R. Patrick Kent

R. Patrick Kent, known as RPK, is a portfolio manager at Hedgeye Asset Management with a rich background in healthcare analysis. In this conversation, he shares insights on opportunistic investing and the vital role of understanding rate of change in financial markets. Kent discusses his journey from healthcare analyst to portfolio manager, emphasizing the importance of modeling for business dynamics. He also delves into the impact of AI on idea discovery and offers valuable skills for young investors navigating today's markets.