
Hedgeye Investing Summit: "Smartest Guy in the Room Talks Gold, Crypto & Manias" with Josh Crumb
Hedgeye Podcasts
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Unwinding Tech and Momentum, Liquidity Concerns, and Blind Spots of Economists
This chapter explores the recent unwind in tech and momentum, the shift in market blame, projected stock buybacks, liquidity drying up, misallocation of capital, and the blind spots of economists. It also delves into the tightness of credit, volume of systematic trading, central bank policies, and implications of leveraged bond positions.
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