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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Weekly Notebook Review | Patience, Process & Short $QQQ! | 10.26.2022
Unscripted Equity Curiosity S2E20: The Great Felix Wang On Upcoming 3Q Earnings, What Xi Didn't Say, Globalization & De-Globalization $LMT
Weekly Notebook Review | Hosted by Robert McGroarty | Featuring Keith McCullough | 10.19.2022
Unscripted Equity Curiosity S2E19: The Dall-E Revolution - Things That Can Lay Waste To Trillions In Tech
Unscripted S2E18: How Ami & Felix Started Off With Key Takes From #HedgeyeLA & Ended Up Debating China-Taiwan
Ep 91 Real Conversation: Michael Taylor, Portfolio Manager, PINK Shares for the Cure
Unscripted Equity Curiosity S2 E17 Darkness in TMT, Will There Be Light? Ami & Andrew on SNAP, OKTA, AAPL, GOOG, and others
Unscripted Equity Curiosity S2E16: Mr. Glenchur goes to Washington: Navigating TMT Policy & Legal Landmines (Part 2 of 2)
Unscripted Equity Curiosity S2E15: Mr. Glenchur goes to Washington: Navigating TMT Policy & Legal Landmines (Part 1 of 2)
Unscripted; Summer Smoke: S2 E14 Featuring Hedgeye’s Howard Penney on Cannabis & Restaurants, Part 2 of 2
Unscripted Equity Curiosity; Summer Smoke: S2 E13 Featuring Hedgeye’s Howard Penney on Cannabis & Restaurants, Part 1 of 2
Unscripted Equity Curiosity S2E12: Andrew & Ami discuss how NOT to find multi-baggers, plus $ZM, $ROKU, $HCP, and the 10,000x of the Metaverse
Unscripted Equity Curiosity S2E11: Don't Fight The 中国人民银行 (Chinese Fed) Plus The Great Chinese Internet Snapback of 2023
Part2 of Unscripted's interview of Hedgeye's JVS: Warning strong views of TSLA, EVs, + M&A, expressed herein. Only appropriate for those who can handle awesomeness.
Hedgeye Investing Summit VIII: Pippa Malmgren, Economist & Tech Entrepreneur
Unscripted Equity Curiosity S2 E9. Will Elon Delete Tesla Bears From Twitter? Part 1 With Jay Van Sciver
Hedgeye Investing Summit VIII: Jim Bianco, President, Bianco Research
Hedgeye Investing Summit VIII: Carson Block, Founder, Muddy Waters Research
Hedgeye Investing Summit VIII: Buddy Carter, Former Proprietary Trader, Goldman Sachs
Hedgeye Investing Summit VIII: Jim Chanos, Founder, Kynikos Associates
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