Investing Summit" interviews, CLICK HERE. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Mas…
  continue reading
 
***This webcast originally aired live on Hedgeye.com on April 8th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Mike Taylor, Portfolio Manager for PINK Shares for the Cure, and Hedgeye CEO Keith McCullough. To watch more "Hedgeye Investing Summit" interviews, CLICK HERE. Hedgeye Founder & CEO Keith McCullough's long-awa…
  continue reading
 
***This webcast originally aired live on Hedgeye.com on April 8th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Tier1 Alpha CEO Craig Peterson, COO David Pegler, Sr. Exec. Advisor Mike Green and Hedgeye CEO Keith McCullough. To watch more "Hedgeye Investing Summit" interviews, CLICK HERE. Hedgeye Founder & CEO Keith McC…
  continue reading
 
***This webcast originally aired live on Hedgeye.com on April 8th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Stephanie Pomboy, founder of MacroMavens and Hedgeye CEO Keith McCullough. To watch more "Hedgeye Investing Summit" interviews, CLICK HERE. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Mast…
  continue reading
 
Today’s guest is Paul Donovan, Chief Economist of UBS Global Wealth Management. In today’s episode, Paul discusses the impact of structural changes in the economy, particularly in relation to flexible working and demographic shifts. The discussion also touches on the disparities in innovation between the US and Europe, the ongoing trend of spending…
  continue reading
 
Today’s guest is Francois Rochon, the President of Giverny Capital, which has returned over 15% per year for over 30 years. In today’s episode, Francois walks through the influence of Peter Lynch and Warren Buffett on his investment philosophy. He highlights three principles that have helped him navigate market cycles in his career: patience, humil…
  continue reading
 
Hosted by Hedgeye CEO Keith McCullough, this exclusive online broadcast offers smart investors and traders of all stripes the sharpest insights and clearest market analysis available on Wall Street. The Macro Show provides you with everything you need to know before the market opens. Our non-consensus analysts distill the latest global market and e…
  continue reading
 
Today’s guest is Mark Haefele, Chief Investment Officer of UBS Global Wealth Management, where he advises on over $4 trillion. He’s also the author of ‘The New Rules of Investing.’ In today’s episode, Mark emphasizes the significant role of government spending in shaping investment decisions. He touches on the importance of asset allocation and dis…
  continue reading
 
**This webcast originally aired live on Hedgeye.com on June 17th, 2020** Watch Hedgeye CEO Keith McCullough and Stephanie Pomboy, President of MacroMavens discuss the current market environment. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Signal Strength Stocks Top …
  continue reading
 
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 and Ish discuss the tempting danger of credit cards and how easy it can be to fall into debt if you don't manage them carefully. Watch the video version on HedgeyeTV.com Go to Hedgeye.com for more investing in…
  continue reading
 
***This webcast originally aired live on Hedgeye.com on March 28th, 2025*** Join Hedgeye CEO Keith McCullough for a new Real Conversation with Steve Clapham on March 28 at 11:00am ET. A forensic accounting expert, author and former hedge fund research partner, Steve has spent over 30 years analyzing financial statements—and he’s never seen more ear…
  continue reading
 
Today’s guest is Christopher Zook, founder and Chief Investment Officer of CAZ Investments, which has invested $8 billion and is one of the top 180 allocators to private equity in the world. In today’s episode, Christopher explains what led him to build his firm with a focus on private markets. He walks through some of the investment themes he’s fo…
  continue reading
 
Today’s guest is Barry Ritholtz, CIO of Ritholtz Wealth Management, which manages over $5.7 billion for 3,900 families. His latest book, ‘How Not to Invest,’ offers a blueprint to help you make better decisions and achieve financial success. In today’s episode, Barry & I discuss the pitfalls of relying on experts for investment advice, the dangers …
  continue reading
 
***This webcast originally aired live on Hedgeye.com on January 26th, 2021*** Join Hedgeye CEO Keith McCullough and Danielle DiMartino Booth, former Fed advisor and Chief Strategist at Quill Intelligence, in this masterclass investing discussion about critical market and economic developments. Visit Hedgeye.com for more great investing content. Sub…
  continue reading
 
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 and Hedgeye Retail analyst Arianna Petillo discuss what has become perhaps the least favorite financial topic for anyone under the age of 40: buying a house. They discuss the dynamics of getting a mortgage and…
  continue reading
 
Today’s guest is Aaron Froug, founder of Grifin, the company that helps you buy stock where you shop. In today’s episode, Aaron explains how the app connects everyday spending with investing by automatically buying stock in a company you make a purchase from. Meb & Aaron also touch on financial literacy, the benefits of consumer loyalty, and the fu…
  continue reading
 
***This webcast originally aired live on Hedgeye.com on March 13, 2025*** Join us for a special complimentary edition of The Macro Show, as Hedgeye Founder & CEO Keith McCullough and Macro analyst Ryan Ricci break down the ongoing market correction, heightened volatility, and—more importantly—what’s coming next. Keith and our Macro team called this…
  continue reading
 
**This webcast originally aired on Hedgeye.com on November 9th, 2020** Join world-renowned author and Demography analyst Neil Howe for a deep dive inside his groundbreaking generational theory "The Fourth Turning." Neil and Hedgeye CEO Keith McCullough will discuss the social, economic and political ramifications of this theory and why it led Neil …
  continue reading
 
Today’s guest is Jacqueline Faber, the author of The Department … and Meb’s wife! In today’s special episode, Meb & Jacqueline discuss the book’s themes, including trauma, memory, and the impact of the Kitty Genovese case. They both talk about how they approach the writing process, the art of getting noticed in a crowded market, and how to engage y…
  continue reading
 
***This Webcast aired live on HedgeyeTV on March 4th, 2025*** The U.S. national debt is spiraling out of control. Few in Washington are willing to confront it head-on. One leader speaking out is U.S. Representative David Schweikert (R-AZ), Chair of the Joint Economic Committee. He is joining Hedgeye CEO Keith McCullough and veteran analyst Josh Ste…
  continue reading
 
In today’s Mebisode, Meb reads his latest paper, “Can We All Invest Like Yale?” ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Intereste…
  continue reading
 
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 tackles what has long been called "the third rail of American politics:" Social Security. Watch the video version on HedgeyeTV.com Go to Hedgeye.com for more investing insights. Hedgeye Founder & CEO Keith McC…
  continue reading
 
Today’s guest is Peter Oppenheimer, Goldman Sachs’ Chief Global Equity Strategist and Head of Macro Research. He’s also the author of Any Happy Returns: Structural Changes and Super Cycles in Markets, which explains how cycles help explain investor returns. In today’s episode, Peter discusses how structural changes in macroeconomic drivers, geopoli…
  continue reading
 
***This webcast originally aired live on Hedgeye.com on October 23, 2019*** Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Signal Strength Stocks Top Stock Picks Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is available now! In th…
  continue reading
 
Today’s guest is Chuck Clough, Chief Investment Officer of Clough Capital. Chuck is well known from his time as the Chief Global Investment Strategist at Merrill Lynch until 2000 and has spent over six decades in finance. In today’s episode, Chuck shares insights from his illustrious career, reflecting on the challenges of the 1970s and the market …
  continue reading
 
***This webcast originally aired live on Hedgeye.com on June 17th, 2021*** MORE INSIGHT WITH DAVID ROSENBERG David previously served as Chief Economist & Strategist at Gluskin Sheff + Associates and Chief North American Economist at Merrill Lynch in New York, during which he was consistently ranked in the Institutional Investor All-Star analyst ran…
  continue reading
 
Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, co-host Ish Asad takes over to dig into the how, what, and why of everything Cryptocurrency - from the very basics to more complex topics. Watch the video version on HedgeyeTV.com Go to Hedgeye.com for more investi…
  continue reading
 
Today’s guest is Jim Masturzo. Jim is the CIO of Multi-Asset Strategies at Research Affiliates and is responsible for the firm’s tactical asset allocation and cross-asset portfolios. He is also co-portfolio manager on the PIMCO All Asset and All Asset All Authority funds. In today’s episode, Jim & I discuss the evolving landscape of asset alloc…
  continue reading
 
Join us for an exclusive Hedgeye webcast on Tuesday, February 11, at 1:00pm ET, as we break down the whirlwind first month of President Trump’s new term. From major executive orders to massive policy shifts, key cabinet appointments, tariffs, and more, this discussion will provide critical insights into what has unfolded—and, more importantly, what…
  continue reading
 
Today’s guest is Brian Jacobs, Portfolio Manager and Investment Strategist with Aptus Capital Advisors. In today’s episode, Brian and I talk about some investing truisms, including the CAPE ratio, home ownership, the ideal bond allocation, tax-efficient strategies and more. We also discuss Aptus Capital Advisors’ unique approach to hedged equity pr…
  continue reading
 
Join Capt. Brian "Ponch" Rivera, USNR (Ret.), and Hedgeye CEO Keith McCullough for an eye-opening Real Conversation, originally aired on Wednesday, February 5, 2025. Unlock the Secrets of Flow and Decision-Making In this session, Ponch will break down essential fighter aviation principles that every leader should understand before diving into one o…
  continue reading
 
Loading …
Listen to this show while you explore
Play