Best Hedge Fund Research Podcasts (2025)

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Is It Enough? Michael Howell on Money Market Turbulence, Standing Repo Facility, and Why Fed Balance Sheet Expansion Is Inevitable 1:01:08

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7h ago1:01:08

1:01:08

Monetary Matters listeners can get 20% discounted access to an annual subscription of Michael Howell’s Capital Wars here: https://capitalwars.substack.com/MonetaryMatters With the Federal Reserve announcing the end of Quantitative Tightening (QT) on December 1st, Jack welcomes Michael Howell of GL Indexes and the Capital Wars Substack back to share…

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A new experiment in remote work … from the inside 28:16

4m ago28:16

28:16

When people in Maine prisons started getting laptops to use in their cells for online classes and homework, it sparked this new idea. Could they have laptops in their cells to work remotely for real outside world jobs, too??? And get real outside world wages? Today on the show, we have reporting from Maine Public Radio’s Susan Sharon about a new ex…

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2356 FBF: How Investors Profit When Homeownership Drops & Washington Post Op-Ed Analysis 33:47

3d ago33:47

33:47

This Flashback Friday is from episode 474 published last February 9, 2015. Today on the Creating Wealth show, Jason talks about some of the latest things he is up to as well as talks about an interesting opinion article published by the Washington Post. He does not have a guest for today's show, so he does a deep dive into the real estate market an…

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Fed Governor Miran: The Case For Big Rate Cuts | Miran on Deterioration in Labor Market, the Neutral Rate of Interest, and Fed Balance Sheet Policy 49:42

4d ago49:42

49:42

Learn more about the VanEck Rare Earth and Strategic Metals ETF: https://vaneck.com/REMXJack Stephen Miran, member of the Federal Reserve Board of Governors, has dissented in two consecutive Fed FOMC meetings since his joining the Board in September 2025, preferring to cut by 50 basis points (0.50%) instead of 25 basis points (0.25%). Governor Mira…

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2355: The Pass-Through Asset Truth: Why Massive Rent Increases Are Coming SOON and Long-Term Care Insurance with Aaron Miller 36:04

5d ago36:04

36:04

Jason champions a view of real estate as a "packaged commodities" investment, emphasizing the financial advantage of the 30-year fixed-rate mortgage. They also stress the importance of adjusting financial figures for inflation, noting that reports of skyrocketing luxury home sales are misleading when not accounting for the dollar's diminished purch…

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What Jason Fried Learned from 26 Years of Building Great Products 58:27

22h ago58:27

58:27

37signals makes tens of millions in profit every year but Jason Fried isn’t all that interested in running a business. Instead, he cares most about making great products—like Basecamp, HEY, and Ruby on Rails—products that are centered around a single, coherent idea. These products are complete wholes, where each piece matters—like a Frank Lloyd Wri…

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Everything’s more expensive!! Pet care!! Concert tickets!! (Two Indicators) 17:39

6d ago17:39

17:39

People in the U.S. are feeling the financial squeeze, in part because of rising inflation, higher consumer prices and slowing job growth. The Indicator from Planet Money is tackling a special series on the rising cost of living. Today, two stories from that series. First, what’s making ticket prices go up? We look at the economics behind the ticket…

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This Hedge Fund Trying to Become the Top Pod Shop in Crypto is Rethinking the Multi-Manager Hedge Fund Model | Anatoly Crachilov of Nickel Digital 1:10:23

6d ago1:10:23

1:10:23

This Other People’s Money episode is brought to you by CAIA.nxt. Learn more about their alternatives education courses for investment advisors and get 10% off with code MMTEN: https://caia.org/content/welcome-monetary-matters-and-other-peoples-money-listeners Anatoly Crachilov, CEO and Co-Founder of Nickel Digital Asset Management, joins Other Peop…

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Stagflation to Goldilocks: 7 ETFs to Front-Run the Move & Profit 59:27

2d ago59:27

59:27

Wall Street consensus is behind the curve—again. Markets are pivoting fast from Stagflation to Goldilocks. If you're not positioned for the shift, you're already at risk of missing the most bullish Macro setup since 2020. In this special 45-minute webcast, Hedgeye CEO (and former hedge fund manager) Keith McCullough reveals a high-conviction alloca…

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How Ryan Serhant Sold $20B in Real Estate with Media & AI 1:02:53

5d ago1:02:53

1:02:53

Ryan Serhant is one of the most successful and well-known real estate entrepreneurs in the world, with over $20 billion in lifetime sales. After leading one of New York City’s top-ranked brokerage teams to more than $4 billion in transactions, he founded SERHANT., a next-generation real estate company built at the intersection of media, technology,…

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More Credit Problems, Mag 7 AI CapEX Continues, and Money Market Stress | Jack & Max 57:26

4d ago57:26

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This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm Jack Farley & Max Wiethe breakdown yet another credit “cockroach” that appears to be more related to fraud than overall market weakness. They also discuss the Mag 7 earnings report and the continued ons…

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Protect the Pile: A Hedgeye Asset Management Podcast | Episode 1 1:06:34

6d ago1:06:34

1:06:34

"Flirting with All-Time Highs: AI Spending, Small Cap Hope, and Things That Go Bump in the Night" Welcome to the inaugural episode of Protect the Pile, the investment show where real money managers talk real markets. With the S&P 500 and Nasdaq flirting with all-time highs (up 16% and 23% YTD respectively), the Hedgeye Asset Management team breaks …

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Hedgeye NexGen | Episode 25 | Government Shutdowns 59:52

5d ago59:52

59:52

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 explains what government shutdowns are, why they happen, how they affect (and don't affect) the economy, and what exactly is going on with the 2025 edition of a shutdown. Want to see how Hedgeye called every m…

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Hedgeye Investing Summit Fall 2025 | Hedgeye Asset Management Portfolio Managers Sam Rahman, R. Patrick Kent, & David Salem 1:04:09

5d ago1:04:09

1:04:09

***This Webcast aired live on HedgeyeTV on October 16th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Hedgeye Asset Management Portfolio Managers Sam Rahman, R. Patrick Kent, & David Salem, and Hedgeye CEO Keith McCullough. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The…

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After the shutdown, SNAP will still be in trouble 29:47

10d ago29:47

29:47

This week’s SNAP crisis is just a preview. Tucked inside the giant tax-cut and spending bill signed by President Donald Trump this summer are enormous cuts to SNAP: Who qualifies, how much they get, and who foots the bill for the program. That last part is a huge change. For the entire history of the food stamp program, the federal government has p…

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How Salesforce Is Using AI to Power the Enterprise 14:11

6d ago14:11

14:11

This episode contains sponsored content in partnership with Salesforce. At Dreamforce 2025, Every CEO Dan Shipper sat down with Silvio Savarese, chief AI scientist at Salesforce, to discuss how one of the world’s largest software companies is shaping the future of AI for the enterprise. Together, Dan and Savarese explore how his team at Salesforce …

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2354 FBF: John Michael Greer – Externalities Examined & Explained with Author of 'The Wealth of Nature' 51:50

10d ago51:50

51:50

This Flashback Friday is from episode 488, published last March 12, 2015. In Jason Hartman's introduction portion of the show, he answers a listener question about the due on sale clause and transferring your property into a single member LLC. Jason also welcomes guest John Michael Greer to the show. He is the author of several books with the most …

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Hedgeye Investing Summit Fall 2025 | Neil Howe, Author of The Fourth Turning; Hedgeye Demography Head, & JT Taylor, Hedgeye Washington Policy Analyst 49:35

6d ago49:35

49:35

***This Webcast aired live on HedgeyeTV on October 16th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Neil Howe, Author of The Fourth Turning; Hedgeye Demography Head, JT Taylor, Hedgeye Washington Policy Analyst and Hedgeye CEO Keith McCullough. Visit Hedgeye.com for more great investing content. Subscribe to other Hed…

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Alfred Lin on Airbnb, DoorDash, OpenAI & Citadel Securities 44:28

8d ago44:28

44:28

Alfred Lin, Partner at Sequoia Capital and three-time #1 Midas List investor, has backed some of the most transformative companies of the past two decades. His portfolio spans early bets on Airbnb, DoorDash, Uber, Zipline, Kalshi, and Commure to growth-stage partnerships with OpenAI and Citadel Securities, consistently identifying founders and busi…

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Hedgeye Investing Summit Fall 2025 | Steve Diggle, Founder & CEO, Vulpes Investment Management 48:24

7d ago48:24

48:24

***This Webcast aired live on HedgeyeTV on October 16th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Steve Diggle, Founder & CEO, Vulpes Investment Management and Hedgeye CEO Keith McCullough. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show…

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Joseph Wang: Fed Likely To Have To Expand Balance Sheet To Avoid Losing Control Over Repo Market 1:14:23

12d ago1:14:23

1:14:23

Joseph Wang, former senior trader for the New York Fed and author at FedGuy.com returns to Monetary Matters at a critical juncture to break down the October Fed meeting and the Fed's decision to stop reducing its balance sheet on December 1st and thereby end QT (Quantitative Tightening). Wang, a veteran of money markets, explains the stress he sees…

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The remittance mystery 28:26

8d ago28:26

28:26

For decades, the U.S. has been the single biggest source of remittances worldwide. A remittance is a transfer of money, typically from an immigrant to their family in their country of origin. But we are in the middle of a big, loud and very public immigration crackdown on those who are here without legal status. And that crackdown is disrupting the…

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2353: Booms, Doom, and the Real Picture: 2026 Prediction: Looking at the Data, Don't Expect Affordable Housing or a Booming Economy 40:22

12d ago40:22

40:22

Jason focuses on the housing market and broader economic trends. He shares parts of a video by a financial YouTuber named Brian Kim, who presents data on home prices and mortgage interest rates, arguing that the market is resilient despite localized drops and that prices will likely continue to rise due to Federal Reserve rate cuts and quantitative…

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Inside Claude Code From the Engineers Who Built It 1:10:11

8d ago1:10:11

1:10:11

At Every, the team credits Claude Code with transforming the way they work. They now ship to codebases they barely know, each new feature makes the next easier to build, and even non-technical teammates confidently use the terminal. To explore how this happened, AI & I host Dan Shipper invited Claude Code’s creators—Cat Wu (@_catwu) and Boris Chern…

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The Liquidity Divergence Between East and West | Michael Howell on Deteriorating Federal Liquidity While People’s Bank of China (PBOC) Injects Stimulus and Pumps Gold 1:57:54

13d ago1:57:54

1:57:54

Monetary Matters listeners can get 20% discounted access to an annual subscription of Michael Howell’s Capital Wars here: https://capitalwars.substack.com/MonetaryMatters Michael Howell of GL Indexes and the Capital Wars Substack returns to Monetary Matters with alarming news. His readings of liquidity from over 90 central banks indicate that globa…

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Hedgeye Investing Summit Fall 2025 | Liz Ann Sonders, Chief Investment Strategist, Charles Schwab & Co 49:33

8d ago49:33

49:33

***This Webcast aired live on HedgeyeTV on October 15th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders, Chief Investment Strategist, Charles Schwab & Co and Hedgeye CEO Keith McCullough. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Ma…

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Credit Concern is Overblown Argues Financials Hedge Fund Manager Beating the S&P 500 | Derek Pilecki of Gator Capital 56:54

13d ago56:54

56:54

Derek Pilecki’s hedge fund Gator Capital has outperformed the S&P 500, compounding at over 22% since inception while focusing exclusively on financial sector stocks. In this interview Derek discusses why he thinks recent concern in the financial sector is overblown, how he has grown his firm’s assets to over $300m, and why he believes that good per…

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Hedgeye Investing Summit Fall 2025 | Richard Excell, Former Hedge Fund PM; Finance Professor 48:23

9d ago48:23

48:23

***This Webcast aired live on HedgeyeTV on October 15th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Richard Excell, Former Hedge Fund PM; Finance Professor and Hedgeye CEO Keith McCullough. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show S…

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Inside Sequoia’s Strategy: Alfred Lin on Company Building & Partnering Long-term 34:55

11d ago34:55

34:55

Sequoia Partner Alfred Lin joins Sourcery to share how one of the world’s most iconic venture funds, which has distributed over $43B to investors since 2020, continues to back outlier founders at the earliest stages. Sequoia just launched its latest early stage funds: Seed Fund VI: $200M and Venture Fund XIX: $750M, to continue partnering with the …

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Hedgeye Investing Summit Fall 2025 | Jared Kubin, Founder & CIO of Issachar Technologies 50:27

10d ago50:27

50:27

***This Webcast aired live on HedgeyeTV on October 15th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Jared Kubin, Founder & CIO of Issachar Technologies and Hedgeye CEO Keith McCullough. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Signa…

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Hedgeye Investing Summit Fall 2025 | Mike Taylor, Hedge Fund Manager and PM of PINK 1:05:36

11d ago1:05:36

1:05:36

***This Webcast aired live on HedgeyeTV on October 14th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Mike Taylor, Hedge Fund Manager and PM of PINK, and Hedgeye CEO Keith McCullough. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Signal St…

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Hedgeye Investing Summit Fall 2025 | Luigi D'Onorio DeMeo, Chief Strategy Officer at Ava Labs 48:14

12d ago48:14

48:14

***This Webcast aired live on HedgeyeTV on October 14th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Luigi D'Onorio DeMeo, Chief Strategy Officer at Ava Labs and Hedgeye CEO Keith McCullough. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show …

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Should the fine have to fit the crime? 25:45

13d ago25:45

25:45

The U.S. Constitution famously outlaws “cruel and unusual punishments.” But there's another, far more obscure part of the Constitution called the Excessive Fines Clause, which basically says that the fine has to fit the crime. So far, the Supreme Court has been pretty mysterious about what that means. But for Ken Jouppi, the fate of his $95,000 pla…

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2352 FBF: Sara Silverstein – How To Lie With Statistics and Ridiculous Correlations, Business Insider 41:01

17d ago41:01

41:01

This Flashback Friday is from episode 475, published last February 11, 2015. In today's Creating Wealth show, Jason first talks about statistics and how so many people use it to manipulate others. He also talks about how there are still a few Meet the Masters home study courses left, so do not forget to order them now while supplies last! Sara Silv…

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Hedgeye Investing Summit Fall 2025 | David Rosenberg, Founder & President of Rosenberg Research & Associates 52:01

13d ago52:01

52:01

***This Webcast aired live on HedgeyeTV on October 14th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between David Rosenberg, Founder & President of Rosenberg Research & Associates and Hedgeye CEO Keith McCullough. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye …

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Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy 1:06:46

14d ago1:06:46

1:06:46

Michael Barton, Sector Head at Coatue, joins Sourcery to unpack how one of the world’s largest hedge funds is navigating tectonic shifts in markets. From the Gamestop meme stock saga and the rise of retail investors, to Coatue’s $70B multi-strategy platform across public equities, privates, and credit, Barton shares a behind-the-scenes view into ho…

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TikTok’s Trojan Horse Strategy 25:03

15d ago25:03

25:03

When TikTok videos started to go viral on Instagram and Reddit, TikTok turned to professional sound designers to protect their content. More and more companies are paying to develop a “sonic identity” – a series of sounds, songs, and micro-jingles to help maintain a unified brand. In this episode, in conjunction with the sound design podcast Twenty…

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2351: Doomers vs. Bears and Why the Empowered Investor Should Always Maintain Control 34:34

19d ago34:34

34:34

Today, Jason offers investment guidance, beginning with a discussion on the United States housing market, noting the significant pent-up demand from would-be buyers due to high interest rates and low sales volume. He then promotes income property as the most historically proven asset class, emphasizing the benefit of inflation-induced debt destruct…

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Spiral: Designing an AI Ghostwriter With Taste 1:07:37

17d ago1:07:37

1:07:37

Good writing has always been downstream of good thinking. The average language model can help you write faster—but can it help you think better? Danny Aziz wrestled with this question while building the new version of Spiral, an AI writing partner informed by our editorial taste at Every that launched yesterday. The result is a product—and a philos…

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The Core of Dollar Weakness | George Saravelos, Deutsche Bank's Head of FX Research, on Growth Differentials, Fed Rate Cuts, and 4% U.S. Current Account as Key Threshold For USD Declines 42:20

20d ago42:20

42:20

George Saravelos, head of FX research at Deutsche Bank,joins Jack on Monetary Matters to go deep into the world of currencytrading. Jack and George discuss central bank independence, emerging markets, carry positions, hedging, and more. George gives a clear and intelligent look at the often-opaque foreign exchange market and explains his views on i…

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The Dollar’s Impossible Trifecta | Jon Turek on Why USD Hedging Flows Will Increase Throughout Fed’s Rate Cutting Cycle 1:03:53

22d ago1:03:53

1:03:53

This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm Jon Turek of JST Advisors explains why he thinks a decline in U.S. interest rates will make dollar hedging more attractive to foreign owners of U.S. assets. He makes the case for steeper yield curves ar…

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Elad Gil, Jared Kushner & Eric Wu on AI in Business | Brain Co 36:01

17d ago36:01

36:01

Elad Gil joins Sourcery to unpack the story behind Brain Co, his new AI incubation venture with Jared Kushner (Affinity Partners) and Eric Wu (Opendoor). Brain Co was founded to solve a glaring problem: Fortune 100s and government institutions desperately want AI adoption but lack the engineering depth and infrastructure to make it real. Backed by …

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Cockroaches in Credit? | Jack & Max on Zion’s Cali CRE Write-off, Big Bank Earnings Blowout, and First Brands Update 37:32

24d ago37:32

37:32

This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm Jack and Max break down the beginning of earnings season. Jack reviews a new credit flare-up in California’s commercial real estate (CRE) market that affected Zions Bancorporation and Western Alliance B…

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Hedgeye NexGen | Episode 24 | Housing (Un)affordability in America 1:15:28

19d ago1:15:28

1:15:28

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 explains why housing has become so unaffordable in the U.S. and why it's going to be so hard to break the logjam. Want to see how Hedgeye called every major market crash since 2008? Get 7 days free access to o…