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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 specific investment advice.Hedgeye® is a registered trademark. All Hedegye Real Conversations are the intellectual property of Hedgeye. All rights reserved. For more information, and to subscribe, go to www.hedgeye.com.
620 Episodes
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Go to HedgeyeAM.com for more. 00:00 – Markets Enter a New Volatility Regime 02:15 – Dollar Strength & Rising Yields Tighten Liquidity 05:15 – Why Tech Keeps Getting Hit on Fridays 09:00 – What Could Actually Calm This Market? 13:40 – Investors Start Rotating Away From Tech 17:15 – Nvidia, China & the Story Everyone Is Missing 24:30 – What Would Nvidia Look Like Without Jensen? 29:30 – The Next Big Risk for Nvidia’s Growth Story 33:00 – Preparing for a Potential Quad 4 Market 35:20 – ...
***This episode originally aired live on Hedgeye.com on November 10, 2026*** Join us for a new “Real Conversation” featuring Liz Ann Sonders, Chief Investment Strategist at the Schwab Center for Financial Research and Hedgeye Founder & CEO Keith McCullough. Beneath the surface, the market is telling a more complicated story than the headline indexes suggest. A handful of AI-driven stocks continue to dominate the major indexes, masking significant differences in performance across the broa...
Hedgeye's "Cyber November" sale is live → https://app.hedgeye.com/su/Cyber2026 Quad 4 is a measurable economic regime in our GIP model. Historically, it’s been the most challenging backdrop for the same sectors and style factors that lead when conditions are easier, like Tech, Momentum, and Growth stocks. The U.S. market crashes of the past 18 years have occurred during Quad 4 environments. Right now, our GIP Model forecasts Quad 4 as the most likely scenario for Q1 2027. That doesn’t make a ...
Go to HedgeyeAM.com for more. Get Hedgeye's Cyber November deals → https://app.hedgeye.com/su/Cyber2026 00:00 – Post-Election Markets: What Just Happened? 04:05 – Navigating a Market That Swings From Hero to Zero 07:25 – How Positioning Fueled the Post-Election Whipsaw 11:30 – Is Market Structure Starting to Break Down? 15:00 – The Leverage Problem Hiding Beneath the Market 17:25 – Did the Election Really Break the AI Trade? 23:10 – Why Slowing the Data Center Boom Could Be Healthy 29:45 – A...
Go to HedgeyeAM.com for more 00:00 – Midterms, Markets & the Final Election Setup 04:50 – The Senate Races That Could Decide Control 11:30 – Could Iowa, Kansas & Texas Surprise Everyone? 18:35 – When Will We Actually Know the Election Results? 22:20 – The House Map Shifts Toward Democrats 27:45 – How the Election Could Reshape the AI & Data Center Boom 30:25 – Why Data Centers Became a Political Battleground 35:00 – Governors, AI Regulation & the Fight Moving to the States 37...
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