5min chapter

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Hedgeye Investing Summit VIII: Michael Taylor, Portfolio Manager, PINK Shares for the Cure

Hedgeye Podcasts

CHAPTER

The Pain Trade Is Always Higher

The pain trade is always down, every single time. The biggest trade right now, if you've been watching, has gone into a large capforma in a way that i didn't even see this in o seven. And so everyone in the world basely has micro soft, google, apple, and and. Now they've sold a little bit of face ball cause the stock went down,. Same thing when that flicked stock went down, so you have to sell it. It's also very difficult to manage a that a running the pink fund, as maybe one many your guests don't know that, that's a health care specific hedge fund.

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