A top podcast for healthcare leaders, with over one million downloads, Radio Advisory is your weekly download on how to untangle the industry's most pressing challenges to help leaders like you make the best business decisions for your organization. From unpacking major trends in care delivery—like site-of-care shifts and the rise of high-cost drugs—to demystifying stakeholder dynamics, to shining a spotlight on priorities that may get overlooked, we're here to help. Our hosts and seasoned r ...
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Join us in The Delegates Lounge, an independent podcast on world affairs based in New York City at the United Nations, the hub of global insights in plain sight. We hope you’ll come back often to listen in on some fascinating conversations hosted by J. Alex Tarquinio, a veteran journalist who writes essays for Foreign Policy from her office across the hallway from the UN Security Council chamber. We’ll wade into the rising tide of global threats to peace and security in our discussions with ...
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Rising Tide Summit Podcast
Vipe Desai | Entrepreneur & Philanthropist and CEO and Founder at HDX Hydration Mix
The Rising Tide Summit brings together thinkers and innovators to find rapid solutions for the host of issues facing our ocean. The general theme emerging from the summit included the need to mobilize and organize for our ocean. From the threat of single-use plastic to working with businesses, both small and large, bringing together entrepreneurs, industry influencers and corporate partners will help to accelerate adoption of transformative technology, drive market growth and profitable coll ...
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Sauna Talk is a show about the authentic sauna experience. Recorded (often) on the sauna bench, we talk with interesting guests about sauna including such aspects as building sauna, enjoying sauna, and health and wellness benefits to sauna. The rising sauna tide is lifting many boats and we look forward to some left turns that we hope to keep listeners on and off the more enjoyable and less trampled authentic sauna trail.
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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 ...
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The Best of Hedgeye: Danielle DiMartino Booth → A Real Conversation
1:04:02
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1:04:02**This webcast originally aired live on Hedgeye.com on May 21, 2020** Join Hedgeye CEO Keith McCullough and Danielle DiMartino Booth, former Fed advisor and Chief Strategist at Quill Intelligence, in this pro-to-pro investing discussion about the current market environment. Visit Hedgeye.com for more great investing content. Subscribe to other Hedg…
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252: Contain, extract, recover: Inside the Ardent Health cyberattack
41:08
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41:08In this special live episode from the 2025 Advisory Board Summit, Ardent Health Services President & CEO Marty Bonick and Chief Digital and Transformation Officer Anika Gardenhire recount the harrowing story of a ransomware attack that brought their 30-hospital system to a standstill on Thanksgiving Day 2023. Cyberattacks on healthcare systems are …
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The Trouble with Tariffs: Harvard Economist Jason Furman Weighs In
52:25
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52:25In pursuit of economic understanding, we speak with Jason Furman, the Harvard economist who co-teaches the university’s core course in the discipline, “Principles of Economics,” Harvard’s most popular course. The conversation tackles President Donald Trump's "Liberation Day" tariff announcement that sent markets nosediving, that is, until the presi…
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Ep.125 Real Conversations → CLOs Demystified: The Hidden Engine of Yield In Credit Markets w/ Danielle Gilbert, Eldridge Capital Management
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58:17
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58:17***This webcast originally aired live on Hedgeye.com on May 21st, 2025*** In this special edition of Real Conversations, Hedgeye CEO Keith McCullough hosts Danielle Gilbert, Managing Director at Eldridge Capital Management, for a high-level look into the evolving CLO (Collateralized Loan Obligation) market. Gilbert brings deep domain expertise to b…
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251: Former HHS leaders weigh in on navigating Trump 2.0 (and answer your questions)
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40:255/22 Update: The House early Thursday narrowly passed the One Big Beautiful Bill Act, a budget bill that includes a number of healthcare provisions that could have a significant impact on Medicaid, Medicare, and the Affordable Care Act. It has been over 100 days since President Donald Trump began his second term. During that time, Radio Advisory ha…
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Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 15 | Owning vs. Renting
55:41
55:41
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55:41Hedgeye 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 pros and cons of owning vs. renting. Watch the video version on HedgeyeTV.com Go to Hedgeye.com for more investing insights. Hedgeye Founder & CEO Keith McCullough's long-awaited new book, …
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The Delegates Lounge podcast commences our third season in a timely conversation with Victor Cha, the well-known Korea watcher who is both president of the Geopolitics and Foreign Policy Department and Korea Chair at the Center for Strategic and International Studies (CSIS), a foreign policy think tank based in Washington, D.C. He served in an advi…
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The Best of Hedgeye: The Outlook → McCullough & Neil Howe on the Fourth Turning
1:03:18
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1:03:18**This webcast originally aired live on Hedgeye.com on November 14th, 2023** World renowned Demographer/ Thinker/ Bestselling author Neil Howe teamed up with Hedgeye CEO Keith McCullough on November 14th for a compelling exploration of our current position in the Fourth Turning and the trajectory that lies ahead. Gain invaluable insights as Howe na…
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250: VBC success is possible. Here's how Advocate Health does it.
34:16
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34:16Believe it or not, 60% of healthcare payments in the US are tied to value. But it’s still surprisingly hard to find examples of health systems that have been doing VBC at scale, successfully, over time. So that’s what Advisory Board researchers set out to do. And across 66 conversations with 44 systems, we found four systems with approaches worth e…
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Ep.124 Real Conversations: Jurrien Timmer, Director of Global Macro, Fidelity → Market Risk, Rotation & Opportunity
57:03
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57:03***This webcast originally aired live on Hedgeye.com on May 7th, 2025*** Fidelity’s Director of Global Macro, Jurrien Timmer, joins Hedgeye CEO Keith McCullough for a timely, no-nonsense breakdown of the current macro investing landscape. Markets are shifting. Policy pivots appear tied to asset price thresholds. The 60/40 portfolio is under pressur…
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[Encore] The changing tide of Medicare Advantage
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21:46(This episode originally aired on October 22, 2024.) For years, the best word to describe Medicare Advantage (MA) was “untouchable.” Hugely popular among seniors, profitable for health plans—the hybrid public-private payment model grew to the point that it now covers more seniors than traditional Medicare. But in the past few years, the tide has st…
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Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 14 | Annuities
45:38
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45:38Hedgeye 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 continue their discussion on insurance further by discussing annuities. They also address the response to their criticism of whole-term life insurance from episode 13. Watch the video version on Hedgey…
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The Best of Hedgeye: Steve Hanke → Inflation Tsunami: Investing During A Rising Inflationary Tide
56:20
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56:20**This webcast originally aired live on Hedgeye.com on Wednesday June 16th, 2021** Throughout June, Hedgeye CEO Keith McCullough is hosting a special Real Conversations series with four leading market strategists: Inflation Tsunami: Investing During A Rising Inflationary Tide. Follow this link to get access to our other webcasts: http://landing.hed…
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249: What is 340B, and why is it in the hot seat
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32:15The federal drug purchasing program known as 340B was created in 1992 to help select provider organizations stretch scarce resources to care for patients. More than three decades later, health systems of all shapes and sizes have come to rely on 340B for their financial sustainability. But the program has come under criticism. And in recent years, …
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Hedgeye Investing Summit Spring 2025 | Brendan Ahern, CIO of KraneShares
50:04
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50:04***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…
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248: Drugs, surgeries, and shortages: the state of obesity care in 2025
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35:19In 2025, 6% of US adults are taking a GLP-1. But the popularity of weight-loss drugs isn’t the only thing changing the obesity care landscape. On Radio Advisory, we’ve talked about what comprehensive obesity care looks like, the reality of weight bias, and the strain high-cost drugs like GLP-1s are having on employers and plans. But we haven’t done…
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Hedgeye Investing Summit Spring 2025 | Jim Bianco, President & Macro Strategist of Bianco Research
49:44
49:44
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49:44***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…
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Hedgeye Investing Summit Spring 2025 | Danielle DiMartino Booth, CEO & Chief Strategist of QI Research
50:57
50:57
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50:57***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…
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Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 13 | Life Insurance
44:39
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44:39Hedgeye 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…
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Hedgeye Investing Summit Spring 2025 | David McAlvany, CEO of McAlvany Precious Metals
50:18
50:18
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50:18***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…
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Hedgeye Investing Summit Spring 2025 | Abaxx Technologies Founder & CEO, Josh Crumb & Chief Economist David Greely
47:27
47:27
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47:27***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…
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Hedgeye Investing Summit Spring 2025 | Meb Faber, Co-Founder & CIO of Cambria IM
47:35
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47:35***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…
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Hedgeye Investing Summit Spring 2025 | , Portfolio Manager for PINK Shares for the Cure
58:13
58:13
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58:13***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…
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Hedgeye Investing Summit Spring 2025 | Tier1 Alpha CEO Craig Peterson, COO David Pegler, Sr. Exec. Advisor Mike Green
48:34
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48:34***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…
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247: How hospitals and post-acute providers can rebuild their relationships (and why they need to)
28:49
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28:49Let’s face it: Hospitals and post-acute providers can find themselves at odds. Post-acute is an area of the industry that is often misunderstood and sometimes villainized. But when post-acute care struggles, it directly impacts hospital operations. The industry needs a solution. It starts with understanding that the post-acute space is not a monoli…
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Hedgeye Investing Summit Spring 2025 | Stephanie Pomboy, Founder of MacroMavens
44:33
44:33
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44:33***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…
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246: Plans have trust and cost problems. Here's how to manage both.
35:55
35:55
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35:55Every stakeholder in healthcare is getting squeezed by mounting financial pressures, and health plans are no exception. Higher utilization and rising treatment costs are hitting plans hard. At the same time, plans are facing heightened public scrutiny. It may seem like the wrong time for plans to focus on cost management, but the combination of mar…
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The Macro Show [FREE EDITION] | April 7th, 2025
37:58
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37:58Hosted 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…
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Sauna Talk #110: Culture of Bathing Panel
1:26:32
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1:26:32Welcome to this special episode of Sauna Talk. We welcome Adam from Thermé USA, who led the panel discussion with three public sauna operators from North America. This episode is a “two-fer” in that as introduction, we get to hear from the group as they talk about the gathering and their panel discussion. Then, we move over to the panel discussion …
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The Best of Hedgeye: Steph Pomboy → A Rational Investing Road Map For Irrational Times
1:03:39
1:03:39
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1:03:39**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 …
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245: Headcount might not explain your labor challenges. What will?
32:31
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32:31It feels like only yesterday that workforce challenges were the biggest problem facing the healthcare industry. While COVID-19-related staffing shortages may have declined, an inefficient workforce can still threaten health system operations and finances. Often, systems turn to staffing ratios or benchmarks to determine whether they need more cuts …
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Talking Tariffs with Mark Zandi, Moody's Chief Economist
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45:59As President Donald Trump's self-proclaimed "Liberation Day" approaches on April 2nd, bringing with it a wave of new tariffs, we're joined by an expert who can help us parse rhetoric from reality. Moody's Chief Economist Mark Zandi explores the potential economic impact of broad-based tariffs on American consumers, farmers, and business owners. As …
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Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 12 | Credit Cards
52:20
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52:20Hedgeye 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…
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Ep.123 Real Conversations: Steve Clapham, Founder, Behind the Balance Sheet → How to Spot the Next Big Fraud
1:00:58
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1:00:58***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…
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244: What’s happened in Washington (so far) and what policy changes we’re bracing for
47:05
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47:05In the first two months of the Trump administration, the political and regulatory environment have shifted considerably. Since the inauguration, we’ve fielded dozens of questions about the slew of executive orders, cuts to research funding, HHS layoffs, tariffs, and an unstable economic outlook. All of that is coupled with the potential for major p…
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The United Nations Adrift in a Sea of Change
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1:06:45In this episode, we explore the seismic shifts reshaping global diplomacy with Richard Gowan, the International Crisis Group's UN expert and our first-ever return guest, or "friend of the pod." Recorded at UN headquarters while Trump and Putin conducted a phone call to discuss the war in Ukraine, our conversation captures a pivotal moment in intern…
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The Best of Hedgeye: Danielle DiMartino Booth → America's House Of Cards
1:02:47
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1:02:47***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…
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243: What’s now and what’s next in value-based care
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34:06There is a lot happening in federal policy that may affect healthcare payment transformation and care delivery. But we’ve said it before: healthcare leaders can’t afford to focus on fighting near-term fires at the expense of driving long-term success and sustainability. Amidst the uncertainty, it’s more important than ever to push forward conversat…
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Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 11 | Housing & Mortgages
54:50
54:50
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54:50Hedgeye 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…
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Sauna Talk #109: Mika and Wendy 2.0
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1:00:09Today on Sauna Talk, we welcome Mika Meskanen and Wendy Liu. Mika is Finnish, and partner Wendy is Chinese. They live in London, and we met for this Sauna Talk on the bench in my backyard sauna in Minneapolis. This is our second podcast episode together, the first being episode #54. And, as you know, I much prefer Sauna Talk on the sauna bench, whe…
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Markets Are Cracking | Listen to The Macro Show for Free
38:39
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38:39***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…
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The Best of Hedgeye: Neil Howe → The Fourth Turning: Navigating The Crisis In America
1:04:52
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1:04:52**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 …
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242: How you should rethink your life sciences-health system partnerships
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25:21Partnerships between health systems and life sciences play a critical role in giving patients access to the best data, therapies, and technologies available in the market. However, these partnerships can be less fulfilling if both sides don’t align on purpose and expectations. This week, host Rachel (Rae) Woods invites Advisory Board expert Fanta C…
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Today on Sauna Talk we re-welcome Jon Sabes. Jon is a returning Sauna Talk guest, first being episode #061, and we rejoin together again, on the same bench for this second episode. Jon spends most of his time with his wife and family in Los Angeles and also in Baja Mexico. He was back to Minneapolis for a winter weekend, and we met for a cross coun…
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Ep.122 Real Conversations: U.S. Representative David Schweikert (R-AZ) → Elephant In The Room: Will Washington Tackle Debt Crisis?
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47:51***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…
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241: When disaster strikes: Evacuating Unicoi hospital
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33:37On September 27, 2024, Ballad Health was forced to evacuate Unicoi Hospital in rural Tennessee due to a freak flash flood caused by Hurricane Helene. After two failed rescue attempts, an aerial operation managed to successfully airlift all 70 people who were trapped on the rooftop of the small community hospital. In an era where extreme climate eve…
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Slovenia’s Ambassador Pulls Back the Curtain on a Surprise Act at the UN
1:15:42
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1:15:42As the world marked the third anniversary of Russia’s full-scale invasion of Ukraine on Monday, competing resolutions at the United Nations brought tensions within the international community to the forefront. This episode dives deep into the diplomatic maneuvering and dueling agendas, revealing the complexities that reshape alliances and influence…
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Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 10 | Social Security
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47:16Hedgeye 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…
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The Best of Hedgeye: Kyle Bass → China: The Most Reckless Financial Experiment In History
1:01:02
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1:01:02***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…
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240: Hospitals are at capacity. What can we actually do about it?
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24:13We’ve said it before on Radio Advisory: hospital volumes are back. But leaders know this isn’t necessarily a sigh of relief. With a lot of hospitals at—or even over—capacity, hospital leaders need to find ways to improve patient throughput and reduce length of stay. And trust me, they’ve been trying. The question is, why is it so hard to address ca…
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