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'It's the Liquidity, Stupid' Protect the Pile Episode 11 artwork
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'It's the Liquidity, Stupid' Protect the Pile Episode 11

Real Conversations by Hedgeye Risk Management

May 9, 202657:35Business

In the latest Protect the Pile, Patrick Kent, Sam Rahman, David Salem, and John McNamara tackle a market that refuses to crack despite geopolitical shocks, oil disruptions, rising rates, and unresolved risks. The crew de...

About This Episode

'It's the Liquidity, Stupid' Protect the Pile Episode 11 is an episode from Real Conversations by Hedgeye Risk Management. In the latest Protect the Pile, Patrick Kent, Sam Rahman, David Salem, and John McNamara tackle a market that refuses...

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Published May 9, 2026, 57:35 long, audio available.

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