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 | Sell Gamma Squeezes | January 10, 2023
Unscripted Equity Curiosity Season 3 Episode 1: Key Takeaways for TMT from Keith’s 1Q23 Macro Themes
Ep 96 Real Conversations: Mike Taylor, Portfolio Manager, Critical Mass Partners
Weekly Notebook Review | Similar Signals to Start 2023 | Jan. 4, 2023
Unscripted Equity Curiosity Season 2 Finale! Biggest Risks For Software in 2023 + Some Lingering Takeaways from the Taiwan Expert Call
Ep 95 Real Conversations: David Salem, Research Partner, Sparkline Capital
Brightside Capital Interviews Keith McCullough: "This Is Fall of the Roman Empire Sh*t"
Ep 94 Real Conversations: Jim Rickards, Author, "Sold Out: How Broken Supply Chains, Surging Inflation, and Political Instability Will Sink the Global Economy"
Blowup Ahead? WTF Is Happening At Blackstone REIT
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
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