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...
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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 605 episodes
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...
The Fed's Next Punch in the Mouth | Protect the Pile Episode 21 w/ Danielle DiMartino Booth
Visit HedgeyeAM.com for more information 00:00 Welcome to Protect the Pile with Danielle DiMartino Booth 02:01 The Fed’s “Punched in the Mou...
Ep.141 Real Conversations | Rising Geostrategic Risk: The New Rules for Global Markets w/ John O’Connor
***This webcast originally aired live on Hedgeye.com on July 22, 2026*** The age of frictionless globalization is over. Investors are now op...
The AI Trade Faces Its First Real Test | Protect the Pile Episode 20
On this episode of Protect the Pile, R. Patrick Kent, Sam Rahman and Brooks Cutright break down a summer market that keeps defying the noise...
The Great Private Equity Hangover | Protect the Pile Episode 19 w/ Dan Rasmussen
On this episode of Protect the Pile, R. Patrick Kent, John McNamara and Brooks Cutright sit down with Dan Rasmussen, Founder and Managing Pa...
America's 250-Year Market Miracle | Protect the Pile Episode 18 w/ Meb Faber
On this episode of Protect the Pile, R. Patrick Kent, Sam Rahman and David Salem sit down with Meb Faber, Co-Founder and CIO of Cambria Inve...
When the Music Stops in Private Markets | Protect the Pile Episode 17 w/ Leyla Kunimoto
Visit HedgeyeAM.com for more info 00:00 - Welcome to Protect the Pile 01:18 - Market Setup: S&P, Rates, Dollar and Credit Spreads 02:02 - Le...
The Rebalance Steamroller | Protect the Pile Episode 16
In this episode of Protect the Pile, the RPK, Sam & Brooks discuss the market’s hidden flow machine. Brooks breaks down the June quarterly r...
The Fed (Finally) Admits the Problem | Rooster Reacts | June 18, 2026
"Rooster Reacts" returns after a long break with Ryan “Rooster” Ricci evaluating Kevin Warsh’s first meeting as the new Fed chair. Ricci fra...
Neil Howe on the SpaceX IPO: Party Like It’s 1999? | Protect the Pile Episode 15
In this episode of Protect the Pile, Hedgeye Asset Management portfolio managers R. Patrick Kent, Sam Rahman, Brooks Cutright, and Neil Howe...
Ep.140 Real Conversations | The Fractals of Finance: Richard Brennan on the Hidden Geometry of Markets
***This webcast originally aired live on Hedgeye.com on June 9, 2026*** Markets may look chaotic. But are they truly random? In this special...