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

Hedgeye Podcasts

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Analysis of Stagflation Impact on Industrial Companies and Sponsorship Promotion

The chapter explores how stagflation affects companies like 3M, focusing on their pricing power and margin expansion capabilities, making them more robust even in times of economic downturn. It also touches on other industrial firms with similar attributes and underscores the significance of price power for margin growth, along with a shoutout to Keith McCollough endorsing Hedgeye's data-driven morning show, the Macro Show.

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