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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ADD TO CALENDAR

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

21

TUESDAY, APRIL 21ST

11am ET |  Macro Reckoning: Two Market Pros Discuss What’s Nex
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

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   |