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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13 Elite Portfolio Managers & Strategists. 9 Actionable Webcasts.
30 Days FREE Bonus Access to The Macro Show — Hedgeye's Daily Investing Playbook.
Steve Hanke
Prof. of Applied Economics
JOHNS HOPKINS UNIVERSITY
GUEST SPEAKERS
Josh Crumb
Founder & CEO
AVAXX TECHNOLOGIES
Neil Howe
Demography Head & Author of The Fourth Turning
@HEDGEYE
Nancy Davids
Founder & CIO.
QUADRATIC CAPITAL
Jim Bianco
Founder & President
BIANCO RESEARCH
Sam Rahman
Portfolio Manager
HEDGEYE ASSET MANAGEMENT
Jeff Currie
Director
AVAXX TECHNOLOGIES
David Salem
Portfolio Manager
HEDGEYE ASSET MANAGEMENT
R. Patrick Kent
Portfolio Manager
HEDGEYE ASSET MANAGEMENT
Daniel Lacalle
Chief Economist
TRESSIS
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
APRIL 21-23, 2026 • Free Virtual Event
WAR. OIL. INFLATION.
SEE HOW SMART MONEY IS POSITIONED.
WAR. OIL. INFLATION.
SEE HOW SMART MONEY IS POSITIONED.
EVENT ITINERARY
21
TUESDAY, APRIL 21ST
11am ET | Macro Reckoning: Two Market Pros Discuss What’s Next
David Rosenberg | Economist, Rosenberg Research & Associates
12pm ET | Inside the Portfolio: Where We’re Finding Opportunity Now
Sam Rahman | R. Patrick Kent | David Salem | PM's, Hedgeye Asset Management
1pm ET | Follow the Money: Banks, Credit and the Market Risks Ahead
Chris Whalen | Chairman, Whalen Global Advisors
22
WEDNESDAY, APRIL 22ND
11:00am ET | Macro Under Pressure: What Washington Keeps Getting Wrong
Steve Hanke | Prof. of Applied Economics, Johns Hopkins University
12:00pm ET | The Big Rotation: What’s Driving Markets Beneath the Surface
Jim Bianco | Founder & President of Bianco Research
1:00pm ET | The New Commodity Supercycle: Power, Scarcity and Global Demand
Josh Crumb | Founder & CEO of Abaxx Technologies
Jeff Currie | Director at Abaxx Technologies & Fmr. Global Head of Commodities, Goldman Sachs
23
THURSDAY, APRIL 23RD
11:00am ET | The Illusion of Stability: What Investors Are Missing Globally
Daniel Lacalle | Chief Economist, Tressis
12:00pm ET | Volatility by Design: Building Portfolios for an Uncertain World
Nancy Davis | Founder & CIO at Quadratic Capital
1:00pm ET | Reading the Rotation: Winning in Markets That Break Most Investors
Mike Taylor | Hedge Fund Veteran, PM of PINK Shares for the Cure
23
22
21
APRIL
APRIL
APRIL
APRIL
APRIL
APRIL
Reading the Rotation: Winning in Markets That Break Most Investors
Mike Taylor | Hedge Fund Veteran, PM of PINK Shares for the Cure
11am ET |
12pm ET |
1pm ET |
Macro Under Pressure: What Washington Keeps Getting Wrong
Steve Hanke | Prof. of Applied Economics, Johns Hopkins University
The Big Rotation: What’s Driving Markets Beneath the Surface
Jim Bianco | Founder & President of Bianco Research
The New Commodity Supercycle: Power, Scarcity and Global Demand
Josh Crumb | Founder & CEO of Abaxx Technologies
Jeff Currie | Director at Abaxx Technologies & Fmr. Global Head of Commodities, Goldman Sachs
The Illusion of Stability: What Investors Are Missing Globally
Daniel Lacalle | Chief Economist, Tressis
Volatility by Design: Building Portfolios for an Uncertain World
Nancy Davis | Founder & CIO at Quadratic Capital
11am ET |
12pm ET |
1pm ET |
Macro Reckoning: Two Market Pros Discuss What’s Next
David Rosenberg | Economist, Rosenberg Research & Associates
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
The biggest macro questions in markets right now don't have easy answers. But they do have answers.
For three days, Hedgeye Founder & CEO Keith McCullough sits down with 13 independent portfolio managers, economists, and strategists — including former Goldman Sachs Global Head of Commodities Jeff Currie and macro economist David Rosenberg — to get specific. Where is real money positioned? What's the playbook from here?
No consensus narratives. No conflicts of interest. Just independent analysis you can act on.
CLARITY AND CONFIDENCE FOR THE ROAD AHEAD
13 Elite Portfolio Managers & Strategists.
9 Actionable Webcasts.
30 Days FREE Access to The Macro Show —
Hedgeye's Daily Investing Playbook.
Chris Whalen
Chairman
WHALEN GLOBAL ADVISORS
Inside the Portfolio: Where We’re Finding Opportunity Now
Sam Rahman | PM, Hedgeye Asset Management
R. Patrick Kent | PM, Hedgeye Asset Management
David Salem | PM, Hedgeye Asset Management
Follow the Money: Banks, Credit and the Market Risks Ahead
Chris Whalen | Chairman, Whalen Global Advisors
11am ET |
12pm ET |
1pm ET |
© 2026 Hedgeye Risk Management LLC. The information contained herein is the property of Hedgeye, which reserves all rights thereto. Redistribution of any part of this information is prohibited without the express written consent of Hedgeye. Hedgeye is not responsible for any errors in or omissions to this information, or for any consequences that may result from the use of this information.
The biggest macro questions in markets right now don't have easy answers. But they do have answers.
For three days, Hedgeye Founder & CEO Keith McCullough sits down with 13 independent portfolio managers, economists, and strategists — including former Goldman Sachs Global Head of Commodities Jeff Currie and macro economist David Rosenberg — to get specific. Where is real money positioned? What's the playbook from here?
No consensus narratives. No conflicts of interest. Just independent analysis you can act on.