Nvidia, Memory & the Next Phase of the AI Trade | Protect the Pile Episode 29 w/ Felix Wang
Go to HedgeyeAM.com for more info Is the AI trade still in its early innings—or is the market starting to discover where the real limits are...
Radio and PodcastLive Radio & Podcasts
Business
Real Conversations
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...
Episodes
20 of 615 episodesHedgeye Investing Summit Fall 2026 | Hedgeye Asset Management Portfolio Managers R. Patrick Kent & Sam Rahman and HAM CIO John McNamara
***This episode originally aired live on Hedgeye.com on October8, 2026*** This is an exclusive "Hedgeye Investing Summit" interview between...
Hedgeye Investing Summit Fall 2026 | Leyla Kunimoto, Founder & Chief Editor of Accredited Investor Insights
***This episode originally aired live on Hedgeye.com on October8, 2026*** This is an exclusive "Hedgeye Investing Summit" interview between...
Hedgeye Investing Summit Fall 2026 | Danielle DiMartino Booth, Founder, CEO & Chief Strategist of QI Research
***This episode originally aired live on Hedgeye.com on October8, 2026*** This is an exclusive "Hedgeye Investing Summit" interview between...
Hedgeye Investing Summit Fall 2026 | Dave Collum, Professor of Chemistry at Cornell University
***This episode originally aired live on Hedgeye.com on October 7, 2026*** This is an exclusive "Hedgeye Investing Summit" interview between...
Hedgeye Investing Summit Fall 2026 | Jurrien Timmer, Director of Global Macro at Fidelity
***This episode originally aired live on Hedgeye.com on October 7, 2026*** This is an exclusive "Hedgeye Investing Summit" interview between...
Hedgeye Investing Summit Fall 2026 | Dan Rasmussen, Founder & Portfolio Manager of Verdad
***This episode originally aired live on Hedgeye.com on October 7, 2026*** This is an exclusive "Hedgeye Investing Summit" interview between...
Hedgeye Investing Summit Fall 2026 | David McAlvany, CEO & Portfolio Manager of McAlvany Financials Group
***This episode originally aired live on Hedgeye.com on October 6, 2026*** This is an exclusive "Hedgeye Investing Summit" interview between...
Hedgeye Investing Summit Fall 2026 | Jim Bianco, President of Bianco Research
***This episode originally aired live on Hedgeye.com on October 6, 2026*** This is an exclusive "Hedgeye Investing Summit" interview between...
Hedgeye Investing Summit Fall 2026 | Jim Rickards, NYT Bestselling Author
***This episode originally aired live on Hedgeye.com on October 6, 2026*** This is an exclusive "Hedgeye Investing Summit" interview between...
The Election Risks Markets Can’t Ignore | Protect the Pile Episode 28
Go to HedgeyeAM.com for more info. With the midterms just weeks away, the battle for Congress is getting tighter—and the market implications...
The Cheap Money Era Is Over | Protect the Pile Episode 27
00:00 – Meet George Noble: Four Decades in the Markets 03:50 – How Markets Changed: From Fundamentals to Financialization 07:30 – The Hidden...
Software vs. Semis: The Next Battle in AI | Protect the Pile Episode 26
Visit HedgeyeAM.com for more info 00:00 – A Strange Market Near All-Time Highs 05:20 – Market Rotation, Narrowing Breadth & Investor Positio...
Ep. 143 Real Conversations | The AI Bubble and the Market Risks Ahead w/ Mike Taylor
**This episode originally aired live on Hedgeye.com on September 15, 2026*** Artificial Intelligence is the biggest story in markets. It’s a...
The AI Gold Rush Meets an Oil Shock | Protect the Pile Episode 25
Visit HedgeyeAM.com for more info 00:00 – Markets Return With Oil, Rates & Quad 2 in Focus 06:00 – The Weak Dollar Tug-of-War 12:30 – Midter...
Ep. 142 Real Conversations | The Math of America w/ Rick Rule
**This episode originally aired live on Hedgeye.com on August, 26, 2026** Visit Hedgeye.com for more great investing content. Debt keeps cli...
Gold, Market Flows, AI & the Next Investing Regime | Protect the Pile Episode 24
On this episode of Protect the Pile, R. Patrick Kent, Sam Rahman, Brooks Cutright and their guest Jerry Jordan unpack a market increasingly...
The Five Follies Investors Can’t Ignore | Protect the Pile Episode 23
On this episode of Protect the Pile, R. Patrick Kent, Sam Rahman, Brooks Cutright and David Salem reunite for a wide-ranging market roundtab...
Lunch Break with Keith & Steve | Financial Media Has Japan Dead Wrong
On Friday afternoon, after US equity markets closed, the United States government bought Japanese yen for the first time in twenty-eight yea...
The Outsider's Edge: Why the Smart Money Is Trapped in a Box | Protect the Pile Episode 22 w/ Nick Nemeth
Visit HedgeyeAM.com for more information 00:00 — Welcome to Protect the Pile 01:01 — Meet Nick Nemeth of Mispriced Assets 02:43 — 20 years i...