Hedgeye Podcasts

Hedgeye Risk Management

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 sub...

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Hedgeye Podcasts

Episodes (593)

Saturday The AI Trade Faces Its First Real Test | Protect the Pile Episode 20
Sat Jul 11th The Great Private Equity Hangover | Protect the Pile Episode 19 w/ Dan Rasmussen
Fri Jul 3rd America's 250-Year Market Miracle | Protect the Pile Episode 18 w/ Meb Faber

Hedgeye Podcasts

Jul 18, 2026
1 hour
43 MB

On this episode of Protect the Pile, R. Patrick Kent, Sam Rahman and Brooks Cutright break down a summer market that keeps defying the noise. With the S&P 500 up double digits, small caps suddenly outperforming and the Mag 7 barely positive on the year, the group debates whether the market’s leadership is truly broadening or just rotating through crowded trades. They dig into early earnings season signals from banks, healthcare, semiconductors and AI infrastructure, including the warning sign of stocks failing to rally on strong numbers. The conversation also tackles global dollar liquidity, Korea’s leverage unwin...

Hedgeye Podcasts

The AI Trade Faces Its First Real Test | Protect the Pile Episode 20

Hedgeye Risk Management

00:00 -01:02:00