This Hedgeye podcast features sector heads Ami Joseph (@HedgeyeTech), Andrew Freedman (@HedgeyeComm), and Director of Technology Yosef Vaitsblit as they sit down with Financials sector head Josh Steiner (@HedgeyeFIG). Steiner reviews the credit cycle vs liquidity cycle, the 1980’s real estate spillover, contagion risks, the digitization of banking and the Deflation vs Stagflation battle ahead.

Visit Hedgeye.com for more great investing content.

For Our Hedgeye Products Click Below:

• Technology Pro
• Comms Pro
• China Pro

Subscribe to other Hedgeye Products Here:

• The Call @ Hedgeye
• The Macro Show
• Sector Pro Products