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Hedgeye Investing Summit Spring 2025 | , Portfolio Manager for PINK Shares for the Cure

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Navigating Market Challenges Amidst U.S.-China Tensions

This chapter explores the impact of strained U.S.-China relations on American companies, emphasizing the risks of boycotts and tariffs. It also examines the difficulties faced by emerging portfolio managers in navigating a complex market influenced by high valuations and AI reliance.

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