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 Outlook: McCullough On U.S. #ProfitRecession
The Outlook: McCullough & Steiner On Peak Cycle Inflation's Calculus
Unscripted Equity Curiosity S2EP23: How Taking A 12-Month View of TMT Changes Things, Plus A China Bull In A Hedgeye Bear Shop
Weekly Notebook Review | Fade Your Feelings & Execute! | 12.7.2022
Unscripted Equity Curiosity S2EP22: $DIS The Return Of Iger, & Freebird Magic
Weekly Notebook Review | Managing Particular Pivots in Signals | 11.23.2022
Weekly Notebook Review | Global Quad 4's Loom! | 11.16.2022
Ep 93 Real Conversations: David Greely, Chief Economist, Abaxx Technologies
Ep 92 Real Conversations: Marc Cohodes, Veteran Short-Seller (FTX Collapse Special)
Unscripted Equity Curiosity S2EP21: Comparing 2000, 2008, and 2021 Cycles in TMT & The Math Of Recovery
The Outlook: Keith McCullough On Global #Quad4 Recession
Hedgeye Investing Summit IX: Danielle DiMartino Booth, CEO & Chief Strategist, Quill Intelligence
Weekly Notebook Review | The Fed Is Just A Data Point! | 11.2.2022
Weekly Notebook Review | Patience, Process & Short $QQQ! | 10.26.2022
Weekly Notebook Review | Hosted by Robert McGroarty | Featuring Keith McCullough | 10.19.2022
Hedgeye Investing Summit IX: Liz Ann Sonders, Chief Investment Strategist, Charles Schwab
Hedgeye Investing Summit IX: Marc Cohodes, Veteran Short-Seller
Hedgeye Investing Summit IX: Michael Green, Portfolio Manager, Simplify Asset Management
Hedgeye Investing Summit IX: Hugh Hendry, Founder, Eclectica Macro
Weekly Notebook Review | Patience, Process & Short $QQQ! | 10.26.2022
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