9 HOURS OF DEEP-DIVE DISCUSSION
FREE REGISTRATION INCLUDES:
with guests & Hedgeye CEO Keith McCullough
COMPLIMENTARY ACCESS
to exclusive insights and investable ideas
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Join Hedgeye Founder Keith McCullough and our elite market guests October 14–16 for actionable insights to position your portfolio for what's ahead.
Plus get 30 days of free access to The Macro Show—
Keith's daily portfolio coaching webcast. No credit card required.
Luigi D'Onorio DeMeo
Chief Strategy Officer
AVA LABS
GUEST SPEAKERS
Liz Ann Sonders
Chief Investment Strategist
CHARLES SCHWAB & CO
Neil Howe
Demography Head & Author of The Fourth Turning
@HEDGEYE
Richard Excell
Former PM & Finance Professor
WOLVERINE ASSET MANAGEMENT & UIIC
Steve Diggle
Founder & CEO
VULPES INVESTMENT MANAGEMENT
Sam Rahman
Portfolio Manager
HEDGEYE ASSET MANAGEMENT
JT Taylor
Washington Policy Analyst
@HEDGEYE
David Salem
Portfolio Manager
HEDGEYE ASSET MANAGEMENT
R. Patrick Kent
Portfolio Manager
HEDGEYE ASSET MANAGEMENT
Jared Kubin
Founder & CIO
ISSACHAR TECHNOLOGIES
Mike Taylor
Hedge Fund Manager; PM
PINK
ITINERARY
14
TUESDAY, OCTOBER 14TH
11am ET |
David Rosenberg
Founder & President | Rosenberg Research & Associates
12pm ET |
Luigi D'Onorio DeMeo
Chief Strategy Officer | Ava Labs
1pm ET |
Mike Taylor
Portfolio Manager | PINK
15
WEDNESDAY, OCTOBER 15TH
11:00am ET |
Jared Kubin
Founder & CIO | Issachar Technologies
12pm ET |
Rich Excell
Former Hedge Fund PM | Wolverine Asset Management
Finance Professor | UIIC, Gies College of Business
1pm ET |
Liz Ann Sonders
Chief Investment Strategist | Charles Schwab & Co
16
THURSDAY, OCTOBER 16TH
11am ET |
Steve Diggle
Founder & CEO | Vulpes Investment Management
12pm ET |
Neil Howe
Demography Head | @Hedgeye
Author of The Fourth Turning
16
15
14
OCTOBER
OCTOBER
OCTOBER
OCTOBER
OCTOBER
OCTOBER
JT Taylor
Washington Policy Analyst | @Hedgeye
Sam Rahman
Portfolio Manager | Hedgeye Asset Management
R. Patrick Kent
Portfolio Manager | Hedgeye Asset Management
David Salem
Portfolio Manager | Hedgeye Asset Management
11am ET |
12pm ET |
1pm ET |
Jared Kubin
Founder & CIO | Issachar Technologies
Rich Excell
Former Hedge Fund PM | Wolverine Asset Management
Finance Professor | UIIC, Gies College of Business
Liz Ann Sonders
Chief Investment Strategist | Charles Schwab & Co
Steve Diggle
Founder & CEO | Vulpes Investment Management
Neil Howe
Demography Head | @Hedgeye
Author of The Fourth Turning
1pm ET |
Sam Rahman
Portfolio Manager | Hedgeye Asset Management
Patrick Kent
Portfolio Manager | Hedgeye Asset Management
David Salem
Portfolio Manager | Hedgeye Asset Management
11am ET |
12pm ET |
1pm ET |
11am ET |
12pm ET |
1pm ET |
David Rosenberg
Founder & President | Rosenberg Research & Associates
Luigi D'Onorio DeMeo
Chief Strategy Officer | Ava Labs
Mike Taylor
Portfolio Manager | PINK
VIDEO REPLAYS
available for all 9 webcasts
with the sharpest minds in investing
LIVE VIEWER Q&A
17 Years of Results. 10,000+ Winning Investors.
From hedge fund pros to self-directed traders, thousands rely on Hedgeye to protect and grow capital.
HEDGEYE ANALYSTS
“They are data dependent and are truly an independent research firm that calls things the way they are without conflicts of interest. I’ve learned a repeatable, adaptable, and disciplined investment process."
Aaron Garfinkel
SUCCESSFUL INVESTORS
“The only real risk management process out there. If you want to protect and grow your hard-earned cash, you need to follow Hedgeye. I've been a member for the last 4 years and it has changed the way I manage money.”
Thomas Gonzalez
10,000+
$10T
ASSETS MANAGED BY OUR
INSTITUTIONAL CLIENTS
“I run a $1B hedge fund, and rely on Keith's research & insights every day. Hedgeye is like an outsourced research arm, with top analysts & most importantly amazing quantitative macro insights. No one works harder than Keith to help investors compete against the Wall Street machine. He has a top quantitative mind and a rebel heart."
Dan Rasmussen
6,200+
WINNING TRADE ALERTS SINCE 2008
"I have watched Keith consistently make the correct calls at the correct time and not focus on a few names but on what the data says to do.”
John Mangan
10,000+
SUCCESSFUL INVESTORS
“The only real risk management process out there. If you want to protect and grow your hard-earned cash, you need to follow Hedgeye. I've been a member for the last 4 years and it has changed the way I manage money.”
Thomas Gonzalez
40+
HEDGEYE ANALYSTS
“They are data dependent and are truly an independent research firm that calls things the way they are without conflicts of interest. I’ve learned a repeatable, adaptable, and disciplined investment process."
Aaron Garfinkel
ASSETS MANAGED BY OUR INSTITUTIONAL CLIENTS
“I run a $1B hedge fund, and rely on Keith's research & insights every day. Hedgeye is like an outsourced research arm, with top analysts & most importantly amazing quantitative macro insights. No one works harder than Keith to help investors compete against the Wall Street machine. He has a top quantitative mind and a rebel heart."
Dan Rasmussen
$10T
OCTOBER 14 - 16 2025
Register Free and Get a
Former Hedge Fund Manager's
Investing Playbook
Register Free and Get a
Former Hedge Fund Manager's
Investing Playbook
ITINERARY
14
TUESDAY, OCTOBER 14TH
11am ET | Bear Market Anatomy: Surviving the Next Storm
David Rosenberg | Economist, Rosenberg Research & Associates
12pm ET | Onchain Shift: Tokenization, Stablecoins & Digital Assets
Luigi D'Onorio DeMeo | Chief Strategiest, Ava Labs
1pm ET | Making (And Protecting) Your Money During Turbulent Times
Mike Taylor | Portfolio Management, PINK Shares for Cure
15
WEDNESDAY, OCTOBER 15TH
11:00am ET | Do the Math: This Isn’t Your Granddad’s Market
Jared Kubin | Founder & CIO, Issachar Technologies
12:00pm ET | Reading the Rotation: Where Smart Capital Flows Next
Rich Excell | Former Hedge Fund PM, UIIC, Gies College of Business
1:00pm ET | Market Breadth vs. The Magnificent 7: What Really Matters
Liz Ann Sonders | Chief Investment Strategist, Charles Schwab
16
THURSDAY, OCTOBER 16TH
11:00am | Fault Lines: Managing Global Hedges
Steve Diggle | Founder & CEO, Vulpes Investment Management
12:00pm ET | The Fourth Turning Goes Global: Generational Shifts in Markets & Politics
Neil Howe | Author of The Fourth Turning
JT Taylor | Washington Policy Analyst
1:00pm ET | The Fall of 60/40: Why Real Diversification Demands Agility
Sam Rahman | PM, Hedgeye Asset Management
R. Patrick Kent | PM, Hedgeye Asset Management
David Salem | PM, Hedgeye Asset Management
16
15
14
OCTOBER
OCTOBER
OCTOBER
OCTOBER
OCTOBER
OCTOBER
The Fall of 60/40: Why Real Diversification Demands Agility
Sam Rahman | PM, Hedgeye Asset Management
R. Patrick Kent | PM, Hedgeye Asset Management
David Salem | PM, Hedgeye Asset Management
11am ET |
12pm ET |
1pm ET |
Do the Math: This Isn’t Your Granddad’s Market
Jared Kubin | Founder & CIO, Issachar Technologies
Reading the Rotation: Where Smart Capital Flows Next
Richard Excell | Former Hedge Fund PM, UIIC, Gies College of Business
Market Breadth vs. The Magnificent 7: What Really Matters
Liz Ann Sonders | Chief Investment Strategist, Charles Schwab
Fault Lines: Managing Global Hedges
Steve Diggle | Founder & CEO, Vulpes Investment Management
The Fourth Turning Goes Global: Generational Shifts in Markets & Politics
Neil Howe | Author of The Fourth Turning
JT Taylor | Washington Policy Analyst
11am ET |
12pm ET |
1pm ET |
11am ET |
12pm ET |
1pm ET |
Bear Market Anatomy: Surviving the Next Storm
David Rosenberg | Economist, Rosenberg Research & Associates
Onchain Shift: Tokenization, Stablecoins & Digital Assets
Luigi D'Onorio DeMeo | Chief Strategist, Ava Labs
Making (And Protecting) Your Money During Turbulent Times
Mike Taylor | Portfolio Management, PINK Shares for Cure
ITINERARY
14
TUESDAY, OCTOBER 14TH
11am ET |
David Rosenberg
Founder & President | Rosenberg Research & Associates
12pm ET |
Luigi D'Onorio DeMeo
Chief Strategy Officer | Ava Labs
1pm ET |
Mike Taylor
Portfolio Manager | PINK
15
WEDNESDAY, OCTOBER 15TH
11:00am ET |
Jared Kubin
Founder & CIO | Issachar Technologies
12pm ET |
Rich Excell
Former Hedge Fund PM | Wolverine Asset Management
Finance Professor | UIIC, Gies College of Business
1pm ET |
Liz Ann Sonders
Chief Investment Strategist | Charles Schwab & Co
16
THURSDAY, OCTOBER 16TH
11am ET |
Steve Diggle
Founder & CEO | Vulpes Investment Management
12pm ET |
Neil Howe
Demography Head | @Hedgeye
Author of The Fourth Turning
16
15
14
OCTOBER
OCTOBER
OCTOBER
OCTOBER
OCTOBER
OCTOBER
The Fall of 60/40: Why Real Diversification Demands Agility
Sam Rahman, PM | Hedgeye Asset Management
R. Patrick Kent, PM | Hedgeye Asset Management
David Salem, PM | Hedgeye Asset Management
11am ET |
12pm ET |
1pm ET |
Do the Math: This Isn’t Your Granddad’s Market
Jared Kubin, Founder & CIO | Issachar Technologies
Reading the Rotation: Where Smart Capital Flows Next
Rich Excell, Former Hedge Fund PM | UIIC, Gies College of Business
Market Breadth vs. The Magnificent 7: What Really Matters
Liz Ann Sonders, Chief Investment Strategist | Charles Schwab
Fault Lines: Managing Global Hedges
Steve Diggle, Founder & CEO | Vulpes Investment Management
The Fourth Turning Goes Global: Generational Shifts in Markets & Politics
Neil Howe | Author of The Fourth Turning
JT Taylor | Washington Policy Analyst
1pm ET |
Sam Rahman
Portfolio Manager | Hedgeye Asset Management
Patrick Kent
Portfolio Manager | Hedgeye Asset Management
David Salem
Portfolio Manager | Hedgeye Asset Management
11am ET |
12pm ET |
1pm ET |
11am ET |
12pm ET |
1pm ET |
Bear Market Anatomy: Surviving the Next Storm
David Rosenberg, Economist | Rosenberg Research & Associates
Onchain Shift: Tokenization, Stablecoins & Digital Assets
Luigi D'Onorio DeMeo, Chief Strategist | Ava Labs
Making (And Protecting) Your Money During Turbulent Times
Mike Taylor, Portfolio Management | PINK Shares for Cure
Markets are moving faster than ever before. Investors are searching for clarity on what comes next.
Join Hedgeye Founder & CEO Keith McCullough and our lineup of elite market guests for three days of thoughtful conversations. We’ll deliver actionable insights to help you cut through the noise and successfully position your portfolio for what’s ahead.