

Hedgeye Investing Summit VIII: Michael Taylor, Portfolio Manager, PINK Shares for the Cure
Apr 30, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19
Introduction
00:00 • 1min
Mike Son Max Is an Incredible Cart Racer.
01:28 • 2min
The Pain Trade Is Always Higher
03:49 • 5min
The Hangover
08:41 • 2min
What's Going to Be a Big Problem?
10:48 • 2min
Is It a Turd Sandwich, or a Turd Sandwich?
12:43 • 2min
The Secret to the Universe Is Calculus
14:38 • 4min
The Federal Reserve Is Going to Increase Rates, Not to Hike Rates
19:06 • 4min
Is Your One Liner on Edge?
23:15 • 3min
How to Make Money in a Down Market?
26:07 • 3min
Is Your Stock in Quad Four Unmodelable?
29:16 • 3min
Is This Games? Is This Games?
32:02 • 2min
I'm 70 % Net Short, I'll Keep That Name.
33:50 • 3min
Pt T's Technology, a Question on Pc T?
36:53 • 3min
A Yonothati, You're Like a Troglodite Nation
40:14 • 2min
The Big Difference Is That the Dat Numbers Are Going to Drop in Aggregate
42:19 • 2min
What Is the Max Pain Trade to Day?
43:59 • 4min
No Knowing Pain Trades
47:40 • 5min
Is the Deep Quad for I've Seen?
52:54 • 3min