This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech) and Andrew Freedman (@HedgeyeComm) as they are joined by Hedgeye's REITs sector head Rob Simone (@HedgeyeREITs). Get an inside look into Rob's process and this method of uncovering the dirty truths in the REITs space.
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The Macro Show [FREE Podcast Edition] | January 11, 2022
Unscripted Equity Curiosity Episode 22. Inside #HedgeyeTech: Brainstorming the Enterprise Tech Bull Case for 2022 and Beyond
Ep 88 Real Conversations: gmoney, NFT Expert & Metaverse Thoughtleader
Unscripted Equity Curiosity Episode 21. What To Buy, Or Short, When The Pullback Completes
Unscripted Equity Curiosity Episode 20: A Digital Earnings Season To Remember
Ep 87 Real Conversations: Raoul Pal, Founder, Real Vision
Ep 86 Real Conversations: Jeff Booth, Author, "Price of Tomorrow"
Unscripted Equity Curiosity Episode 19. The Metaverse: Part .001
Hedgeye Investing Summit VII: Grant Williams, Founder, Things That Make You Go Hmmm...
Hedgeye Investing Summit VII: Ben Hunt, CIO, Epsilon Theory
Hedgeye Investing Summit VII: Josh Crumb, Founder, Abaxx Tech
Hedgeye Investing Summit VII: Joe Calhoun, Founder & CEO, Alhambra Investments
Unscripted Equity Curiosity Episode 18: Tech In Hotseat: SAP To The Cloud, Risks of Saturation, & A Machine Learning Future
Unscripted Equity Curiosity Episode 3. Intro to Ami: Finding Winners & Losers in Tech
Unscripted Equity Curiosity Episode 10. When Reddit/ARK Holds the Other Side of the Rope
Unscripted Equity Curiosity Episode 2. Intro to Freebird: Is Content Still King?
Unscripted Equity Curiosity Episode 1: Investing in Asian Equities
Unscripted Equity Curiosity Episode 16. Ongoing China Equity ShtShow: The S-T & L-T Outlook with Felix
Unscripted Equity Curiosity Episode 15. The Sound of Freebird's Music (SPOT, TME)
Unscripted Equity Curiosity Episode 14. Curtain Call For The Great Leslie Stretch (MDLA)
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