이 에피소드에 관해
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.
Visit Hedgeye.com for more great investing content.
For Our Hedgeye Products Click Below:
Subscribe to other Hedgeye Products Here:
영어
미국
전사 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
이 팟캐스트의 다른 에피소드
***This episode originally aired live on Hedgeye.com on October 6, 2026***
This is an exclusive "Hedgeye Investing Summit" interview between Jim Rickards, NYT Bestselling Author, and Hedgeye CEO Keith McCullough.
To watch more "Hedgeye Investing Summit" interviews, CLICK HERE.
…
***This episode originally aired live on Hedgeye.com on October 6, 2026***
This is an exclusive "Hedgeye Investing Summit" interview between David McAlvany, CEO & Portfolio Manager of McAlvany Financials Group, and Hedgeye CEO Keith McCullough.
To watch more "Hedgeye Investing Su…
00:00 – Meet George Noble: Four Decades in the Markets 03:50 – How Markets Changed: From Fundamentals to Financialization 07:30 – The Hidden Problem With Private Equity & Private Credit 14:20 – What Rising Cost of Capital Could Break Next 16:40 – Why Insurance Could Be the Next Big Risk 20:00 –…
***This episode originally aired live on Hedgeye.com on October 6, 2026***
This is an exclusive "Hedgeye Investing Summit" interview between Jim Bianco, President of Bianco Research, and Hedgeye CEO Keith McCullough.
To watch more "Hedgeye Investing Summit" interviews, CLICK HER…
Go to HedgeyeAM.com for more info.
With the midterms just weeks away, the battle for Congress is getting tighter—and the market implications are growing.
On the latest Protect the Pile, R. Patrick Kent, Sam Rahman and Brooks Cutright welcome Hedgeye Chief Political Strategist JT Taylor to break dow…
면책 조항: 이 페이지에 포함된 팟캐스트와 작품은 Hedgeye Risk Management에서 가져온 것입니다. 이 팟캐스트는 소유자의 재산이며 Listen Notes, Inc.와 제휴하거나 보증하지 않습니다.
