Hedgeye Podcasts cover image

Ep. 115 Real Conversations: Mike Taylor, Portfolio Manager, PINK Shares for the Cure

Hedgeye Podcasts

00:00

Investment Strategies in a Changing Economic Landscape

The chapter delves into various investment strategies and economic indicators, emphasizing the importance of understanding market trends and avoiding value traps. It also discusses the impact of different political scenarios, particularly focusing on the US economy under potential Trump or Kamala Harris presidencies, and the implications of government spending and tariffs on economic growth.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app