You will receive an email shortly with the full itinerary and links to watch each webcast. You can also access all nine webcasts below.

ITINERARY

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April

11

MONDAY, April 11TH

11am ET | Mike Green
Portfolio Manager & Chief Strategist, Simplify Asset Management

12pm ET | Kyle Bass
Chief Investment Officer, Hayman Capital Management

1pm ET | Mike Taylor
Hedge Fund Manager / Portfolio Manager of PINK Shares for the Cure

12

April

TUESDAY, April 12TH

11am ET | Buddy Carter
Private Investor/Former Proprietary Trader at Goldman Sachs

12pm ET | Danielle DiMartino Booth
CEO & Chief Strategist, Quill Intelligence

1pm ET | Jim Chanos
Founder, Kynikos Associates

April

13

WEDNESDAY, April 13TH

11am ET | Carson Block
Founder, Muddy Waters Research

12pm ET | Jim Bianco
President, Bianco Research

1pm ET | Dr. Pippa Malmgren
Economist, Tech Entrepreneur & Author

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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 

© 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.

EVENT ITINERARY

6

TUESDAY, OCTOBER 6TH

11am ET | The Road to $10,000: The Case for Gold in a Debased-Dollar World
Jim Rickards | Bestselling Author and Macro Strategist


12pm ET | The Bond Market's Revolt: Why Long Yields Keep Rising as the Fed Cuts
Jim Bianco | Founder & President of Bianco Research

1pm ET | Borrowed Time: The AI Melt-Up and the Coming Move Into Metals 
David McAlvany | CEO and Portfolio Manager of McAlvany Financial Group

7

WEDNESDAY, OCTOBER 7TH

11am ET | The Cost of Certainty: Forecasting, Groupthink and the Private-Markets Bubble
Dan Rasmussen | Founder and Portfolio Manager of Verdad


12pm ET | Follow the Liquidity: How Speculative Capital Moves Across Assets
Jurrien Timmer | Director of Global Macro at Fidelity Investments


1pm ET | The Everything Bubble: A Chemist's Case for What Breaks Next 
Dave Collum | Betty R. Miller Professor of Chemistry at Cornell University

8

THURSDAY, OCTOBER 8TH

11am ET | The Illusion of Stability: What Investors Are Missing Globally
Danielle DiMartino Booth | Founder, CEO, and Chief Strategist at QI Research


12pm ET | Reading the Fine Print: Fees, Marks and the Truth About Reported Returns
Leyla Kunimoto | Founder and Chief Editor of Accredited Investor Insights


1pm ET | Inside the Portfolio: Where We’re Finding Opportunity Now
John McNamara | Chief Investment Officer, Hedgeye Asset Management
David Salem | Portfolio Manager at Hedgeye Asset Management
Sam Rahman | Portfolio Manager at Hedgeye Asset Management
R. Patrick Kent | Portfolio Manager at Hedgeye Asset Management
Brooks Cutright | Portfolio Manager at Hedgeye Asset Management

8

7

6

OCTOBER

OCTOBER

OCTOBER

OCTOBER

OCTOBER

OCTOBER

Inside the Portfolio: Where We’re Finding Opportunity Now
John McNamara | Chief Investment Officer, Hedgeye Asset Management
David Salem | Portfolio Manager at Hedgeye Asset Management
Sam Rahman | Portfolio Manager at Hedgeye Asset Management
R. Patrick Kent | Portfolio Manager at Hedgeye Asset Management
Brooks Cutright | Portfolio Manager at Hedgeye Asset Management

11am ET |




12pm ET |

 


1pm ET   | 

The Cost of Certainty: Forecasting, Groupthink and the Private-Markets Bubble 
Dan Rasmussen | Founder and Portfolio Manager, Verdad


Follow the Liquidity: How Speculative Capital Moves Across Assets
Jim Bianco | Founder & President of Bianco Research


The Everything Bubble: A Chemist's Case for What Breaks Next
Dave Collum | Betty R. Miller Professor of Chemistry, Cornell University 

The Illusion of Stability: What Investors Are Missing Globally
Danielle DiMartino Booth | Founder, CEO and Chief Strategist, QI Research 


Reading the Fine Print: Fees, Marks and the Truth About Reported Returns
Leyla Kunimoto | Founder and Chief Editor, Accredited Investor Insights 

11am ET |



12pm ET |

 


1pm ET   | 

The Road to $10,000: The Case for Gold in a Debased-Dollar World
Jim Rickards | Bestselling Author and Macro Strategist

The Bond Market's Revolt: Why Long Yields Keep Rising as the Fed Cuts 
Jim Bianco | PM, Founder & President of Bianco Research

Borrowed Time: The AI Melt-Up and the Coming Move Into Metals 
David McAlvany | CEO and Portfolio Manager, McAlvany Financial Group 

11am ET |



12pm ET |

 




1pm ET   |