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.
Hedgeye Podcasts
Claim This PodcastHosted by Keith McCullough, R Patrick Kent, Brooks Cutright, RPK, Sam, Sam Rahman
Published by Hedgeye Risk Management
4.3(243 ratings)
602 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇺🇸
85
Podcast Authority
BetaExcellentBased on show quality, social media presence, reviews, charts, and more
Quality75
Social94
YouTube93
Engagement96
Podcast Overview
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.
Language
🇺🇲
Publishing Since
5/22/2010
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85
Podcast Authority
BetaExcellentBased on show quality, social media presence, reviews, charts, and more
Quality75
Social94
YouTube93
Engagement96
7
Excellent Areas
3
Good Performance
9
Growth Opportunities
excellent
Episode Length
1h 5m
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good
Publishing Consistency
Every 11 days
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Recent Episodes
September 19, 2026
Software vs. Semis: The Next Battle in AI | Protect the Pile Episode 26
Hedgeye's Protect the Pile Episode 26 explores the AI momentum battle between software and semiconductors, examining market rotation and the potential for regulation.
September 15, 2026
Ep. 143 Real Conversations | The AI Bubble and the Market Risks Ahead w/ Mike Taylor
Hedge fund manager Mike Taylor and Hedgeye CEO Keith McCullough discuss the burgeoning AI bubble and its associated market risks in this candid interview.
September 4, 2026
The AI Gold Rush Meets an Oil Shock | Protect the Pile Episode 25
Hedgeye's "Protect the Pile" podcast explores how the AI gold rush intersects with an oil shock, discussing market dynamics, geopolitical risks, and the potential impact of higher rates on the AI boom.
602 total episodes available with 195 transcripts
Recent guests on Hedgeye Podcasts
Guests from recent episodes — sign up to see every guest that has ever appeared on this show.
Mike Taylor
Guest
Rick Rule
Guest
Jerry Jordan
Guest
R Patrick Kent
Guest
Sam Rahman
Guest
Brooks Cutright
Guest
David Salem
Guest
Steve Hanke
Guest
Nick Nemeth
Guest
Danielle DiMartino Booth
Guest
John O’Connor
Guest
Dan Rasmussen
Guest
Inside a recent episode
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From the episode
Ep. 143 Real Conversations | The AI Bubble and the Market Risks Ahead w/ Mike Taylor
Published · Transcript excerpt
[…] And when you have meaningful deficit spending in a crisis like COVID, something like that, the companies, they know this. This is an ephemeral bolus of spend that's going through. And so what they do is they don't build capacity to supply that because they know that it's not enduring. It is simply ephemeral. It will fade away and that's it. But that didn't happen. We kept growing the deficit and growing it and growing it and growing it and growing it. And it's really, whether they know it or not, it's part of their model. Coca-Cola is building capacity to service a growing deficit. And this is why. […]
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Deep-dive analytics for Hedgeye Podcasts
Frequently asked questions
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- What is Hedgeye Podcasts?
- How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 8 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
Where this data comes from
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Transcript and advertiser dates refer only to “Ep. 143 Real Conversations | The AI Bubble and the Market Risks Ahead w/ Mike Taylor”, published . They are not dates for the whole catalog.
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