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Weekly Notebook Review | Navigating Market Signals and Risks in Financial Investment Management | October 12, 2023

Hedgeye Podcasts

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Decline in Med Tech Stocks and Impact of GLP Usage

The chapter discusses the decline in med tech stocks due to concerns about GLP usage and its impact on the need for medical devices. The speaker expresses surprise at how quickly and severely the med tech industry has been affected, attributing the sell-off to retail investors who may not fully understand the situation. The chapter explores the lack of depth in the market and the impact of one-sided flows.

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