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.

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Intro

00:00 • 2min

Success of Pink ETF and Sarepta stock potential

01:33 • 11min

Insights on Process, Portfolio Construction, and Long Investment Theses

12:43 • 4min

Investment Strategies in a Changing Economic Landscape

16:18 • 15min

Insights on Inflation, Financial Pressure, and the Trump Administration

31:07 • 2min

Brilliance, Politics, and Market Understanding

33:07 • 10min

Analysis of Stagflation Impact on Industrial Companies and Sponsorship Promotion

43:00 • 3min

Trade Opportunities in Agriculture and Market Strategy

45:40 • 14min

Navigating the Political Landscape and Making Money in the Market

59:50 • 3min

Join us for a new "Real Conversations" webcast featuring the investing insights of acclaimed hedge fund manager Mike Taylor. Hosted by Hedgeye CEO Keith McCullough, these two market pros sat down in our studio live on Tuesday, July 23rd. They dove deep into the latest market, economic and political developments and discussed how you can position your portfolio for success.

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