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 Season 3 Episode 13: “Is today’s A.I climate similar to 1999’s Internet Boom" (Plus China Trade War Impact on Semiconductor Multiples)
Weekly Notebook Review | June 27, 2023
Weekly Notebook Review | June 21, 2023
Ep.102 Real Conversations: Mike Green, Portfolio Manager at Simplify Asset Management
The Macro Show [FULL FREE EPISODE] | June 22, 2023
Unscripted Equity Curiosity Season 3 Episode 12: "Turnings & Tech", Neil Howe Decodes China's Demographic Dance and A.I.
The Macro Show | Dir. of Capital Allocation David Salem & Dir. of Research Daryl Jones | June 5, 2023
Weekly Notebook Review | Navigating the Seasons $SPY $QQQ $GLD $USD $TLT | June 7, 2023
Sector Head Spotlight | Director of Research Daryl Jones
Unscripted Equity Curiosity Season 3 Episode 11: Beer Wars, "The Bud Light Impairment" with Hedgeye's Daniel Biolsi
Weekly Notebook Review | All Eyes on the US10/2YC & Quad 4! $SPY $QQQ | May 31, 2023
Ep.101 Real Conversations: Mark Gordon, Co-Founder & Partner, Ascent Funds
Weekly Notebook Review | Portfolio Construction + Market Setup $SPY $QQQ | May 24, 2023
Sector Head Spotlight | Communications Sector Head Andrew Freedman
Sector Head Spotlight | Health Policy Sector Head Emily Evans
#HedgeyeNation: A Beginner's Guide | May 19, 2023
Weekly Notebook Review | Beware Sinkhole Developing $SPY $QQQ $IWM $XLY | May 17, 2023
Sector Head Spotlight | Technology Sector Head Ami Joseph
#HedgeyeNation: A Beginner's Guide | May 12, 2023
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