Best Hedgeye Risk Management Podcasts (2025)

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What the Data Says About Founder-Led Outperformance (w/ Jack Ablin of Cresset Asset Management) | #611 44:39

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3d ago44:39

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Today’s guest is Jack Ablin, CIO at Cresset Asset Management, which manages over $70 billion AUM. Jack was RIA Intel’s “CIO of the Year” for 2022 and was previously the CIO at BMO for 17 years. In today’s episode, Jack walks through the ins and outs of investing in founder-led companies and what has led them to historically outperform. He also expl…

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Hedgeye NexGen | Episode 28 | Gen Z Expenses 43:13

20h ago43:13

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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 Macro analyst Matt Cooper discuss the mountain of expenses facing Gen Z that is impeding their financial growth. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is avail…

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David McWilliams on The Story of Money—and Why It Matters for Markets | #610 54:21

7d ago54:21

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Today’s guest is David McWilliams, an economist, podcast host and author. David worked at the Central Bank of Ireland, UBS and BNP Paribas and is the founder of the Kilkenomics Festival, a unique blend of economics and stand-up comedy. His book is called The History of Money: A Story of Humanity, which is my favorite book from 2025. In today’s epis…

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Japan Dreams & Data Center Reality Checks | Protect the Pile: Episode 4 1:07:23

6d ago1:07:23

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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 more. 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 …

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Ep.133 Real Conversations → Inside Credit: Rates, CLOs, and the Next Phase of the Cycle w/ Ross Burnaman 1:04:15

8d ago1:04:15

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***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 Management, this Wednesday, December 17 at 11:00am ET on HedgeyeTV. The conversation will focus on how credit markets work today and where risks and o…

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BlackRock’s Rick Rieder - Rethinking Risk Into 2026 | #609 45:49

13d ago45:49

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Today’s guest is Rick Rieder. Rick oversees more than $2 trillion in assets as the Chief Investment Officer of Global Fixed Income at BlackRock. He also heads the Fundamental Fixed Income business and the Global Allocation Investment Team. In today’s episode, Rick discusses the current state of the markets, focusing on year-end dynamics, free cash …

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Hedgeye NexGen | Episode 27 | Inside Portfolio Management (w/ R. Patrick Kent) 1:07:57

17d ago1:07:57

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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. Patrick Kent (aka RPK) to discuss the ins and outs of what it means to be a portfolio manager. Hedgeye Founder & CEO Keith McCullough's long-awaited…

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"Phase Two of AI: Who’s Got Staying Power?" | Protect the Pile: Episode 3 1:04:41

22d ago1:04:41

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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, but real money managers with skin in the game. Every episode, we bring together battle-tested investors to dissect the current landscape, debate the opp…

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What the Wealthiest Do Differently—And What They Get Wrong (w/ Nick Maggiulli) | 608 48:51

24d ago48:51

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Today’s guest is Nick Maggiulli. Nick is the COO for Ritholtz Wealth Management. He writes over at Of Dollars at Data and is the author of two books: Just Keep Buying and The Wealth Ladder. In today’s episode, Nick discusses the parallels between financialand medical advice, the differences in asset ownership across wealth levels,and the importance…

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Hedgeye NexGen | Episode 26 | Trumponomics & Recent Inflation 49:29

1M ago49:29

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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 administrations and how they have - and haven't - impacted U.S. inflation. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Mar…

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The Best of Hedgeye: Bent Hunt → A Day Of Reckoning Coming? 1:04:56

1M ago1:04:56

1:04:56

**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 environment. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show Signal Str…

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AQR’s Antti Ilmanen – US Exceptionalism: Growth Story or Valuation Trap? | #607 1:03:58

1M ago1:03:58

1:03:58

Today’s guest is Antti Ilmanen, Global Co-head of the Portfolio Solutions Group at AQR Capital Management. In today’s episode, Antti discusses the complexities of investment returns, the importance of understanding both objective and subjective expectations, and the dangers of relying on past performance as a guide for future investments. We explor…

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Ep. 132 Real Conversations | Jim Rickards: Gold, Chaos and the Great Reckoning Ahead 1:15:22

1M ago1:15:22

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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 McCullough hosts another must-watch episode of “Real Conversations” featuring bestselling author and iconoclastic macro strategist Jim Rickards. Over the past …

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"Two-Day Market Hyperventilation" | Protect the Pile: Episode 2 1:11:20

1M ago1:11:20

1:11:20

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 every single day for years—not theorists, but real money managers with skin in the game. Every episode, we bring together battle-tested investors to dis…

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The Biotech Rebuild: Finding Alpha After the Drawdown with Chris Clark | #606 1:50:11

1M ago1:50:11

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Today’s guest is Chris Clark. Chris was a biotech PM for 10 years at RS Investments, managing $4.5 billion. In today’s episode, Chris discusses the complexities of the biotech sector, which has suffered a dramatic drawdown the past few years. He begins by explaining how biotech works, why it’s such a unique sector, and what has kept investors and c…

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Vanguard’s Joe Davis on AI vs. The National Debt: The Tug-of-War To Decide America’s Future | #605 1:02:05

2M ago1:02:05

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Today’s guest is Joe Davis, Vanguard’s Global Chief Economist and Global Head of Vanguard’s Investment Strategy Group. His latest research on megatrends is covered in his book, Coming Into View: How AI and Other Megatrends Will Shape Your Investments. In today’s episode, Joe explains why the coming decade for the U.S. economy will be shaped by a tu…

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Stagflation to Goldilocks: 7 ETFs to Front-Run the Move & Profit 59:01

2M ago59:01

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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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Protect the Pile: A Hedgeye Asset Management Podcast | Episode 1 1:06:08

2M ago1:06:08

1:06:08

"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 59:26

2M ago59:26

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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. Hedgeye Founder & CEO Keith McCullough…

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Hedgeye Investing Summit Fall 2025 | Hedgeye Asset Management Portfolio Managers Sam Rahman, R. Patrick Kent, & David Salem 1:03:43

2M ago1:03:43

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***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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Kathryn Kaminski - Don’t Fire Your Diversifier | #604 40:15

2M ago40:15

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Today’s guest is Kathryn Kaminski, Chief Research Strategist at AlphaSimplex, where she’s also the co-portfolio manager for the firm’s Managed Futures Strategy and Global Alternatives Strategy. She also co-authored the book Trend Following with Managed Futures: The Search for Crisis Alpha. In today’s episode, Meb and Katy discuss the tough year for…

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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 49:09

2M ago49:09

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***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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Hedgeye Investing Summit Fall 2025 | Steve Diggle, Founder & CEO, Vulpes Investment Management 47:58

2M ago47:58

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***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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Hedgeye Investing Summit Fall 2025 | Liz Ann Sonders, Chief Investment Strategist, Charles Schwab & Co 49:07

2M ago49:07

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***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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Inside The $200 Billion World of Gaming with Peter Levin (Griffin Gaming Partners) | #603 1:04:25

2M ago1:04:25

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Today’s guest is Peter Levin, co-founder of Griffin Gaming Partners, the largest singularly focused gaming investment vehicle in the world. Peter was previously the CEO and co-founder of Nerdist Industries, which was acquired by Legendary Entertainment. He began his career at CAA, had a stint at Disney, sold a company to UFC, and was also an early …

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Hedgeye Investing Summit Fall 2025 | Richard Excell, Former Hedge Fund PM; Finance Professor 47:57

2M ago47:57

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***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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Hedgeye Investing Summit Fall 2025 | Jared Kubin, Founder & CIO of Issachar Technologies 50:01

2M ago50:01

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***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 1:05:10

2M ago1:05:10

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***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 47:48

2M ago47:48

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***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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Mebisode: When to Sell 16:23

2M ago16:23

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In today’s Mebisode, Meb reads his latest paper, “When to Sell?” ----- 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 --…

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Hedgeye Investing Summit Fall 2025 | David Rosenberg, Founder & President of Rosenberg Research & Associates 51:35

2M ago51:35

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***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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Carl Richards – Rewiring Your Financial Mindset in the Age of Comparison | #602 1:03:37

2M ago1:03:37

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Today’s guest is Carl Richards. Carl is a Certified Financial Planner, built and sold an investment firm, and hosts the podcast 50 Fires, which is backed by Chip and Joanna Gaines. He’s also the author of The Behavior Gap and The One-Page Financial Plan and his newest book is called Your Money: Reimaging Your Wealth with 101 Simple Sketches. In tod…

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Hedgeye NexGen | Episode 24 | Housing (Un)affordability in America 1:15:02

2M ago1:15:02

1:15:02

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. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, “Master The Market” is availabl…

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Eddy Elfenbein – OG Financial Blogger Turned ETF Manager | #601 54:07

3M ago54:07

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Today’s guest is Eddy Elfenbein, one of the OG financial bloggers at Crossing Wall Street. Eddy also runs the CWS ETF, which is from his annual buy list of 25 stocks. In today’s episode, Eddy shares his insights on investing, stock selection, and the challenges of managing an ETF. He discusses the origins of his buy list, his investment philosophy …

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The Best of Hedgeye: Jim Rickards → Fed Policy Mistake? Market Risk Rising. 1:07:58

3M ago1:07:58

1:07:58

***This Webcast aired live on HedgeyeTV on August 31st, 2021*** Join Hedgeye CEO Keith McCullough and Jim Rickards, A New York Times Bestselling Author and renowned investor, for this special investing discussion on HedgeyeTV. They'll discuss portfolio positioning, broader market dynamics, and actionable investment ideas based on what the Fed has t…

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Tobias Carlisle - Warren Buffett, Sun Tzu and The Ancient Art of Risk-Taking | #600 50:05

3M ago50:05

50:05

By The Idea Farm

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Morgan Housel on The Illusion of Wealth and Happiness | #599 56:40

3M ago56:40

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Today’s guest is Morgan Housel, the bestselling author of The Psychology of Money and Same As Ever. His books have sold over nine million copies. His new book releasing in October is The Art of Spending Money. Morgan is a partner at The Collaborative Fund and serves on the board of directors at Markel. In today’s episode, Morgan discusses the compl…

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Hedgeye NexGen | Episode 23 | Why The Gold Standard Ended (And What Happened Next) 1:35:49

3M ago1:35:49

1:35:49

Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help young and new investors build wealth over the long term. In this episode, Ryan explains why the U.S. ended the gold standard in the 1970's and what the immediate and long-term fallout of that decision was. Hedgeye Founder & CEO Keith McCullough's long-awaited new book…

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The Best of Hedgeye: Hugh Hendry → A Macro Reality Check with 'The Acid Capitalist' 1:03:04

3M ago1:03:04

1:03:04

**This webcast originally aired live on Hedgeye.com on May 5th, 2023** Join Hedgeye CEO Keith McCullough as he sits down live with Hugh Hendry, Founder of Eclectica Macro and former hedge fund manager for this very special investing conversation only on HedgeyeTV. During this 100th episode of Real Conversations (in front of an audience at Hedgeye L…

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Hedgeye’s Keith McCullough on Market Opportunities and Risks | #598 54:40

3M ago54:40

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Today’s guest is Keith McCullough, Founder and CEO of Hedgeye, a financial media company that provides real-time investment research. In today’s episode, Keith discusses his journey in the financial world, the importance of market signals, and the innovative quad framework he uses to navigate economic scenarios. He emphasizes the significance of un…

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Ep.131 Real Conversations → Europe at a Crossroads: Wealth, Politics & the Future of the Continent w/ Alex Pezzoli 1:03:23

3M ago1:03:23

1:03:23

***This webcast originally aired live on Hedgeye.com on September 24, 2025*** Join Hedgeye Founder & CEO Keith McCullough for a timely conversation with Alex Pezzoli, Founder & CEO of Brightside Capital, on Wednesday, September 24, at 11:00am ET. A native Italian with over two decades of wealth management experience, Pezzoli will share his candid p…

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Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 22 | The Federal Reserve 1:33:13

3M ago1:33:13

1:33:13

Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this super-sized episode, Ryan discusses the history of U.S. monetary policy, the creation of the Federal Reserve and its repeated mistakes over time. He then reacts to Jerome Powell's September 17th press conference within the …

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The Best of Hedgeye: Marc Cohodes → On The Fall 2022 Investing Summit 1:07:28

3M ago1:07:28

1:07:28

**This webcast originally aired live on Hedgeye.com on October 11th, 2022** This is an exclusive "Hedgeye Investing Summit" interview between Marc Cohodes, Veteran Short Seller, 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 Str…

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Turning Expiring Options Into Venture Exposure [Vested’s Dave Thornton] | #597 43:13

3M ago43:13

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Today’s guest is Dave Thornton, co-founder & Chief Customer Officer of Vested, which helps startup employees unlock the value in their equity. In today’s episode, Dave walks through the messy reality of startup stock options, noting $600 billion of startup equity is abandoned over a market cycle. He explains how Vested helps solve this problem by p…

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The Best of Hedgeye: Jim Rickards → Investing During A Time Of Mass Delusion & Epic Distortions 1:12:25

4M ago1:12:25

1:12:25

**This webcast originally aired live on Hedgeye.com on July 29, 2020** Hedgeye CEO Keith McCullough sits down with economic commentator and bestselling author James Rickards to discuss critical signals inside the U.S. economy. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro …

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Innovative Tax Strategies in Bond Investing [Alex Morris] | #596 1:00:09

4M ago1:00:09

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Today’s guest is Alex Morris, the CEO & CIO of F/m Investments, a $19 billion investment firm. In today’s episode, Alex & Meb walk through the evolution of investment strategies and what led Alex to launch a series of bond-centric ETFs, with TBIL emerging as the breakout success. He also highlights his new “Compoundr” series, seeks to convert bond …

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Ep.130 Real Conversations → Navigating Current Market Opportunities + Risks w/ Sam Rahman 1:02:54

4M ago1:02:54

1:02:54

***This webcast originally aired live on Hedgeye.com on September 3, 2025*** Join Hedgeye CEO Keith McCullough for a new Real Conversation with Hedgeye Asset Management Portfolio Manager Sam Rahman. Keith and Sam will cut through the narratives and noise to explain what’s really happening in markets. They’ll highlight the most pressing risks, the m…

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Bob Elliott on The Biggest Macro Experiment of Our Lifetime | #595 1:05:58

4M ago1:05:58

1:05:58

Subscribe to YouTube Today’s guest is Bob Elliott, CEO and CIO of Unlimited, which uses machine learning to create low-cost index replications of 2&20 style alternative investments. Prior to founding Unlimited, Bob served on the Investment Committee at Bridgewater Associates and led Ray Dalio’s investment research team for nearly a decade. In today…

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The Best of Hedgeye: Daniel Lacalle → Fed Policy Mistake? Market Risk Rising 1:04:49

4M ago1:04:49

1:04:49

***This webcast originally aired live on Hedgeye.com on September 7th, 2021*** Join Hedgeye CEO Keith McCullough and Daniel Lacalle, Chief Economist at Tressis SV, for this special investing discussion on HedgeyeTV. They'll discuss portfolio positioning, broader market dynamics, and actionable investment ideas based on what the Fed has to say at Ja…

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The Parallels of Past and Present in Finance - Mark Higgins | #594 59:07

4M ago59:07

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Today’s guest is Mark J. Higgins, a Senior VP for IFA Institutional, where he focuses on providing advisory services to institutions. He’s also the author of Investing in U.S. Financial History: Understanding the Past to Forecast the Future, which is one of my favorite books on financial history. In today’s episode, Mark explores the parallels betw…