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Hedgeye Podcasts
Ep. 115 Real Conversations: Mike Taylor, Portfolio Manager, PINK Shares for the Cure
Jul 23, 2024
Guest Mike Taylor, Portfolio Manager of PINK Shares for the Cure, discusses Pink ETF success, Sarepta stock potential, investment strategies in changing economic landscape, insights on inflation, brilliance, politics, and market understanding, analysis of stagflation impact on industrial companies, trade opportunities in agriculture, and navigating political landscape for financial success.
01:02:42
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Quick takeaways
- Harness options market insights for strategic investing advantage.
- Utilize unconventional economic metrics for unique analysis perspectives.
Deep dives
Shift in Investment Landscape with Options Activity
Options activity has reshaped the investment landscape, offering insights into significant fund movements. A market report by Tier One Alphas, in partnership with Hedgeye, provides daily newsletters tracking options market trends. The report offers a unique perspective on the market, examining options moves and featuring weekly discussions with finance experts like Mike Green and Craig Peterson. Accessing this data can provide a strategic advantage in navigating the evolving investment terrain.
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Discover
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