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

Hedgeye Podcasts

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Trade Opportunities in Agriculture and Market Strategy

The chapter explores upcoming trade opportunities in agriculture, suggests a short position on soy based on U.S. farmers' shifts from corn, and highlights a potential short position on John Deere. It delves into a company, PCT, utilizing recycled polypropylene and how blending recycled material in their market strategy can increase profitability significantly.

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