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

Hedgeye Podcasts

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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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