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)
This is a Hedgeye podcast featuring sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm). On today's episode, Ami and Felix dive into the hot topic of A.I and its impact on today's market, as well as, Chinese policy impacts on the semiconductor space…
The Pitch: 6 Hedgeye Analysts. 6 Stock Ideas. 60 Minutes. | July 26, 2023
During this special HedgeyeTV webcast, six Hedgeye analysts will pitch one of their high-conviction stock ideas (Long or Short) to our Risk-Manager-In-Chief Keith McCullough.
The Pitch is a fan-favorite, alpha-generating webcast which gives you an inside look at how hedge funds decide what position…
Unscripted Equity Curiosity Season 3 Episode 14: Mid Earnings Check In: Hints Of Optimism In US Ad Recovery, China Stimulus Ahead
This is a Hedgeye podcast featuring sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm). Visit Hedgeye.com for more great investing content.For Our Hedgeye Products Click Below:
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Unscripted Equity Curiosity Season 3 Episode 15: Brian McGough Shares The Process
This is a Hedgeye podcast featuring sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm), with special guest Brian McGough (@HedgeyeRetail). Visit Hedgeye.com for more great investing content.For Our Hedgeye Products Click Below:
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Comm…
Unscripted Equity Curiosity Season 3 Episode 16: Felix Discusses Disruptor MNSO, Former & Potential Disruptor BILI, & Gives a Quick Intro To China Internet
This is a Hedgeye podcast featuring sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm).Visit Hedgeye.com for more great investing content.For Our Hedgeye Products Click Below:
Technology Pro
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China Pro
Get an investing edge on the enormou…
Unscripted Equity Curiosity Season 3 Episode 17: Beginners Menu: Howard Penney Teaches Us How to Invest In The Restaurant Sector
This is a Hedgeye podcast featuring sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm).Visit Hedgeye.com for more great investing content.For Our Hedgeye Products Click Below:
Technology Pro
Comms Pro
China Pro
Get an investing edge on the enormou…
Unscripted Equity Curiosity Season 3 Episode 19: Daniel Biolsi Welcomes Unscripted To The World of Consumer Staples
This is a Hedgeye podcast featuring sector heads Ami Joseph (@HedgeyeTech), Felix Wang (@HedgeyeChina) and Andrew Freedman (@HedgeyeComm).Visit Hedgeye.com for more great investing content.For Our Hedgeye Products Click Below:
Technology Pro
Comms Pro
China Pro
Get an investing edge on the enormou…
Exploring Vimy Ridge: WWI Remembrance in France, Episode 519
Have you ever wondered about the stories that linger on historic battlefields? In this episode of Join Us in France, Exploring Vimy Ridge: WWI Remembrance in France, Annie Sargent chats with Felix Wang, a guide at the Canadian National Vimy Ridge Memorial, to dive into the legacy of Vimy Ridge and …
Lunar New Year: The Year of the Snake
The Lunar New Year is a time for gathering with relatives and friends for some food, fun and music. It's also a time to remember and honor one’s ancestors and reflect on one’s own personal journey as we get set for the year ahead.
Guests
Jen-Jen Lin, Chinese Arts Alliance of Nashville Director a…
Nvidia, Memory & the Next Phase of the AI Trade | Protect the Pile Episode 29 w/ Felix Wang
Go to HedgeyeAM.com for more infoIs the AI trade still in its early innings—or is the market starting to discover where the real limits are?On the latest Protect the Pile, R. Patrick Kent sits down with Hedgeye Global Technology analyst Felix Wang to dig into the next phase of the AI boom. Felix ex…
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