Hedgeye Podcasts cover image

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

Hedgeye Podcasts

00:00

Insights on Process, Portfolio Construction, and Long Investment Theses

This chapter highlights the significance of process and portfolio construction in driving performance outcomes. The speaker shares personal experiences and insights on managing losses effectively and explores various long investment theses for achieving success.

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