Best Hedge Fund Research Podcasts (2025)

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$635M Exit → $600M Fund: David Ulevitch on Building a16z’s Hottest New Fund 27:57

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9h ago27:57

27:57

a16z General Partner David Ulevitch joins Sourcery to break down the real state of American Dynamism, their $600M fund, across defense, energy, mining, robotics, manufacturing, public safety, and national security. We discuss America’s supply-chain exposure to China, why deterrence—not parity—defines the future of U.S. defense, and how new companie…

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Momentum Series: Harnessing Collective Intelligence with Content Hurricane's Nick Jain 28:26

10h ago28:26

28:26

In this episode of the Innovators and Investors podcast, host Kristian Marquez interviews Nick Jane, CEO of IdeaScale and Content Hurricane. Nick discusses his background in investing and leadership, the founding of IdeaScale, and the importance of innovation management. He shares insights into building a resilient company culture, effective market…

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2360 FBF: Daniel Pink Motivation and the Hidden Science of our Lives with Host of National Geographic's Crowd Control 56:53

17h ago56:53

56:53

This Flashback Friday and 10th episode is from episode 460 published Last January 3, 2015. In the first Creating Wealth Show of 2015, Jason Hartman details some of the most important things you should consider when forming your new year's resolutions, including making your assets work for you and using every asset you have available to you. Today's…

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AI Agents, Automation & the Future of Work | Joy Rowland on Building Smart Businesses with Virtual Employees 38:26

2d ago38:26

38:26

Business owners and professionals are overwhelmed—emails, calls, and endless repetitive tasks leave no time for innovation. Meanwhile, AI is advancing at lightning speed, threatening to replace entire job sectors. How can you stay relevant and use technology to your advantage instead of being replaced by it? IBM just saved over $3.5 billion using A…

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2359: The 50-Year Mortgage: A Formula for a Massive Win for Investors 32:50

2d ago32:50

32:50

Jason talks about the housing market's current state and potential impacts of various policies, including the elimination of capital gains taxes and interest rate changes. Jason explored the challenges and opportunities in different markets, highlighting issues like supply-demand imbalances, regulation concerns, and the need for fiscal responsibili…

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Ep. 132 Real Conversations | Jim Rickards: Gold, Chaos and the Great Reckoning Ahead 1:15:48

2d ago1:15:48

1:15:48

Get the BEST DEALS we offer ALL YEAR! CLICK HERE to access our Cyber November sale. ***This webcast originally aired live on Hedgeye.com on November 19, 2025*** Hedgeye Founder and CEO Keith McCullough hosts another must-watch episode of “Real Conversations” featuring bestselling author and iconoclastic macro strategist Jim Rickards. Over the past …

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Beyond 60/40: The rise of hedge funds in modern portfolios 34:53

3d ago34:53

34:53

As markets evolve and the traditional 60/40 portfolio faces new challenges, are hedge funds becoming the next core allocation for resilient investing? In this episode of Beyond Markets, William Fong, Head of Alternatives Specialists at Julius Baer for Asia and the Middle East, speaks with Joe Dowling, Senior Managing Director and Global Head of Bla…

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Breaking the Hedge Fund Barrier | Justin Kuyper on Democratizing Elite Investing for Everyone 31:06

4d ago31:06

31:06

For decades, hedge funds and elite private investments have been reserved for the wealthy few. Everyday investors are left out—limited by regulations, high fees, and lack of access to opportunities that could truly grow their wealth. While millions chase average returns through ETFs and index funds, the world’s top funds continue to multiply fortun…

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Why Marc Andreessen, Ben Horowitz, & David Ulevitch Launched American Dynamism 28:06

4d ago28:06

28:06

David Ulevitch, General Partner at Andreessen Horowitz (a16z), who co-leads the firm’s American Dynamism practice with Katherine Boyle joins Sourcery to break down America’s comeback. With the encouragement of Marc Andreessen and Ben Horowitz, the $600M fund was founded around 2020 to invest in companies that support the national interest: aerospac…

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Inside Visa Ventures: Strategic Corporate Investing, Global FinTech Insights, and Founder Success with David Rolf 39:02

1d ago39:02

39:02

In this episode of The Innovators & Investors Podcast, host Christian Marquez sits down with David Rolf, head of Visa Ventures, to explore how Visa’s corporate venture arm strategically invests in fintech and commerce startups worldwide. David shares how Visa Ventures aligns investments with the company’s long-term strategy, their global approach i…

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The Week in Markets: Hawkish Fed commentary diminishes December rate cut hopes 16:57

5d ago16:57

16:57

Following hawkish commentary from six Federal Reserve presidents and promising indicators of October labour and consumer data, the market no longer expects a December rate cut. Meanwhile, recent technology stock performance suggests the market increasingly distinguishes between sustainable and speculative growth, and leverage. Over in Asia, China's…

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"Two-Day Market Hyperventilation" | Protect the Pile: Episode 2 1:11:46

6d ago1:11:46

1:11:46

For more information, visit hedgeyeam.com Protect the Pile is a no-nonsense investment show where we cut through the market noise with a panel of seasoned practitioners who've been playing the game every single day for years—not theorists, but real money managers with skin in the game. Every episode, we bring together battle-tested investors to dis…

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2358 FBF: Dr. Ben Carson – What We Can All Do to Save America's Future with 2016 US Presidential Candidate 37:53

8d ago37:53

37:53

This Flashback Friday is from episode 464 published last January 14, 2015. Today on the Creating Wealth show, Jason returns from the Meet the Masters event and tells his listeners that he still believes that investing within the United States is your best option as oppose to internationally. He also introduces his guest Dr. Ben Carson on the show w…

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From Corporate Cage to Fractional Freedom | Joanna Zhang on Building a VA Empire with Heart 35:10

9d ago35:10

35:10

Most entrepreneurs start with big dreams but get trapped doing everything themselves—burning out on admin work, marketing tasks, and endless to-dos that steal the joy of running their business. They want to scale but can’t afford full-time help. Hiring VAs feels risky and time-consuming. And trying to “do it all” often leads to exhaustion, poor res…

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Momentum Series: Revolutionizing Legal Depositions with Skribe Founder Karl Seelbach 42:51

6d ago42:51

42:51

In this episode of the Innovators and Investors podcast, host Kristian Marquez interviews Karl Seelbach, founder of Skribe and law firm Doyle & Seelbach. Karl discusses his journey from aspiring attorney to innovator in legal technology. He emphasizes the challenges and opportunities in modernizing deposition processes through AI, which makes them …

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2357: The Coming 50-Year Mortgage Housing Boom and Gold's Untapped Potential: Putting the $24 Trillion Asset to Work with Jeff Deist 50:30

10d ago50:30

50:30

Jason discussed the introduction of 50-year mortgages in the United States and their potential impact on real estate affordability and demand, while highlighting favorable market conditions including sliding interest rates and the end of quantitative tightening. He explained how extended mortgage terms can be financially beneficial through inflatio…

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Is the gold narrative shifting? 25:51

10d ago25:51

25:51

Gold has been on a wild ride lately — surging past USD 4,000 an ounce before tumbling in one of its biggest corrections in years. What’s really driving this volatility, and how are the narratives around gold evolving? Chris Irwin, Head of FX and Precious Metals Trading Asia, and Carsten Menke, Head of Next Generation Research at Julius Baer, discus…

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Selling, Scaling & Starting Over | Ian Noble on Building Freedom Beyond the Family Business 38:31

11d ago38:31

38:31

Many entrepreneurs dream of selling their business but rarely think about what comes next. After years of hard work, they find themselves unsure how to replace the income, identity, and purpose their company once provided. Without a plan, selling your business can feel less like a victory and more like an identity crisis. You go from being the deci…

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Alex Karp, CEO of Palantir: Exclusive Interview Inside PLTR Office 40:57

11d ago40:57

40:57

Alex Karp, CEO of Palantir, joins Molly O’Shea for a rare look inside Palantir (physically, inside their office). We go deep into their values, vision, and the moral foundation of technology in the AI era. Fresh off Palantir’s record-breaking earnings, nearly hitting a $500 billion market-cap milestone, and the release of a new biography The Philos…

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Empowering Work with AI: Inside Dash Labs' Vision of Workstation 36:12

8d ago36:12

36:12

In this episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with Andrew Hoag, co-founder and CEO of Dash Labs and creator of Workstation, a productivity app designed to enhance how employees leverage AI in the workplace. Andrew shares his entrepreneurial journey, reflecting on lessons learned from founding multiple startu…

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The Week in Markets: Tangible evidence of AI’s role in workforce reductions 12:21

12d ago12:21

12:21

The University of Michigan’s November consumer sentiment survey, and October private sector job cuts tracked by outplacement firm Challenger, Gray & Christmas, have raised concerns the US economy may be entering a recession. But data from ADP, state-level initial jobless claims, and the Chicago Fed’s unemployment estimate, all paint a picture of a …

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2356 FBF: How Investors Profit When Homeownership Drops & Washington Post Op-Ed Analysis 33:47

15d ago33:47

33:47

This Flashback Friday is from episode 474 published last February 9, 2015. Today on the Creating Wealth show, Jason talks about some of the latest things he is up to as well as talks about an interesting opinion article published by the Washington Post. He does not have a guest for today's show, so he does a deep dive into the real estate market an…

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China Conversations: The post-plenum roadmap 25:38

15d ago25:38

25:38

The recent conclusion of China’s Fourth Plenum has shed light on the strategic direction of the 15th Five-Year Plan, highlighting key priorities such as boosting domestic consumption, advancing technological self-reliance, and expanding into new export markets. Following the Plenum, Chinese President Xi also met with US President Trump in South Kor…

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Momentum Series: Bridging Healthcare Innovation and Investment with Joel Martin 34:43

16d ago34:43

34:43

In this episode of the Innovators and Investors podcast, host Kristian Marquez talks with Joel Martin, Chief Operating Officer at Medsense and Operating Partner at HealthX Ventures. Joel discusses his career journey and the challenges in healthcare technology. He emphasizes the importance of accurate provider data, the transition from fee-for-servi…

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2355: The Pass-Through Asset Truth: Why Massive Rent Increases Are Coming SOON and Long-Term Care Insurance with Aaron Miller 36:04

17d ago36:04

36:04

Jason champions a view of real estate as a "packaged commodities" investment, emphasizing the financial advantage of the 30-year fixed-rate mortgage. They also stress the importance of adjusting financial figures for inflation, noting that reports of skyrocketing luxury home sales are misleading when not accounting for the dollar's diminished purch…

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Stagflation to Goldilocks: 7 ETFs to Front-Run the Move & Profit 59:27

17d ago59:27

59:27

Wall Street consensus is behind the curve—again. Markets are pivoting fast from Stagflation to Goldilocks. If you're not positioned for the shift, you're already at risk of missing the most bullish Macro setup since 2020. In this special 45-minute webcast, Hedgeye CEO (and former hedge fund manager) Keith McCullough reveals a high-conviction alloca…

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Building Trustworthy AI: Navigating the Challenges and Future of Agentic Software with Shane Emmons 38:22

18d ago38:22

38:22

In this episode of The Innovators & Investors Podcast, host Kristian Marquez sits down with Shane Emmons, founder and CEO of Swept, to explore the complexities and challenges surrounding AI trust and reliability. Shane explains why AI systems can behave unpredictably due to their probabilistic nature and the inherent uncertainty in their prediction…

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The Week in Markets: Strong Earnings, Cautious Markets 8:24

19d ago8:24

8:24

Q3 US corporate earnings continue to report strong, with S&P 500 profits on track for 12% year-on-year growth and widespread beats on sales and margins. However, despite robust fundamentals, stocks reacting to positive reports have underperformed historically, weighed down by already-bullish investor positioning. An inverted put-call skew in the “M…

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How Ryan Serhant Sold $20B in Real Estate with Media & AI 1:02:53

19d ago1:02:53

1:02:53

Ryan Serhant is one of the most successful and well-known real estate entrepreneurs in the world, with over $20 billion in lifetime sales. After leading one of New York City’s top-ranked brokerage teams to more than $4 billion in transactions, he founded SERHANT., a next-generation real estate company built at the intersection of media, technology,…

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The challenge of reducing USD exposure without sacrificing yield 9:50

19d ago9:50

9:50

October was a busy month for those involved in FX transactions and the vagaries of the precious metals markets. With the US Federal Reserve having started to lower rates and continuing expectations of a weakening dollar, how are investors positioning themselves as they head towards year end? In this episode of the Beyond Markets Podcast, Bernadette…

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Protect the Pile: A Hedgeye Asset Management Podcast | Episode 1 1:06:34

20d ago1:06:34

1:06:34

"Flirting with All-Time Highs: AI Spending, Small Cap Hope, and Things That Go Bump in the Night" Welcome to the inaugural episode of Protect the Pile, the investment show where real money managers talk real markets. With the S&P 500 and Nasdaq flirting with all-time highs (up 16% and 23% YTD respectively), the Hedgeye Asset Management team breaks …

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Hedgeye NexGen | Episode 25 | Government Shutdowns 59:52

20d ago59:52

59:52

Hedgeye Macro analyst Ryan Ricci breaks down finance to its simplest form to help you build wealth over the long term. In this episode, Ryan explains what government shutdowns are, why they happen, how they affect (and don't affect) the economy, and what exactly is going on with the 2025 edition of a shutdown. Want to see how Hedgeye called every m…

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Hedgeye Investing Summit Fall 2025 | Hedgeye Asset Management Portfolio Managers Sam Rahman, R. Patrick Kent, & David Salem 1:04:09

20d ago1:04:09

1:04:09

***This Webcast aired live on HedgeyeTV on October 16th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Hedgeye Asset Management Portfolio Managers Sam Rahman, R. Patrick Kent, & David Salem, and Hedgeye CEO Keith McCullough. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The…

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2354 FBF: John Michael Greer – Externalities Examined & Explained with Author of 'The Wealth of Nature' 51:50

22d ago51:50

51:50

This Flashback Friday is from episode 488, published last March 12, 2015. In Jason Hartman's introduction portion of the show, he answers a listener question about the due on sale clause and transferring your property into a single member LLC. Jason also welcomes guest John Michael Greer to the show. He is the author of several books with the most …

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Hedgeye Investing Summit Fall 2025 | Neil Howe, Author of The Fourth Turning; Hedgeye Demography Head, & JT Taylor, Hedgeye Washington Policy Analyst 49:35

21d ago49:35

49:35

***This Webcast aired live on HedgeyeTV on October 16th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Neil Howe, Author of The Fourth Turning; Hedgeye Demography Head, JT Taylor, Hedgeye Washington Policy Analyst and Hedgeye CEO Keith McCullough. Visit Hedgeye.com for more great investing content. Subscribe to other Hed…

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Alfred Lin on Airbnb, DoorDash, OpenAI & Citadel Securities 44:28

23d ago44:28

44:28

Alfred Lin, Partner at Sequoia Capital and three-time #1 Midas List investor, has backed some of the most transformative companies of the past two decades. His portfolio spans early bets on Airbnb, DoorDash, Uber, Zipline, Kalshi, and Commure to growth-stage partnerships with OpenAI and Citadel Securities, consistently identifying founders and busi…

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The Silver Guru Speaks | David Morgan on Precious Metals, Fiat Collapse, and Financial Freedom 38:22

23d ago38:22

38:22

In a world of rising inflation and crumbling currencies, traditional investments feel increasingly risky. For decades, people have relied on fiat money—yet history proves that every unbacked currency eventually fails. So, what happens when the dollar loses its dominance? Financial uncertainty isn’t just about markets—it’s about control, fear, and f…

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Hedgeye Investing Summit Fall 2025 | Steve Diggle, Founder & CEO, Vulpes Investment Management 48:24

22d ago48:24

48:24

***This Webcast aired live on HedgeyeTV on October 16th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Steve Diggle, Founder & CEO, Vulpes Investment Management and Hedgeye CEO Keith McCullough. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show…

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2353: Booms, Doom, and the Real Picture: 2026 Prediction: Looking at the Data, Don't Expect Affordable Housing or a Booming Economy 40:22

24d ago40:22

40:22

Jason focuses on the housing market and broader economic trends. He shares parts of a video by a financial YouTuber named Brian Kim, who presents data on home prices and mortgage interest rates, arguing that the market is resilient despite localized drops and that prices will likely continue to rise due to Federal Reserve rate cuts and quantitative…

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Hedgeye Investing Summit Fall 2025 | Liz Ann Sonders, Chief Investment Strategist, Charles Schwab & Co 49:33

23d ago49:33

49:33

***This Webcast aired live on HedgeyeTV on October 15th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Liz Ann Sonders, Chief Investment Strategist, Charles Schwab & Co and Hedgeye CEO Keith McCullough. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Ma…

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Hedgeye Investing Summit Fall 2025 | Richard Excell, Former Hedge Fund PM; Finance Professor 48:23

24d ago48:23

48:23

***This Webcast aired live on HedgeyeTV on October 15th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Richard Excell, Former Hedge Fund PM; Finance Professor and Hedgeye CEO Keith McCullough. Visit Hedgeye.com for more great investing content. Subscribe to other Hedgeye Products Here: The Call @ Hedgeye The Macro Show S…

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Inside Sequoia’s Strategy: Alfred Lin on Company Building & Partnering Long-term 34:55

26d ago34:55

34:55

Sequoia Partner Alfred Lin joins Sourcery to share how one of the world’s most iconic venture funds, which has distributed over $43B to investors since 2020, continues to back outlier founders at the earliest stages. Sequoia just launched its latest early stage funds: Seed Fund VI: $200M and Venture Fund XIX: $750M, to continue partnering with the …