Get the app
Sam Rotman
Portfolio manager at Hedgeye Asset Management who focuses on technology and macro-driven investment themes, frequently commenting on AI, data centers, and capital allocation dynamics.
Best podcasts with Sam Rotman
Ranked by the Snipd community
Dec 19, 2025
• 1h 7min
Japan Dreams & Data Center Reality Checks | Protect the Pile: Episode 4
chevron_right
David Salem, a portfolio manager with expertise in macro research and Japan, joins Sam Rotman, who focuses on technology investment themes. They dive deep into Japan's rising rates and corporate governance, highlighting its implications for international investments. The duo also explores the profitability landscape of data centers and the emerging challenges of AI infrastructure spending, comparing current trends to the dot-com bubble, all while discussing the dynamics of global liquidity and capital allocation.
The AI-powered Podcast Player
Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
Get the app
