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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Unscripted Equity Curiosity Episode 12: Freebird versus FUBO
Unscripted Equity Curiosity Episode 11: Shorting in China, Courtesy of Felix, Plus The Mysteries of SOTP
Unscripted Equity Curiosity Episode 17. Recent TMT Cycle Data Points Plus Andrew & Felix Call Out The Ten Year Trend
Unscripted Equity Curiosity Episode 9. Valuation Traps and Tricks: The Commoditization of Duration
Unscripted Equity Curiosity Episode 8. The Shoulder Tap Trade
Unscripted Equity Curiosity Episode 7: Investing When the Dance Floor Resumes
Unscripted Equity Curiosity Episode 6: As We Re-Open (E-Commerce, Software, & China)
Unscripted Equity Curiosity Episode 5. The Fear of Dominos Falling
Unscripted Equity Curiosity Episode 4. Freedman’s Worst Long Ever: Right Church, Wrong Pew
Hedgeye Investing Summit VII: Jurrien Timmer, Director of Global Macro, Fidelity
Hedgeye Investing Summit VII: Diego Parrilla, Portfolio Manager, Quadriga
Hedgeye Investing Summit VII: Kyle Bass, Founder & Chief Investment Officer, Hayman Capital
Hedgeye Investing Summit VII: Michael Green, Portfolio Manager, Simplify Asset Management
Hedgeye Investing Summit VII: Liz Ann Sonders, Chief Investment Strategist, Charles Schwab
The Macro Show Week In Review [Podcast Edition] - Week of Sept. 20-24
Ep 85 Real Conversations: Daniel Lacalle, Chief Economist, Tressis SV
The Macro Show Week In Review [Podcast Edition] - Week of Sept. 13-17
Ep 84 Real Conversations: Jim Rickards, New York Times Bestselling Author
Ep 83 Real Conversations: Danielle DiMartino Booth, CEO & Chief Strategist, Quill Intelligence
The Macro Show [FREE Podcast Edition] | September 1, 2021
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