Hedgeye has a long history of helping investors get on the right side of big market swings.

© 2025 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 Macro Show is hosted by Hedgeye CEO Keith McCullough at 9:00am ET, this special online broadcast offers smart investors and traders of all stripes the sharpest insights and clearest market analysis available on Wall Street.

 Everything you need to know before the market opens

✓ Contrarian insight to get you ahead of big market moves

Viewer Q&A: Have a question? Ask Keith during live Q&A

 Replays available... access our archive of +1000 shows

© 2025 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.

About Hedgeye CEO Keith McCullough

Prior to founding Hedgeye in 2008, Keith built a successful track record as a hedge fund manager at the Carlyle-Blue Wave Partners hedge fund, Magnetar Capital, Falconhenge Partners, and Dawson-Herman Capital Management.

He is the author of the popular book, Diary of a Hedge Fund Manager. He earned an economics degree from Yale University. While at Yale, he captained the men's ice hockey team to a Division I Ivy League Championship.

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Here are just a few examples of our accurate calls:

  • 2008 Crash: Recommended going to “85% Cash” on July 31, 2008 — right before the S&P 500 lost 46%

  • 2009 Rally: Recommended investors start “Buying U.S. Equities More Aggressively” on March 9, 2009 — the S&P 500 then gained +26%

  • 2016 Long CallCalled a bull market (“U.S. Growth Accelerating”) for U.S. stocks on November 15, 2016 — the S&P 500 gained +33% through Sept. 2018

  • 2018 Short CallWarned of “The End of U.S. Growth’s Record Acceleration” on September 28, 2018 
    investors who listened avoided -15% losses to the S&P 500 in Q4 2018

  • 2020 RallyCalled Long Stocks on November 16, 2020 (“Volatility Breakdowns = Bullish”) — NASDAQ (QQQ) gained +25% over the next year

  • 2022 CollapseCalled the big market crash on January 19, 2022 (“U.S. Economy Slowing”) — NASDAQ (QQQ) dropped -32% in 2022

  • 2025 CrashPivoted from risk-on to defensive ahead of massive losses (“Bond Yields Breaking Down = #Quad4") — NASDAQ (QQQ) dropped -23% within weeks

If you’re looking to keep ahead of big market moves, there’s no need to reinvent the wheel.

Use Hedgeye's proven market-timing process.

Tune in to The Macro Show and you'll have accomplished hedge fund manager Keith McCullough guiding you every step of the way.

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 Everything you need to know before the market opens
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✓ Everything you need to know before the market opens

Contrarian macro insights to get you ahead of big market moves

No BS whatsoever. Data-driven investment ideas

Watch live or on-demand. Slides available for each show

Portfolio Coaching from an Accomplished Hedge Fund Manager

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Keith McCullough, Hedgeye Founder & CEO