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This is a Hedgeye podcast featuring sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm). On today's episode, Ami and Felix dive into the hot topic of A.I and its impact on today's market, as well as, Chinese policy impacts on the semiconductor space.
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***This episode originally aired live on Hedgeye.com on October 6, 2026***
This is an exclusive "Hedgeye Investing Summit" interview between Jim Rickards, NYT Bestselling Author, and Hedgeye CEO Keith McCullough.
To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.
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***This episode originally aired live on Hedgeye.com on October 6, 2026***
This is an exclusive "Hedgeye Investing Summit" interview between David McAlvany, CEO & Portfolio Manager of McAlvany Financials Group, and Hedgeye CEO Keith McCullough.
To watch more "Hedgeye Investing Su…
***This episode originally aired live on Hedgeye.com on October 6, 2026***
This is an exclusive "Hedgeye Investing Summit" interview between Jim Bianco, President of Bianco Research, and Hedgeye CEO Keith McCullough.
To watch more "Hedgeye Investing Summit" interviews, CLICK HER…
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With the midterms just weeks away, the battle for Congress is getting tighter—and the market implications are growing.
On the latest Protect the Pile, R. Patrick Kent, Sam Rahman and Brooks Cutright welcome Hedgeye Chief Political Strategist JT Taylor to break dow…
00:00 – Meet George Noble: Four Decades in the Markets 03:50 – How Markets Changed: From Fundamentals to Financialization 07:30 – The Hidden Problem With Private Equity & Private Credit 14:20 – What Rising Cost of Capital Could Break Next 16:40 – Why Insurance Could Be the Next Big Risk 20:00 –…
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