Best Jared Howe Podcasts (2025)

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"Two-Day Market Hyperventilation" | Protect the Pile: Episode 2 1:11:46

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1h ago1:11:46

1:11:46

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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Train Your Brain for Endurance: How to Get Out of Your Own Way, with Addie Bracy 1:11:59

4h ago1:11:59

1:11:59

We’re joined by professional trail runner and sports psychologist Addie Bracy for a masterclass on the psychology of endurance. Addie bridges the gap between pro athlete and mental performance expert, offering tactical advice for runners of all levels. In this conversation, we explore: Mental Anchors: How to build a psychological anchor to keep you…

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

10d 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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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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Hedgeye Investing Summit Fall 2025 | Steve Diggle, Founder & CEO, Vulpes Investment Management 48:24

13d 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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Hedgeye Investing Summit Fall 2025 | Liz Ann Sonders, Chief Investment Strategist, Charles Schwab & Co 49:33

17d 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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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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Hedgeye Investing Summit Fall 2025 | Jared Kubin, Founder & CIO of Issachar Technologies 50:27

18d 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

17d 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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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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Hedgeye NexGen | Episode 24 | Housing (Un)affordability in America 1:15:28

27d 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…

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The Best of Hedgeye: Jim Rickards → Fed Policy Mistake? Market Risk Rising. 1:08:24

29d ago1:08:24

1:08:24

***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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Hedgeye NexGen | Episode 23 | Why The Gold Standard Ended (And What Happened Next) 1:36:15

1M ago1:36:15

1:36:15

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. Want to see how Hedgeye called every major market crash since …

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The Best of Hedgeye: Hugh Hendry → A Macro Reality Check with 'The Acid Capitalist' 1:03:30

1M ago1:03:30

1:03:30

**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…

1
How Jesse Rich Crushed the Run Rabbit Run 100 Miler 1:32:20

1M ago1:32:20

1:32:20

Jesse Rich is a nutritionist and elite ultramarathon runner from Salt Lake City, Utah. His recent first place finish at the competitive Run Rabbit Run 100 miler is his greatest achievement in running to date. In this episode of The TRACER Podcast, Jesse gives us a complete breakdown of his training, nutrition, hydration, and race report. Nail your …

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Ep.131 Real Conversations → Europe at a Crossroads: Wealth, Politics & the Future of the Continent w/ Alex Pezzoli 1:03:49

1M ago1:03:49

1:03:49

***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 1:33:39

2M ago1:33:39

1:33:39

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 1:07:54

2M ago1:07:54

1:07:54

**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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The Best of Hedgeye: Jim Rickards → Investing During A Time Of Mass Delusion & Epic Distortions 1:12:51

2M ago1:12:51

1:12:51

**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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Ep.130 Real Conversations → Navigating Current Market Opportunities + Risks w/ Sam Rahman 1:03:20

2M ago1:03:20

1:03:20

***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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The Best of Hedgeye: Daniel Lacalle → Fed Policy Mistake? Market Risk Rising 1:05:15

3M ago1:05:15

1:05:15

***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 Best of Hedgeye: Chris Whalen → Overheated, Yet Deflationary? 1:01:43

3M ago1:01:43

1:01:43

***This webcast originally aired live on Hedgeye.com on May 7th, 2021*** We are excited to bring you another heavy-hitting macro-dose of financial insight with our newest Real Conversation on HedgeyeTV. Hedgeye CEO Keith McCullough will be joined by renowned banker and author Christopher Whalen. Chris has had a storied career on Wall Street, and no…

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Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 21 | Large Language Models 55:08

3M ago55:08

55:08

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 Large Language Models (LLMs) like ChatGPT and Claude and how they can be utilized in finance and other applications. Want to see how Hedgeye called every major market crash since 2008? Get 7 da…

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The Best of Hedgeye: Mark Gordon → Unprecedented Opportunity in Oil Markets 1:08:20

3M ago1:08:20

1:08:20

***This webcast originally aired live on Hedgeye.com on November 22nd, 2019*** In this special edition of Real Conversations Hedgeye CEO Keith McCullough sat down with Ascent Oil Fund CIO Mark Gordon to discuss his deep dive on the current oil market set-up. Gordon's core point is that we are at a major inflection point between the shift from the "…

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Ep.129 Real Conversations → Powell, Trump & the Future of U.S. Markets w/ Danielle DiMartino Booth 1:01:13

3M ago1:01:13

1:01:13

***This webcast originally aired live on Hedgeye.com on July 31, 2025*** Join us for a powerful Real Conversation between Hedgeye CEO Keith McCullough and Danielle DiMartino Booth, former Fed insider and CEO of QI Research. Coming right after the latest Fed meeting, this timely discussion will break down the central bank’s messaging, the path forwa…

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The Best of Hedgeye: Jim Rickards → Global Chaos Ahead. Buckle Up. 1:06:49

4M ago1:06:49

1:06:49

**This webcast originally aired live on Hedgeye.com on February 15, 2024** Bestselling author and iconoclastic macro strategist Jim Rickards is back by popular demand for another Real Conversation webcast with Keith McCullough. In addition to his previous appearances on HedgeyeTV and Hedgeye Live, Rickards is a sought-after economic veteran. With 4…

1
King of The Barkley Marathons, Jared Campbell, Explains His Secret Sauce 1:07:40

4M ago1:07:40

1:07:40

You're in for an inspiring conversation on this episode of The TRACER Podcast! Dr. Joey Wilson sits down with the remarkable Jared Campbell, a true titan in the world of ultrarunning and climbing. Jared's accomplishments speak for themselves: he is widely known as the "King of the Barkley Marathons," holding more finishes than anyone else in arguab…

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Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 20 | U.S. National Debt 1:02:16

4M ago1:02:16

1:02:16

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 basics of the U.S. national debt - and why it continues to climb so quickly. Want to see how Hedgeye called every major market crash since 2008? Get 7 days free access to our hedge fund qua…

1
The Best of Hedgeye: Neil Howe → Deep Demographic Problems Plaguing The U.S. Economy 1:02:27

4M ago1:02:27

1:02:27

**This excerpt is from the bi-annual "Hedgeye Investing Summit". It was originally broadcast live on Hedgeye.com on March 19, 2019.** This is an exclusive "Hedgeye Investing Summit" interview between renowned demographer Neil Howe and Hedgeye CEO Keith McCullough. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Produc…

1
Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 19 | Robo-Advisors 48:46

4M ago48:46

48:46

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 rise of robo-advisors. Do we even need humans to run our money anymore? Want to see how Hedgeye called every major market crash since 2008? Get 7 days free access to our hedge fund quality …

1
Ep.128 Real Conversations → The Reckoning: Debt, Rates & the Future of U.S. Finance w/ Christopher Whalen, Chairman, Whalen Global Advisors 51:28

4M ago51:28

51:28

***This webcast originally aired live on Hedgeye.com on July 8, 2025 *** Join Hedgeye CEO Keith McCullough for a timely and insightful conversation with renowned financial professional and author Christopher Whalen. As America faces surging debt, shifting interest rate policy, and mounting political uncertainty, Whalen unpacks the deeper forces res…

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Ep.127 Real Conversations → Gold, Bitcoin, and the Decline of Fiat Money w/ Daniel Lacalle, Chief Economist, Tressis 1:04:18

4M ago1:04:18

1:04:18

***This webcast originally aired live on Hedgeye.com on July 2, 2025 *** Join renowned economist Daniel Lacalle and Hedgeye CEO Keith McCullough for a timely and powerful “Real Conversation” on the future of money. As governments around the world spiral deeper into debt and inflation becomes an entrenched policy tool, trust in fiat currencies is er…

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Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 18 | Retirement Accounts 49:45

5M ago49:45

49:45

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 various forms of retirement accounts, along with their pros and cons. Want to see how Hedgeye called every major market crash since 2008? Get 7 days free access to our hedge fund quality re…

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The Best of Hedgeye: Jim Rickards → Defending Your Wealth During Global Crisis 1:06:22

5M ago1:06:22

1:06:22

**This webcast originally aired live on Hedgeye.com on April 1, 2020** Join Hedgeye CEO Keith McCullough for a very special conversation with Strategic Intelligence editor James Rickards. Keith and Jim dive deep into the current market chaos, key economic ramifications, the failure of central banks to arrest the recent decline and how investors can…

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Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 17 | Why Everyone Is Talking About Nvidia & AI 55:24

5M ago55:24

55:24

Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, Hedgeye Global Technology analyst Jose Valcourt joins Ryan for a discussion on the explosion in popularity in owning $NVDA, why they are in just about everyone's portfolios these days, and how they're driving the A…

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The Grand Teton FKT: Michelino Sunseri on The Route, The Controversy, and How He Trained 1:48:00

5M ago1:48:00

1:48:00

Join Dr. Joey Wilson, co-founder of TRACER, for an in-depth interview with professional runner Michelino Sunseri, the man behind the controversial fastest-known-time (FKT) on the iconic Grand Teton. In this candid discussion, we dive deep into Michelino's journey, covering: - From Amateur to Pro: How Michelino transitioned into the demanding world …

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The Best of Hedgeye: Kyle Bass → Recession Risk Rising 1:07:41

5M ago1:07:41

1:07:41

**This webcast originally aired live on Hedgeye.com on April 8th, 2019** Renowned hedge fund manager Kyle Bass (founder of Hayman Capital) bet against the subprime mortgage market ahead of the 2008 financial crisis. Watch the replay from this interview between Bass and Hedgeye CEO Keith McCullough's pro-to-pro discussion on China, global recession,…

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Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 16 | Bitcoin 1:05:45

6M ago1:05:45

1:05:45

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 follows up on the conversation from Episode 9, digging into the basics of Bitcoin. Want to see how Hedgeye called every major market crash since 2008? Get 7 days free access to our hedge fund quali…

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The Best of Hedgeye: Danielle DiMartino Booth → A Real Conversation 1:03:51

6M ago1:03:51

1:03:51

**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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Ep.125 Real Conversations → CLOs Demystified: The Hidden Engine of Yield In Credit Markets w/ Danielle Gilbert, Eldridge Capital Management 58:06

6M ago58:06

58:06

***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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Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 15 | Owning vs. Renting 55:30

6M ago55:30

55:30

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 pros and cons of owning vs. renting. Watch the video version on HedgeyeTV.com Go to Hedgeye.com for more investing insights. Want to see how Hedgeye called every major market crash since 20…

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The Best of Hedgeye: The Outlook → McCullough & Neil Howe on the Fourth Turning 1:03:07

6M ago1:03:07

1:03:07

**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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Ep.124 Real Conversations: Jurrien Timmer, Director of Global Macro, Fidelity → Market Risk, Rotation & Opportunity 56:52

6M ago56:52

56:52

***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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Effective Training For 1-Hour Races to Ultramarathons, with Adam Loomis 1:12:22

6M ago1:12:22

1:12:22

Adam Loomis is one of the fastest ultramarathon trail runners in the USA, with wins at the Gorge 100K, Bear 100, DC Peaks 50, and Tushars 100K. In this conversation, Adam talks about how he trains, and how his training differs when he's preparing for a long ultra vs a short, intense effort. Referenced in this episode: Excellent video by Tim Jones a…

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Hedgeye NexGen: Building Wealth for Young & New Investors | Episode 14 | Annuities 45:27

7M ago45:27

45:27

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 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 56:09

7M ago56:09

56:09

**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…