Weekly market commentary by Hedge Fund Manager Erik Townsend and interviews with the brightest minds in the world of finance and macroeconomics. Made possible by funding from Fourth Turning Capital Management, LLC
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Hedge Fund Strategies Podcasts
This is a podcast where we explore investment strategies, learn the stories behind them, and meet the experts who create them.
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Welcome to The Burnout Club, where success and burnout collide. Hosted by Patrice Bonfiglio, a hedge fund industry veteran and multi-role dynamo, this podcast is your new community for tackling burnout head-on. With nearly 20 years in high-pressure environments, Patrice knows firsthand that managing burnout is key to sustaining success—both in business and life.
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This is a podcast about finding undervalued stocks, deep value investing, hedge funds, shareholder activism, buyouts, and special situations. We uncover the tactics and strategies for finding good investments, managing risk, dealing with bad luck, and maximizing success.
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What if finance could be fun? Or better yet…entertaining?! Join us, Kristen and Jen, two Wall Street veterans and life long best friends as we break down deals, talk about the news and the markets, and interview industry experts & celebrities. We're not afraid to ask all the dumb questions so YOU can go be smarter in real life. Meet us at the intersection of finance and pop culture --- subscribe today!
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Private Funds, Private Equity, Hedge Funds, 40 Act Public Funds, Real Estate, Real Assets, Structured Products, Digital Assets, and Data Science for Investing. Discover the world of alternative investments and how they can potentially boost your portfolio’s performance. Historically, these investments were the domain of institutional investors, who for years have used them to lower risk without sacrificing returns, thanks to low return correlations with traditional assets. Now, explore the g ...
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The Let’s talk about alternatives podcast brings you in-depth conversations on the investment themes shaping global markets. In each episode, our in-house experts share perspectives from across private markets, multi-alternatives, diversifying strategies and sustainable and impact investing. Backed by LGT Capital Partners’ experience as a global leader in alternative investing, the series offers insights and analysis for institutional investors. Episodes are published occasionally throughout ...
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Welcome to Truly Diversified. The podcast show for smart investors who refuse to settle for Wall Street’s one-size-fits-all playbook. Hosted by Ben Mohr, a retirement strategist with nearly two decades of experience, this podcast pulls back the curtain on how the ultra-wealthy actually build and protect their wealth. From life settlements to alternative investments that hedge against volatility, Ben breaks down the strategies that offer true diversification beyond just stocks and bonds. So i ...
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Wanna see a trick? Give us any topic and we can tie it back to the economy. At Planet Money, we explore the forces that shape our lives and bring you along for the ride. Don't just understand the economy – understand the world. Wanna go deeper? Subscribe to Planet Money+ and get sponsor-free episodes of Planet Money, The Indicator, and Planet Money Summer School. Plus access to bonus content. It's a new way to support the show you love. Learn more at plus.npr.org/planetmoney
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Other People's Money is the premier podcast about the business side of the fund management industry. Every week Max Wiethe sits down to learn from some of the best entrepreneurial fund managers about their experience launching and growing a fund management business. OPM is not a show about the next hot stock pick or big trade but an inside look at an opaque and misunderstood industry guided by real professional fund managers who've done it themselves. Follow us on: Max's Twitter: https://x.c ...
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Join attorneys Sarah Florer and Roland Roland Wiederaenders as they navigate through the maze of market jargon and reveal the secrets of diversifying your portfolio. Whether you're a seasoned investor or taking your first step toward financial freedom, we empower you with the knowledge and insights you need to thrive in the dynamic landscape of alternative assets. Get ready to transform how you invest, inspiring a new way of thinking about your finances, and discover how to make your money w ...
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The insider’s guide to alternative investing. Each week, join Aspen Funds’ Bob and Ben Fraser to hear the latest insights from the world of alternative investing. We’ll give you an inside look at the portfolios of everyday millionaires who are making real returns and passive income through alternative investments in real estate, private equity, hedge funds, and more. And we’ll keep you up-to-date with market news, macroeconomics and investable megatrends so you can invest with confidence. Fi ...
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Jack Farley interviews the very best financial minds about macro, markets, and monetary matters. Follow Jack on Twitter @JackFarley96.
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Do you love investing? Ever thought about turning that passion into a business? Listen up to learn to navigate the legal loopholes in forming, launching, and running a private investment fund, including considerations unique to digital asset/crypto funds. Dave Rothschild is a partner at Cole-Frieman & Mallon, one of the country's premier boutique investment management law firms with deep experience in traditional assets, as well as esoteric asset classes like digital assets. For questions or ...
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Your source for stock market analysis, global macro musings and hedge fund investment strategies. Hosts Julian Klymochko and Michael Kesslering aim to bring you the knowledge and analysis you need to become a more intelligent and wealthier investor
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The Fundviews Podcast allows listeners to learn about the fund management industry and all kinds of hedge fund strategies first hand from real experienced and successful fund managers.
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Interviews with the top VCs & Founders leading the next tech innovation cycle.
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Welcome to the CM Murray LLP podcast channel where we discuss a wide range of topical issues in relation to partnership and employment law. CM Murray LLP is a leading partnership, employment and regulatory law firm based in London. We advise US and UK law firms and partners, hedge fund and investment management partners, US and other multi-national employers, senior executives and founders on a range of UK partnership and employment law issues.
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WealthWise is your premier source for in-depth discussions on wealth management, investment strategies, and financial trends. Hosted by Jeffrey Hirsch, Editor-in-Chief of the Stock Trader’s Almanac, this program offers unparalleled access to insights from Wall Street’s most notable figures. With a rich history dating back to 1967, the Stock Trader’s Almanac is renowned for its analysis of market cycles, seasonal patterns, and historical trends, providing investors with data-driven strategies ...
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Welcome to Blue Marble Research Advisory's media blog Media appearances and in-depth Interviews with leading Investment Strategists, Economists, Geopolitical experts, and other key thought leaders
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"Rare Earth Advantage: Daily Edge for Institutional Capital" The definitive rare earth elements briefing for institutional allocators managing nine-figure portfolios. Every episode delivers critical market data, supply chain developments, and production capacity updates across neodymium, dysprosium, terbium, and praseodymium markets. What You Get: Real-time rare earth pricing intelligence and market movements Supply chain disruption analysis and geopolitical impact assessment Production capa ...
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A personal finance and investing podcast on money, how it works, how to invest it and how to live without worrying about it. J. David Stein is a former Chief Investment Strategist and money manager. For close to two decades, he has been teaching individuals and institutions how to invest and handle their finances in ways that are simple to understand. More info at moneyfortherestofus.com
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🚀 Tired of Wall Street’s broken promises? Ctrl Alt Invest is the podcast for accredited investors, corporate warriors, and real estate pros who want to rewrite the rules of wealth. Hosted by Jason Vondersmith (data engineer by day, self-storage syndicator by passion), and James Goodwillie we’re tearing up the traditional playbook and replacing it with strategies that actually work: For Accredited Investors: Discover how self-storage syndication's deliver recession-proof cash flow, tax advant ...
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🚀 From public company CEOs and hedge fund managers to investors and visionary leaders who are building, financing, and investing in the newest high-growth companies, I’ll be bringing you their strategies, stories, and wealth-creation / company building tips that you can apply too! 🎙️Want to be a guest on the show? Email me at [email protected]. Robin Speziale is a DIY Investor, and Globe & Mail National Bestselling Author of Market Masters, and Capital Compounders. DISCLAIMER: This conten ...
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Welcome to Capitalist Culture, the podcast where we dive deep into the heart of what makes our economy thrive—free-market enterprise, entrepreneurship, and the unwavering belief in the freedom to invest and build. Each episode is a celebration of the patriotic spirit that drives individuals to turn ideas into enterprises and profits. Join us as we engage with the most innovative and successful investors and entrepreneurs who aren’t just investing in businesses but in their people. These are ...
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Practical insights on money with a modern approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.
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1
Tiingo Investing: How to Create a Better Investment and Retirement Portfolio
Rishi Singh, Tiingo.com
Tiingo Investing : "Create a Better Investment and Retirement Portfolio" is a series dedicated toward teaching basic and advanced topics, like what is a stock, mutual fund, etf, or bond all the way to portfolio construction and hedge fund strategies. It is a lesson plan dedicated toward making professional level tools and concepts accesible to everybody - including the beginning investor and professional trader. If you are just beginning to learn how to invest with a retirement portfolio or ...
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Advance your career with the FinPod podcast from CFI. Dive into career stories and member successes, and stay ahead with insights from our latest courses. Get all the essentials for a successful career in finance without any fluff—just the facts you need to excel in your professional journey.
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Welcome to the Better Trader Academy podcast, where truly passionate algorithmic trading specialists share trading tips and techniques they've picked up over many years of hard work and successful trading. On this show you'll hear practical trading techniques that actually work. Techniques that are backed by research, testing and live trading. Techniques for algorithmic traders of all levels, from beginner to advanced, retail trader to hedge fund manager. If that's you, and you're a trader w ...
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Phil Town is a hedge fund manager and author of 3 New York Times best-selling investment books, Invested, Rule #1, and Payback Time. On the InvestED podcast, Phil and his daughter Danielle shine a light on the successful investing strategies that gurus like Warren Buffett have used for 80 years. Listen in for a great stock market education on basics, learn how to invest on your own, and follow along with real-time examples and investing tips from week to week. Subscribe and leave a review. Q ...
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The PowerTalk Show is your backstage pass to the minds shaping the future of business, leadership, and innovation. Hosted by Navin Shetty and powered by BusinessTalksWeekly.com, each episode features candid conversations with trailblazers—from tech founders and delivery consultants to career coaches and legal experts. Whether you're a startup founder, team lead, creative entrepreneur, or curious professional, this podcast delivers actionable insights on: ✅Scaling businesses and mastering fin ...
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FX in Focus explores the realm of international B2B payments and market trends. We celebrate the talent and ideas that contribute to the cross-border payments industry and discuss issues facing CFOs and global businesses big and small, so there's a lot to talk about.
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Become an EMPOWERED INVESTOR. Survive and thrive in today's economy! With over 2,000 episodes in this Monday, Wednesday, Friday podcast, business and investment expert Jason Hartman interviews top-tier guests, bestselling authors and financial experts including; Steve Forbes (Freedom Manifesto), Tomas Sowell (Housing Boom and Bust), Noam Chomsky (Manufacturing Consent), Jenny Craig (Health & Fitness CEO), Jim Cramer (Mad Money), Harvey Mackay (Swim With The Sharks & Get Your Foot in the Door ...
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We are lifestyle oriented entrepreneurs and millionaires who cashflow through real estate... Every week we have conversations surrounding our best strategies & advice so that you may follow a proven path to success... Theme: 2017 - Passive Income Streams and Lifestyle Businesses 2018 - Getting Started In Real Estate 2019 - Building A Lifestyle Business Through Real Estate
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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 s ...
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We're all investors in the stock market, either directly or through our retirement plans. We're handing over management of our assets to financial advisors and fund managers. The best will look after our interests and make us wealthier. But how can we know for sure? Where are the investors' yachts? The big money on Wall Street is made by charging us fees. The finance industry is collecting for managing money, whether they win or lose or break even. Where do you go if you're completely new bu ...
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Unlocking Real Estate Potential with Capital for Real Estate: (https://www.capitalforrealestate.net/) Exploring Hard Money Loans and Options Join us on the Capital for Real Estate podcast as we delve into the world of hard money loans, offering valuable insights into a wide range of options available to both real estate investors and entrepreneurs. With an aim to empower our listeners, this engaging series brings together industry experts and seasoned professionals who share their extensive ...
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Investment ideas and strategies for those in or near retirement. Stocks, Bonds, money market funds, Treasury Inflation-Protected securities, TIPs, life insurance, 401k, IRA, Roth IRA, Pensions, social security all covered.
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Explore the Art of Deal-Making with The Deal Scout Podcast Are you intrigued by the world of investment, business acquisitions, or commercial real estate? "The Deal Scout" is your go-to podcast for an insider's view into the high-stakes realm of deal-making. Join our host, Susan, a seasoned entrepreneur and investor with over two decades of experience in crafting impactful deals across various sectors. Each episode of "The Deal Scout" offers you a front-row seat to in-depth interviews with s ...
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Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy
1:06:46
1:06:46
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1:06:46Michael Barton, Sector Head at Coatue, joins Sourcery to unpack how one of the world’s largest hedge funds is navigating tectonic shifts in markets. From the Gamestop meme stock saga and the rise of retail investors, to Coatue’s $70B multi-strategy platform across public equities, privates, and credit, Barton shares a behind-the-scenes view into ho…
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Bringing Long/Short Hedge Fund Strategies to ETFs | David Orr (Bonus Episode)
36:18
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36:18This is a special bonus episode of OPM with David Orr. In my first conversation with David, we only discussed his hedge fund that has crushed the S&P 500 since its inception in 2021. In addition to his hedge fund, he also runs the Militia Long/Short Equity ETF ($ORR) which since its inception in January 2025 has also beaten the S&P 500 running a si…
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More Credit Problems, Mag 7 AI CapEX Continues, and Money Market Stress | Jack & Max
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57:26This Monetary Matters episode is brought to you by Fiscal.ai. Sign up for a 2-week free trial and get 15% off any paid tier at: http://fiscal.ai/mm Jack Farley & Max Wiethe breakdown yet another credit “cockroach” that appears to be more related to fraud than overall market weakness. They also discuss the Mag 7 earnings report and the continued ons…
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Protect the Pile: A Hedgeye Asset Management Podcast | Episode 1
1:06:34
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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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190. Breaking Down Meta and xAI's "Creative" Off-Balance-Sheet Data Center Financing Plus Deep Dive into The Fed's Insane Press Conference
52:16
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52:16Send us a text In this week’s episode, we get into the Fed’s 25 basis point rate cut, Powell’s chaotic press conference before diving into Meta’s creative data center financing which is a lesson on project financing and lease accounting, and finally the growing blur between public and private credit. The Fed’s October meeting delivered the expected…
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Hedgeye NexGen | Episode 25 | Government Shutdowns
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59:52Hedgeye 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
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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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After the shutdown, SNAP will still be in trouble
29:47
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29:47This week’s SNAP crisis is just a preview. Tucked inside the giant tax-cut and spending bill signed by President Donald Trump this summer are enormous cuts to SNAP: Who qualifies, how much they get, and who foots the bill for the program. That last part is a huge change. For the entire history of the food stamp program, the federal government has p…
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Game Theory — Friday: Ark Nova — The Zoo Builder That Dethroned Legends
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4:33Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0. This is Game Theory. Today we're talking about Ark Nova, the zoo-building game that shot to number four on BoardGameGeek and proved that heavy euros can…
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2354 FBF: John Michael Greer – Externalities Examined & Explained with Author of 'The Wealth of Nature'
51:56
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51:56This 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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Market Pulse — Friday: Week-End Wrap-Up & Forward Look
3:47
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3:47Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0. This is Market Pulse — Friday's numbers. Equities: • Markets rallied Friday • Dow up 0.69% to 47,960 • S&P 500 up 0.41% to 6,919 • Nasdaq up 0.80% to 24…
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Game Theory — Wednesday: Min-Maxing — When Optimization Helps vs. Hurts
5:10
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5:10Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0. This is Game Theory. Today we're talking about min-maxing — why we can't stop optimizing and when it helps versus when it ruins the game. Now let's get …
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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
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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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Game Theory — Thursday: What Happens When You Win Game of the Year?
5:57
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5:57Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0. This is Game Theory. Today we're talking about Larian Studios and what happens when you create the biggest RPG of the decade. Now let's get into it. The…
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MacroVoices #504 Brent Johnson: The Genius of Stablecoins
1:04:56
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1:04:56MacroVoices Erik Townsend & Patrick Ceresna welcome, Brent Johnson. They discuss why Brent says Stablecoin is going to be a game changer, even for those who aren’t interested in crypto assets. https://bit.ly/4oMi7IB 🔻Download Big Picture Trading Chartbook 📈📉: https://bit.ly/3X396yV ✅Sign up for a FREE 14-day trial at Big Picture Trading: https://bi…
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Corporate Finance Explained | The Finance Behind Mega Acquisitions
12:40
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12:40FinPod: The Billion Dollar Question: How Corporations Pay for Massive Acquisitions (M&A Financing) When a Fortune 100 company buys another for tens of billions, how does the finance team actually structure the payment? It's the central strategic decision that determines a company's risk, flexibility, and future. In this episode of Corporate Finance…
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Market Pulse — Thursday: Production, Hedging & Transaction Data
3:54
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3:54Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0. This is Market Pulse — Thursday's numbers. Equities: • Markets mixed Thursday post-Fed decision • Dow down 0.16% to 47,632 • S&P 500 flat at 6,891 • Nas…
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Alfred Lin on Airbnb, DoorDash, OpenAI & Citadel Securities
44:28
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44:28Alfred 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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Hedgeye Investing Summit Fall 2025 | Steve Diggle, Founder & CEO, Vulpes Investment Management
48:24
48:24
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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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Small and microcap investor Adam Wilk on coal $NRP, furniture $LEFUF and fire systems $APG| S07 E38
1:00:07
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1:00:07Value: After Hours is a podcast about value investing, Fintwit, and all things finance and investment by investors Tobias Carlisle, and Jake Taylor. Soldier of Fortune: Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking (Kindle) We are live every Tuesday at 1.30pm E / 10.30am P. See our latest episodes at https://acquirersmu…
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Joseph Wang: Fed Likely To Have To Expand Balance Sheet To Avoid Losing Control Over Repo Market
1:14:23
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1:14:23Joseph Wang, former senior trader for the New York Fed and author at FedGuy.com returns to Monetary Matters at a critical juncture to break down the October Fed meeting and the Fed's decision to stop reducing its balance sheet on December 1st and thereby end QT (Quantitative Tightening). Wang, a veteran of money markets, explains the stress he sees…
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For decades, the U.S. has been the single biggest source of remittances worldwide. A remittance is a transfer of money, typically from an immigrant to their family in their country of origin. But we are in the middle of a big, loud and very public immigration crackdown on those who are here without legal status. And that crackdown is disrupting the…
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The Symbiotic Blueprint: Economics of Three Flows
21:38
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21:38This episode, the second of a four-part series, discusses an extended excerpt (Chapters 9 through 15) from a book titled "THE LAST ECONOMY: A Guide to the Age of Intelligent Economics" by Emad Mostaque, released on August 22, 2025. The author, who is the founder of Stability AI, presents a unified theory of economics that reframes the field not as …
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Hoarding, FOMO, and Zcash: A Private Bitcoin
21:52
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21:52What’s the difference between hoarding and investing? There’s a reason markets built on productive assets—like stocks and bonds—are far larger than hoarding markets such as gold and cryptocurrency. In this episode, David explores why that is, and shares why he recently bought Zcash, and how it’s both similar to and different from Bitcoin. Email New…
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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
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40:22Jason 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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The Liquidity Divergence Between East and West | Michael Howell on Deteriorating Federal Liquidity While People’s Bank of China (PBOC) Injects Stimulus and Pumps Gold
1:57:54
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1:57:54Monetary Matters listeners can get 20% discounted access to an annual subscription of Michael Howell’s Capital Wars here: https://capitalwars.substack.com/MonetaryMatters Michael Howell of GL Indexes and the Capital Wars Substack returns to Monetary Matters with alarming news. His readings of liquidity from over 90 central banks indicate that globa…
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Market Pulse — Wednesday: Mid-Week Market Update
3:22
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3:22Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0. This is Market Pulse — Wednesday's numbers. Equities: • Markets mixed Wednesday • Dow futures up 0.15%, S&P 500 futures up 0.12%, Nasdaq futures up 0.08…
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E279: 3 Ways to Invest in Crypto (and My Preferred Method)
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15:39Cryptocurrency has moved from the fringes of finance to a mainstream investment option. If you're considering adding crypto to your portfolio, you have several ways to gain exposure.By Michael Reynolds, CFP®
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Hedgeye Investing Summit Fall 2025 | Liz Ann Sonders, Chief Investment Strategist, Charles Schwab & Co
49:33
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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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E59: How to Become Investor-Ready: Fundraising & Investor Relations Strategies for Alternative Investments
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36:40Discover how fund managers go from overlooked to investor-ready in this episode of Alt Investing Made Easy. Guest expert Laura Oslick, founder of Stella Polari Advisors, reveals proven fundraising strategies, investor relations best practices, and the operational playbook every manager needs to attract sophisticated capital. Whether you’re raising …
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Game Theory — Tuesday: The Warlock — D&D's Most Misunderstood Class
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7:02Welcome to Gold Dragon Daily An AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0. This is Game Theory. Today we're talking about the Warlock — D&D's most misunderstood class. Now let's get into it. The Warlock's Core Fantasy: • Power t…
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Credit Concern is Overblown Argues Financials Hedge Fund Manager Beating the S&P 500 | Derek Pilecki of Gator Capital
56:54
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56:54Derek Pilecki’s hedge fund Gator Capital has outperformed the S&P 500, compounding at over 22% since inception while focusing exclusively on financial sector stocks. In this interview Derek discusses why he thinks recent concern in the financial sector is overblown, how he has grown his firm’s assets to over $300m, and why he believes that good per…
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The Hedge Fund Beating the S&P 500 Trading Only Financial Stocks | Derek Pilecki of Gator Capital
56:54
56:54
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56:54Derek Pilecki’s hedge fund Gator Capital has outperformed the S&P 500, compounding at over 22% since inception while focusing exclusively on financial sector stocks. In this interview Derek discusses why he thinks recent concern in the financial sector is overblown, how he has grown his firm’s assets to over $300m, and why he believes that good per…
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What's New at CFI | Communication and Presentation Skills for Finance Professionals
16:10
16:10
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16:10FinPod: Communication & Presentation Skills for Finance | Why Soft Skills are Your Career Accelerator Technical skills are essential, but if you can't communicate your financial insights clearly and confidently, they have zero impact. This new course, Communication and Presentation Skills for Finance Professionals, is designed to bridge that gap. J…
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What Bees Can Teach Us About Burnout with Dr. Noah Wilson-Rich, PhD
49:29
49:29
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49:29This week, Patrice welcomes Dr. Noah Wilson-Rich, biologist, entrepreneur, and founder of The Biodiversity Lab, for a fascinating look at what we humans can learn from the natural world — especially the bees. From the queen’s burnout to the worker’s exhaustion, Noah bridges science and soul to show us that burnout isn’t just a human experience — it…
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Market Pulse — Tuesday: Oil, Gas, Real Estate & Credit Numbers
2:26
2:26
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2:26Welcome to Gold Dragon Daily An AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0. This is Market Pulse — Tuesday's numbers. Markets: • S&P 500 futures near record territory • Fed's two-day policy meeting begins today • Rate cut expecta…
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Hedgeye Investing Summit Fall 2025 | Richard Excell, Former Hedge Fund PM; Finance Professor
48:23
48:23
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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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Game Theory Monday: The Eldar, Living with the Consequences of Hubris
6:24
6:24
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6:24Welcome to Gold Dragon Daily An AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0. This is Game Theory Today we're talking about the Eldar and what happens when an entire civilization faces the consequences of its own arrogance. The Fal…
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The pulse of the markets: Tomi Einesalo on the IMF Meeting in October 2025
15:59
15:59
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15:59This episode takes you inside the October 2025 IMF meetings in Washington. Portfolio Manager Tomi Einesalo shares what drove the more upbeat mood this year and why policy credibility matters again for emerging markets. He discusses the shift toward faster debt resolutions and the growing focus on developing local investor bases. Tomi also highlight…
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Inside Sequoia’s Strategy: Alfred Lin on Company Building & Partnering Long-term
34:55
34:55
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34:55Sequoia 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 …
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Market Pulse — Monday: Weekly Market Overview
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3:00Welcome to Gold Dragon Daily, an AI-powered podcast by Gold Dragon Investments, helping you win the game of passive investing. For more information, visit GotTheGold.com. I'm your host, Justin 2.0. This is Market Pulse: Monday's numbers. Oil: • WTI trading $60.77 to $61.77, down 1.10% • Brent ranging $64.60 to $66.37, up 0.13% • Prices consolidatin…
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Hedgeye Investing Summit Fall 2025 | Jared Kubin, Founder & CIO of Issachar Technologies
50:27
50:27
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50:27***This Webcast aired live on HedgeyeTV on October 15th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Jared Kubin, Founder & CIO of Issachar Technologies 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 Signa…
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Hedgeye Investing Summit Fall 2025 | Mike Taylor, Hedge Fund Manager and PM of PINK
1:05:36
1:05:36
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1:05:36***This Webcast aired live on HedgeyeTV on October 14th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Mike Taylor, Hedge Fund Manager and PM of PINK, 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 Signal St…
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189. Getting Honest About AI in Investment Banking PLUS What it Takes to Make Money in Growth Equity with Sixth Street's Paul Dodd
1:33:15
1:33:15
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1:33:15Send us a text This week, we’re joined by Paul Dodd, Senior Operating Partner and Head of Go-to-Market Operations at Sixth Street, one of the most respected private credit and private equity firms in the world. This episode is Part 2 of our Business Operations 101 series, and we’re digging into how firms like Sixth Street actually create value insi…
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Hedgeye Investing Summit Fall 2025 | Luigi D'Onorio DeMeo, Chief Strategy Officer at Ava Labs
48:14
48:14
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48:14***This Webcast aired live on HedgeyeTV on October 14th, 2025*** This is an exclusive "Hedgeye Investing Summit" interview between Luigi D'Onorio DeMeo, Chief Strategy Officer at Ava Labs 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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